Safeguarding Your Case Management Software Data

By Tiffany Edmonds

As someone who’s been navigating the ins and outs of case management software for some time now, I want to shed some light on a topic that’s become more crucial than ever: data privacy.

In the age of digital transformation, many social service organizations are increasingly relying on case management software to increase their staff and case management efficiency. When it comes to next-generation technology advancements, especially a system you are pouring all your sensitive data into, there lies a concern that cannot be overlooked—data privacy.

The Impact of Data Breaches in Your Case Management Software

Data breaches aren’t just lines of code being exposed; they have real-world consequences, affecting the lives of and trust of many community members and families. Consider all of the reported data breaches in even just the past 24 months. How much sensitive client information was leaked? How many lives were affected? How much trust was lost to those organizations who lost the data? The answer to all those questions—a disastrous amount. Individuals were left vulnerable, trust eroded, and the organization absolutely faced a financial and reputational nightmare.

The Anatomy of a Secure Case Management Software: Safeguarding Digital Assets

Secure software acts like a fortress—encryption walls, access control mechanisms, and other measures serve as the safeguards for your digital assets. This is especially important for government and tribal social services who store sensitive, private personal information (PPI) in their information management systems.

In our system, RiteTrack, we implement encryption through HTTPS / SSL when we host a system for a customer. Think of encryption as the secret language that only you and your trusted allies understand and speak. A software that uses encrypted network channels should be at the top of the list when checking into the security of a potential case management software.

In addition to encryption, access controls help uphold data privacy and security within a system. Imagine access controls being like the keys to the kingdom—only people with the keys can get in. In this case, only users with specific access controls can access specific information. RiteTrack maintains these “access controls” by allowing each customer to define their own policy on data privacy. This way, we can allow system administrators (who hold the “master keys” to this so-called kingdom) to configure password complexity and add and remove information access for other users.

Achieving Efficiency with Secure Case Management Software

Enough with the cautionary tales; let’s talk success! There are organizations out there that have mastered the digital landscape, thanks to robust case management software.

After a seamless transition to a secure software (like RiteTrack!), efficiency from eliminating data silos with a paper files and allowing for admin configuration on the fly will allow for a  long-term productivity boost and—bonus—increased trust from community members who know their data is secure in your hands. Prioritize data privacy, and your operations will run smoothly.

How to Choose a Secure Case Management Software

Now, the million-dollar question: How do you choose the right case management software for your organization while also keeping data privacy measures a priority? It’s not a one-size-fits-all situation. Lucky for you, we’ve developed an interactive guide to help you work through this exact question (download your free copy HERE). That guide will walk through all the considerations, but below we’ve listed a mini-checklist of what to look for to navigate the security and privacy of the system you’re putting your data into:

  • Does the software system have robust encryption?
  • Does it have access controls in place?
  • Is the provider committed to quick and efficient customer service in case something were to happen?
  • Will they work with you to determine the security level that your organization requires based on the level of PPI the system will contain?

These are all questions that will lead you to secure and efficient data management. 

Our Approach: RiteTrack—Your Trusted Partner

Now, our software has been developed with all of the above privacy and security measures in mind. We’ve been at the forefront of case management software since 1997, ensuring all our customers store (and report on!) their data with confidence.

Our software is more than just lines of code; it’s a commitment to your data’s safety. We’ve incorporated top-tier encryption in all systems we host in house. For those who chose to host their own system, we highly encourage implementation with HTTPS/SSL which supports encryption. We’ve also implemented access controls by controlling user permissions (what information they can create, read, edit, and delete). Audit logs in the system are monitored regularly for changes to the system and data entered—so you always know which user is editing, changing, or removing data and system configurations.

On Your Way to a Secure Future

Remember, data privacy is not a luxury, but a necessity. It’s crucial to have a secure case management software for your data with reliable safeguards to ensure that your clients’ and community’s’ data is secure. If you have more questions about data privacy and security or want to discuss your program’s data management needs, fill out this contact form! We’d love to get a conversation started to ensure that your data remains protected and is used to inform better outcomes for your clients, within your organization, and in your community.

About Handel

Handel IT is the creator of RiteTrack, a web-based case management platform used by human services agencies nationwide. Thousands of professionals rely on RiteTrack to manage clients, track cases, and improve outcomes.

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