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Case Management System

Benefits: 

  • Automate and simplify the filing of Monthly Conference Reports and provide consistency in reporting among all Conferences in the Archdiocese.

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  • Maintain records of all assistance provided to neighbors in need for tracking and simplified audits by the Council.

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  • Compile demographic and financial data to use in obtaining funds.

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  • Simplify bank account reconciliation.

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  • Simplify Food Pantry reporting.

Data Processing

CMS 4.0 Browser Edition

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  • Supported Operating Systems (OS): Windows 8 or Higher, Mac OS, iPadOS, Android, Chrome OS

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  • It is highly suggested that you bookmark the CMS 4.0 direct link or this page for quick access

What's new?

CMS Release Note v4.1.011

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  • Situation tab is only two forms instead of three.​

  • Attachment can be upload at any point in the visit flow

  • The "Merge" button has been moved to the left to avoid accidental activation.

  • Option to navigate and review cases before auto-closing

Contact

AskCMSCommittee@svdphouston.org

Watch Training

Videos

Login 

Need user guides?

Scroll down for more resources.

 

Have a question?

Send an email to  AskCMSCommittee@svdphouston.org

Case Management

Case intake &
Worker Instructions

Case Intake Training slides

Caseworker Training slides

Treasury

Converting a pledge
to a check request

Issuing a check

Student and Tutor

USER GUIDES

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