Exponent Case Management

ePHI restricted to users granted access rights; customizable access requirements for sensitive data (HIPAA article).

Audit controls monitoring and recording ePHI activity via the Salesforce platform (HIPAA article).

MFA, automatic logoff, data encryption, Salesforce-managed data centers (HIPAA article).

Salesforce platform implies API access, but no ECM-specific API documentation observed.

Access to 4,000+ integrated applications via the Salesforce ecosystem (homepage).

View and record data on mobile devices (human services page).

Custom assessments, custom or universal intake forms, fully customized reports and dashboards (human services page).

No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.

No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.

Donors, partners, and volunteers managed on the underlying Salesforce CRM (human services page).

Caseload-by-staff and my-caseload prebuilt reports imply staff-assigned cases (reports guide).

Case load by status reporting on case records (reports guide).

Service plans with individualized goals, e.g. the workforce development service plan (workforce page).

A complete 360° view of the client's journey across the agency (homepage).

Household members managed in multiple programs with a 360° household view (youth and families page).

Intake, assessment, and demographic data in custom forms; demographics reports (human services page, reports guide).

Document storage appears in third-party listings only; not observed on vendor pages.

Case records across the agency; assessments compared baseline-to-latest over time (homepage).

No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.

Placement milestones and retention features ensure timely retention checks (workforce page).

Built-in workflows, notifications, and alerts (youth and families page).

Referrals recorded with follow-up requests (human services page).

Automated data entry processes and built-in digital workflows (AppExchange listing, homepage).

Pre-configured and custom intake forms; intake and enrollment as core features (workforce page).

Eligibility and enrollment information collected in one place (workforce page).

Customizable assessments evaluating baseline and progress over time (workforce page).

No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.

Intake and enrollment; new-client-enrollment-by-program reporting (reports guide).

Needs assessments evaluate baseline and progress (youth and families page).

Individualized goals per participant in service plans (workforce page).

Baseline-and-progress evaluation with individual assessment progress reports (reports guide).

Outcome tracking with needs assessments and success indicators measured over time (human services page).

Assessment scores and outcomes tracked over time (reports guide).

No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.

Outcome progress summarized by case record over time; explicit longitudinal claims only in secondary material (reports guide).

Referral tracking with inbound referral reports by status and program (reports guide).

Outbound referral reports by status and program; Rapid Deployment preconfigures inbound and outbound referrals (reports guide, Rapid Deployment announcement).

Referral statuses plus follow-up requests — loop mechanics without the terminology (human services page).

Referrals tracked by status; workforce placements tracked from referral to hire (workforce page).

31 standard reports including caseload, staffing productivity, and unduplicated client counts (reports guide).

Custom reports and dashboards with drag-and-drop tools (human services page).

WIOA and Vocational Rehabilitation requirements; ExP APR Dashboard for HUD CoC APR/HMIS (workforce page, 2026 APR announcement).

Sage-validated APR CSV bundles formatted for direct upload to the Sage HMIS repository (2026 APR announcement).

Assessments-with-outcome-progress prebuilt reporting (reports guide).

Direct services rendered reporting with pre-configured service entry pages (reports guide).

All direct service programs managed in one system (AppExchange listing).

Attendance and service provisioning tracked for classes and workshops (youth and families page).

Staff and program units-of-service prebuilt reports (reports guide).