For nonprofit case management, what should be recommended for automated client scoring?

Automated client scoring in nonprofit case management is best served through engagement plans and levels, which provide a structured way to measure and evaluate client interactions. Engagement plans help organizations establish a clear framework for assessing client involvement over time. By using predefined engagement levels, nonprofits can quantitatively evaluate how clients are participating in their programs or services, which is essential for understanding client needs and outcomes.

This methodology allows organizations to tailor their approaches based on the engagement level of each client, facilitating more personalized support. It also provides valuable insights that can help inform strategic decisions and improve overall service delivery. By implementing such scoring systems, nonprofits can effectively track progress, maintain engagement, and foster stronger relationships with clients, ultimately enhancing their service impact.