What You Need to Know About Workflows

What’s the single most important part of caseflow management and meeting all milestones on time? Workflow management.

While caseflow is about the case progressing through its timeline in an equitable way, workflow is the behind-the-scenes mechanism that makes it all happen.

Here’s what to look for in an effective workflow tool:

1. Collaboration. This is number 1 for a reason. Cases don’t live from start to finish in one place; there are multiple agencies, organizations, departments, teams, and individuals involved in the life of each case. For workflow to truly work for your community, you have to be able to assign tasks and resources to all collaborators.
2. Monitoring. When work or a task is assigned to one or more team members, your workflow tool should monitor the status of the task in the background until completion. Any good workflow tool will have triggers that move work into the next phase when milestones are met, and the great tools will be monitoring along the way, not waiting for manual updates.
3. Alerts. If a case isn’t moving the way it should, you need to know about it. Make sure your workflow tool can alert you to delays, obstacles, and roadblocks for an individual case or for all your cases.
4. Search. You need a search that’s specific to your workflow so you can find not only the case details you need, but also the workflow-related pieces like tasks, resources, and statuses. Nothing should be difficult to find – prioritize a search function that works.

Workflow management is essential to effective caseflow management, and automation makes all the difference.

If you’re looking for the right tool to keep your caseflow moving, talk to us about equivant JWorks. JWorks workflows set the industry standard for expert case management, and our team of experts can help you configure the tool for your specific processes and needs. Contact us today.