Workflow Engine

Workflow Engine

Performing an intake for a client is a much more rigorous process than just a simple intake form. An intake process may include any combination of tasks such as collecting personal assessments involving financial stability, employment history, current health and barriers, as well as writing case notes, and collecting in-depth information about the client or other family members. ClientTrack’s Workflow Engine transforms these tasks into a workflow that guides users through each step.

ClientTrack workflows are unique from other types of workflow engines in that ours can incorporate advanced logic to show or hide steps, forms or questions, as well as take multiple paths depending upon each client’s specific situation. ClientTrack includes a set of standard features that make daily interactions with the system easier and more streamlined while keeping good data quality standards in place. In addition, an administrator can use Workflow Designer to:

  • Create a new workflow with any amount of conditional logic that mirrors everyday staff activities
  • Ensure simple interaction from an end-user
  • Enforce complex intake requirements

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