Posted on / by Orchid Software Solutions / in Video Demos

Orchid Case Management Demo [Video]

In previous videos, I showed you how Orchid can greatly simplify your custom day-to-day processes of intake, screening, matching, and marketing by laying them out into one up-to-date and convenient platform. From the very first step of your client’s journey, all the way through post-birth, Orchid is designed to increase the efficiency of your agency and allow you to get back to the business of creating more little miracles for your clients instead of managing disjointed systems.

Create Connections

From prescreening and intake all the way through matching, each stage you and your implementation specialist layout within Orchid is used to create connections and links to help you build a database of success by simplifying your processes for you and your clients. In fact, because Orchid is designed to allow you to access and link the data you have collected along the way, you can expect to see the greatest increases to your operational efficiency at the case management level.

But how?

When you think about your current process, what systems do you have to search, update, and manage to ensure you are working with the most up-to-date information? Are you having to revise multiple spreadsheets before you can move to the next step? Do you have to verify with your team members that the information you’re working with is current and accurate? Can you access that information from one platform where you can easily see all the information you and your team have worked so hard to gather?

Orchid is a “One-Stop Shop”

With Orchid you have the ability to access the information you need when you need it and view that information from one convenient, geographically remote platform in a layout that greatly simplifies your case management process. Simply stated? It’s one-stop shopping for all your case management needs all in one easy-to-access place.

Instantly Access Important Info

From the main Orchid Case Management page, you can immediately view the process summary for your Intended Parents who have been matched and linked with Egg Donors or Surrogates. The links of your clients within Case Management allow you and your team to quickly view the next steps for everyone matched within a specific journey and assigned to your team members to manage.

On a call with a client and need to access their case management immediately? Orchid has a built-in search feature that allows you to find the specific client’s records you need right away.

A simple search by journey name will pull up that client’s records. Once pulled up you can click on any of the linked journey records pages, or if you prefer you can right-click to open the IP, GC, and ED in their own page and drag them to another screen to view them side-by-side to verify the next steps are being handled and met as you and your team oversee key events to manage your clients closer to realizing their dream of a family.

Journey Overview

Once you click on the journey link you will be directed to that specific journey’s Case Management page. From here you can see a general overview of the Intended Parents, Surrogates, and Egg Donors.

This overview includes their full names and a milestone tracker that is customizable to your agency’s needs for tracking a journey within case management. The overview tab also includes a searchable activity log and a calendar that allows you to add events for your clients who are linked within a journey.

Once saved, those events will show up on your client’s user portal if you choose to include them on the calendar event. Your clients can also be notified through the email you have stored for them within your Orchid database that an event has been added to their calendar for their journey.

Pregnancy Calculator

A favorite and useful feature within the Information section for intended parents is the pregnancy calculator. Here you can select specific dates for transfer and the calculator will show the size of the baby as it relates to fruit. This feature also gives key information about the development of the fetus to help your intended parents feel more involved in the growth of their child.

Efficient and Time-Saving Case Management

But the real efficiency gains and time-saving you’ll see in Case Management are tied to your ability to instantly toggle between Intended Parent, Surrogate, and Egg Donor to view the basic information and full history of anything you’ve collected. You can also utilize that same function under the Operations tab where you can read and add notes specific to the intended parents, surrogates, and egg donors. You can also add a to-do that is assigned to the specific client attached to that journey without having to access a different section within Orchid. You can even view and search documents that you collected that are specific to the Intended Parents, Surrogates, or Egg Donors just by toggling on the client you want to view. These features greatly simplify your Case Management process by putting all the vital information you need into one searchable spot.

The features I’ve gone over are amazing, but they don’t come close to showing the full efficiency gains your agency will see when you implement your Orchid system. This really is just the tip of the iceberg for the functions that are time-savers in the Case Management section of the Orchid system. Orchid is designed from the ground up to simplify your day and get you back to creating miracles for your clients so they can realize their dream of having a family of their own.

The Orchid Team is Here For You!

As always, our amazing implementation and support team is here to assist you in your build and answer any questions you have along the way to get your system just right to match your day-to-day needs.

If you have any questions or would like to schedule a time to have a more in-depth demo of the Orchid system, please feel free to contact me directly.

Request More Information

Our dedicated support team is ready to help your agency move into the future of family-building case management with Orchid JMS.