Never Miss a Step with CaseWorthy’s New Checklists Feature!

This exciting new case management feature helps you pinpoint and keep track of all the information that needs to be collected before a process is “complete.” Brian Bingel, Chief Executive Officer of CaseWorthy explains, “Checklists are a way for us to identify all the things that need to happen within a defined process.”

For example, with the CaseWorthy application, you can set up approval checklists that basically say if you’re going to approve this funding transaction, you first need to review the service request, case notes, program eligibility, and income assessments. Once each of the items on the list is reviewed, the transaction can be approved.

A date and time stamp verifies that each step in the process was completed and by whom. Validation control ensures all requirements are completed before moving to the next step in any workflow. If an item is missing or incomplete – such as an expired driver’s license – the system lets you know and that checklist isn’t completed until you’ve attached the updated information.

You can also set up checklists to help keep tabs on everything that needs to be gathered for program eligibility, including verification of citizenship, proof of address, and any other required documentation. As these items are scanned into the system, the list automatically updates in real-time, showing these tasks have been completed.

Although CaseWorthy’s baseline software includes approval and program checklists, you have the option to add checklists to anything you need – incident reports, intakes, program exits.

These handy, automated lists are a smart way to make sure you’re not missing any important information, while simplifying your daily work processes. You can always see where you are throughout any process – what’s been accomplished so far and the information that still needs to be gathered. If an application is hung up somewhere along the line, you’re able to see exactly where it is and what needs to happen to get back on track.

To learn more about Checklists, or any other CaseWorthy feature, please contact us at 877-347-0877.

Learn How You Can Help More People After a Disaster

Recovering after a colossal disaster is a long road for the thousands whose lives are disrupted. For many, just getting to the right place to apply for assistance can be a major obstacle.

Please join us as we walk through how our clients are managing their application and referral processes, ensuring access to impacted residents and supporting staff in their daily efforts.

In this webinar we will show how CaseWorthy is being utilized to:

  • Support staff in effectively serving more people
  • Determine a client’s eligibility for multiple programs
  • Track and Share important data – gift cards, shelter occupancy, fund balances, and disbursements 
  • Process service requests, approvals, and award funds
  • Compile data for compliance, program performance and other reporting requirements 
  • Streamline management of programs and contractors

Join our webinar on June 20th at 10 AM MT to see it in action!

CAP Lancaster County Teams Up with CaseWorthy to Help Families Out of Poverty

A troubling 12.3 percent of people in Lancaster County, PA scramble every day to meet basic needs like having enough food to eat or a warm place to sleep. That number’s even higher in Lancaster City – 29.3 percent.

Yet, “poverty is more than the numbers that prove it,” Beverly Gologorsky points out. “For those Americans who are just one paycheck, one sick child, one broken-down car away from falling into its abyss, poverty lasts forever.”¹

Community Action Partnership (CAP) of Lancaster County understands that poverty is complex and its contributing factors vary. As the county’s largest anti-poverty non-profit, CAP provides a number of programs and services to help those who need it, from Child Care and Domestic Violence Services to Senior Centers and Utility Assistance.

Yet, the data being collected from all of the different programs lived in separate databases, making it virtually impossible to get a true picture of every client. Since a profile was created for each program a client enrolled in, that often meant duplicate profiles for one person across the community.

CAP needed a one-stop solution for collecting, analyzing, and reporting on important data. So it joined forces with CaseWorthy. “We didn’t want our customers to have to create their profiles in different databases ten times and tell their stories ten times, explains Sheldon Kepiro, Director of Information Technology for CAP of Lancaster. “[With CaseWorthy] it’s all there in one system, a customer does an intake once and then builds upon that profile at the next program they visit rather than starting from the beginning again.”

Now, that program and client information is gathered and stored in a single database, there’s less duplication of records. CAP and its partner organizations can easily track program usage and outcomes in the CaseWorthy database. Tracking and reporting for CSBG, PIR, and other reports is easier because the data is right there. Case workers have secure, anytime access to important info, which in turn, boosts efficiency across the board for all participating agencies. Thanks to these streamlined processes, low-income residents are able to connect to needed services more easily for the help they need. In the 21stCentury, we shouldn’t settle for decades-old service models that leave people unserved, under-served, or, worst of all, worse off than when they reached out to us.  We can do better.  County-Wide CaseWorthy is just one tool to help us build a 21stCentury model of care for Lancaster County.

Source citation:
¹Gologorsky, Beverly. “What Does Poverty Feel Like in America?” Salon Media Group, Inc. June 6, 2018.