Client Records

Store interlinked client and family information, demographic data, services delivered, case notes, outcomes, and just about anything else. Collect everything in NewOrg to eliminate paper processes.

Electronic File Management

Store and manage electronic files associated with each client. Easily upload documents, photos and other information directly into NewOrg and obtain signatures electronically.

Assessments + Surveys

Pre-configured surveys and assessments linked directly to your client records provide the ability to track client baselines and outcomes over time.

Forms Management

Pre-populate Internal, Funder, Court or Government forms with client contact and services data. Obtain signatures. Store forms with the client’s record, and print or save them as PDFs to be sent based on the funder’s requirements.

Video Conferencing

HIPAA-compliant platform allows you to meet with clients and staff remotely via audio or video conferencing. Securely upload documents, capture electronic signatures, and complete surveys and diagnostic tests/tools in real time.

100% Customized for Your Organization …

Learn more about NewOrg’s complete data management system, and get control of your data.  

HIPAA, PIPEDA & GDPR Compliant

Full data security for your organization.

NewOrg can assist your team in meeting your complex data security privacy and regulatory requirements.

Everything You Need, 100% Customized for You …

Discover why so many are switching to NewOrg to streamline their operations so they can focus on what’s really important: your mission!

Reporting + Analytics

Create robust reporting and data analytics based on any data collected in the system. Meeting your Board, Funder and Grant Reporting requirements is now made easy with NewOrg.

Billing & Invoicing

Track services, hours, mileage, and time spent with clients. Robust reporting allows you to report to your funders, track payments and provide online payment processing.

Calendar Management

Check the schedule in the office or on the road. Because timesheets are based on the same calendar as scheduling and/or services, staff only needs to record activities once and payroll reporting does the rest.

Mass Email

Segment and create email lists based on any criteria. Send fully customized assessments, surveys, newsletters, receipts, reminders, notifications and more right from your NewOrg dashboard.

SMS Messaging

Text-based messaging integrated into the NewOrg Mass Email system provides extended reach to your clients either by email or SMS (or by their captured preference).