FORWARD sync
The premier solution for integrated client and resource management
Traditional case management processes are inefficient and puts client data at risk
63% of case managers reported that their case management systems were not effective in helping them track client progress.
Nonprofits and public agencies are burdened by outdated manual processes when it comes to tracking client data, managing caseloads, and facilitating client communication. With manual case management processes, sensitive client information is often stored in vulnerable spreadsheets or paper files, leaving it susceptible to data breaches and unauthorized access. Also, client files are isolated within individual systems, which prevents public agencies from making necessary referrals to external organizations or other departments and leads to service gaps and increases the likelihood of clients slipping through the cracks.
A digital solution that streamlines client and resource management for governments and nonprofits
- Centralized client profile
- Intake and referrals
- Make inbound and outbound calls, texts and emails
- Collaboration and notetaking
- Role-based permissions
- Secure data storage
A stress-free platform to easily share information, communicate, and collaborate
Improve Coordination Of Services For Clients
Enhance Inter-Agency Collaboration
Foster Trust Through Communication & Secure Data
Human-Centric Client and Resource Management Software Designed to Accelerate Service Delivery
Intake
Securely capture and track client information
- Capture individual client information through a secure profile
- Collect and store client information and data
- Needs assessment and risk scoring
- Securely store relevant documents
- Track changes to client profiles
- Add case notes to client profile
Communicate
Securely contact clients from their profile
- Send, receive, and store text messages and emails in one centralized place
- Conduct outbound phone calls
- Receive inbound voice messages
- Realtime transcription and language translation of voice messages, texts, and emails
- Obscure client contact information
Collaborate
Accelerate inter-agency collaboration
- Real-time collaboration within client profiles
- Share case notes across agencies
- Referral and program management
- Role-based permissions
- Case manager/Provider assignment
Report
Track program progress and social impact
- Securely import and export case information
- Generate custom reports
- Track program deliverables
- Secure data storage and management
- Protects user privacy
- HIPAA and PII/PHI complaint
Common Client and Resource Management Software Types
FORWARD sync makes it easy to customize and streamline client and resource management workflows for all kinds of service delivery. Here are use cases where the FORWARD sync client and resource management solution can improve client experience and accelerate service delivery to communities.
- Case Management
- Benefit Distribution
- Homelessness Prevention
- Addiction Recovery
- Healthcare
- Mental Health Services
- Education
Fast-FORWARD your programs
Our mission is to accelerate equity and access for communities by helping governments and nonprofits get to communities the funding and support they need and deserve. Tell us about your programs so we can evaluate your needs and help you design workflows and systems to help you serve more people while staying in compliance.