Less Paperwork, More Progress: How Family Link Saves Time for Case Managers

For case managers, every minute counts. From juggling client intakes to program enrollments, updating case notes, and preparing reports, the administrative demands of case management can quickly eat into time better spent supporting families. That’s where Family Link steps in, revolutionizing the way Affiliates manage cases by streamlining workflows and significantly reducing paperwork.

Case management in Family Link is based on HUD and HMIS national standards, and designed to simplify the Family Promise annual census, and streamline touchpoints toward accelerating family outcomes.

Here’s how Family Link helps case managers reclaim their time and focus on what truly matters: making a difference in families' lives.

1. Digital Intake and Program Enrollment

Gone are the days of filling out multiple forms by hand or relying on disconnected systems to manage client data. Family Link’s digital intake and enrollment process allows case managers to:

• Capture comprehensive data on families during intake, including housing status, income levels, household composition, and other essential information needed by funders, HMIS, and National.

• Backdate entries for accuracy when data entry is delayed​.

• Avoid redundancy by auto-saving previous answers, ensuring a seamless transition between program enrollments and exits​.

This intuitive system not only reduces manual input but also improves the accuracy of records, making it easier to meet reporting requirements.

2. Automated Reminders and Notifications

Case managers no longer need to track critical dates and deadlines manually. Family Link generates reminders, including:

• ROI document expiration alerts to ensure compliance with privacy standards.

• Follow-up reminders for family milestones, such as moving into a new home or completing program requirements​.

By keeping everything organized and accessible, Family Link helps case managers stay on top of their caseloads without the stress of managing scattered to-do lists.

3. Simplified Document Management

Managing a family’s documents—like proof of income, eviction notices, or IDs—has never been easier. Family Link allows case managers to:

• Upload documents directly to a family’s profile, categorized by type (e.g., housing, identification, legal)​​.

• Retrieve and share documents in seconds, whether for printing or emailing to external partners.

This streamlined system eliminates the frustration of searching for physical files and ensures that critical information is always at your fingertips.

4. Real-Time Reporting

Family Link’s built-in reporting tools save time by automatically compiling key metrics and data points. With just a few clicks, case managers can:

• Generate impact reports to track family outcomes​.

• Review operational data to assess program performance.

• Export pre-formatted reports for funders or internal evaluations.

By automating data visualization, Family Link reduces the need for manual data entry and formatting, freeing up time for more meaningful work.

5. Centralized Communication and Case Notes

Family Link keeps everything in one place. Case managers can:

• Log case notes directly into a family’s profile, ensuring up-to-date records are accessible to team members.

• Track engagement history to provide personalized support during follow-ups​​.

This centralized approach minimizes miscommunication and ensures a seamless experience for families across different touchpoints.

6. Improved Collaboration with Teams and Partners

Family Link facilitates better collaboration, enabling case managers to:

• Refer families to community partners.

• Share relevant updates with other team members, ensuring continuity of care​​.

• Transfer families between case managers to better manage case load.

With everyone working from the same system, duplication of efforts is reduced, and families receive faster, more coordinated support.

Time Saved, Lives Changed

By reducing administrative burdens, Family Link gives case managers the time and tools they need to focus on their mission: helping families achieve stability and success. With features designed to streamline every step of the case management process, it’s no wonder Affiliates are seeing such a transformative impact on their day-to-day operations.