12 March, 2009
Filed under CiviCase, v2.2, CiviCRM, Drupal, Joomla
After more than 5 months of design, development and QA - the team is thrilled to announce the release of CiviCRM 2.2 Stable. You can download the release AND / OR try it out on our public demo site. 2.2 features a number of exciting new features, including... Read more
05 March, 2009

The fourth BETA release of version 2.2 - including CiviCase, Personal Campaign Pages, Soft Credits, Multi-value Custom Fields, cool new hooks for developers, and more - is now available for

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26 February, 2009
Filed under CiviCase, v2.2, CiviCRM, Drupal, Joomla

The third BETA release of version 2.2 - including CiviCase, Personal Campaign Pages, Soft Credits, Multi-value Custom Fields, cool new hooks for developers, and more - is now available for

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09 February, 2009
Filed under CiviCase

I was doing some other reading this week, and stumbled across this definition of case management:

The National Association of Social Workers Standards for Social Work Case Management (1995)defines case management as

… a method of providing services whereby the [professional] assesses
the needs of the client and the client's family … and arranges,
coordinates, monitors, evaluates, and advocates for a package of
multiple services to meet the specific client's complex needs. These
standards also emphasize interventions at micro-, mezzo- and
macro-levels, that is, the case manager should be acting to achieve
goals for the individual client, creating linkages with the resource
systems and improving the nature of those systems, as well as
influencing social policies which impact delivery systems.
(National Association of Social Workers Standards for Social Work
Case Management, 1995...

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29 January, 2009

Introduction to CiviCase

Claire Sauve from Physician Health Program will be joining me in presenting an introduction to our new CiviCase component. The session will be an online web conference with phone dial-in, so participants can discuss interests and questions. No pre-registration is required - but drop me an email if you're planning on attending - dave at civicrm dot org. When: Wednesday, February 4 at 11:00am PST Toll Free Dial-in (U.S. & Canada): 1-866-740-1260 International Dial-in: click here for listings Participant Access Code: 8467471 Web Conference URL: https://www1.callinfo.com/prt?host=readytalk&an=8667401260&ac=8467471
Depending on participant interest, topics will include:
  • CiviCase background concepts
  • Physician Health Program implementation...
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12 January, 2009

We are excited to announce that the initial Alpha release of 2.2 is now available for download, AND to try out on our sandbox site. This release includes several major new features:

  • CiviCase - case management component with configurable workflows (learn more...).
  • Personal Campaign Pages - Allow constituents to create and promote their own personal fundraising pages in order to drive traffic to your organization's online contribution pages (learn more...).
  • Simplified CiviMail Requirements - PHP-based option to handle return channel (bounces, replies ...) - replaces AMAVIS and simplifies installation and...
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09 December, 2008
Filed under CiviCase, v2.2, CiviCRM
Coding has been completed for the phase 1 features of CiviCase - our new case management component, and we're deep into a quality assurance cycle as I type this. (If you haven't been following the evolution of this project, you can check out earlier posts here.) One of the cool things about CiviCase is that it allows organizations to configure workflows for the different types of cases they handle. We're implementing these work-flows for "physicians' health" cases in collaboration with our sponsor for the project - Physician Health Program of British Columbia. I'd also like to include sample configurations for several other case management settings when we release CiviCase as part of v2.2. For example, workflows for organizations who provide housing assistance, or family services or .... In order... Read more
11 November, 2008
Looking for an opportunity to network and share expertise with other folks in the non-profit technology eco-system? The Nonprofit Dev Summit takes place in Oakland, California next week - November 17-19. Depending on attendee interest, I'm prepared to facilitate several CiviCRM-related sessions - as well as a few training modules (intro, advanced and/or developer oriented). I'm also planning on sharing a first look at the upcoming CiviCase case management module. And... there are lots of cool-sounding session on topics ranging from cloud computing to security audits and hosting. You can browse the current list of proposed sessions on the Aspiration wiki. "The 2008 Nonprofit Software Development Summit will be the second annual convening of people and organizations developing software tools, web applications and other technology to... Read more
09 November, 2008
Filed under CiviCase

As I've said elsewhere, it's been a real pleasure working closely with the CiviCRM team on the CiviCase project. The work we're doing is exciting, and has at least a hope of offering some efficiency to the large number of service providers whose work is organized into "cases", however that term is locally defined.

Designing for the variety of different potential uses for the case module is quite a challenge. Although the first release of CiviCase has to meet our immediate needs at the Physician Health Program of BC, we would be quite disappointed if it turned out to be extremely difficult for other case management groups to understand how they could implement it to meet their own needs. So I've been spending quite a bit of thought energy trying to prevent this from happening.

We think we've solved a number of important issues that have arisen in other case management systems I've used, but certainly we haven't covered them all just yet. Also, we need to take...

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03 November, 2008
Filed under CiviCase, v2.2, CiviCRM
CiviCase is a new component for CiviCRM targeted at organizations who provide case management services. It is being developed In partnership with the Physician Health Program of British Columbia (PHP-BC). In addition to providing funding for this project, PHP-BC is providing invaluable domain expertise and the current plan is for their staff to start using CiviCase in January 2009. You can learn more about how this project got started and the project goals from these blog posts and the requirements overview. CiviCase Phase 1 is a major part of the upcoming 2.2 release - and several members of the core team are gathered in San Francisco this month working on bringing it to life. Last week we had a two day "in-person" meetup with PHP-BC folks (Andrew Clarke, Claire Sauve, and Dave D) where we reviewed work in... Read more