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How Document Management Solutions Can Ease the Unwinding of the PHE

In the aftermath of the public health emergency (PHE), public service agencies are confronted with an unprecedented volume of work. How can they quickly process documents, provide benefits, and efficiently manage cases while preventing disruption of critical services? Enter Caseworks Financial Services software. This cutting-edge platform provides a suite of tools and features designed to increase efficiency, reduce duplication, and facilitate a more streamlined service.


White Workflow Icon with a Gear and Arrows on Green CircleA central feature of Caseworks is its capacity for accelerated document processing. This is made possible through the integration of automation tools such as e-signature for both internal and external stakeholders. There are many ways in which Caseworks introduces cost saving and capacity expanding efficiencies for agencies. Here are a few examples:

  • Imagine the time saved when signatures can be gathered digitally, eliminating the need for physical paperwork.
  • Real-time integration with state case systems further enhances this efficiency by removing the need for manual data input and the risk of human error.
  • The seamless inclusion of online Medicaid and Supplemental Nutrition Assistance Program (SNAP) benefits documentation into Caseworks streamlines the process, leading to faster determinations and renewals.
  • What about duplication of effort? Caseworks has this covered. When the state allows integration with its system, there’s no need for duplicate data entry. This integration enables case data to autofill for forms and packets, saving time and reducing potential errors.

This synergy between processes and systems ensures that public service workers can focus on delivering services rather than battling paperwork.

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Workflows are a vital part of any public service agency but managing them can be challenging. Caseworks incorporates automated workflows with a unique pending feature. This tool helps prioritize work tasks, allowing caseworkers to track documents that are out for review and receive alerts when they’re ready for processing. This level of automation empowers workers to manage their tasks efficiently and ensures nothing falls through the cracks.

Caseworks goes beyond efficiency and automation with configurable workflows designed to enhance overall case management. This includes support for case banking (shared case management), individual case ownership, priority documents, routing rules, and more. By tailoring workflows to meet specific needs, agencies can significantly improve their case management effectiveness.

Client Experience

The client experience is at the heart of public service. Caseworks™; state-of-the-art, self-service portal provides a user-friendly, efficient experience for the public. This identity-driven portal enables automated case and document routing, expediting the service process while improving the client experience.NCT Inc Quote Karrie Kolb with Green Circle and Quotation Marks

To foster an environment of continuous improvement, Caseworks hosts quarterly peer user group meetings. These sessions provide a platform for sharing best practices and improvement ideas, supporting ongoing efforts to adapt and enhance the system. This ensures that Caseworks continues to deliver new automated enhancements and features tailored to the evolving needs of public service agencies.

Rapid Deployment

The HHS sector plays a pivotal role in safeguarding public health, welfare, and social services, necessitating the timely delivery of effective software solutions. By embracing rapid deployment methodologies, state governments can swiftly address emergent challenges with unwinding to ensure seamless coverage and delivery of essential services. This agility enables HHS agencies to stay ahead of evolving requirements, meet citizen expectations, and optimize service delivery. Moreover, swift implementation reduces downtime and disruptions, allowing state governments to efficiently allocate resources, streamline administrative processes, and enhance data security and privacy measures. Overall, rapid deployment fosters an adaptive and responsive HHS ecosystem, empowering state governments to better serve their citizens in times of both stability and crisis.

In the aftermath of a public health emergency, the efficient functioning of public service agencies is more important than ever. Caseworks Financial Services software is uniquely positioned to support these agencies, offering accelerated document processing, no duplicate entries, automated workflows, configurable workflows, a self-service portal, and a commitment to continuous improvement. By leveraging these tools and features, public service agencies can navigate the challenges of the post- emergency landscape with confidence and competence.

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