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Press Releases

Supported Life Institute – Communication Technology Education Center (CTEC) Goes Live With NewOrg Management System



“The NewOrg team acknowledged our challenges and managed our critical client information and operating processes with care and intentionality. Moving from our previous client management system to NewOrg was a huge and scary undertaking.

Our NewOrg team worked with us and walked us through every step. We asked lots of questions, many of them repeatedly, and they were answered with patience and respect every time. They have both been open to our customization requests and proactive in suggesting alternate ways to approach our old processes. At this point, Jared, our point of contact, is practically a part of our staff!”

Stephanie Maki, Program Manager

Supported Life Institute – CTEC

Sacramento, CA




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The mission of Supported Life Institute – Communication Technology Education Center (CTEC) program is to connect people of all abilities through Augmentative and Alternative Communication (AAC), so that they can give voice to their own journey.

CTEC serves individuals in the California counties of Sacramento, Yolo, Alpine, Colusa, El Dorado, Nevada, Placer, Sierra, Sutter and Yuba. The organization focuses on AAC assistive technology and establishment of higher standards and expectations for individuals with disabilities for whom “not being able to talk does not mean you have nothing to say.”

CTEC’s guiding principles are that technology creates opportunities for participation with and contribution to society. With communication comes power and connectivity. With rights come responsibilities. With education comes freedom and choice. Individuals take ownership of their own journey.

CTEC was seeking an affordable HIPAA compliant solution to document client intake, client authorizations, clinical service delivery, authorized hours/remaining hours tracking, report writing, and outcome reporting. With NewOrg Management System, CTEC is able to manage intake processes, determine eligibility, document funding sources, complete clinical assessments, complete client authorizations for training or evaluation, create custom calculations based on previous services delivered and remaining hours, and utilize the video conference tool to engage in clinical service delivery. CTEC now has the tools and well-defined workflows to scale up their service delivery in a time when the need has never been greater.


St. Vincent De Paul Portland Council Goes Live With NewOrg Management System


The Society of St. Vincent de Paul, Portland Council, offers tangible assistance to those in need on a person-to-person basis. This aid may take the form of intervention, consultation, or often through direct dollar or in-kind services.

With the NewOrg Management System, St. Vincent de Paul manages the intake process all the way through eligibility, determination and delivery. NewOrg is used to track services such as food, shelter, or medical care and allows for easy reporting across the organization. St. Vincent de Paul now has the tools and well-defined workflows to scale up their service delivery in a time when the need has never been greater.

Florida Resurrection House Completes NewOrg Management System Implementation


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Florida Resurrection House (FRH) works to end the cycle of generational poverty for families in the Tampa Bay area. The organization equips families with the skills to lead stable and self-sufficient lives. Their services assist families physically, mentally, emotionally, and spiritually.

Using NewOrg for eligibility tracking, case management, goal setting, and client communications, Florida Resurrection House is able to efficiently provide families with services and report to stakeholders.

With the NewOrg Public Portal, FRH utilizes intake forms, screens for appropriate potential clients, determines the eligibility of clients, and communicates status and next steps. Florida Resurrection House supports their clients throughout their entire transition from homelessness to a stable housing environment and this process is made easier, more transparent, and more sustainable with the assistance of a data management platform that can support the organization’s complex needs.

VOA Successfully Implements the NewOrg Management System

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Volunteers of America (VOA) Veterans Family Services proudly serves and supports over 350 homeless/at-risk veterans with supportive services, employment and affordable housing annually.  Since 2011 VOA has served over 3,000 veterans in Northern California and Northern Nevada. In 2018 the organization successfully implemented NewOrg Management System to manage its veteran services programs.

Recently, VOA has added Supportive Services for Veteran Families, a housing program, to the NewOrg Data Management System.  This allows the organization to streamline intake, track client-specific and family data, progress towards goals, and communicate their client’s needs both internally and externally. With the new program from NewOrg, Volunteers of America Veterans Services can continue to efficiently and effectively support thousands of veterans and their families.

Past Feature Announcements

NewOrg Announces Video Conferencing

Allowing Organizations to Thrive in a Virtual Environment


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With social distancing, comes new social norms. Although in person meetings may not be gone forever, organizations as well as employees must adjust to working and communicating remotely. To assist organizations adapting to this new norm, NewOrg provides a HIPAA compliant video conferencing platform that allows organizations to meet with clients and staff members remotely, via audio or video conferencing. Within the NewOrg Video Conferencing Platform, computer or mobile device screens can be shared with attendees.

NewOrg video set up is easy to use and launches straight from events created in NewOrg. There are multiple camera formats as well as gallery views for all attendees. Importantly, participants can share and upload documents, capture electronic signatures, and complete surveys and diagnostic tests/tools in real time. This eliminates the need for faxing or insecurely emailing sensitive client data, and can dramatically speed up processes that used to require in-person interactions.

The ultimate multi-functional tool, NewOrg’s video conferencing component provides a user-friendly interface to maximize remote communication. Built-in features include chat and file sharing.

For the last 6 years, Jewish Community Services of Miami has used NewOrg for case management, scheduling, session notes, assessments, grant reporting, insurance billing, and other program tasks. The organization is a lifeline for those in need of counseling, help with food insufficiency, assistance to seniors, and so much more. Jewish Community Services recently started utilizing the video conferencing platform to meet with clients and caregivers during the pandemic, with great success.

One simple meeting invite link allows clients to join the secure NewOrg video conferencing center. During a session, staff and clients can share documents such as waivers and questionnaires and complete forms and signatures online. Having everything in NewOrg makes managing documents, clients, and schedules easier, and having the video conferencing built-in makes teletherapy and other client interaction secure and auditable.

NewOrg remains committed to helping nonprofit organizations and social services agencies to manage data, streamline processes, and improve efficiency and outcomes. Video Conferencing is one more tool in the evolving NewOrg platform.

NewOrg Announces Electronic File Sharing, Signatures, and File Uploads

Serve clients efficiently while working remotely. Streamline your intake processes and service documentation in a simple, secure, and efficient way


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Secure electronic file sharing is the next step in going paperless. Especially in the current environment, combining video conferencing with the ability to present documents for electronic signature, access to treatment plans and other clinical documentation, and collecting images and documents securely from clients, allows organizations with complex workflows to keep serving clients remotely.

NewOrg now allows non-profit organizations to manage their entire intake and service delivery processes online. Securely send and request documents, signatures, surveys/forms, and diagnostic tools in a HIPAA-compliant manner, while keeping staff informed when clients or volunteers complete requested steps. NewOrg makes going paperless simple for organizations and their clients.

NewOrg Announces Online Appointment Scheduling

Streamline Scheduling with NewOrg Management System’s Client Portal Features


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NewOrg’s new online scheduling system allows staff to publish their availability and lets clients easily select appointment times online, with no back and forth via email or phone. Appointments are created directly in the staff’s NewOrg calendar and can then be used for secure video conferences, gathering needed documents and signatures before the appointment, and then entering case notes or other documentation. Simplify and streamline your appointment scheduling and ensure accurate documentation and billing with NewOrg Management System’s client portal features.

NewOrg Announces Integrated SMS Text Messaging

Enhancing communication for nonprofits through mass and transactional email and SMS texting


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NewOrg has enhanced its communications options to include text messaging (SMS) along with traditional mass email and transactional email. Personalized mass mail can now be sent via email or SMS based on suitability or contact preferences. Automatic event reminders, thank you notes and donation/payment receipts can be sent via email or SMS based on contact preference. Replies are stored and tracked, allowing for robust communication integrated with case notes, volunteer activities, and fundraising. All communications are tracked in the database and can be reported on for analysis, operations, and audit purposes.

Communicate with your constituents through multiple channels based on how they want to be reached!

NewOrg Announces Built in Electronic Visit Verification (EVV)

NewOrg now supports auditable geocoding, client signature capture, and image capture, all from a cell phone or tablet, for services delivered in the field


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NewOrg has released integrated Electronic Visit Verification (EVV) including automatic geolocation, client signature, and image capture for laptops, tablets and smartphones.  The system can automatically store geolocation at the time of service, ensuring that visits can be verified in an auditable fashion.  Staff can also allow clients to sign case plans, waivers, or service events in real time on a phone or tablet.  Additionally, staff or volunteers can take photo’s on their phone or other device and upload directly to a client’s record or the service activity.  Importantly, these features are built directly into the screens and workflow that staff and volunteers already use.

Combined, these features provide industry leading Electronic Visit Verification for insurance billing, grant reporting, and accreditation compliance.

Case Studies

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