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.
Financial Assistance Software (EFA)
Need Navigator turns financial assistance from a paperwork burden into a streamlined workflow.
Capture income at intake — including pay stubs, verification status, and frequency-based projections — and let the system automatically determine eligibility against your program's rules. Track every disbursement against the funding pool it came from, with manager sign-offs and supporting documentation built into the workflow. Whether you're handing out gas cards or processing complex monetary grants, Need Navigator gives you both the speed your clients need and the audit trail your donors expect.
Resource Navigation Software
Need Navigator allows you to define resources, create distribution rules, and report on how often they are given out.
- Define program-specific resources to track
- Use custom 'forms' to collect any necessary program-specific data at time of distribution
- Easily see instances of prior resource fulfillments on an individual basis
- Build custom reports to show how you are helping
Visits / Counseling Software
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.
- Schedule a visit with one or more individuals using familiar calendar and task list interfaces
- Enjoy automation tools such as recurring visits, copying visits, re-scheduling, and pre-programed interactions with select data input at runtime (a.k.a. "Smart Buttons")
- Record a visit narrative, reason, topics, upload documents, and complete custom forms
- Track referrals to other programs or outside agencies & provide positive feedback upon completion
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.
- Document relationships from each individual's perspective
- Share data across programs including: notes, alerts, custom folders, and documents
- Establish households, set up ROIs, and share data across the NeedNav Network with other organizations in your community
- Create tasks that you can manage as a team
- Avoid repeat data entry in custom forms by accessing information that has been previously collected