OpenPlacement Blog

A Case Managing Tablet?

TabletAs technology continues to improve its applications within social work and healthcare are proving to be infinite. Most recently, the emergence of a system utilizing tablets has helped case workers to save time and increase productivity exponentially.

NorthwoodsCompass CoPilot is the program being used to change the face of case management. Adapted from the company’s Compass software, it is compatible with Android tablets.

In addition to automating such duties as making appointments, and allowing workers to quickly and completely document activities, it also gives workers other extraordinarily valuable tools. Using the tablet, social workers can gain access to forms they would otherwise need to haul around or return to the office for. They also can access their case management tools, capture and manage documents and keep all data secure with 128-bit AES encryption.

The tablet makes everything that was previously possible in the office available on the go, at any location. This translates to more time with clients and a better holistic view of any client portfolio in any given circumstance. Social workers have all files on hand and can add documents and photographs as needed from any location, as well as having clients and others sign documents right on the tablet. Anything such as photos that is added can also be immediately captioned and GIS info can be tagged.

This is a tremendous savings of time for social workers. Previously, constant trips back to the office were necessary for forms to be retrieved and then for forms or photos to be uploaded and captured on office equipment and attached to the case file physically. Now, the only work necessary in the office is docking and syncing of the case information in the tablet with the enterprise system.

While the tablet does improve the heavier duty responsibilities, it does also help with scheduling. However, the scheduling is not only from the viewpoint of the social worker but for the rest of the staff and management as well, streamlining processes not only for the social worker but for the entire office. Now, with the schedule of meetings and appointments being executed using the tablet connected to an internet based system, all office staff have access to each other’s schedules. This helps for others to initiate staff meetings or for each manager to determine who may be in a region to respond to a call, where the staff is and to schedule appointments as necessary.

Overall, the tablet helps to improve processes in the office by helping everyone to be connected and improve scheduling while it also helps social workers to be more effective in the field. Less time spent on administrative duties, calls and e-mails back and forth, and running to and from the office results in more time being available for the important part of the job: spending time with the individuals, families, and communities that they serve.