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Average Ratings 24 Ratings

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Description

CHARMS is a secure online case management system that manages all aspects of record-keeping for foster care, adoptions, children residential, supported housing, residential family centers, foster carer recruitment hubs and other care services. SCN is a non-profit organisation and will always be privately owned. It is based on the sociocracy principles, so that all employees and customers are a part of the CHARMS Community and its growth and progress. Everyone - employees and customers, suppliers, and most importantly, CHARMS users - has a say on what CHARMS should do. We want to make sure that educators, social workers and other care providers, as well as support staff, can focus on their work knowing that CHARMS will protect their sensitive information.

Description

Vertex Case Manager is a cloud-based software solution designed for electronic case management. This innovative platform was specifically developed for organizations that assist individuals with disabilities across community, employment, and residential environments. The system captures data at each phase of a client's journey, from enrollment to discharge. With our dedicated social work case management software, information is collected as clients progress through various programs, ensuring that service time and progress notes can be logged throughout the day. Should any documents be missing or incomplete, the system provides reminders to service providers, aiding in maintaining compliance. Our case management solution aims to deliver a seamless user experience while keeping your agency well-organized and compliant with documentation requirements. The intuitive dashboard allows users to view notifications, record arrival times, and edit client information, all from a centralized location for maximum efficiency. By streamlining these processes, Vertex Case Manager enhances the overall effectiveness of service delivery within your agency.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
HubSpot CRM Yes 
Microsoft Outlook Yes 
Salesforce Yes 

Integrations

Gmail No 
HubSpot CRM No 
Microsoft Outlook No 
Salesforce No 

Pricing Details

$150 per month
There are no charges for training, data import, setup or configuration.
Customers may purchase a minimum of just 1 licence.
Free Trial Yes 
Free Version No 

Pricing Details

$2500 one-time payment
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Social Care Network Solutions Limited

Founded

1996

Country

United Kingdom

Website

www.socialcarenetwork.com

Vendor Details

Company Name

Vertex Systems

Founded

1981

Country

United States

Website

vertexsystems.com/software/vertex-case-manager/

Product Features

Foster Care

Adoption Management Yes 
Automated Reminders Yes 
Available Families Database Yes 
Case Management Yes 
Checklists Yes 
Child Intake Yes 
Education Requirements Tracking Yes 
Family Portal Yes 
Foster to Adopt Yes 
Online Applications Yes 
Online Licensing Forms Yes 
Payments Tracking Yes 
Placement Management Yes 
Reporting Yes 
Respite Credits Tracking Yes 
Treatment Management Yes 

Government

Budgeting & Forecasting No 
Code Enforcement No 
Compliance Management No 
Fixed Asset Management No 
Inventory Management No 
License Issuance No 
Permit Issuance No 
Purchasing & Receiving No 
Self Service Portal No 
Taxation & Assessment No 
Utility Billing No 
Work Order Management No 

Human Services

Case Management Yes 
Certification & Licensing No 
Child Welfare Management Yes 
Document Management Yes 
Reporting & Statistics Yes 
Scheduling Yes 
Time Tracking Yes 
Training Management Yes 

Nonprofit

Accounting No 
Committee Management No 
Donor Management Yes 
Dues Management No 
Event Management Yes 
Fundraising Management No 
Member Database Yes 
Membership Management Yes 
Social Media Management No 
Volunteer Management Yes 

Social Work Case Management

Case Notes Yes 
Client Management Yes 
Document Management Yes 
Forms Management Yes 
Goal Setting / Tracking Yes 
Program Management Yes 
Referral Management Yes 
Reporting & Statistics Yes 
Scheduling Yes 
Volunteer Management Yes 

Product Features

Human Services

Case Management Yes 
Certification & Licensing No 
Child Welfare Management No 
Document Management Yes 
Reporting & Statistics Yes 
Scheduling Yes 
Time Tracking No 
Training Management Yes 

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