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Case Management System

Benefits: 

  • Automate and simplify the filing of Monthly Conference Reports and provide consistency in reporting among all Conferences in the Archdiocese.

  • Maintain records of all assistance provided to neighbors in need for tracking and simplified audits by the Council.

  • Compile demographic and financial data to use in obtaining funds.

  • Simplify bank account reconciliation.

  • Simplify Food Pantry reporting.

Data Processing

  • Supported Operating Systems (OS): Windows 8 or Higher, Mac OS, iPadOS, Android, Chrome OS

  • It is highly suggested that you bookmark the CMS 4.0 direct link or this page for quick access

What's new?

  • Situation tab is only two forms instead of three.

  • Attachment can be upload at any point in the visit flow

  • The "Merge" button has been moved to the left to avoid accidental activation.

  • Option to navigate and review cases before auto-closing

Contact

Watch Training

Videos

Login 

Need user guides?

Scroll down for more resources.

 

Have a question?

Send an email to  AskCMSCommittee@svdphouston.org

Case Management

Case Intake Training slides

Caseworker Training slides

Treasury

Issuing a check

Student and Tutor

USER GUIDES

  • Facebook
  • LinkedIn
  • Instagram
  • YouTube
  • TikTok

Society of St. Vincent de Paul is a 501c3 non-profit organization, EIN #74-1464210.

It provides basic needs assistance to the local communities of Greater Houston-Galveston since 1871.

 

CONTACT:

info@svdphouston.org | 713-741-8234 | 2403 Holcombe Blvd, Houston, TX 77021

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