Case Management System Survey

State VR Agency Directors:
We are asking for your input and feedback in order to determine the status of case management systems among State VR Agencies. We understand that some State VR Agencies may still be having difficulty with the current case management systems, especially those states that have been using the System 7 Software. We would appreciate you taking a few minutes to answer the following questions:

  • Please check your type of agency:
  • What case management system is your agency currently using? Name of Current System:
  • How long have you had your current case management system?
  • How much did your current case management system cost to purchase and implement?
  • Do you have an annual license for your case management system? If so, how many licenses are included?
  • How much is the annual maintenance cost of your current case management system?
  • How much is the cost for on-going technical support and upgrades to your current case management system per year:
  • How long did it take to fully implement your current case management system:
  • Are you satisfied with your agency’s current case management system:
  • On a scale of 1 – 5, with “5” being “Totally Satisfied” and “1” being “Totally Dissatisfied”, how satisfied are you with your agency’s current case management system?
  • If you are satisfied with your agency’s current case management system, are there any areas that you wish worked better?
  • If Yes, which areas do you wish worked better?
  • If you are dissatisfied with your agency’s current case management system, why are you dissatisfied?
  • On the following list of case management system functionality, how well does your agency’s current case management system perform on a scale of 1 – 5, with “5” being “Performs Very Well” and “1” being “Does Not Perform Well”?
  • Reduces Counselor Work Load
  • Collection of Quality Data
  • Improves Client Communication
  • Provides Automated Reminders
  • Increases Paperless Documentation
  • Makes Workflow More Intuitive
  • Increases Efficiency
  • Better Time-Keeping
  • Provides Better Information Access
  • Provides Secure Provider Portals
  • Provides Secure School Portals
  • Provides Secure Vendor Portals
  • Provides Secure Participant Portals
  • Interfaces with Other Systems
  • Interfaces for Wage Data
  • Interfaces for Educational Data
  • Enhances Employer Engagement
  • Easier to Analyze Information
  • Does Forecasting and Trending
  • Provides Relevant Reports
  • 2-Way Participant Communication
  • Eliminates Spreadsheets
  • Provides WIOA Performance Data
  • Provides WIOA Reporting
  • Provides a Useful Dashboard
  • Staff Consider It Valuable
  • What other features would you like your case management system to have included?
  • B. Level of Interest in Other Case Management Systems.
  • Is your agency currently considering purchasing a new case management system?
  • If Yes, which case management systems are you considering purchasing?
  • If another case management system were available, customized specifically for VR and fully WIOA compliant, would you be interested in learning more about it?
  • Would you be interested in participating in a telephone conference call on VR case management systems?
  • If Yes, please provide your contact information below.
  • Name
  • Agency:
  • Phone:
  • Email: