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  /    /  Case Management
Case Management
Keep case workers in the field and out of the filing cabinets with anytime access to client files, service request forms and more

Reduce business challenges and complexities

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.

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Improve response times

Quickly intake, process and file all documentation for financial assistance, service desk, educational, housing, and more.

Document Management

Automatically extract data from electronic, PDF and scanned forms, eliminating the need for manual indexing, sorting and filing

Mobile Content

Upload photos from mobile devices and cameras directly into client files


Eliminate paper with client e-forms submissions and processing


Allow clients to sign documents electronically to reduce processing time

Reduce service delays and expedite decisions

Provide offsite access and automatic updates to case workers, supervisors and other administrators.

Email Notifications

Send automatic email notifications when a new case is assigned.


Access and update case documentation on laptops, tablets and smartphones.


Instantly locate any client’s complete, most up-to-date paperwork using multiple search options.


Route critical cases to an expedited queue with one click.

CaseManagement ReduceServiceDelays
CaseManagement EnsureClientSecurity

Ensure client security

Assign security restrictions so that employees can only access the files they require to do their jobs.

Granular Security

Protect sensitive documents like birth certificates and medical history forms from unauthorised access, printing or export.


Track when users open, edit, delete or even attempt to open case files.

Records Management

Automatically route closed cases for disposition.

Control External Access

Provide controlled access of specific case files to other entities.

Ascentas has a proven approach to help you migrate, modernise and digitally transform your business. Start your journey today!

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