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Average Ratings 124 Ratings

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Description

NewOrg is a robust platform that allows non-profit organizations to integrate information from all areas of their operations. This allows them to better manage clients, volunteers, services, donors, donations and outcome. It also provides the ability to schedule activities, sign-ups, communications, surveys and fundraising activities. NewOrg is a powerful platform that can help you manage your committees, donors, events, and memberships to ensure that your organization runs smoothly.

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

Google Maps Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Moodle Yes 
PayPal Yes 
Regroup Mass Notification Yes 
SendGrid Yes 
Waystar Yes 
Zapier Yes 

Integrations

Google Maps No 
Microsoft Excel No 
Microsoft Outlook No 
Moodle No 
PayPal No 
Regroup Mass Notification No 
SendGrid No 
Waystar No 
Zapier No 

Pricing Details

$350/month for 5 users
For more pricing details go to the pricing page on our web site.
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 Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

NewOrg Management System

Founded

2006

Country

United States

Website

www.neworg.com

Vendor Details

Company Name

Vertex Systems

Founded

1981

Country

United States

Website

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

Product Features

Donation Management

Campaign Management No 
Donation Tracking Yes 
Donor Database Yes 
Event Management Yes 
Gift Management Yes 
Grant Management Yes 
In-Kind Donations Yes 
Matching Donations No 
Mobile Donations Yes 
Online Donations Yes 
Pledge Management Yes 
Receipts / Statements Yes 
Recurring Donations Yes 
Volunteer Management Yes 

Fundraising

Alumni Management Yes 
Auction Management No 
CRM Yes 
Campaign Management Yes 
Contribution Tracking Yes 
Donor Management Yes 
Event Management Yes 
Gift Matching Management Yes 
Grant Management Yes 
Membership Management Yes 
Mobile Giving Yes 
Payment Processing Yes 
Pledge Management Yes 
Prospect Management Yes 
Raffles / Lotteries No 
Recurring Giving Yes 
Volunteer Management Yes 

Human Services

Case Management Yes 
Certification & Licensing Yes 
Child Welfare Management Yes 
Document Management Yes 
Reporting & Statistics Yes 
Scheduling Yes 
Time Tracking Yes 
Training Management Yes 

Nonprofit

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

Patient Case Management

Activity Tracking Yes 
Assessment Notes Yes 
Billing & Invoicing Yes 
Calendar Management Yes 
Candidate Identification No 
Case List Management Yes 
Eligibility Verification Yes 
HIPAA Compliant Yes 
Medical History Records Yes 
Patient Records Yes 
Referral Management Yes 
Treatment Planning 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 

Speech Therapy

Assessment Management Yes 
Billing & Invoicing Yes 
Care Plan Management Yes 
Insurance Management Yes 
Patient Scheduling Yes 
Progress Tracking Yes 
SOAP Notes 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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