Case Management

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    Improve efficiencies across the case management lifecycle

    Providing simplified management of appointment scheduling and work activities, as well as a list of cases or items that require attention or action enables improved efficiency for all user types.

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    Reduce operating costs by systems consolidation and the ability to support multiple workflows and claim types.

    Configurable components for workflow and rules-based automation and routing of information provide the ability to support multiple processes through a single platform.

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    Identify areas for process improvement

    through better insight into operations and system performance, as well as improved analytical data

    Easily report on both standard and ad-hoc metrics, with unlimited parameters to enable ongoing monitoring and performance reporting

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    Spend more time serving clients and less time doing administrative work

    Automated tasks are routed to the appropriate entity for speedy resolution while things like electronically-submitted client data and electronic storage of all media types provide a streamlined workflow and access to information.

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    Offer clients the ability to access pertinent case information through a Client Portal

    Enable client or authorized representative sign-in with the ability to view information such as case status, appointments, as well as correspond with the caseworker through the message center.

Financial Assistance Programs

Iron Data Intelligent Case Manager software (ICM) is a robust platform of functional case management components used to build solutions customized to a government agency’s unique business requirements. The ICM platform provides case processing and case management functionality, as well as customizable components that can be extended and modified to meet an agency’s needs.

ICM focuses on four key areas that are common to the case management process. These areas include:

  • User Interfaces
    These tools are the user’s access to view and navigate the system based upon approved permission levels. Users can include case workers, managers, clients, authorized representatives and others with a need and permission rights to access information specific to the case or the client.
  • Case Assistants
    Components that are universal to the system and assist the user in managing their workload. These components support content and evidence management, the Day Timer and communication management along with other procedures that are integral to the agency’s business process requirements.
  • Case Productivity Tools
    Provide a variety of tools that support and extend the various business processes involved in the case processing or case management environment. Some of these functional components are Evidence Gathering, Task and Workflow management and Scheduling.
  • Reporting
    A robust reporting module that will allow all levels of a business to add a rich variety of reports to their case management system. Graphical, Statistical and ad hoc reporting are just a few examples of reporting thru ICM.
  • Accessibility
    508-compliant and specifically designed to meet the needs of users with disabilities; and, is compatible with leading accessible technologies such as JAWS, MAGic and Dragon.
  • Appeals
    Enables the oversight of the process for an appealed case.
  • Appointment Scheduling & Calendaring
    Provides a tool for scheduling appointments and other work activities.
  • Client Portal
    Allows the client to sign in and view the status of his or her case, see any upcoming appointments, and correspond with the caseworker.
  • Content/Evidence Management
    Enables a user to create, store, and retrieve electronic documents, videos, pictures, and audio files, by client, case, or other key information.
  • Correspondence Wizards
    Utilize standard letter and e-mail generation templates, as well as custom options.
  • Fiscal Management
    Simplifies the management of remuneration authorization for vendors and clients.
  • Forms
    Enables the definition of forms and wizards to facilitate data entry and form modifications.
  • Order Entry
    Easily manage vendor orders for goods and services.
  • QA/Sampling Management
    Captures user performance metrics while allowing for the oversight and sampling of cases.
  • Reporting
    Provides a variety of reporting tools to assist in the day-to-day user activities and decision-making processes.
  • Scalability
    Offers a solution that can readily scale to meet the needs of small and large operations.
  • Task & Workflow
    Define automated case and task flow activities to direct open items to the appropriate entity for resolution.
  • To Do List
    Provides a case worker with a mechanism for prioritizing cases or items that require attention or action.
  • User Interface
    Easily handle authentication of a user while managing permissions and security throughout the system. This feature also enables a user to customize the system behavior to his or her taste.
  • Work Queue
    Provides a path for the transmission of work units on cases.