CaseWorks™ Financial edition helps Eligibility Workers administer public assistance programs for food, cash, childcare, and emergency programs so that the people in your community can thrive.
All CaseWorks editions include the full suite of purpose -built standard features.
eSignature
Internal eSignature for Case Workers and external eSignature for citizens
Casefile Tab
Casefile Tabs to to easily view relevant Healthcare and Workforce Edition documents
Automated Notifications
Scan and send notification to Healthcare edition for particular DocTypes
Configurable Workflows
Configurable workflows to support case banking, individual case ownership, priority documents, routing rules and more!
Document Support
Supports Child Care Assistance Documents, Cost Effective Insurance, Childcare Provider files and Asset Assessment files
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
Interoperability
Scan once, and CaseWorks automatically sends copies of relevant documents to case owners across HHS units
File Transfer
Transfer case documents easily & organize effectively among or across teams
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.
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Benefits of Incremental Modernization in Health and Human Services
The landscape of health and human services is always evolving and technology plays a crucial role in delivering efficient and effective care for your clients. Maintaining modern systems, software, and processes is essential for staying ahead of the curve and meeting the changing needs of individuals and communities — but what is the best approach to modernization? Incremental modernization provides a more strategic and targeted approach to upgrading technology in human services, allowing organizations to gradually implement changes while minimizing disruption and maximizing benefits.
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 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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Still not convinced? Tired of hearing us talk? We have plenty of great customers you can hear from.