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.
