1

What’s New and Coming Up in

Case Management# A L L I A N C E 2 0 1 7

2 YOUR PRESENTERSChris CarreSolution EngineerJoined Sparkrock in ‘12

David PopovichCRM Product Manager Joined Sparkrock in ‘16

3

AGENDA

I N T R O D U C T I O N S W H A T ’ S N E W W H A T ’ S N E X T

D E M O Q & A

4

What ’s New

5

THE CASE MANAGEMENT STORY

INCREASED NEED FOR SOLUTION • The Robin Hood Association• Client, Contact, Medical

Information, GSP, and ISP • 150 users

FIRST LIVE CASE MANAGEMENT ORGANIZATION• Brampton Caledon Community

Living• Client, Contact, and Medical

information• 200 users

2014

2015/2016

2017

6

What ’s Next

7

THE CASE MANAGEMENT STORY

INCREASED NEED FOR SOLUTION • The Robin Hood Association• Client, Contact, Medical

Information, GSP, and ISP • 150 users

FIRST LIVE CASE MANAGEMENT ORGANIZATION• Brampton Caledon Community

Living• Client, Contact, and Medical

information• 200 users

2014

2015/2016

WHAT’S NEXT

2017

2017Client Registration Client Inquiry Client RoutingReferrals

Client Intake ManagementInitial Needs Assessment Wait Lists

Assessments/ ConsultationsServicesCare Plans Programs

Client Discharge

Recall Lists

Case Reporting

Goals Management Client Interaction TrackingActivity Tracking Caseload Management Restrictive Procedures Incident Management

8

APPLICANT TRACKINGApril 2017

CASE MANAGEMENTAutumn 2017

DONOR MANAGEMENTJanuary 2017

09.01

09.01

09.01

ENGAGE (CRM) ROADMAP

9

DONOR MANAGEMENTConstituent MergeDonation ProcessingBulk Print ReceiptingDynamics 365

CASE MANAGEMENTClient Registration Client Inquiry Client RoutingReferralsClient Intake ManagementInitial Needs Assessment Wait Lists

Assessments/ ConsultationsServicesCare Plans ProgramsClient DischargeRecall ListsCase Reporting

Goals Management Client Interaction TrackingActivity Tracking Caseload Management Restrictive Procedures Incident Management

APPLICANT TRACKINGRequisition Management Job Posting ManagementApplicant Management Application Submission Job Interviews & Offer ManagementApplicant Reporting

ENGAGE (CRM) ROADMAP

APPLICANT TRACKINGApril 2017

CASE MANAGEMENTAutumn 2017

DONOR MANAGEMENTJanuary 2017

09.01

09.01

09.01

10

Case ManagementDemo

11

C L I E N T P R O F I L E

Capture personal information in a single record. Allow your users

to update information that benefits the whole organization

M E I D C A L A N D E M E R G E N C Y I N F O R M A T I O N

An easily accessed record that can provide medication and

emergency contact information to support staff.

This removes the burden of sorting through paper files to get to information in serious

situations.

P R O G R A M S A N DS E R V I C E S

Track programs and services provided to clients at your

organization.General and Individual Support Plans can manage progress and

goal information in a single form.

A SINGLE GO-TO SOLUTIONInformation is captures within a single database and a single record,

minimizing manual entry and barriers to information

12

EVALUATIONSP L E A S E TA K E 5 M I N S T O C O M P L E T E A S E S S I O N E VA L U AT I O N .

WIN ME!One lucky survey will take home a

Ecobee Smart Wi-Fi Thermostat

13

THANK YOU FOR LISTENING

@ S PA R K R O C K I N CW W W. S PA R K R O C K . C O

M