Document Management in the Office

Compass® Pilot changes the way caseworkers work via a single application.

DesktopCompass Pilot is a proven technology for caseworkers that increases agency-wide productivity by automating routine tasks of caseworkers and social workers — all from a single application.

With Compass Pilot installed on the desktop, case and client data that is collected at any point in the system is immediately available to all workers and processes that need it. For the agency, this results in dramatic increases in productivity and service levels throughout the organization. For caseworkers and social workers, it means that all of the time and energy they used to spend on paperwork can now be directed toward the most important aspect of their jobs — their clients.

Compass Pilot can be configured a number of ways to deliver the functionality and features that will benefit agencies the most. Here’s an overview of some of the features that make Compass Pilot stand out as a leader in document management for caseworkers:

Features & Benefits

Data Capture

Data Capture

Allows caseworkers to easily scan and index documents at the point of origination, saving your agency valuable time and eliminating bottlenecks in the imaging area.

  • Scan documents at any point of entry—the reception area, the mail room, or the caseworker’s office
  • Create high quality scans quickly
  • Index documents once for multiple clients or case files
  • Make documents available instantly throughout the agency
  • Route documents to multiple recipients simultaneously

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Document Management

Document Management

Provides instantaneous access to all electronic documents throughout the agency, saving time by eliminating the wait for documents to be pulled.

  • Locate all documents quickly and easily agency-wide
  • No more lost or misplaced documents
  • Client documents remain secure and accessible
  • Works with all types of document formats

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Self-Scan Kiosks

Self-Scan Kiosks

Lobby kiosks that allow clients to save time by providing self-scanning can be placed in your reception area to allow both workers and clients to scan documents and make the information immediately available to all agency processes. When you allow clients to scan their own documents in the lobby, you will reduce wait times and increase reception area productivity. See Compass Appointment Management for more ways to improve lobby management.

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Forms Management

Forms Management

Automates and simplifies the paper-based forms process, reducing time spent completing forms, speeding interviews, and significantly reducing agency costs.

  • Automatically pre-populates form fields with known information
  • Reduces data entry errors
  • Captures client and caseworker signatures on forms
  • Configurable to launch all forms needed for a given caseworker task
  • Imports Microsoft® Word documents, web pages, and other documents into the document management system
  • Keeps all agency forms consistent and up to date

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Client Management

Client Management

Gives caseworkers and social workers quick access and control over the client and case information they need to do their jobs.

  • All client, case, and program information is cross-referenced for easy look-up
  • Auto-populates information on both state and county forms
  • Stores client notes and case narratives in appropriate files
  • Client information can be easily updated
  • Updated data is automatically applied to all corresponding files
  • Keeps client and case information organized and secure

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Task Management

Task Management

Enables caseworkers and social workers to automatically organize and track the workflow of routine tasks from their desktop.

  • Assign a task to an available caseworker using round robin rotation
  • Route documents to an individual caseworker or to a group for completion
  • Share work among caseworkers to ensure coverage
  • Allows supervisors to efficiently monitor, reassign, or complete tasks

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