Episcript builds case management software around how your caseworkers work: referrals and intake, assessments, care plans, case notes, appointments and outcome reports on one client record. AI that drafts case notes can follow.
Built for social service agencies, family service centres, eldercare and disability services, and community care and counselling organisations.
The case cycle
Intake officers, caseworkers and supervisors all work from one client and case record.
A referral arrives from a partner agency, hotline or walk-in, and intake checks for an open case.
The caseworker records needs, risks and household circumstances on your agency's own assessment forms.
Goals, agreed actions and services are set with the client, each with an owner and a date.
Sessions, home visits, calls and referrals out are logged as case notes against the plan.
Review dates come round on schedule, and the supervisor sees progress on each goal.
The case closes with a reason and an outcome, and a follow-up check is scheduled where needed.
Intake and assessment
Referrals from partner agencies, hotlines and walk-ins land in one intake queue, and Myinfo can fill in personal details with the client's consent.
Intake searches by name, NRIC and phone before a case opens, and a family already known to another team is flagged, not registered twice.
Assessments follow your agency's own forms and scoring, and a high risk answer, say on safety at home, alerts the supervisor straight away.
Each client links to their household members, carers and next of kin, and cases for the same family appear side by side.
Care plans set goals, actions and services with a named owner and review date, and the client's agreement is recorded on the plan.
New cases are assigned by team, programme or caseload, and a supervisor sees every worker's open cases before allocating the next one.
Case records
Case notes are where the real work of a case lives, and they are also the most sensitive thing your agency holds. Each note sits against the care plan and is shown only to the people working the case.
Coordinating care
Referrals to other agencies are sent from the case and tracked until the receiving agency accepts, declines or reports back.
Counselling sessions, home visits and group sessions are booked against the case, and a missed appointment raises a follow-up task for the caseworker.
Case conferences record who attended and what was agreed, and a partner agency sees only the parts of a shared case it needs.
Reminders go out by SMS, email or WhatsApp in the client's preferred language, and every message is kept on the case.
Tasks come from the care plan and case reviews, and an overdue task shows on both the caseworker's list and the supervisor's.
Consent to share information is signed on a tablet or by link through our electronic signature software, with its date and scope stored on the case.
AI capability
Each is built in its own phase, using information from your case records.
The caseworker types quick points after a session or home visit, and AI drafts a structured case note to check and sign.
AI reads referral letters, reports and forms sent by other agencies, then fills in the intake record for an officer to confirm.
AI drafts a summary of a case's history, goals and recent notes before a review, a case conference or a handover to a new worker.
Ask in plain English, say which cases have had no contact in six weeks, and get the list straight from your own case records.
AI flags what looks wrong: a care plan past its review date, a missing consent form, or a high risk case with no recent note.
Forecasts project referrals and caseloads by programme from past intake patterns, helping supervisors plan staffing before the busier months.
Outcomes and reporting
Funders and boards ask two questions: how many people you helped, and whether their lives improved. The system records outputs as the work happens and outcome measures at intake and each review, so outcome and output reports for funders and the board come from the case records themselves.
Module library
Every referral recorded, screened and assigned.
Clients and families refer themselves from your website
Income, age or residency rules checked at intake
Waiting clients prioritised by risk and referral date
Personal details filled in with the client's consent
The day-to-day record of every case.
Every note, visit and referral in date order
Cases moved between workers with history intact
Returning clients reopened with past cases linked
Supervisor guidance kept apart from case notes
Group work and practical help beside casework.
Support groups and workshops with session attendance
Cash aid, vouchers and food support per client
Partner services and contacts for referrals out
Outsiders see only what you share.
Appointments, forms and messages for clients
Clients by Singpass, partner organisations by Corppass
Shared cases opened to named partner staff
Feedback collected at closure and follow-up
Figures for managers, funders and the board.
Open cases, overdue reviews and waiting times
Missing fields and overdue notes listed per worker
Spreadsheet and PDF reports in funders' layouts
Who sees which case, and a record of every look.
Counsellors, supervisors and managers see different views
Sensitive cases hidden from all but named staff
Every view, change and export logged
Closed cases archived under your retention rules
Buying decision
Three ways to run casework, compared on the points agencies weigh most.
| Point of comparison | EpiscriptCustom case management system | Typical productPackaged case management software | General CRMCRM adapted for casework |
|---|---|---|---|
| Core record | Client, household and case, each with its own history | Client and case, as the product structures them | Contact and company, with cases added on |
| Assessments and care plans | Your own forms, scoring and care plan templates | The product's templates, adjusted in settings | Built from custom fields and add-ons |
| Confidential case notes | Restricted notes and caseload-level access, set per role | The permission levels the product offers | Sharing rules designed for sales teams, needing careful setup |
| Outcomes and funder reports | Your outcome measures, in your funders' report layouts | Standard outcome reports, which suit many agencies | Built with the CRM's report designer |
| Referrals with partner agencies | Referrals out and back, with partner access where agreed | Depends on the product's referral features | Usually handled as tasks or emails |
| AI features | Built on your own case records, in its own phase | The AI the vendor provides | The vendor's AI, designed around sales |
| Cost model | A quoted project with agreed hosting, licensing and support terms | Usually a subscription by user or plan | Per-user licences plus setup and add-ons |
| Best fit | Agencies whose casework or reporting does not fit a standard product | Agencies whose casework fits the product's workflow | Light casework beside fundraising or outreach |
Swipe the table to see every column
Getting live
We release in phases, starting with intake, case notes and care plans, and move your case files across. Hosting is by Episcript or in your own environment, and the system is eligible for government grants.
We follow a few real cases from referral to closure and agree the first release.
Your team approves the intake, assessment and case note screens before development.
Clients, cases, notes and documents are imported and checked with your team.
One programme or centre goes live first, supported by the same Singapore team.
Connected systems
Connected through each tool's API, or a scheduled file exchange where there is none.
Singpass, Corppass and Myinfo
WhatsApp Business
Google Workspace
Zoom and Google Meet
DocuSign
Xero
QuickBooksCommon questions
A case management system is the software caseworkers run their cases on, from referral and assessment to care plans, case notes, reviews and closure. It keeps each client's history, risks and outcomes on one confidential record.
A CRM is built around customers, sales and service requests, while a case management system is built around clients in need, assessments, care plans and confidential case notes. The two can share contact records where an agency runs both.
We build case management software for social service agencies, family service centres, eldercare and disability services, community care and counselling organisations, and public sector teams running casework. Nonprofits of any size can start with intake and case notes.
A case management system should cover referral and intake, needs and risk assessments, care plans, case notes with restricted access, appointments, referrals to other agencies, reviews, closure and outcome reporting. Your own requirements decide the rest.
The system supports your PDPA obligations through role-based permissions, consent records, access controls and activity logs: a counsellor sees only their own caseload, and restricted notes stay with named staff. Compliance also rests on your own policies.
Clients can log in to a client portal with Singpass and have Myinfo fill in their personal details with consent, while partner organisations can sign in with Corppass. Each sees only what you choose to share.
The system can produce outcome and output reports for funders and the board from the case records: clients served, sessions held, and the change in assessment scores from intake to closure, by programme and funding source.
The cost depends on scope: the modules in the first release, your assessment forms and reports, client and partner portals, integrations, the case files to migrate and any AI features. We quote against an agreed specification after scoping.
Our case management systems are eligible for government grants. Bringing intake, case notes, care plans and funder reporting onto one platform is the kind of digitalisation project the schemes support, and we talk it through during scoping.
Implementation time depends on the agreed scope and integrations, and we confirm a timeline once those are settled. We migrate clients, open and closed cases, case notes and documents from spreadsheets or your current system, checked with your team.
AI features work with your own case records: drafted case notes and review summaries, referral letters read into intake, plain-English questions about your caseload, anomaly checks on open cases and caseload forecasts. Each is built in its own phase.
It is a web-based case management system that runs in the browser on office computers, laptops and the tablets caseworkers take on home visits. It is hosted by Episcript or in your own environment, depending on the agreement.
Related solutions
Agencies that also award grants of their own can run them on our grant management software →.
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View solutionNext step
Bring a blank intake form, an assessment template and last quarter's funder report, and we will show you how the system would handle them.