Check It Off
Keep everyone on track
Automated checklists items appear based off case stage or type, allowing staff or clients to complete the next step.
Customized Case Checklists
Design custom checklists for each of your programs or clients based of your agency's workflow. Schedule the progression of a client and provide notifications to responsible staff when an item or task is due.
Dynamically calculate due dates and set task responsibility as staff or association to the record, such as Case or Home Study Worker.
Keep it together
Upload and track documents, and design checklist items to be program, demographic or location specific.
Know where you stand
Checklist details can be pulled on reports to monitor performance and audit upcoming deliverables.