To explore the sort of advantages CMS can offer your conference,
download this blank case record form that is currently used by caseworkers during home visits.
Offering a series of optional work-flow models, the system aids member volunteers giving real-time access to client data.
It helps in the tracking and streamlining of assistance requests, manages client relationships over time, and has a full
suite of treasury and reporting functionality that aids with the generation of the national conference level reporting.
It also allows for standardized operations - easing the process of volunteer transition and quality of collected data.
Council and conference leadership are provided with a greater ability to track everything from types of assistance provided
over time to ethnographic data and other metrics. Replacing the traditional by-hand conference tallies improved the quality
of the monthly analysis - helping to satisfy the requirements of many grant-related efforts.
Highlights of the Latest Release
This allows Diocese wide hotline operations and distribution. This is key for
many Vincentian operations across the country as more and more Diocese are finding value in managing and distributing casework
based on location and conference financial resources.
Vincentian Program Support:
This feature treats CMS as a Data Platform - allowing conferences to refer neighbors to Special Works scenarios within
the Diocese. With plug-in workflow components. conferences can attach all sorts of Special Works scenario to CMS, gaining the
ability to distribute data, track additional information, and better help those you serve. For example, one could easily pass
simple data to a job training program conducted at a local outreach center, collect additional
details useful in a local governmental energy assistance effort, track food pantry assistance, or simply manage and
track various holiday efforts.
Multi-Month Financial Reporting:
The mandatory SVDP USA treasury reporting is a quarterly hassle for many treasurers. CMS allows them to generate these reports
over any multi-month span on demand with the push of a button.