We are a small non-profit and would like to use Airtable to build a database for case management.
One of our programs is of a social work nature: we support new and expectant parents who have received a diagnosis of Down syndrome. We do so by offering information, connection to medical and other resources, and providing materials.
Our sources of input are:
A form on our website that should feed into the database
Emails and phone calls with information that is entered manually or with a form
The kinds of information we need to track are:
First Contact information
Information about the parents
Information about the baby
Referrals made
Medical providers
Materials provided
Notes
The trickiest part of this project is that it needs to be designed in a way that volunteers who have limited technical skills can input data and access case records easily.