Integration Capabilities
Scan Cards
Eliminate paper vouchers to speed up client identification and check-ins, access records, track program use and more.
Mass Content
Send group email or text messages created from a template – like client approval notifications – or customize your own.
Spacial Mapping
Define geographical regions on detailed maps to view clients, providers, and the different services and programs within a specific area.
Signatures
Record and attach client signatures to electronic documents that employees can access from their tablets, smartphones, or laptops.
Reporting
Analytics
Easily export data or create automated charts and graphs to instantly see the results of your outreach efforts.
Compliance Reports
Our dedicated compliance team stays ahead of all data capturing, eligibility rules and compliance reporting requirements for HMIS, CAP, Goodwill,HIV/AIDS, Catholic Charities, and more, so you can focus on your clients.
Operational Reports
Drill down into the real-time details you need to know about your clients, programs, and services — who’s enrolled or exited, program outcomes, KPIs, retention rates, and more.
Key Differentiators
Automated Workflows
Guide employees through simple, step-by-step processes, such as client intakes and approvals, to make sure all required information and documentation is collected.
Document Management
Organize and manage all of your documents in one place – assessments, eligibility, enrollment, funding, and more.
Rules and
Eligibility
Set up rules and conditions to establish when certain information should be displayed and alerts sent, to determine program eligibility and specific workflow steps, and more.
Dashboard Business Intelligence
Customize both your employee- and client-facing dashboards to securely capture and display the information you need, when you need it.
Configurability
Use the apBuilder™ development tool to configure almost anything to meet your specific program needs:
Roles
Set up rules to control who can see and access specific information, depending on their roles in your agency.
Dashboards
Easily configure and manage what’s being displayed on your dashboard — and control who can make changes.
Workflows
Build your own custom workflows to automate and standardize work processes, such as intakes, in a simple, step by step format.
Forms
Modify forms in real-time: add data fields and signatures, assign case managers, set up conditional fields and more.
Eligibility rules
Define eligibility criteria for each program you offer along with the services those programs provide.
Queries
Add searchable data fields to your forms so you can quickly collect — and find — the specific information you need.
Configurability
Use the apBuilder™ development tool to configure almost anything to meet your specific program needs:
Roles
Set up rules to control who can see and access specific information, depending on their roles in your agency.
Dashboards
Easily configure and manage what’s being displayed on your dashboard — and control who can make changes.
Workflows
Build your own custom workflows to automate and standardize work processes, such as intakes, in a simple, step by step format.
Forms
Modify forms in real-time: add data fields and signatures, assign case managers, set up conditional fields and more.
Eligibility rules
Define eligibility criteria for each program you offer along with the services those programs provide.
Queries
Add searchable data fields to your forms so you can quickly collect — and find — the specific information you need.
Technical Specifications
Reporting
Real-time reporting and analytics are integrated into CaseWorthy so you can quickly see the impact of your programs from your dashboard.
Hosting
Our servers are stored off-site at Flexential, a top-of-class enterprise data center.
Data Security
At CaseWorthy, we take the security of your data seriously. We consider this to be an absolute top priority.