CaseWorks™ is a best-in-class enterprise content management (ECM) platform that supports all your document management (DMS) & workflow automation needs. We are able to rapidly deploy updates and respond to your changing needs thanks to our proprietary technology platform. Over 250+ Health and Human Services Units use CaseWorksTM today. They choose us for the features we offer, they stay because of the services we provide.
See all our other CaseWorks editions
eSignature
Internal eSignature for CSOs and Attorneys and external for citizens.
- No more waiting for mailed signature
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Import into Caseworks
Easily import paper and electronic documents directly into CaseWorks with scan and Print2CW options
Automated Workflows & Document Routing
Notifications and Copies
Notify or copy docs to other units; Secondary teams can subscribe to receive copies of case docs
Export, Transfer, Copy & Move Documents
Transfer case documents easily & organize effectively among or across teams and editions
Interoperability
Scan once, and CaseWorks automatically sends copies of relevant documents to case owners across HHS units
Auto-fill Forms and Packets
CaseWorks creates a library of forms and packets tailored to each county that can be generated and auto-filled by system-integrated data
Modify Documents
Annotate/Redact; Reorder pages; Split & Merge documents; Scan additional pages into existing document
Security
Privilege cases; Role-based permissions;
Library level access/permissions
Other Features
Intuitive client navigation tool (APN)
Document menu for quick navigation
Appointment management
Tag & untag selected documents
Manage/share workloads
File Retention & Destruction
Archiving & Disaster Recovery
Statewide Casefile Transfer
Reports: Documents Processed & Activity Management
How CaseWorks streamlines your day
Ways CaseWorks creates efficiencies
- Files are digitally tagged, tabbed, and shared across teams and units
- Reduce or eliminate physical paperwork and mail handling where paperwork gets lost in the mail
- More time to focus on data accuracy with less manual task
Autofill features reduce redundant typing - Automatic updates – no more screen scraping
- CaseWorks integrates with the county system-of-record and automatically updates data
- Clear and intuitive navigation
- Scanning, case lookup and form generation all in one place
- Immediate sharing and client request eSignatures
- Reduce manual work and redistribute resources to create efficiencies in other areas.
More accurate data and less loss of data
- CaseWorks integrates with the county system-of-record and automatically updates data
- Autofill can accurately fill data with less manual errors
- Files are digitally tagged, tabbed, and shared across teams and units
- Digitally tag document for court hearings
- Immediate sharing and client request eSignatures reduces document mailings back and forth.
- Reduce the need or eliminate physical paperwork than can get misplaced.
- Reduce chances of lost files or images related to manual paperwork.
Effortless Signatures
- Internal eSignature for CSOs and Attorneys and external for citizens
- Digital signature, digital forms and tagged document access for court appearances
- Immediate sharing and client request eSignatures
- No more snail mail for document signing
- Multi-Factor Authentication (MFA) keep signed documents safe.
Keep your team like a well-oiled machine
- Files and forms can be easily shared and transferred across teams, units & among counties that use CaseWorks.
Files are digitally tagged, tabbed, and shared across teams and units - Immediate sharing and client request eSignatures
Allows remote work for outside of office work or remote employees - Scan once, and CaseWorks automatically sends copies of relevant documents to case owners across HHS units
Share documents across organizations even if they don’t use CaseWorks - Invite clients via CaseWorks’ portal to collaborate paperwork.
- Role-based permissions align the right team members for the right content
No Bots
- Full teams for customer onboarding
- No chatbots, we have real humans to help when you need it most.
- Continued training classes for new hires or refreshers
- Quick turnaround on request, means your team isn’t waiting on answers
- Training materials, online videos and more at your fingertips.
- Open hours help desk giving you easy access to quick questions or tips.
Case Study
Client Spotlight: Western Prairie HS
When Grant County Social Services and Pope County Human Services began to navigate their journey to merge, forming Western Prairie Human Services, it wasn’t without challenges, particularly when it came to technology. Western Prairie found itself with two EDMS (Electronic Document Management Systems). These EDMS had different functionalities, minimal workflows, and made it difficult to coordinate and collaborate during and after the merge.
Blog
Maximizing Impact in Social Services: The Case for Purpose-Built Enterprise Content Management Systems
In social services, effective document management is critical for a variety of reasons. From client records to compliance documentation, social services organizations handle vast amounts of sensitive information daily. Choosing the right content management solution can significantly impact an organization’s efficiency, security, and overall service delivery.
Blog
Benefits of Incremental Modernization in Health and Human Services
Visit our other Solutions
CaseWorks Financial Services Edition helps Eligibility Workers administer public assistance programs for food, cash, childcare, and emergency programs so that the people in your community can thrive.
CaseWorks Child Support Edition helps Child Support Investigators and Officers collaborate with County Attorneys on their mission to ensure children a brighter future. Our software is designed to enhance the agency’s teamwork, so children receive the support they need.
CaseWorks Social Edition for Child Welfare supports Social Workers and Case Managers as they compassionately prevent abuse and neglect by empowering families to achieve their highest potential.
CaseWorks Social Edition for Adult/Aging Services supports Social Workers and Case Managers as they compassionately prevent abuse and neglect by empowering families to achieve their highest potential.
CaseWorks Healthcare Edition supports Healthcare Eligibility Workers who help to keep their community healthy. Our software facilitates seamless healthcare assistance application intake & ease in determining eligibility for assistance.
CaseWorks Accounting Edition (ACE) is specifically designed for Health and Human Service Accountants to manage, store, and associate data with your payment related documents.
CaseWorks Workforce Edition partners with employee counselors to help people find and keep meaningful work. Our software streamlines document management so job-seekers and employees are fully supported for interviews and training.
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