🥽Platform Overview

Everything that you might need for your social care giving needs.

How does it all work?

Fieldworker is your single solution to manage your business in its entirety.

1. You collect your business Activity into your Fieldworker System in the form of Customers, Plans, Visits, and Documents.

2. All of that data is associated with individual clients (a.k.a. Customers in our system).

3. Plan data is used to populate Projects and to build robust Planning and Scheduling Tasks that manage services to Your Customers, Your employees, or Other Functionality.

Learn more about how we organize information here:

Customer

In the world of Fieldworker, everything revolves intricately around the Customer. A Customer in Fieldworker refers to a client or consumer associated with your business, forming the core around which all operations are structured.

What Constitutes a Customer Profile?

The comprehensive information captured about a Person in the Fieldworker is collectively known as their profile. This profile encapsulates various critical elements that are essential for managing and understanding customer relationships effectively. Here's what a typical Customer Profile includes:

• Attributes: The basic characteristics and identifying details specific to a customer.

• Plans: Any plans or service contracts associated with the customer, providing insights into their commitment to your services.

• Contacts: Detailed contact information, allowing you to reach out and maintain communications smoothly.

• Documents: All documentation associated with the customer facilitating organized record-keeping and compliance.

• Activity Logs: A record of interactions and engagements with the customer, aiding in tracking their history and preferences.

• Needs: Specific requirements or services the customer seeks, informing service delivery, and enhancements.

• Goals: The desired outcomes or objectives set by the customer, guiding strategic alignment.

• Tasks: Assigned responsibilities or actions related to the customer to ensure their satisfaction and goal achievement.

The Significance of Customer Data

This rich profile data becomes the lifeline for various business functions:

• Business Operations: By understanding customer profiles, businesses can tailor their operations to meet the specific needs and expectations of their clientele, leading to improved service delivery and customer satisfaction.

• Billing: Accurate and comprehensive profile data ensures billing processes are conducted accurately, reducing disputes and ensuring transparency.

• Payroll: For businesses where fieldwork or client interaction rewards are tied to employee pay, having structured data facilitates seamless payroll processes.

Ultimately, the data captured in the customer profiles not only helps in servicing the customer better but also feeds into the broader administrative and operational frameworks of a business, driving efficiency and quality in the delivery of service.

Project

Simply put, Projects serve as a centralized hub for linking Customers with officially approved services and budgets. This strategic connection empowers your agency to efficiently offer necessary services, meticulously document the details, and ultimately submit claims or invoices to the respective payers.

By utilizing Projects, your team can streamline operations, ensuring that all customer interactions are systematically organized and financially accounted for, leading to improved service delivery and enhanced fiscal management. Additionally, this framework facilitates transparent communication with stakeholders, providing a clear overview of services rendered and associated costs, thus fostering trust and accountability in all business transactions.

Task

In the Fieldworker system, all activities performed by your employees are meticulously organized and managed as individual tasks. These tasks can be designated as billable when they meet the necessary criteria and align with the authorizations or approvals received from payers within the system. By ensuring that every task adheres to the required authorizations, the Fieldworker provides a streamlined process for billing, helping to maintain accuracy and compliance with financial protocols.

This structured approach allows for a systematic tracking of employee activities, ensuring that every task is accounted for and billed appropriately, enhancing efficiency and accountability in the workflow management process.

Employee

FieldWorker serves as a comprehensive HR system, meticulously capturing all employee details along with the specific services they provide to any particular customer. This robust platform seamlessly integrates with your existing payroll provider, ensuring a streamlined process for managing your workforce.

By leveraging FieldWorker, organizations can enhance their employee management capabilities, from onboarding and tracking work assignments to overseeing performance and facilitating payroll operations with greater efficiency and accuracy. This integration not only simplifies administrative tasks but also equips your team with valuable insights into workforce management and service delivery, ultimately contributing to improved operational outcomes and

Case Note

The Fieldworker application excels in organizing all your notes with precision and efficiency. Whether these notes are associated with a customer, a devised plan, or a specific task, each is methodically categorized for easy access and reference. You have the flexibility to add a conventional text note if you prefer typing out your thoughts and observations. Alternatively, you can take advantage of the voice note feature; simply speak, and the spoken words are seamlessly converted into text, retaining your verbal nuances. The option to attach an actual audio note is available too, providing a direct and personal way to capture insights or instructions without losing the tone and inflection of your voice.

This multifaceted approach to note-taking ensures that your case files are comprehensive and enriched with context, making future retrieval and understanding much easier.

Document

The Document Center within the Fieldworker app offers a straightforward and user-friendly approach to managing all your documents efficiently. This comprehensive feature allows you to keep track of documents related to your employees, clients, and various plans in one centralized location. Designed with security and organization in mind, it ensures that all your important information is stored safely and accessed easily whenever needed. By streamlining document management, the Document Center enhances productivity and reduces administrative burdens, allowing you to focus on more critical tasks. Whether you're managing employee records, client agreements, or project plans, this tool offers the peace of mind that everything is meticulously maintained in a secure, organized manner.

Form

The Fieldworker platform is a versatile tool that empowers agencies to define and customize their workflows effectively. This customization is achieved through the use of data and information collected via forms, which are integral to the platform's functionality. The platform offers a selection of community-designed forms readily available for use, allowing agencies to benefit from shared expertise and pre-existing templates. However, for those agencies that require more tailored solutions, the platform provides the flexibility to define and create their own forms from scratch. This ensures that the specific needs and objectives of the agency can be met precisely.

Whether utilizing community forms or designing unique ones, the Fieldworker platform facilitates efficient data collection and workflow management, thereby enhancing the operational capabilities of any agency. Through its user-friendly interface, agencies can streamline their processes, ensuring accurate data capture and improving overall efficiency. As a result, the platform serves as a valuable asset for agencies seeking to optimize their data collection and workflow processes.