Every case on one record
Notes, care plans, and referrals for each person you serve.
From notebooks to the record
A family is asked for the same paperwork at three different desks.
Each desk sees what was already collected, so families give it once.
A case worker leaves, and her caseload lives in a notebook and her inbox.
Every case is on the record, so a colleague picks it up that morning.
A referral is faxed to a partner and nobody hears whether it arrived.
Referrals stay visible, so you see when they arrive and what happened.
One person, one record
Follow Renee’s case from intake to referral.
Intake
Renee fills in one intake form. It saves to her record.
Intake forms
Plan
Her case worker sets shared goals with her.
Care plans
Documents
She signs a release on her phone. Nothing is printed.
Documents and e-signature
Referral
A food partner gets only what she agreed to share.
Referrals with consent
Follow-up
The next step has an owner and a date.
Case management
Everything in Casework
One record per person
History, contacts, and documents for each person, in one place.
Intake forms
Questions asked once, answers saved to the record.
Case management
Notes, tasks, and deadlines, with a next step and an owner.
Care plans
Shared goals and progress the whole team can follow.
Programs and enrollment
Enroll people in programs and see who is in each.
Documents and e-signature
Collect, sign, and file documents without printing or scanning.
Referrals with consent
Share only what the person agreed to share.
Family and contacts
Link relatives and caregivers to the right record.
Works with Benefits & Assistance, Front Door, and Insights & Reporting. Optio suggests, and people decide, in every module.