CaseWorks makes life easier for you.

CaseWorks is an evolving document management system that rapidly deploys updates and responds to your changing needs thanks to our proprietary AMP Technology. More than 150 Health and Human Services Units in 38 counties (and counting) use CaseWorks. They choose us for the features we offer, they stay because of the services we provide.
Caseworks-Overview-Hero

All CaseWorks editions come standard with these easy-to-use features and tools.

Scan Module: Scan, preview & index (autofill) documents
Print2CaseWorks: Forward electronic documents and/or web information into CaseWorks

Automatic Routing: To case owner (default workflow)
Routing Rules: Particular DocTypes route to desired worker/team
Scan and Send Copy: Scan once, send multiple copies
Claim Case: Eliminates duplicate effort or confusion in a case banking or team environment

• Friendly view of related case documents, including tabs for case documents, cross system client documents, and appointments

Automatic Notifications: Send notifications or copies to other units or workers (case based or DocType based)
Subscriptions: Secondary workers can subscribe to cases to receive copies of incoming case documents (fraud investigators, accounting, CCAP)

• Electronic Signatures
• Client, Caseworker & Participant autofill
• NCT updates all DHS forms per DHS bulletin

• Annotate / Redact
• Reorder pages
• Split documents
• Merge documents
• Scan additional pages into existing document

• Individual or selected groups of documents
• Share documents between editions

• Privilege cases
• Role based permissions
• Library level access/permissions

• User friendly client lookup navigation tool (APN)
• Document context menu for quick navigation
• Activity management (appointments)
• Tag & untag selected documents
• Manage workloads / backup a coworker on leave
• Reports: Documents Processed & Activity Management
• File Retention & Destruction
• Archiving & Disaster Recovery
• Statewide Casefile Transfer

CaseWorks Editions
For Every Program Area

Editions For Every Program Area

CaseWorks

Financial Services

Helps Eligibility Workers administer public assistance programs for food, cash, childcare, and emergency programs.
CaseWorks

Child Support

Assists Child Support Offi-cers as they help custodial parents navigate the court system to win child support judgements & facilitate en-forcement of those judge-ments.

CaseWorks

Social Services

Supports Social Workers and Case Managers as they pro-tect vulnerable people from harm or abuse, help people live independently, and license homes and facilities to provide further care.
CaseWorks

Healthcare

Support Healthcare Eligibility Workers as they help citizens apply for health- care assistance & determine eligibility for assistance.

CaseWorks

Accounting

Assists Accounting Techni-cians as they process pay-ments for Health and Human Services.
CaseWorks

Workforce

Supports Employment Coun-selors as they guide unem-ployed citizens through career training and the job application process.

Financial Services

Helps Eligibility Workers administer public assistance programs for food, cash, childcare, and emergency programs.

Child Support

Assists Child Support Officers as they help custodial parents navigate the court system to win child support judgements & facilitate enforcement of those judgements.

Social Services

Healthcare

Support Healthcare Eligibility Workers as they help citizens apply for healthcare assistance & determine eligibility for assistance.

Accounting

Assists Accounting Technicians as they process payments for Health and Human Services.

Workforce

Supports Employment Counselors as they guide unemployed citizens through career training and the job application process.

“I really like the fact that I can quickly scan my inbox to let a client know whether or not I have received what they dropped off. Prior to SW, I would have to go up and page through all of the mail in my mailbox. This is much quicker and better customer service to our clients. I also really like that I can access birth certificates, proof of address, etc. from the ECF without having to bother the financial worker all the time. This saves time for all of us and our clients.”