Get Started with Program Management and Case Management

Use Program Management to increase productivity, eliminate data silos, and empower staff who manage and deliver programs to make timely decisions. Enable Case Management to equip your team with tools for intake, assessments, and guided care plans. Explore a trial org and learn about what's included, the recommended setup, and how to get ready for your implementation.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Developer Editions with Nonprofit Cloud.

Program Management banner

Play button in a circle

Get Oriented

Program and Case Management

Create a Nonprofit Cloud Trial Org

Wrench in a circle

Dive In: Learn About Recommended Core Features

Create Programs, Benefit Types, and Benefits

Enroll Program Participants

Manage Benefit Schedules and Sessions

Attendance and Benefit Disbursement Tracking

Summaries of Program Participants and Benefit Disbursements

Gears in a circle

Go Deeper: Learn About Features for Specific Business Needs

Track Tasks and Documents with Action Plan Templates

Manage Case Referrals and Participant Intake

Create and Assign Care Plans to Participants

Complaint and Incident Tracking

Provider Management

Connector in a circle

Extend Further: Learn About Additional Capabilities & Add-Ons

Measure Program Performance with Outcome Management

Determine Participant Eligibility with Business Rules Engine

Evaluate Participant Needs with Discovery Framework for Assessments

Automate the Conversion of Assessments to Digital Assessments with Assessment Generation

Gain Program Insights with Data 360

Rollup Definitions for Record Rollups

Play button in a circle

Get Ready for Your Implementation

Set Up Nonprofit Cloud

Program Management Prerequisites

Program Management Editions and Permissions

Nonprofit Program Management Example: Youth Job Readiness Program

Nonprofit Program Management Example: School Kit Distribution

Arrow in a circle

Know Your Resources & Get Help

Trailhead: Manage Programs with Nonprofit Cloud

Program Management Developer Guide

Case Management Developer Guide

Trailblazer Community: Nonprofit Cloud