Document Management in the Field

Compass® CoPilot empowers mobile social workers in new ways.

Compass® CoPilot is an innovative mobile social services software application that puts the functionality of Compass Pilot on a tablet computer. It’s the ideal solution for mobile social workers at child and adult protective services agencies, and other workers who visit clients in their homes or other locations.

Social workers in the field use Compass CoPilot to access all case and client information, forms, and documents, just as they would in the office. It’s the only social services software to ensure that social workers are never without the files and information they need while they’re on the road.

During client visits, social workers can use Compass CoPilot to record interviews, take photos, document, and notate their findings — all while they are in the field. Being able to accomplish all of this with a tablet makes the information gathering less intrusive, which helps put clients at ease and allows for better interactions. Our innovative social service software syncs the new information with the agency’s Compass® system back at the office.

Features & Benefits

Dictation

Dictation

Social workers can dictate their case notes to create case narratives.

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Auto-fill Forms

Auto-fill Forms

Compass CoPilot fills in known information about the client or case automatically. After the worker completes any additional information that’s needed, both the client and worker can sign the form using the tablet.

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Image Capture

The social worker can capture high-resolution, color images of documents, clients, and living conditions. Images can be automatically tagged with date, time, client and social worker names, and more. The worker also has the option of adding captions.

Image Capture
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Audio Recording

Audio Recording

Workers can record interviews with their clients and save them permanently as audio files in the electronic case file. This allows the social worker to focus their undivided attention on the client while ensuring that every word is captured and easily accessible for later case documentation during downtimes.

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GPS-enhanced Tags

GPS-enhanced Tags

When Compass CoPilot captures a document, photograph, or recording, it uses the tablet’s GPS capabilities to denote the current geographical coordinates, and stores them in the item’s metadata. This data can be used to accurately document both the place and time the file was created.

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Secure Mobile System

Secure Mobile System

Compass CoPilot is password-protected and all information retained on the tablet is secured by the operating system with industry-standard encryption.

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Data Syncing

Data Syncing

All of the information that the social worker captures in the field is synchronized with the agency’s Compass® system back at the office. No need to lug huge case files around, they’re all there — and up to date — on the tablet computer.

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