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Case Management Comprehensive Client Care

Whether your non-profit organization provides substance abuse treatment, family case management, outpatient therapy, clinical counseling, or almost any other type of service, NewOrg can help you track clients, demographics, diagnostic information, service delivery, prescriptions, and just about anything else. 

Illustration of a person surrounded by nonprofit case management icons including scheduling, document sharing, secure data, time tracking, and workflow automation, symbolizing streamlined service delivery and productivity.
Illustration of a diverse team of nonprofit staff high-fiving in an office setting, symbolizing collaboration, efficiency, and success with NewOrg's nonprofit case management software.

Spend less time managing data and more time serving clients.

NewOrg’s nonprofit case management solution streamlines client tracking, reporting, and team collaboration—helping your organization focus on delivering services and achieving measurable impact.

Smarter Case Management for better client outcomes

  • Client Coordination
  • Secure Portal Entry
  • Scheduling Solutions
  • Client Coordination

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    Coordinate care and services across programs with one centralized view.

    NewOrg’s Client Coordination tools give your team real-time access to client information, group assignments, and program progress so everyone stays aligned, tasks get completed, and clients receive timely and consistent support

  • Secure Portal Entry

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    Collect forms, documents, and signatures—safely and efficiently.

    NewOrg’s secure portal entry lets nonprofits, clients, and partners upload documents, complete intake forms, and sign from anywhere. Encrypted access and real-time syncing keep your system organized, compliant, and free from paperwork delays.

  • Scheduling Solutions

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    Scheduling across staff and 
    programs shouldn’t slow you down.

    NewOrg’s nonprofit case management platform offers flexible scheduling tools to manage calendars, book appointments, and reduce no-shows. From virtual check-ins to in-person visits, everything stays synced to keep your organization running smoothly.

Solutions for Case Management

Paperless Solutions

Streamline documentation unlimited file storage for a paperless workflow

Efficient Billing

Simplify billing to improve accuracy and save valuable time for your team.

Regulatory Compliance

Compliant with HIPAA, PIPEDA, and GDPR for data protection and privacy

Privacy Management

Ensure client privacy with controlled access and secure data collection for authorized staff only

Track Referrals

Grant partners limited access via permissions or a front-facing portal for program referrals

Illustration of a nonprofit professional analyzing program data dashboards with charts and graphs, representing NewOrg's case management software for improving service outcomes and workflow efficiency.

Reach New Heights with NewOrg

Our cutting-edge nonprofit case management solution empowers organizations to offer superior services, achieve improved outcomes, and optimize workflows by merging program data and business functions into a single, adaptable solution.

Want To Learn More?

Experience our nonprofit case management solution in action. Book a personalized demo and see how NewOrg can transform the way your team works.

We are very satisfied with NewOrg's software. We are a small non-profit organization that was looking for an affordable customized case management solution and NewOrg is that.

Testimonial Picture (11) Dallas S. Executive Director