Case Management

Caseworker will change the way you organise, analyse and share case information, for the better:

• Complete case file management system
• Maintain detailed records of current and archived cases
• Monitoring tools to record case progress
• Automatic highlighting of cases in need of attention
• At-a-glance summary screens and overviews
• Filters and reports to create key statistics
• Add electronic documents to case files
• Password protect sensitive cases

Security

Secure and encrypted access keeps your data safe.

• Industry standard SSL certificate with 2048 bit encryption
• UK Datacentre
• Secure log on
• Create user accounts with different access rights
• Fully audited
• Enable/disable access with a single click

Geographic Analysis

Caseworker Connect Online allows up to date geo-visualisation of your service.

• Plot the geographic reach of your service
• Indentify trends in presenting issues
• Show how outcomes or problems correlate to particular areas
• Evidence unmet need to support funding applications
• Plot case loads by KPIs including postcode, district, LA or PCT
• Assess and compare multi-site or multi-project services

Outcomes

Outcomes Monitoring with built-in Sustainability Monitoring.

• Record formal outcomes for each service user
• Show funders that you can sustain outcomes over time
• Create outcomes based on funder requirements or in-house support plans
• Assess outcomes against specific client groups
• Define how long before an outcome may be considered as sustained
• Record hard or soft outcomes

Referral Management

Manage the work you do with incoming referrals

• Quickly log information about all your referrals
• Accept or reject a referral to evidence demand and reveal unmet need
• Record the presenting issues to show trends
• Log when signposted referrals are sent
• Assign accepted referrals to one or multiple projects
• Record key demographic information to inform KPIs

SMS

Send text messages to staff, service users and other professionals

• Send mesages to individual users and advocates
• Send messages to multiple recipients
• Set up automatic reminders and notifications
• Log when signposted referrals are sent
• Reduce the number of missed appointments
• Fully integrated so you get a complete and accurate history of communications

Quality of Service

Record follow-up questionnaires to evidence quality of service

• Evidence service user feedback
• Create customer service metrics and scores
• Demonstrate that feedback is a central tenant of your service delivery
• Identify areas for continual improvement

Case Notes

Powerful recording features make case notes a breeze

• Tag your case notes according to the type of work for example, phone call, email, visit, research
• A massive equivalent of up to eight pages of A4 text to record note information
• Add date and time stamps to all your notes for an accurate history of events and actions
• Create your own library of case note snippets. Insert them quickly and easily into your case notes to save time and improve the quality of recorded information
• Add electronic documents to case notes
• Group notes by contact type, duration, and outcome

Advice Recording

Transform the way you record ad-hoc or short-term support and advice delivered through drop-in advice centres or telephone help lines:

• Maintain records for multiple services. For example, if you operate a help line and a drop-in advice centre, or a drop-in centre that addresses different subjects on different days of the week, you can set up records dedicated to each service
• Capture key demographic information about each enquirer to monitor fair access, diversity, and geographic reach of your service(s)
• Record information about the nature of the enquirer's query and log details of advice offered
• Monitor the time spent on each query and assign each query to a named staff member to keep track of work activities
• Print detailed reports for management information

Client Recording

Record and analyse key information about your service users:

• Log address and contact information
• Record demographic information to assess geographical reach and fair access to services
• Compare their goals and expectations with the case or advocacy outcome
• Record their feedback for Quality monitoring
• Assign reference codes for risk assessment

Electronic Library

Create an electronic library of resources for staff and managers. The Library can store any type of electronic file including text, pictures, music and even video. Every Library file - Planning and Strategy documents, training manuals, minutes, presentations, reports, and links to useful websites - automatically opens in the default application. To protect source material, the Library stores a copy of the file, not the original so you can distribute material safely and securely.

Reports

Choose from over 60 different in-built reports to help you collect and analyse the information you need quickly and effortlessly. Whether you are a service manager compiling the monthly management report or a case officer reviewing how you spent your time in the last week, Caseworker Connect gives you instant access to a range of service performance data. Produce statistics across user-definable date ranges about case outcomes, referral sources, time recorded against cases, client groups, and more. Caseworker Connect Reports are displayed in your favourite web browser and are easy to share via email or the Caseworker Connect Library.

Side-by-Side Calendars

Manage appointments and schedules with the Outlook-style Calendar. A Calendar is available for every user and can be viewed individually or together to help you quickly compare schedules or organise meetings.

Office Integration

Caseworker Connect integrates with Microsoft Office to provide Spell Check and Mail Merge. Caseworker Connect can also export raw data to Microsoft Excel, and report data can be dragged and dropped to quickly create tables and graphs.