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Case Portal for Mobile Case Management
Manage Clients, Cases, and
Notes — Anywhere
With Sumac’s Case Portal, case workers can securely access and update client records, manage cases, schedule meetings, and document case notes from anywhere.
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Sumac Case Portal makes it easy to enter, update, and find information.
#1 Get Client Info At Your Fingertips
Caseworkers can quickly find a client's address, phone number, and case notes, so they're prepared for meetings.
#2 Record Case Notes From Anywhere
Caseworkers can record case notes on site, or upload an image of handwritten notes later to be automatically transcribed into the case record. This reduces admin time and improves the accuracy of client records.
#3 Schedule Reminders & Meetings On The Go
Caseworkers can also use the portal to schedule reminders and follow-up meetings with clients, helping ensure continuity and improve case management.
#4 Get Directions With Google Maps
Case Portal integrates with Google Maps, so caseworkers can quickly get directions to their meeting without switching between applications.
