W5 Case Management software: streamline • manage • collaborate

Copyright 2013. All rights reserved.

Key Features

Comprehensive Security

• Fully encrypted data
• User password rules
  
• Comprehensive user access management
  
• Automatic disable-user rules
  
• Multi-Factor Authentication
  
• Encrypted Documents 
  
• Comprehensive document access controls
  

Client & Vendor Management

• Companies, company contacts, C2C relationships
  
• Client and contact ”Do Not Use” lists
  
• Client and contact notes, preferences. SLA, billing rates
  
• Document rules, reporting requirements, service rules
  
• Provider Roster management
  
• Providers (Doctors, groups, clinics, etc.)
  
• General providers (Transportation, Interpreters, Rentals, etc.)
  
• Credentialing and supporting documents
  
• Services, Locations, memberships and rates
  
• Notes and performance rating​
  

Robust & Dynamic Scheduling

• Single or multi-discipline, provider ratings and credentials combined with conflict checking, availability and client "do not use lists" ensure optimal provider selection
• Block booking based scheduling
• Service criteria guided provider search
• Third party service management coordinates third party services with appointments
• Cancellation and status change notification management
  

Workflow Management

• Consistent and focused decision support​
  
• "What now" with a view to "What's next"
• Divide and conquer heavy workloads with workflow queues 
  
• Streamline operations by automating and simplifying tasks
  
• ​Intelligent document generation
  
• ​Improve performance with service monitoring and notifications
  
• Recognize potential problems
  

Messaging and Collaboration

• ​On demand and automated, rule based message dispatching
  
• Client and provider web portals for managing referrals, assignments, document distribution, reporting and billing