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Tools to Customize Your Case Management Data
apBuilder™: Ultimate Data Freedom & Flexibility
apBuilder™ is an intuitive, powerful toolset that empowers your organization to grow and adapt. Easily configure and manage your data to meet the diverse needs of clients, programs, and services, giving you the flexibility to respond to changing demands.
FORM APBUILDER
- Collect Form Data
- View Form Data
- Client Data Management
QUERY APBUILDER
- Data Reporting
- List Creating
- Data Management
DASHBOARD APBUILDER
- Data Visualization
- Central Data Hub
- User Specific Data
WORKFLOW APBUILDER
- Standardize Processes
- Streamline Manual Taks
- Improve Data Quality
“The apBuilder interface makes it so easy to upload the report and add query parameters on the form”
Configure your system to best meet your needs
CaseWorthy apBuilder™ provides the flexibility your organization needs to manage case data your way. With this easy-to-use toolset, you have total control over customizing dashboards, workflows, reports, and forms, allowing you to adapt to the unique demands of your programs and services.
Our self-service customization tools reduce administrative burden and put you in charge of how you manage your case data. With apBuilder™, your organization gains the power to streamline operations and improve service quality—freeing you to focus on what matters most: making a difference in the lives of those you serve.
Each apBuilder is an Enhanced Option to add-on to your CaseWorthy application.
apBuilder™ Use Cases
Form apBuilder
Collect the Best Data for Your Organization
Form apBuilder creates and customizes forms for data collection and entry. Design your own form layout, add, and edit data fields, set validation rules and default values, and configure form actions and triggers. You can also import and export forms from other sources or templates.
- Control form fields to collect the data you need
- Customize forms and reports to view your data
- Ensure clients receive the right help with accurate forms
Query apBuilder
Tailor How you Data is Viewed and Reported on
Query apBuilder builds and executes queries to retrieve and filter data from your database. Leverage SQL expressions or graphical tools to define your query criteria, parameters, and output fields. You can also save and manage your queries for future use or sharing.
- Configure data and reporting requirements
- Build lists based on specific criteria
- Ultimate data visibility and control
Dashboard apBuilder
Customizable Hub/Starting Point for Users
Dashboard apBuilder creates and customizes dashboards to display and monitor your data in a visual and interactive way. Choose from various widgets, such as charts, maps, tables, lists, and more, to present your data in different formats and perspectives. You can also adjust the dashboard layout, style, and theme to suit your preferences and needs.
- Improve data visualization for all users
- Create central dashboards for organizational alignment
Workflow apBuilder
Standardize Intake Processes
Workflow apBuilder automates and streamlines business processes and workflows. Define workflow steps, conditions, actions, and transitions using a drag-and-drop interface. You can also assign roles and permissions, set notifications and reminders, and track and manage your workflow status and progress.
- Standardize processes across your organization
- Simplify manual tasks
- Improve data quality and collection
Role apBuilder
Secure Your Data with User Roles
Role apBuilder enables you to manage and control the access and permissions of your users and groups. Create and edit roles, assign users and groups to roles, and grant or revoke permissions to access and modify data, forms, queries, dashboards, workflows, and other features. You can also view and audit the activities and logs of your users and groups.
- Improve data security for with role-based permissions
- Set specific access criteria to protect your data
- Know what your users are accessing
Ready to Get Started?
Learn why health and human service organizations thrive with CaseWorthy. Our expert team is ready to consult with you on the unique needs of your organization.
CaseWorthy makes a large number of reports available but you also have the ability to create your own if you’re familiar with SQL and the SSRS tool. We added a handful of our own since the apBuilder interface makes it so easy to upload the report and add query parameters on the form.
Organization Manager, Non-Profit Organization Management for Goodwill Industries