SOC 2 Type II: The Security Audit Report Your Case Management Vendor Should Be Able to Show You
Most agency IT directors can answer "Do you have a signed BAA?" — but a growing number of funders, Medicaid MCOs, and board risk committees are starting to ask a harder question. Seven things to put in front of your vendor before your next contract renewal.
№ 2What Apricot Gets Right About Reporting, and What Breaks When You Take It Into the Field
Apricot has the reporting engine your funders want and Bonterra has the institutional weight. Both of those are real. Here is what happens when a case manager opens the same workflow on a phone on the sixth floor of a Tremont Avenue walkup with no elevator.
№ 3What WellSky and AWARDS Get Right, and Where They Leave a Gap for Field Teams
WellSky has the billing muscle. AWARDS has the NY state compliance scar tissue that takes Foothold years to teach in their training cohorts. Both real. Here is the gap that opens up when a case manager has to write the note from memory at 9:47 PM after a Brownsville couch visit.
№ 4How Much Time Does Your Team Lose to Documentation? Here's the Math.
If your team is losing two-plus hours per case manager per day to documentation overhead, you don't have a software problem. You have a workflow problem the software is making worse. The math, the cost, and what to do about it.
№ 5The BAA Question Your Software Vendor Won't Answer Straight
In 2023, HHS settled 44 HIPAA enforcement cases. A significant share involved Business Associate violations — where the agreement was deficient or vendor practices didn't match the contract. What you actually signed, and what still leaves your agency exposed.
№ 6A Case Manager's Guide to NYC Social Service Field Reality
Practical field guidance for NYC teams handling general outreach. Most cases don't stall because nobody cares — they stall because one requirement shifts or one handoff happens too late. How experienced staff narrow the problem fast.
№ 75 Things Every NYC Case Manager Should Check Before Referring to a Shelter
Shelter referrals look simple until the first one falls apart at intake. The five-point checklist most case managers learn the hard way, written down so the next person doesn't have to.
№ 8The "I'll Write It Up Tonight" Problem — and Why It's Killing Your Team
End-of-shift catch-up documentation isn't a productivity hack. It's the workflow failure that hides under "we're just behind on notes." What it actually costs your team, and the only fix that holds.
№ 9What Apricot, ClientTrack, and AWARDS Get Wrong About Field Workers
The legacy platforms were built for office-based case management in the desktop era. What that means for a team doing sixty percent of its work from a phone in a client's living room — and what to look for in a replacement.
№ 10The $54,000 Cost of Every Case Manager Who Quits
Recruitment, training, supervision overhead, lost productivity, client trust rebuilding — the real cost of case manager turnover, and what makes most of it preventable with the right operational scaffolding.