Our Financial Services Edition comes packed with our standard features as well as these timesavers lifesavers built for financial services.
- Auto-fill forms and packets
- Priority DocTypes
- Supports case banking or individual case ownership
- Transfer case documents easily and orderly
- Appointments and appointment history
- Routing Rules based on DocTypes
- Casefile Tab to view Healthcare (METS) documents
- Casefile tab to view Client Workforce One Documents
- Automatic Notifications — Scan and send notification to Healthcare (METS) edition for particular DocTypes
- Priority case status & flagged documents
- Supports case documents for all Financial Assistance program areas including SNAP, TANF, CCAP, and more.
- Supports Child Care Assistance Documents
- Supports Cost Effective Insurance
- Supports Childcare Provider files
- Supports Asset Assessment files