Equipping your agency and informing the nation

National Case Management System

In 2022, the Institute for Shelter Care launched the National Case Management System (CMS) Initiative, equipping shelters to consistently and accurately collect and report shelter data for program evaluation and improvement.

Not only will it enhance the restorative residential care that shelters provide, but it will also support collaborative research, bring credibility to our field, and improve outcomes for survivors around the country.

Interest Form

Which Software do we use?

In partnership with Social Solutions, the Institute for Shelter Care utilizes the highest level of Apricot (Apricot 360) to deliver comprehensive case management tools. Features include forms, reports, attendance tracker, scheduling, multiple program sites, workflows, rules & alerts, and more.

What the CMS Initiative provides:

Pre-Built Forms, Assessments, and Reports

Forms

From referral to exiting, there are over 18 prebuilt, shelter specific, forms to help your organization collect data and report on it effectively.

Assessments

In partnership with Regent University, the Institute selected 12 psychological, behavioral, and spiritual assessments to track residents’ progress throughout their time at your shelter.

Reports

Seamlessly create and filter reports for all forms and assessments to generate comprehensive data reports for your agency and stakeholders.

CMS Training

Customized training utilizing videos, handouts, support articles, and video conferencing to meet the needs of your agency.

Learn how to use Apricot

  • View, create, and edit records
  • Create and edit forms
  • View, filter, create, and edit reports

Technical Support

  • Onboarding and integrating systems and processes into Apricot
  • Ongoing technical support after site launches

Learn how to utilize your data

  • Program design and evaluation
  • Logic Model
  • Workflows
  • Worksheets and templates to organize your system and process

Application Timeline

CMS Training

Next steps to join in January 2023:

  • Fill out Interest Form by October 28
  • Participate in Discovery Call by November 15
  • Review the contract agreement with your general counsel
  • Identify staff member as project manager
  • Ensure that you have multi-year funding for the project
  • Sign contract by December 15
  • Schedule Implementation Planning meeting for January

Next steps to join in July 2023:

  • Fill out Interest Form by October 28
  • Participate in Discovery Call by May 15
  • Review the contract agreement with your general counsel
  • Identify staff member as project manager
  • Ensure that you have multi-year funding for the project
  • Sign contract by June 15
  • Schedule Implementation Planning meeting for July
Interest Form

Have a question?

If you have any questions regarding the National Case Management System Initiative, please contact Jennifer Fox at jfox@instituteforsheltercare.org

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