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Sumac Case Portal is a sleek, new web app that allows caseworkers to manage clients, case notes, and meetings on the go.
Included FREE with Sumac Desktop
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Sumac is a great, safe platform that’s HIPAA-friendly, which helps us with the privacy of our clients.
Caseworkers can quickly find a client's address, phone number, and case notes, so they're prepared for meetings.
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.
Caseworkers can also use the portal to schedule reminders and follow-up meetings with clients, helping ensure continuity and improve case management.
Case Portal integrates with Google Maps, so caseworkers can quickly get directions to their meeting without switching between applications.
