Case Study
Transformative Solutions: CIRCE’s Partnership with Felton Institute
CIRCE enables Felton Institute to manage everything from client intake and assessment to setting goals and objectives, tracking progress and productivity, reporting, and billing easily and efficiently.
Our continuous collaboration underscores how innovation transforms crisis intervention, early care and education, and clinical case management.
Details
Organization Name:
Felton Institute
Website:
www.felton.org
About:
Felton Institute responds to the needs of the San Francisco Bay Area community by providing innovative, evidence-informed social services to transform lives. Their organization offers 50+ programs that address mental health, the unhoused, early care and education, those impacted by the justice system, transitional age youth, as well as aging adults.
Case Study
Transformative Solutions: CIRCE’s Partnership with Felton Institute
CIRCE enables Felton Institute to manage everything from client intake and assessment to setting goals and objectives, tracking progress and productivity, reporting, and billing easily and efficiently.
Our continuous collaboration underscores how innovation transforms crisis intervention, early care and education, and clinical case management.
Details
Organization Name:
Felton Institute
Website:
www.felton.org
About:
Felton Institute responds to the needs of the San Francisco Bay Area community by providing innovative, evidence-informed social services to transform lives.
Their organization offers 50+ programs that address mental health, the unhoused, early care and education, those impacted by the justice system, transitional age youth, as well as aging adults.
Analyzing the Problem
With a wide range of programs in operation serving clients from birth to end of life, Felton Institute struggled to efficiently gather, track, and manage data across its various services. Additionally, the lack of a centralized platform made it difficult to access real-time information and generate meaningful insights for decision-making.
Felton sought a solution to run its extensive range of direct service programs smoothly and reliably, while providing timely and effective care to their clients.
Created By Service Providers, For Service Providers
CIRCE emerged through a collaboration with Felton Institute to address the unique challenges encountered by nonprofit organizations. With this focus, our primary objectives were set to meet Felton’s specific needs. This involved creating a seamless data management system, developed on the Salesforce Platform, for their mental and behavioral health programs, streamlining electronic charting systems, and enhancing service tracking capabilities.
CIRCE’s customized solution has made data management effortless and efficient, allowing Felton to focus on delivering high-quality care. Through this partnership, CIRCE empowers Felton to prioritize its mission while ensuring reliable and accurate data handling.
Client Testimonial
“Being connected today is critical for accessing healthcare, seeking employment, and overcoming social isolation – all areas that Felton’s services are deeply committed to. Technology is helping us, as we are able to track client responses in the CIRCE electronic charting system. Technology has indeed become more important than ever to our agency and to our work with our clients.“
Key Features and Achievements
We developed a comprehensive platform seamlessly integrating with Felton Institute’s existing systems and workflows.
CIRCE’s implementation not only addressed Felton’s immediate challenges but also set the foundation for long-term success and scalability in its mission-driven work, empowering the organization to continue making a positive impact in its community.
ENHANCED TRACKING CAPABILITIES
By implementing CIRCE, Felton gained advanced tracking capabilities, allowing for better monitoring of service delivery and outcomes, ultimately improving client care.
STREAMLINED DATA MANAGEMENT
Leveraging CIRCE’s platform, Felton optimized data management processes, reducing manual effort and improving accuracy.
IMPROVED OPERATIONAL EFFICENCY
CYBERSECURITY AND COMPLIANCE
Felton bolstered cybersecurity using CIRCE with regular assessments, employee training, and automated compliance tracking, ensuring contract adherence with personalized alerts.
CUSTOMIZED SOLUTIONS
CIRCE provided Felton with a customized solution tailored to its specific needs and we continue to add new features, provide quality support and expand as they have grown.
The Results
Our ongoing collaboration with Felton Institute continues to showcase the transformative impact of innovation in crisis intervention, early care and education as well as clinical case management.
Partnering with CIRCE for Case Management Solutions
CIRCE makes it easy for Felton Institute to track data across programs throughout the entire organization. Information about client demographics, billing history, staff productivity, and client outcomes are just a click away.
Contact Us to Get Started
Let’s connect and explore how we can customize our solutions to transform your operations and empower your team.
