CommLINK Workflows with SMS Capability
Reach More Clients and Improve Response Rates
Improve your ability to connect with clients by automating forms and links to speed up information gathering and increase response rate. CommLINK is a powerful feature that enables users to send intake forms, release forms, capture signatures, and more via text messages or email.
VIRTUAL CLIENT INTAKE
- Automate Links Via Text/Email
- Information Release Forms
DOCUMENTATION
- Upload Required Docs
- Capture Signatures
DATA MANAGEMENT
- Add Client Record Information
- Link History Tracking
ENGANGEMENT
- Surveys & Referrals
- Registration for Classes
“We didn’t want clients to have to tell their story every single time they walked in the door because that is really frustrating. CaseWorthy helped us solve that.”
Quickly Gather Information for Better Support
CaseWorthy CommLink enables users to send links to clients, users and entity contacts which allow the recipient to complete forms and workflows. When the recipient saves their work, the data is immediately available in CaseWorthy.
The virtual links increase your ability to gather information and improve response rates which ensures you’re able to support individuals better.
CommLINK Use Cases
Virtual Client Intake
Streamline Client Information Gathering
Virtual client intake fosters support for individuals in need, offering streamlined processes and enhanced accessibility, ensuring a compassionate and efficient connection in a digital era.
- Common Intake Forms
- Assessment Details
- Information Release Forms
Documentation
Instant Messaging for Easier Communication
Documentation via CommLINK ensures efficient record-keeping, enhances accessibility, and supports individuals in need by facilitating accurate information management, and fostering a responsive and client-centric approach.
- Required Documents & Notes
- Signatures
Data Management
Keep Client Records Up-to-Date
CommLINK helps keep data and client records organized by streamlining intake, allowing for automated updates, and giving individuals more control over their information.
- Updating Client Records
- Adding Family Members to Client Records
Engagement
Use Text and Email to Engage Your Clients
Empower client engagement with surveys, referrals, and more, enhancing interaction for individuals in need.
- Surveys
- Registration for Classes, Events, and Workshops
- Referral Updates
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 has provided our organization with a flexible case management platform that enables us to meet the ever-changing needs of the community. As we pursue our mission to overcome obstacles to work, CaseWorthy provides us with functionality to nimbly respond to the system needs of these programs.
Director of Data, Goodwill of Central and Coastal VA