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Caseworker OS
Cases, contacts, service plans, referrals and resources linked - next contact dates, plan reviews and waiting referrals are tracked for you.
For: Social workers, case managers, community health workers, counsellors, clergy and non-profit program staff
- Linked databases
- 5
- Connections
- 4
- Automatic calculations
- 5
- Ready-made views
- 10
What it saves you
- Next contact date per case from the last contact and risk level
- Service-plan goals show review dates and status
- Referrals waiting for a response are counted in days
- A resource directory you can search by need
How the parts work together
- Assess: Open a case with risk level and contact frequency → Agree service-plan goals
- Support: Log every contact → Refer to services from the directory
- Review: Work "Contact overdue" daily → Review goals and chase "Awaiting response"
Databases inside
Cases
People or families on your caseload with risk level. Contact history and next contact date roll up.
7 fields · 3 calculated automatically · linked to Contact Log, Service Plan Goals, Referrals
Views: Contact overdue, By risk, Open cases
Contact Log
Home visits, calls and meetings with a brief factual note.
6 fields · linked to Cases
Views: Diary, Recent contacts
Service Plan Goals
Goals agreed with each person, with owner and review date.
6 fields · 1 calculated automatically · linked to Cases
Views: Goal board, Reviews due
Referrals
Referrals to services with date and response - waiting days count up until closed.
6 fields · 1 calculated automatically · linked to Cases, Resource Directory
Views: Awaiting response
Resource Directory
Local services by need, with eligibility, contact and how quickly they respond.
6 fields · linked to Referrals
Views: By need, Directory
You get the finished workspace, not homework.
Buy it once for $19 or get it with your membership, then duplicate it into Notion with every field, link, formula, view and example row already set up.
See Caseworker OS →