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.
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
E-Forms
Eliminate paper with client e-forms submissions and processing
eSignature
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.
On-The-Go
Access and update case documentation on laptops, tablets and smartphones.
Search
Instantly locate any client’s complete, most up-to-date paperwork using multiple search options.
Routing
Route critical cases to an expedited queue with one click.
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.
Audit
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.