A Customizable Workflow Database for Human Services Professionals

Need Navigator is a feature-rich and fully customizable software platform that helps you and your team better manage your interactions with the individuals you serve.

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Helping You Help Others

Our mission is to help you and your staff manage your caseload in a more efficient and comprehensive fashion. We simplify the work you have to do through easy-to-manage custom forms, and with powerfully complex automation tools. The best part is that while you and your team members work, Need Navigator is silently bringing together all of your data, making it available in a single, reportable location.

Need Navigator Use Cases

Financial Assistance

With Need Navigator, processing requests for financial assistance is simple, comprehensive, and fully reportable.

  1. Process a request for assistance using your own customized intake form
  2. Use automation to assign pre-approval workload to your team members
  3. Designate 'Funders' and 'Funding Pools' from which you can make disbursements
  4. Associate specific Funding Pools with one or more of your Programs

Resource Distribution

Need Navigator allows you to define resources, create distribution rules, and report on how often they are given out.

  1. Define program-specific resources to track
  2. Use custom 'forms' to collect any necessary program-specific data at time of distribution
  3. Easily see instances of prior resource fulfillments on an individual basis
  4. Build custom reports to show how you are helping

Visits / Counseling

Need Navigator helps you track individual or group visits of any type (e.g. office visits, phone calls, home / on-site, etc.) Custom tags allow you to track visit reasons and topics discussed.

  1. Schedule a visit with one or more individuals using familiar calendar and task list interfaces
  2. Enjoy automation tools such as recurring visits, copying visits, re-scheduling, and next action to take
  3. Record a visit narrative, reason, topics, upload documents, and complete custom forms
  4. Track referrals to other programs or outside agencies

Holistic Care

Our system helps improve your insight into all of your programs. With Need Navigator you can easily see when you are helping the same individual, or even two family members, in unrelated programs.

  1. Document relationships from each individual's perspective
  2. Share data across programs including: notes, alerts, custom folders, and documents
  3. Create tasks that you can manage as a team
  4. Avoid repeat data entry in custom forms by accessing information that has been previously collected