Watch Our Demos
- Case Management Hub Overview
- Top 7 Case Management Hub Features
- Dashboard Overview
- Getting Started Checklist
- How to Add a New Client
- How to Create a Client Assessment or Intake
- Class: Getting Started in Case Management Hub
- Unlock Insights from Case Management Hub Reports
- Tutorial: Conducting Intakes & Assessments
Do you have questions or feedback about our demos? If so, contact us, we would love to hear from you.
Case Management Hub Overview
Welcome to a quick overview of Case Management Hub, a comprehensive cloud-based platform for managing your entire client process from intake and assessment to treatment and discharge.
In this video, we’ll walk you through some highlights of the Case Management Hub platform and show you how to create a new client, do a paperless intake, add team members to collaborate with, and leverage resources such as correspondence, assessments, reporting, and more.
Top 7 Case Management Hub Features
In this video we’ll cover 7 key features of our Case Management Hub software that makes it the best all-in-one client management platform to save you time and enhance the effectiveness of your work.
We’ll follow the typical workflow journey of our demo caseworker. And highlight how the platform helps her with simple client & agency management, including:
- Paperless Intakes
- A holistic view of client activities
- Streamlined task management
- Time-saving templates
- Program & site tracking
- Educational resources
- Centralized file management
Dashboard Overview
In demo video, we take a quick tour of the platform’s dashboard to get you familiar with your top navigation icons, the “Quick Create” area, the sidebar and other key areas of the platform.
Do you have questions or feedback about our demos? If so, contact us, we would love to hear from you.
Getting Started Checklist
In this account setup checklist demo, we’ll cover how to add your Organization Details, Programs, Site Locations, Staff, Clients and Referral Directory.
Do you have questions or feedback about our demos? If so, contact us, we would love to hear from you.
How to Add a New Client
In this onboarding demo, we’ll show you how to add a new client to your Case Management Hub account. Including how to assign a staff member to the client, how to add the client to a site location or program, how to email the client an intake or assessment form, and more.
Do you have questions or feedback about our demos? If so, contact us, we would love to hear from you.
How to Create a Client Assessment or Intake
In this demo, you’ll see a walkthrough of how to create a new client assessment or intake in the Case Management Hub software. Including the following:
- How to choose an assessment or intake form
- How to save or print a client assessment or intake form
- How to email the client an assessment or intake form
- How you will know the client has filled out an online form
Class: How to Get Started in Your Case Management Hub Account
Need help setting up your Case Management Hub Account? Then this video is perfect for you! You can follow along and pause as needed while getting your account ready to go.
We review how to:
- Set up your profile & preferences
- Set up your organization’s details
- Company details
- Sites & programs
- Referral Directory
- Add staff members & clients
- Get familiar with popular features
- Assessment & Intake templates
- Correspondence
- Free tools
Unlocking Insights from Your Case Management Hub Reports
Social Work Portal’s Case Management Hub software has powerful data visualizations. Including reports you can’t get anywhere else, like the ecomap report!
By leveraging the reporting power in your account, you can quickly make decisions on things like:
- Which staff to assign a client
- Which programs need more resources
- Whether or not your programs are reaching the targeted population
Beyond the obvious benefits of getting insights from your reports, the data visualizations in Case Management Hub also happen automatically as you normally manage clients in your account… in real-time.
In this video, you’ll get an overview of the reporting power in the software and learn how to take advantage of it to improve your effectiveness.
Conducting Intakes & Assessments in Case Management Hub
Intakes and assessments are a core activity for social workers, case managers, therapists, and counselors. We’ve built both function and flexibility into the intake and assessment process in Case Management Hub.
In this tutorial video, you’ll learn:
- Where to find your built-in intake & assessment templates
- 3 Ways to conduct intakes & assessments (email, print, online)
- And how to create your own intake and assessment templates
Do you have questions or feedback about our demos? If so, contact us, we would love to hear from you.
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