Integrated Data Management, Reporting, and Communication
The NewOrg Management System is more than just software, it is an approach to managing your data and workflows that empowers staff, and improves your organization’s transparency, efficiency, and sustainability. Our approach to understanding the details of your organization’s processes allows us to quickly provide a unique “tailored to you” solution no matter how complex your service delivery.
In addition to everything you’d expect from a robust Client, Services, and Case Management system, NewOrg has a wide range of complementary features.
This broad functionality, combined with flexible customization, makes NewOrg a great solution for almost any program or line of service.
Accessible from anywhere: Provide customized access for Staff, volunteers, donors and other constituents via any internet connected device. Mobile and tablet friendly screens so your people can connect and be productive from anywhere.
Secure & Compliant: NewOrg handles backups and security to protect your data and your peace of mind. Because NewOrg is hosted our servers, no new hardware or specialized IT staff are required. NewOrg is compliant with major government regulations across North America and the European Union, including HIPAA, PIPEDA, and the GDPR.
Many non-profit organizations are changing their funding models to include more fee-for-service activities that are reimbursable by the government or other funding sources. At the same time, the Federal Government will soon be requiring Electronic Visit Verification (EVV), due to significant amounts of fraud related to in field service delivery and many other funding sources are moving towards similar verification requirements.
NewOrg’s flexible design provides fully integrated EVV at the point of care, regardless of where it is physically being delivered, and we offer several approaches to complying with the new EVV requirements to ensure compliance and eliminate potential fraud. EVV requirements vary and we provide solutions including any mix of the following:
Record exact date, time and location of visit in a reportable electronic audit trail
Geo-mapping to the client’s location is included
Capture notes and data points specific to the service type being provided
Electronic signatures (E-signatures) can be captured in the field
Capture a photograph of documents, client, living area, etc.
Capture reimbursable mileage based on your staff member’s starting point and client’s location; accommodates tracking mileage for multiple appointments on the same day
NewOrg can be accessed by all mobile device types – Android, iPhone, Google phone, etc.
Verify employee compliance with scheduled care plans and document duration of visits
Verification occurs automatically with completion of tasks so you don’t have to alter staff workflows
EVV requirements for Government funded programs vary from state to state as well as do the requirements of other funders. Contact us, tell us about your need and we will show you how NewOrg can cost effectively keep you in compliance.
Here are two new enhancements designed to reduce navigation clicks and staff time entering data:
Facesheet is a new summary view for simplifying intakes and updating client records by allowing you to see and modify all standard and custom fields in a contact record one from just one quick loading screen and eliminates multiple tab clicks to access disparate fields in different system areas.
Direct Tab Access Icons let a user go from a simple contact lookup directly to important data areas in a selected contact that are not included in the Facesheet form fields.
Check out this short video showing how to put the focus back on your clients:
Create campaigns based on actual engagement and donation history
Online event registration & payment
Credit card processing
Unlimited print or e-mail receipts & thank you templates that can be easily created
Pledge & in-kind management
Posting functionality to avoid double entry with your accounting system
Powerful included mass e-mail tool to create your appeals and metrics to measure your successes
Flexible reporting to match your management style and process needs
Here are three videos showing (Part 1) an overview of NewOrg’s Donation Management tool, (Part 2) more specifics about Donor Prospect and Campaign/Pipeline Management and (Part 3) actual Donation processing and integration with your accounting system.
Here is the quick overview video:
Donor Prospect & Pipeline Management:
Donation entry and how NewOrg is configured for your accounting system:
Ready to go paperless? NewOrg can move all of your important forms online and allows electronic signatures by staff, other professionals, clients, caregivers, volunteers, etc. Our non-profit partners have moved entire multi-page application processes including document upload plus we allow multiple applicant visits to complete the process. Form appearance is configured to your needs and signatures can be collected on phones, tablets, signature pads or any touchscreen and everything is fully compliant with HIPAA, PIPEDA & GDPR personal information security requirements.
Watch how you can verify event attendance in the field with any device:
NewOrg functionality works across all device types:
The NewOrg Management System is designed to be a central repository of your organization’s data. To be effective, it must be a part of your staff’s daily routine. Through a familiar calendar inteface and highly customizable fields, NewOrg allows your staff to easily manage their schedules and record important client and activity information which can then be used for reporting purposes. No more entering appointment and session information into two or three places.
Standard scheduling features you would expect, easily filtered by individual users, department, location, activity type, etc. plus HIPAA, PIPEDA & GDPR compliant permission controls to restrict viewing of sensitive activities and notes.
Appointments recorded in the NewOrg calendar can also be added to user’s Outlook or Google calendars and exported to spreadsheets or other formats.
Standard functions include reminders, recurring appointments, and multi-staff, multi-client or multi-funder events, group scheduling, time tracking, recording mileage, parking and toll information to ensure accurate billing and reimbursement plus EVV (Electronic Visit Verification) for activity auditing.
Your staff records many different types of activities, many of which require specific detailed information. NewOrg allows creation of unique custom fields associated with specific activity types to ensure all relevant information is captured for reporting.
Calendar events can be tied to your public facing web portal for online reservations, event calendars, partner calendars and collaboration.
Imagine a simple, single interface for staff to record and manage their time for all of the activities they perform, with ties to payroll, your web portal, clients, donors, services, and events. NewOrg reduces data entry, reporting, and administration overhead, while giving your staff instant access to the information they need to serve your stakeholders and better manage their time.
Today’s internet reality is that every software system is constantly being probed for vulnerability. As part of NewOrg’s HIPAA, PIPEDA & GDPR compliant security design, our starting point for defense is restricting who can access your system based on geography. NewOrg provides this “first step” defensive capability to:
Protect your system from attacks and fraud by limiting access to your system, donation pages, calendars etc.
Specify which countries have access to your system.
See which countries your traffic is coming from.
Block or white-list specific IP addresses.
Securing partner information is our number one priority and we are constantly modifying protocols to address new threats as they emerge.