Social Work Aid Scheduling
Delegate Important In-Person Business to Aides
Deliveries, shuttling of children, drug tests, and other important client welfare–related meetings must never fall through the cracks.
Challenge
Health and human services, child protective services, and social services agencies need a systematic way to schedule, approve, and track important face-to-face activities with citizens.
Solution
SimpliGov provides:
- An orderly process for approving, assigning, and scheduling agency duties
- Simple gathering of data around cases, clients, partners, funding sources, and appointment times
- A method for scheduling and approving recurring tasks with different aids
- Instant and automatic routing of tasks for approval, according to your agency’s chain of command
- Accessible records confirming completion of tasks in compliance with the law (e.g., proper car seats for infants)
Features Used: Smart Forms | Workflow Automation | Document Generation | SimpliSign
SimpliGov in Action
- Document builder—digital forms with customizable fields, dropdown menus, yes/no buttons, and text boxes
- Workflow automation to route—and reassign—tasks through approvers
- Prebuilt and tailorable form templates
- Headers to organize task, supervisor, and client form data
- Autopopulation of fields (e.g., client name completed upon entry of case number)
- Conditional logic (e.g., display car seat fields upon selection of child transportation)
- Autogenerated email confirmations and approval notices
- Add-to-calendar buttons
- Archived correspondence with audit trails
- Dashboard to view in-progress tasks and employee workloads
- Generation of reports by task, employee, client, or other variable
- SimpliSign electronic signature add-on
Benefits
- Serve citizens in great need
- Important tasks get approved and completed quicker—important duties don’t fall through the cracks
- Compliance with local, state, or federal regulations
- Efficient use of staff time—duties allocated commensurately
Ready to begin?
Automating your processes need not be a daunting task. Contact us and we will show you how SimpliGov can help you achieve your goals in record time.
Ready to begin?
Automating your processes need not be a daunting task. Contact us and we will show you how SimpliGov can help you achieve your goals in record time.
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