Selecting a client
First, click on the My Cases icon in the upper left corner.
Second, select a client. This will bring you to the client’s case.
Third, click on the Document Processing Center (DPC) tab.
Workgroups may have participants listed in SSIS. In CaseWorks Connect, the Primary Participant will be indicated with a letter ‘P’. Secondary Participants will be indicated with a letter ‘S’.
First, click on the green button with white plus sign and select the client or participant you wish to generate documentation for.
Second, a pop up will appear where you can add Photos, Video, Audio, Forms, or Dictation for the selected client. Click the icon for how you’d like to generate documentation. Any generated and saved documentation can be viewed in the client’s Document Processing Center (DPC).
Photos
First, click on the photo icon. This will open the iPad’s camera.
Follow image below to take a picture on your iPad.
Lastly, tap the green checkmark to save or tap the red X to delete the photo. Photos will be saved in the client’s Document Processing Center (DPC).
Video
Navigate to a client’s case. See Selecting a client above. Click the green plus sign to generate documentation.
First, select the video icon.
Follow the image below to record a video on your iPad.
After recording, you can choose to retake videos, play back, or save video by clicking Use Video. Videos will be saved in the client’s Document Processing Center (DPC).
Audio
Navigate to a client’s case. See Selecting a client above. Click the green plus sign to generate documentation.
First, click on “Audio” icon. It will automatically record. You will know you are recording when you see a wavy line across the screen and there is a stripe through the microphone.
Second, click the microphone to pause or continue the recording.
Third, click save. Audio recordings will be saved in the client’s Document Processing Center (DPC).
Note: Click the lower left icon to return to the CaseWorks Connect app while recording. Make sure to return to the audio recording (using the same steps above) in order to pause and save the recording to the client’s DPC.
Forms
Navigate to a client’s case. See selecting a client (above). Click the green plus sign to generate documentation.
First, click the form’s icon. This will open the form’s library. Note: The forms you see here are added by your County’s CaseWorks Connect Admin who has identified these forms as required in the field. If there are additional forms you need that are not represented in the forms library, notify your County’s CaseWorks Connect Admin to add them.
Second, click the icon with the blue down arrow to generate and download the form. Download as many forms as you need for the client.
Third, a successful black banner will show indicating the auto-filled form has been created. Your downloaded forms will appear in the client’s Document Processing Center (DPC).
View & Edit Forms
In the client’s Document Processing Center (DPC), first, tap the PDF icon to open a form.
Second, tap any fillable field to engage the keyboard. The client’s information will be auto-filled when you open the editable PDF form.
Third, click “Save & Close” to save the form. You can return to complete a form if you are not done filling it out.
Forms Signature
First, select a form and tap anywhere in the form’s signature box.
Second, click on one of the options to add signature: “Draw”, “Image”, or “Type.”
Below are the steps to draw a signature, insert an image of your signature, or type in your signature with the keyboard. Choose one option to add signature only.
Option 1
- Click “Draw”
- Touch the screen to draw signature.
- Tap Add to add the signature.
- For best practice, do NOT save signature.
Option 2
- Tap “Image”
- Select the plus sign to insert an image of the signature.
- Tap Add.
- For best practice, do NOT save signature.
Option 3
- Tap “Type”
- Tap in the white box to activate keyboard. Type in the name being signed.
- Tap Done.
- For best practice, do NOT save signature.
Third, you can resize the signature by tapping and dragging any of the blue dots.
Notes
Navigate to a client’s case. See selecting a client (above). Click the green plus sign to generate documentation.
First, select the Notes Icon.
Second, tap in the blank space to activate the keyboard and add text.
Third, tap Done to collapse the keyboard.
Fourth, click “Save”. Saved notes can be found on the client’s Document Processing Center (DPC) page.
Document Properties
Navigate to the client’s Document Processing Center (DPC) tab.
First, select the icon of the paper and pencil. This opens the Document Properties window.
Second, the Document Properties window comes into view.
- The name fields are editable.
- Add a Short Note/Next Step if desired.
- Check File to EFC if you are done processing this document and it is ready to be filed down to the client’s Electronic Filing Cabinet (EFC).
Third, after you are done reviewing and editing the document properties, tap Save.
Email Files from Sync Dashboard
You can email Forms, Notes, and Photos from CaseWorks Connect. This can be done from the Casefile page or from the Sync Dashboard.
First, select the email icon next to the document you want to email out of CaseWorks Connect.
Secondly, choose your mail app or swipe left for more options.
Once you select an app, the email app will open and automatically attach the document in the email. Third, tap the “To” field to enter the recipient’s email you’ll be sending the email to.
Fourth, tap the blue arrow to send.
