Social Care Agencies

How does Fieldworker help?

Taking care of your core Needs

Digital Entry Point - An easy way for people to start the service online

Self-service - Clients should be able to self-serve where possible

Consistent Experience - Consistent client experience across programs and locations

Mobile Friendly - Enable a mobile-friendly user experience for clients

Client Statements - Automated and meaningful client statements

Clear Communication - Clients always know their place in the service journey and what is expected from them

Client Portal - Client portal to access profile, history, and facilitate self-service

Payment Options - Allow clients to make payments in multiple ways and at various points in time

Supported Exits - At every endpoint, we consider how to support clients with referrals

Client Preferences - Client comms, privacy, and confidentiality preferences enforced

Avoid Repetition - Clients are only asked to provide information once

Case Management - Provide the ability for a case manager to support a client through the service journey

Holistic Approach - Facilitate a holistic client journey - with client data flowing through all stages

Digital Forms - Logic-driven digital forms that adapt question flow based on user responses

Integrated Communications - Integrated phone/email/sms management with templates, automation, and full contact record

Booking System - Integrated booking tool with knowledge of staff calendars and locations

Offline/Offsite Tech - Tech must work reliably offline and offsite

Client Feedback - Automated client feedback process that protects data integrity

Data Security and Storage - Secure document storage and delivery

Referral System - Capture all incoming and outgoing referral pathways for business development

Client Outcomes - Ability to capture outcomes at any stage of the journey

Group Bookings and Management - Ability to handle group bookings and event management

Client Journey - Staff can easily understand a client's position in the service journey

Asset Library - centralized library of brand/marketing assets and other resources

Timely Resources - Specific resources and documents are presented to users at the relevant stage of the journey

User Permissions - Role-based user permissions are designed for efficiency and collaboration

Centralized Data - Keep important information visible and accessible

Mobile-Enabled - Facilitate mobile/tablet-based functionality for staff

Reduce Internal Email - Reduce/remove reliance on internal emails during the service journey

Task Management - Personal task manager that aggregates assigned tasks and supports workflow progression

Unified Staff Calendar - Single calendar for staff - integrated with Outlook

Automated Prompts - Automated alerts, prompts, and reminders - tailored to the program

Computerized Workflows - Automated, rule-based workflows - tailored to program

Approvals Workflow - Integrated internal approvals workflow

Staff Data Access - Staff access to relevant case data throughout the process

Staff Dashboards - Role-based dashboards for staff

Self-Service Reporting - Flexible self-service reporting tools available for staff to generate ad-hoc reports

Automated Custom Reporting - Automated custom reporting to meet the needs of staff, exec, and funders

Multiple Session Types - Functionality to support individual and group sessions

Practitioners Empowered - Practitioners are empowered to record notes, timesheets, and make bookings

Data Integrity - Rules/processes to ensure the integrity of all data input

Data in One System - All case data in one system to simplify data entry and reporting

Machine Readable - All data is stored in a machine-readable format, so it can be searched

Shared Client Data - Client data shared between programs (with consent) to improve service

Real-time Data - Access to real-time data throughout the system

Unique User IDs - Unique identification of every human client (privacy-informed)

Staff Timesheets - Accurate record of how staff time/effort is spent - admin and clinical staff

Audit Trail - Full audit trail for all data and staff actions

Contract Data - The system knows the contracts, memoranda of understanding, grants, and funding

Data Warehousing - Ability to push data into an external data warehouse

Consider Future Data Needs - Future items are added when collecting data