CaseFlow® Features
CaseFlow equips your staff with modern software, removes their uncertainty, helps them speed through service tasks in half the time, and provides finished documents and reports automatically. CaseFlow pays off with public goodwill because citizens are no longer waiting forever in line.
CaseFlow puts “Good Governance” awards within reach.
Whether your task is to prepare a clearance, record meeting notes in the Lupon, or track CSWD case processes, CaseFlow will help your staff handle it professionally.
CaseFlow puts “Good Governance” awards within reach.
Whether your task is to prepare a clearance, record meeting notes in the Lupon, or track CSWD case processes, CaseFlow will help your staff handle it professionally.
At-a-Glance Status
CaseFlow shows you the up-to-the-minute status of every case. All workflows are tailored to the way you work so you won’t miss tracking important tasks.
Keep Cases Moving
Never miss target dates or appointments. Be alerted if outside agencies you depend on are putting you behind. See exactly what is next up for any case.
Reduce Stress
Case workers feel on top of their game, reminded of next steps, and able to put their fingers on any detail at a moment’s notice. Automation features cut their time spent on documentation while boosting their professionalism.
Case Management Flexibility
- Collect and store any type of data
- Customize workflows on-the-spot
- Switch workflows for changing client needs
- Easily accommodate new compliance mandates
Documents
- Integrate your existing document templates
- Auto-fill documents –stuff your documents with case information, saving rekeying time and preventing errors
- What goes in, comes out—CaseFlow provides you the ability pull any case information out into Microsoft Word/Excel or PDF documents
Reports
Build up-to-the-second reports with just a couple clicks—even government reports that may take days to update manually! Stock reports for each program module, including client demographics, are included at no charge, or you can Build Your Own Report for ad hoc queries without having to learn SQL. We can build custom analytics for a fee.
Field Work
- Hit the streets with CaseFlow Mobile. Conduct weekly check-ins or disaster response with just your smartphone.
- Mobile app forms are customized to your staff roles and data collection needs.
- It even works offline, storing data until you have Internet service again!
Client Participation
- Guest Access – Invite participation on cases from stakeholders, professionals and clients. Gain their help on your cases and make it easier for them to work with you as well!
- Public form import – Cut data entry time and errors by linking a CaseFlow form to your website! Accept referrals and applications.
Remote Management
- Receive alerts to new document uploads, staff questions and case updates automatically!
- Monitor case progress, enter authorizations and guide staff.
- Remote administrators – be alerted to new document uploads and case updates automatically!
Staff Training and Onboarding
- Case workers come and go. CaseFlow helps new staff get going with a minimum of supervision. They can pick up a case where the previous case manager left off, and CaseFlow tells them what to do next. Let CaseFlow train your interns in best practices! Gain their help on your cases and make it easier for them to work with you as well!
- The universal interface makes cross-training easy.
Integration
CaseFlow integrates with a wide variety of third-party applications. Import/export to Microsoft and Google applications. Build cases from a button by importing data from online forms. We can even construct interfaces to older legacy applications for those seeking a migration path. Tell us what you need and we can build it.
Security and Disaster
- World-class servers with the best uptime available
- Encryption – Never worry about the security of your data because it is always encrypted and backed-up.
- Role-based security – Access is limited to those you want in… no more.
- Premises-based security
- HIPAA Business Associate Agreeement (option)
Technically Advanced
- Built-in Business Rules language enables quick enhancements and reports. CaseFlow accommodates almost any change.
- Scalable to any size program, from tiny to government
- Nothing to install, maintenance-free
- Data import/export and automated case-building
- Analytics tailored to your programs
- Integrations with third-party software APIs
Operations
CaseFlow supports routine business processes too!- Human Resources
- Volunteer management
- Email and text notifications or surveys
- Mailing list generation
- Budgeting
- Scheduling
- Reimbursements
- Inventory
- Secure data storage for third-party applications