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. Built from the ground up for mobile/disconnected use, 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

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. Forms can be easily emailed to clients or other providers for completion, as well as started in the office and completed in the field.

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Document Capture

Document Capture

The social worker can capture high-resolution, color images of documents, such as a grade card, recent prescription, immunization record, or letter from a therapist. Once captured, documents can be securely accessed in the field or back at the office.

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Image Capture

Image Capture

The social worker can capture high-resolution, color images of 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.

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Audio Dictation

Audio Dictation

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. In addition, workers can listen to the recording later to dictate case narratives.

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Information Sharing

Information Sharing

Using the share extension, social workers can add images or PDFs into the case file from other iPad apps or email, such as social media posts, report cards, genograms, or family trees. They can also email images, audio files, or case narratives to clients or providers.

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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. Compass CoPilot also has a privacy mode allowing social workers and caseworkers to make cases or members visible or hidden depending on the situation.

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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. Compass CoPilot also features a disconnected mode that allows users to work offline and sync data once a connection is established.

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Case File Access

Case File Access

Based on their role and assigned cases, social workers can access case files and information including documents, case narratives, client information, and case members. From the field, they can also add new cases, case members, or case narratives. 

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