Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Exponent Case Management - Case and Program Management for Human Services
Case, Program, & Outcomes Management for Human Services Agencies
- Industries
- GovernmentHealthcare & Life SciencesNonprofit
- Business Need
- AnalyticsData ManagementDashboards & Reports
- Requires
- Sales CloudService CloudPlatform Cloud
- Compatible With
- Experience CloudGovernment CloudNonprofit Solutions
Exponent Case Management (ECM) is a comprehensive case management, program management, and outcomes management solution for human services agencies. Advanced tools for intake, assessment, service tracking, case records, reporting, referrals, and more.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales CloudService CloudPlatform Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Experience CloudGovernment CloudNonprofit Solutions
- Salesforce Editions
- EnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- Exponent Case Management/ECM v25.2 25.2.0
- Listed On
- 03/30/2015
- Latest Release
- 05/24/2024
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyPerson AccountsSalesforce ShieldCommunity BuilderManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 131Custom Tabs: 42Custom Apps: 5
- Lightning Components
- Global: 45App Builder: 5Community Builder: 8
- Languages
- English
Security
Additional Details
Exponent Case Management supports program management and performance management for the entire client lifecycle for any type of program, assessment, or outcome, and can be configured for any type of agency. Get up and running in 6 weeks! FUNCTIONALITY Intake: including assessments, screening, and eligibility determination Assessment: any type or framework Service Tracking: any services, including multiple services Service Planning: integrated with indicators and outcomes Tracking for Incidents, Households, Referrals, Groups and Classes Case Notes Case Records Client Records and Tracking: including tracking of multiple case records per client Outcomes Management Case Worker, Program Manager, and Executive Director Reporting and Dashboards EXAMPLES OF ORGANIZATIONS Workforce Development Youth Programs Economic Development Promise Neighborhoods Post-Incarceration and Anti-Recidivism Foster Care Homelessness and HMIS Refugee Support Support for Individuals with Disabilities Collective Impact Collaboratives Exponent Case Management is interoperable with common nonprofit apps, such as Nonprofit Success Pack. Implementation services are required.
Need help?
Exponent Partners: Nonprofit, Human Services, Education, Philanthropy
San Francisco, CA, USA
Implementation services are required for the product. Contact us for more information. Basic bug fix and how-to questions are provided free of charge with your licenses. Enhanced support is available on an annual subscription basis.