SMC worked with New Opportunities Inc., a community action agency in Waterbury, CT, to design and develop a custom case management software solution. This system enables case managers to more effectively assess clients’ strengths and weaknesses, refer these individuals to the best services available and manage them through to achievement of planned outcomes. The system assesses any number of social dimensions of health, such as nutrition, child care, energy assistance, housing, health care access, transportation, employment, and more.

This web-based application streamlines the case management process with automated notifications, referral tracking, and document management. Case managers are able to effectively and proactively serve their clients while facilitating accurate client tracking and reporting with unduplicated data. The system produces longitudinal reports of outcomes for each addressed dimension of health for each client along with required federal Results Oriented Management and Accountability (ROMA) reports for the unduplicated client population.


How to provide coordinated social services and measure outcomes for clients and their families over time.


Custom case management system integrated with many program-specific systems.

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