Programs & Case Management

Every client's story, in one place

Intake, services, case notes, assessments and outcomes live on one record, so your team spends less time on paperwork and more time with people.

Built for the people doing the work

Households, services, referrals and notes sit together, so nobody has to repeat their story.

Assessments track progress over time and roll up into the reports funders ask for.

Case workers see their own caseload, confidential notes stay confidential, and every view is logged.

A client fills in one form and their record is ready. From there, everything that happens to them builds on the same history.

Notes are quick to write, easy to find and locked down by role. When someone covers a colleague, the history is already there.

Build assessments once, score them over time, and pull a funder-ready report with demographics and results whenever it is due.

Schedule classes and appointments, take attendance, and let people check themselves in at the front desk.

It all runs on one shared record, so nothing has to be entered twice.

Can we limit what each case worker sees?

Yes. Roles set access for each module, and a caseload setting limits case workers to the clients assigned to them, including in search and in Fern.

Can clients check themselves in?

Yes. The kiosk runs in a browser on any tablet or phone. Clients find their session and check in without seeing anyone else's details.

Can we match our own intake process?

Yes. Intake is a Smart Form you design, with conditional questions, signatures and document uploads.

A real person will walk you through Missionly using the way your organization already works.