Case Management.
Keep case workers in the field and out of filing cabinets.
Case Management is a collaborative process which: assesses, plans, implements, co-ordinates, monitors and evaluates the options and services required to meet and complete an investigation that must be conducted, a service request that must be fulfilled or an incident or issue that must be resolved.
With anytime access to client files, service request forms and more, our solutions for Case Management will enable you to work smarter.
Streamline Client Intake
Quickly intake, process and file all documentation for financial assistance, medical care, housing, and more using a cloud-based, secure repository. Allow staff to upload, scan or submit forms and other documentation from anywhere they’re working.
Get Critical Services Signed Off On
Enable case workers, supervisors and other administrators to approve requests and processes offsite with automated, digitised workflows. Make it easy for staff to locate client information to inform decisions and escalate or expedite critical cases.
Protect Client Information
Store sensitive client information in a centralised repository with security controls, so that only authorised staff can have access. Implement retention schedules, so staff are informed when they can archive documents related to closed cases.
Client Onboarding
Jumpstart the client intake process by digitising paperwork and storing the information in a secure, accessible, cloud-base repository.
Hours Tracking
Track hours and ensure accurate billing with custome processes or prebuilt workflows from the Laserfiche Solution Marketplace.
Reporting and Documentation
Support transparent, auditable reporting using a centralised repository with a full set of records management features.