Document Management in the Office

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. Also available as a web-based product.

• Use distributed capture to scan documents at any point of entry—the reception area, the mail room, or the caseworker’s office
• Create high quality, categorized scans quickly
• Index documents once for multiple clients or case files 
• Automatically index basic client and case information for easier retrieval later
• Make documents available instantly throughout the agency
• Route documents to multiple recipients simultaneously
• Track scans with configurable date and time stamp for improved visibility and compliance
• Create configurable receipt for clients

Automates and simplifies the paper-based forms process, reducing time spent completing forms, speeding interviews, and significantly reducing agency costs. Easily design forms that look like paper to reduce anxiety for caseworkers.

• Automatically pre-populates form fields with known information
• Reduces data entry errors
• Captures client and caseworker signatures on forms
• Configurable to launch packets of forms commonly completed together 
• Bookmark popular forms as favorites for easy access
• Imports Microsoft® Word documents, web pages, and other documents into the document management system to avoid printing and rescanning
• Keeps all agency forms consistent and up to date

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
• 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