Workflow Automation

Penelope Workflow Automation

Your agency can achieve new levels of efficiency, service impact and quality assurance by extending Penelope’s collaboration tools with our powerful workflow automation framework.

Our workflow tools generate tasks - such as alerts, notifications, smart forms, checklists of forms, reminders, and more.

These are then assigned to specific staff members, departments or other categories of staff, or even clients!

Tasks and communications can be sent to mobile devices in real time as well as popping up on screen or being saved in the staff person’s unified inbox in Penelope for maximum efficiency, while supervisors can monitor task completion of their staff from their own dashboard.

Nothing need fall through the cracks ever again.

With Penelope's workflow automation, you can build complex business rules with specific conditions related to the attributes of the service, client or staff member.

You can even configure workflows to trigger based on the answers in a custom smart form.

Examples of time-based workflows include messages / alerts automatically sent 24 hours prior to a client's first appointment, 30 days after service commencement, 90 days after a service plan was created, 30 days after an invoice has been created and is still unpaid, and so on.

In addition to time-based triggers, event triggers can be configured based on system events, e.g. a new client is added to a worker's case load, a client is added to the wait list, an appointment is created (or cancelled), a signature is required for a document, and much more.

Another powerful trigger for workflow is Penelope’s ability to monitor specific user-defined fields for either specific values or changes in values (e.g. demographic fields, client age, language needs, disabilities, safety concerns, etc.).

Download our information package on Workflow Automation, Collaboration and Engagement to learn more.

Or fill out the form at the bottom of the page, and we'll be in touch to schedule a demo of Penelope case management software at your agency.

Workflow Automation

Learn More about Penelope

  • Engage
  • Collaboration Suite
  • Tableau Reporting
  • ORS / SRS in Penelope
  • Mobile
 

Automated Workflows

Your agency can achieve new levels of efficiency, service impact and quality assurance by extending Penelope’s collaboration tools with our powerful workflow automation framework.

Our workflow tools generate tasks - such as alerts, notifications, smart forms, checklists of forms, reminders, and more.

These are then assigned to specific staff members, departments or other categories of staff, or even clients!

Tasks and communications can be sent to mobile devices in real time as well as popping up on screen or being saved in the staff person’s unified inbox in Penelope for maximum efficiency, while supervisors can monitor task completion of their staff from their own dashboard.