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Caseworker Connect

Caseworker Connect

What is Caseworker Connect?

Caseworker Connect is a database that helps organisations run client-centred support services, including case work, outreach and advice services. Caseworker Connect is available online from any modern browser on laptop, PC, tablet or smartphone. Data is stored here in the UK and Blue Door is Cyber Essentials PLUS accredited.

How can it help my organisation?

Caseworker Connect is designed to benefit everyone:

  • For advisors, Caseworker simplifies data capture, organises files, and provides easy access to information.
  • For service managers, Caseworker provides powerful insights across every aspect of service delivery.
  • For trustees and directors, Caseworker improves funder confidence and simplifies benchmarking.


Records Management

Whether it is a service user profile, a new referral, a case note or a call log, Caseworker Connect will change the way you organise, access, share and analyse information. With Caseworker, staff have instant access to the right information.

  • Align data access to job function so that staff see only the information they need to see. Caseworker includes a simple to use permissions system to control data access.
  • Take the headache out of remembering information with Caseworker Connect. Automatic highlighting of important information, monitoring tools and summary screens provide staff with instant access to key data so they can focus on delivering outstanding service.
  • Simple but smart time-saving features enable staff to work quickly and efficiently without wasting time finding information or getting the latest status update

As Data Controllers and guardians of your information, we take security seriously.

  • Caseworker includes a GDPR Centre so you can define retention policies that automatically delete, anonymise, or flag a review after a defined period. You can also record the legal basis for processing for your service users and provide demonstrable evidence of your data processing activities. An Alert system will flag important events about data management and even record when staff attempt to access Special Category Data.
  • All our data is hosted in the UK on premier hosting environments. Multiple servers ensure high availability and regular backups to different servers keep your data safe.
  • Blue Door Software is Cyber Essentials PLUS accredited and we undertake annual penetration testing of our networks with a CREST accredited organisation.
  • We implement a range of security and monitoring measures that include two factor authentication, password policy enforcement, IP restrictions, encryption and implementation of industry security standards to prevent unauthorised access to data. We operate a Data Protection Agreement so our customers understand our data protection obligations
Referral Management

Managing client profiles and incoming referrals is at the heart of Caseworker Connect

  • Capture the information you need to record about the people you support in an intuitive and straightforward way. Flag important fields as mandatory and lock special category data from unnecessary access.
  • Accept or reject a referral to evidence demand for your service. Tag time sensitive referrals that must be processed within certain time frames and get automatic alerts when KPIs are missed.
  • Record demographic profiles and use this data in reporting to provide insight that is not available to other agencies. Get notified when birthdays are due or files need to be reviewed.

Demonstrate the positive impact of your work with evidence based data about how you have moved service users on or delivered sustained benefits to their personal circumstances.

  • Create outcome measures based on your contractual obligations so you can deliver hard evidence of your work. Use rating scales, pre and post measures or self-evidence scores to log the benefits and gains of your work with your service users.
  • Capture hard and soft outcomes and evaluate outcomes against specific client profiles or presenting issue to see what works most effectively and to help develop future strategy.
  • Create support plans and generate Word documents to share the results.

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.

  • One-click reporting downloads your stats straight into Excel. All the charts, tables and analysis you need is integrated into the Excel workbook so the numbers are ready to go.
  • Download common reports such as monthly statistics as Word documents that can be easily shared.
  • Want to get closer to the data? We provide direct access to the source database for additional data mining

Caseworker includes modules to help you work smarter. From SMS and Email to Maps, Task Lists, Online referral forms and more. You can even get your service users to manage their own profiles via Self-service log in

  • Send text messages to staff, service users and other professionals. Send messages to multiple recipients and help reduce the number of missed appointments. Fully integrated so you get a complete and accurate history of communications.
  • Want to send an email instead of a text? No problem. Do exactly the same kinds of things with Email as you can with SMS messages.
  • 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.
  • 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.
  • Analyse your service by geography. Plot the geographic reach of your service and show how outcomes or particular presenting issues correlate to particular areas.


All you need to use Caseworker Connect is a modern browser. We take care of all the hardware, hosting, security and backups. Under the terms of the Data Protection Act, we are Data Processors and adhere to a data processing agreement so you can be sure your data is in good hands.

For technical evaluators of Caseworker Connect:

  • Caseworker Connect Online is a modern, responsive, html5/css/js application available through the browser.
  • It is written against version 4.5 of the .NET framework using Visual Studio combining VB.NET, C# and third party UI toolkits.
  • Caseworker Connect is deployed to an application server (Windows/IIS and secured with a 2048bit SSL certificate).
  • Data is held on a dedicated database server running Microsoft SQL Server database (currently SQL Server Web Edition 2014).
  • Reports are delivered by email or direct download to the browser. For large deployments we can host reports on SQL Server Reporting Services.
  • An additional business processing server runs SQL Agent jobs to implement business workflows and processes.
  • Our primary servers are hosted in a Tier III data centre – in London – with Rackspace
  • We have a secondary centre in North Wales for disaster recovery
  • Passwords are hashed and salted and so cannot be recovered.
  • Automatic logout after a predetermined time of inactivity
  • Two factor authentication where users are required to enter characters from a memorable word in addition to a password.
  • Administrators can define complexity rules for passwords including length, number of non-alphanumeric characters, expiry period and banned password lists.
  • Administrators may also leverage features of IIS to restrict access by IP address, time or location.

For technical evaluators of Caseworker Connect Student Services Edition, the Student Services Edition has all the elements above, and additionally:

  • Authenticate against an LDAP server and control access rights based on membership of Active Directory security groups. This can be extended to support single sign on so an authenticated (Windows) user is able to access the system without presenting credentials at a log on screen.
  • CWC can integrate student data in two ways:
    1. Selected student data is copied from an existing database (such as SITS, Banner or other Registry source) into a read only table in Caseworker, via – for example – a nightly batch job.
    2. Manual data entry via a form in Caseworker. This solution is provided for institutions that do not have access to existing student data.

    It is possible to combine both methods: where only selected data is released from Registry in read-only form, this can be “topped up” with manual entry of other data, such as additional demographic data.

  • Barcode scanning of Student ID cards to retreive student data

Call 01606 333 538 to arrange a free onsite demonstration.