Oasis Insight

A practical guide to nonprofit case management software, covering coordination, referral tracking, privacy, and how to get started without overwhelm.

📌 https://ow.ly/HLNk50ZtHMf

Ever wondered who's behind the screen at Simon Solutions, Charity Tracker, and Oasis Insight? Learn more about the team and our mission to help you generate long-lasting, transformative change. charitytracker.com/company

Boost your community impact using practical advice and insights from our community building experts to help navigate your journey. Join our newsletter to receive this info delivered straight to your inbox! 📨charitytracker.com/en/blog

Barcode scanning technology enables clients to open cases, add assistance records, and print and use scannable ID cards.

Third Party Barcodes - CharityTracker / Oasis Insight This is a video introduction and overview of how you can now use third party (or pre-existing) barcodes as your Client ID Cards. An example in the video will show how you could potentially use a client’s diver’s license.

We’re excited to partner with the United Way of Grayson team, support their direct assistance initiatives, and track the impact of their important work across the community.

Thank you for trusting us to help power your mission. We’re honored to serve you!

Find the Needle - a FREE coaching opportunity to explore collaborative ways to solve long-standing community problems!

Our team is seeking three communities in the continental United States that share the sentiment, "We want to find some answers that have eluded us for far too long!" Those three communities will receive six one-hour individualized community coaching sessions via Zoom with our Community Impact Specialist, Dr. Chuck Coward - for FREE!

Completing the Find the Needle application puts you in the running for consideration as one of the three communities for this campaign.

📋 Send in your application: forms.gle/nseArwqtFzgUhuvB9
📌 Learn more: charitytracker.com/en/blog/find-the-needle-an-opportunity-fall-2026

Our case management software provides several features to help you save time. Client Kiosk, Client Scheduling, Client Broadcasts, and Barcode Scanning are a few features we receive feedback for often.

The reason these features are so important and have been so successful is because they help everyone manage the one thing needed to help others - and that’s time.
📺 https://youtu.be/3fRUb58Snxw

These Case Management Software Features Help You Save Time | Good News Friday 3-3-23 Our case management software provides several features to help you ...

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