Case Management
Caseworker will change the way you organise, analyse and share case information, for the better:

• Complete case file management system
  

• Maintain detailed records of current and archived cases
  

• Monitoring tools to record case progress
  

• Automatic highlighting of cases in need of attention
  

• At-a-glance summary screens and overviews
  

• Filters and reports to create key statistics
  

• Add electronic documents to case files
  

• Password protect sensitive cases

Advice Recording
Transform the way you record ad-hoc or short-term support and advice delivered through drop-in advice centres or telephone help lines:

• Maintain records for multiple services. For example, if you operate a help line and a drop-in advice centre, or a drop-in centre that addresses different subjects on different days of the week, you can set up records dedicated to each service
  

• Capture key demographic information about each enquirer to monitor fair access, diversity, and geographic reach of your service(s)
  

• Record information about the nature of the enquirer's query and log details of advice offered
  

• Monitor the time spent on each query and assign each query to a named staff member to keep track of work activities
  

• Print detailed reports for management information

Client Recording
Record and analyse key information about your service users:

• Log address and contact information
  

• Record demographic information to assess geographical reach and fair access to services
  

• Compare their goals and expectations with the case or advocacy outcome
  

• Record their feedback for Quality monitoring
  

• Assign reference codes for risk assessment

Electronic Library
Create an electronic library of resources for staff and managers. The Library can store any type of electronic file including text, pictures, music and even video. Every Library file - Planning and Strategy documents, training manuals, minutes, presentations, reports, and links to useful websites - automatically opens in the default application. To protect source material, the Library stores a copy of the file, not the original so you can distribute material safely and securely.
 

Quality Monitoring
Caseworker Connect includes a module dedicated to recording feedback about your service. Feedback can be classified into different categories that you define. Additionally you can choose both the source and subject of the feedback to help further organise comments. The Feedback module can also be used to record the outcomes of independent file reviews.
 

Reports
Choose from over 60 different in-built reports to help you collect and analyse the information you need quickly and effortlessly. Whether you are a service manager compiling the monthly management report or a case officer reviewing how you spent your time in the last week, Caseworker Connect gives you instant access to a range of service performance data. Produce statistics across user-definable date ranges about case outcomes, referral sources, time recorded against cases, client groups, and more. Caseworker Connect Reports are displayed in your favourite web browser and are easy to share via email or the Caseworker Connect Library.
 

Side-by-Side Calendars
Manage appointments and schedules with the Outlook-style Calendar. A Calendar is available for every user and can be viewed individually or together to help you quickly compare schedules or organise meetings.
 

Mail Merge and Spell Check
Caseworker Connect integrates with Microsoft Office to provide Spell Check and Mail Merge. Caseworker Connect can also export raw data to Microsoft Excel, and report data can be dragged and dropped to quickly create tables and graphs.
 

Organising and Finding Information
Caseworker Connect uses a simple wizard based navigation system, while icons and images provide an intuitive user experience with no complicated menus or dialog boxes. Information is organised into distinct modules and task based options enable staff of all experience levels to complete their goals easily and effortlessly.
 

Personalisation
Users can personalise settings in Caseworker Connect to control real-time updates of case and client information, flagging of files in need of attention and password protection of Calendars and case files.
 

Help and Support
Users can get assistance on every form by using the Help pane. In addition, Help content can be entirely customised using a .rtf editor such as WordPad or Microsoft Word. Users who are connected to the Internet can search for additional online content on the Caseworker Connect Support Centre. The Caseworker Connect Help menu also provides a link to the User's Guide that provides step-by-step instruction to all the features and functions within Caseworker Connect.
 

System Administration
Caseworker Connect maintains a log of system events so Administrators can review who performed what action to which file. Access to Caseworker Connect is controlled by a Sign On screen that requires users to enter a user name/password combination. Furthermore, Administrators can configure access rights to different modules, and functions within a module, to create accounts that reflect the job function of individuals within the organisation. Implementing new releases is easy with automatic notifications and web-based downloads.