Product Features

Transform your data into actionable information you can use to enhance your services.

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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.

Business Intelligence

Analyze your data and translate it into actionable information you can use to make informed decisions, prove outcomes, and enhance your services.

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.

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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 ViaWest, a top-of-class enterprise data center.

Data Architecture

CaseWorthy’s software is fully compatible with any web browser or computer.

Data Security

At CaseWorthy, we take the security of your data seriously. We consider this to be an absolute top priority.

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