Features and Benefits

Client Intake: CaseCX provides tools for streamlining the intake process and enrolling clients in the appropriate programs and services.  Manage client information including program enrollment, medical history, demographics, social determinants of health, insurance, and contact details, in a centralized and secure database.  

Care Coordination: CaseCX provides real-time visibility into case status, allowing for better monitoring and decision-making. By facilitating communication and collaboration among case managers and other care team members, CaseCX ensures that everyone is informed and working towards common goals.

Programs & Care Plans: CaseCX helps to ensure that important services are being delivered to clients in a timely manner.  The solution provides planning tools and the ability to embed structured and “guided” steps into the case management process. Use these tools to create and update customized care plans and workflows for client management of care.

Task Assignment and Tracking: Effectively assign and track the progress of tasks to ensure important benchmarks and deadlines are met. In CaseCX, task tracking can be automated based on the program or service or performed manually as needed.  Tasks provide a tool for care team members to better manage their work and for supervisors to monitor the progress of the team.

Closed Loop Referrals: Manage both inbound and outbound referrals with our robust referral solution designed to simplify the referral process and provide views into referral outcomes. CaseCX provides tools for tracking when clients are referred to outside services along with the expansive tools of ReferralCX for receiving and managing referrals from outside organizations to initiate the intake process.

Integrated Appointment Scheduling: Reduce missed appointments and improve client adherence to treatment plans with the CaseCX scheduling tools. Care team members will be able to schedule, view and set reminders for upcoming appointments.

Seamlessly leverage the full enterprise capability of SchedulingCX in combination with CaseCX to take advantage of: 

• Virtual Appointments: Provide on-demand and scheduled virtual appointments to clients and others.  SchedulingCX comes with an off-the-shelf integration with Teams and Zoom for ease of scheduling both virtual and in-person appointments through the CaseCX portal.  

• Coordinated Calendar Management: Coordinate the schedules and manage capacity for the entire  organization. Create and manage clinics, appointment types and lengths with the full features of our enterprise scheduling tools.

Reporting and Analytics: CaseCX provides reporting and analytics capabilities, allowing  organizations to track client outcomes, monitor utilization, and identify areas for improvement.

Client Engagement: Improve satisfaction and outcomes by allowing clients to participate in their care and engage with your organization using the Eceptionist CustomerCX portal.  CustomerCX supports client's ability to engage with your organization in a secure environment from their computer or mobile device. Clients could be given the ability to manage their personal information, view or even schedule appointments, request services, fill out forms, and provide electronic consent. 

Read the Louisiana Success Story

In the nearly 10 years since launch, Eceptionist has been integrated with CAJUN, the statewide system for managing the prison population and Fusion, a correctional facility focused EHR. The Louisiana Department of Corrections processes thousands of referrals and appointments each month.

CaseCX is part of the cloud-based, flexibile and economical Eceptionist Collaborative Experience Healthcare Platform that is easy to implement and easy to use.

Better Communication. Better Workflow. Better Care.