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How a New Orleans social service agency selected a configurable, affordable platform to support its diverse programs and services.
Who They Are
Jewish Family Service of Greater New Orleans (JFS) is a social service agency dedicated to strengthening the well-being and self-sufficiency of individuals and families throughout the Greater New Orleans area.
Serving people of all faiths and at every stage of life, JFS provides accessible mental health care, holistic care management, older adult services, and teen suicide prevention. Its programs help individuals and families navigate challenges, connect with essential resources, and maintain stability and independence. Many services are offered on a sliding-fee scale so that financial circumstances do not prevent people from receiving support.
NewOrg gives JFS greater flexibility to manage our programs and support the communities we serve, while improving operations through real-time reporting and medical billing. Streamlined reporting addressed our greatest need, and bringing medical billing in-house has significantly improved our cash flow.
Julie Finkelstein
CFO, Jewish Family Service of Greater New Orleans
The Challenge: Finding a flexible, cost-effective solution
JFS operates programs of different sizes, each with distinct workflows, documentation requirements, and data management needs. The organization needed a system that could adapt to those differences while giving staff a shared, manageable foundation for working across services. JFS concluded that its previous system’s cost no longer matched the functionality and support it provided. The organization therefore sought a platform that offered stronger value, fit the operational needs of its programs, and could adapt as those needs evolved.
Why jFS New Orleans Chose NewOrg
After connecting with NewOrg through PowerNET, JFS selected NewOrg for its configurable approach and ability to support multiple programs within one connected platform. NewOrg gave JFS the combination of affordability, functionality, and support it was seeking. Because the platform can be configured for both larger and smaller programs, JFS can preserve program-specific workflows while creating a more consistent agency-wide approach to information management. By selecting a platform designed for human services organizations, JFS can align its data systems more closely with how staff deliver care, coordinate services, and support clients over time.
How newOrg Helped
NewOrg worked with JFS to configure a centralized system that accommodates the unique needs of its clinical services, care management, medical billing, and client engagement programs. Rather than applying the same workflows across every department, NewOrg tailored the platform to support how each program operates while providing a more consistent approach to managing client information.
Supporting Clinical Services
JFS provides clinical services to both adults and minors, each with distinct intake, treatment, and documentation requirements. NewOrg configured clinical workflows to accommodate these differences, bringing together client records, therapist scheduling, treatment plans, and progress notes. Electronic consent forms and secure document storage further support the management of clinical information throughout the treatment process.
Streamlining Care Management
JFS’s care management programs involve ongoing service coordination and, in some cases, financial assistance. NewOrg configured workflows that let case managers document interactions, track services, and store supporting records in one place. The same system can maintain a history of assistance requests, approvals, payments, and funding sources, giving staff a more complete record of support provided to each client.
Simplifying Medical Billing
JFS needed billing workflows that could manage several payment structures, including sliding-scale fees, client co-payments, Medicare, Medicaid, and commercial insurance. NewOrg configured the system to support claims preparation, payment tracking, and financial reporting across these arrangements, with options for submitting claims through compatible payer systems.
Improving Client Access and Engagement
To support JFS's diverse client population, NewOrg configured a client portal with intake pathways tailored to adults, minors, and different insurance and payment arrangements. The portal’s design allows new and returning clients to submit intake information, upload documents, update personal details, and make payments online, with the goal of simplifying registration and reducing manual administrative work.
Together, these solutions provide JFS with a flexible foundation for managing its programs while accommodating the distinct needs of the individuals and families it serves.
About JFS of greater new orleans
Jewish Family Service of Greater New Orleans (JFS) is a nonprofit providing mental health care, care management, older adult services, and teen suicide prevention throughout the Greater New Orleans area. Serving people of all faiths and backgrounds, JFS helps individuals and families access essential resources, mantain independence, and improve their well-being.
About NewOrg
NewOrg is a cloud-based case management and data management platform built specifically for nonprofits. Designed to be flexible, intuitive, and scalable, NewOrg helps organizations manage contacts, track service delivery, coordinate events, and generate impact reports—all in one place. NewOrg is committed to equipping mission-driven organizations with the technology they need to serve their communities more effectively.
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Sotiris Koutsoyannis
Marketing/Communication Specialist
NewOrg Management System, Inc.
866-843-2835 x3
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