Case Aide Services by Northwoods provides dedicated support for caseworkers. Case aides handle time-consuming administrative tasks for you and your team via the Case Aide Services web portal and mobile app.
To access the Case Aide Services Web Portal, click the Case Aide Services folder icon next to the briefcase.
Select Messages to communicate with your case aide and submit requests.
Select Tickets to view your requests.
To use Messages
Select the Messages tab. The messages page opens, which is organized by case.
If there are new messages, you'll see a number indicator to the right of the case. Click the case to view and reply.
To start a message for a new case, click + New message and choose a case.
For example, you could ask your case aide to make a referral to a provider, or to request records from a provider. You could also ask your case aide to create notes from a recent visitation or help you prepare for a court hearing.
When your case aide creates a ticket, you'll receive a message that a ticket has been created.
To view Tickets
Select the Tickets tab to view your requests. The tickets page opens, which can be viewed in List view or Board view. Click the icon to switch between views.
The left panel contains Filters to help you locate specific tickets and cases when using either the list or board view.
List view
Tickets are presented in a list.
To sort, choose from the Sort by drop-down list.
To view completed requests, toggle Include completed.
To filter by ticket Status, check the boxes next to the desired status.
You can also filter on Flagged, Connections (Unconnected, Case connection, Person connection, and Organization connection), or your case aide Contact.
Board view
Tickets are grouped by status.
To sort, choose from the Sort by drop-down list.
You can filter on Flagged, Connections (Unconnected, Case connection, Person connection, and Organization connection), or your case aide Contact.