Moving clients through the checkpoints of your program in ETO

Organizational protocols can often be difficult to stick to unless the procedures are easy to follow. ETO workflows organize and enforce best practices by linking required checkpoints into a streamlined process. Workflows walk staff through prescribed checkpoints, easily allowing them to determine when a client meets the requirements and what step to take next in ETO. By turning an organization’s protocol into a workflow, program managers can be confident that their staff have completed all of the program’s requirements. 

How can workflows benefit my organization?

Workflows support and guide staff as a client moves through the program’s model of care. In doing so, the fidelity of the program model is supported while simultaneously ensuring compliance towards regulatory and accreditation standards.

Once a client has been enrolled in a workflow, staff will be guided directly to each feature in order to complete the checkpoints, eliminating the need to manually search through client history and determine the next step. Staff no longer have to manually track if and when milestones were completed.

Quick wins with workflows:

  • Get a quick view of clients' progress through the program's model of care
  • Support easy navigation within ETO software to the appropriate next steps in an organization's protocols
  • Provide staff with a checklist of actions without leaving ETO
  • Implement risk management initiatives and compliance to regulatory and accreditation standards
  • Easily configured using if/then logic
  • Enhance the ability of staff to provide more intention delivery of services

How do workflows work?

An ETO Administrator creates a workflow that staff can use to manage the clients in their caseload. Staff will be able to follow the workflow step-by-step to ensure that each client follows and completes that program’s requirements. The system will automatically check off each step as it is completed.

Staff and managers can review a client’s active workflows and workflow history at any time, ensuring that the client is making progress through the program. Workflows eliminate any speculation about where each client is in the program; users can see exactly what a client has completed and which milestones are still left to complete, thus ensuring their success within the program.

For more information…

On adding Workflow to your ETO: accountmanagement@socialsolutions.com
On technical issues with Workflow : support@socialsolutions.com
On available Workflow training labs: training@socialsolutions.com

Already have ETO Workflow?

Article | Create a Workflow
Article | Adding Conditions
Article | Steps to Workflow
Article | Messages to a Workflow
Article | Manage Workflows
Article | Review Participant Workflow

Article | Workflow Dashboard Part

Video up Workflow 

Video | Create a Workflow

Video | Adding Conditions

Video | Steps to Workflow

Video | Messages to a Workflow

Video | Manage Workflows

Video | Review Participant Workflow

Reporting on Workflow 

Standard Reports: Workflow - Aggregate Completion
Standard Reports: Workflow - Active Subjects Report

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