touchstone ucms - · pdf filetouchstone unified case management system (ucms) is the only...
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CORPORATE HEADQUARTERSUnited States3020 Highwoods BoulevardRaleigh, North Carolina 27604phone: +1 (800) 699 8011sales: +1 (866) 792 3610fax: +1 (919) 833 9888www.workplaceoptions.com
Workplace Options is
a global provider of
work-life and EAP support
services and an industry
leader in researching
and issues that affect
This product overview is intended for descriptive purposes only. Please speak with your account manager or sales representative for details.
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A QUANTUM LEAP IN EAP CASE MANAGEMENT
TouchStone Unified Case Management System (UCMS) is the only case management platform designed by the EAP industry, specifically for EAPs. With an intuitive interface, streamlined design, and customizable components that allow services to be catered to any client, this system represents an unprecedented advancement in EAP case management.
UCMS incorporates tools that make every coun-selor and consultant instantly more efficientand insights that make your business more effective.
Through a design backed by 30 years of industry expertise, UCMS has been created with the end user in mind. Its the only case management system in operation created by the people who use it.
INTERACTIVE DASHBOARD (2)With a macro-view of whats happening across the system, managers have the ability to evaluate progress, reassign cases, and optimize performance in real time. No more guesswork or status updates required.
INTUITIVE WORKFLOWS (3)Different clients have different needs. UCMS allows you to set up specific workflows for each clientensuring you capture the right information and nothing else. Features include customizable fields and best-in-class branching logic.
PRODUCTS AND SERVICES HUB (4)More accurate referrals, more comprehensive service, no more mistakes. Without even opening a new window, every member of your team has instant access to the services available to a given customer based on company affiliation.
AUTOMATED RESPONSE FORMS (5)No more re-creating the wheel. Customizable forms allow your professionals to generate common client-facing communications and case outcomes without starting from scratch.
NOTIFICATION HUBS (6)As soon as a user signs on for the day, he or she can immediately access the information most relevant to them. Outstanding cases, new assignments, and immediate priorities are presented without a customized search or special query.
WORKPLACE EVENTSService often goes beyond the individual. Built-in functionality allows you to customize questions, fields, and data for trainings, critical incident work, and other types of special services.
REPORTING OPTIONSUCMS can generate customized reports through an integrated, interactive, client-facing tool called FOCUS, or export raw data for you to use with your own reporting interface.
1. Login screen for UCMS responsive Web portal
2. Interactive dashboard provides real-time information on any client or team
3. Workflows are easily manipulated to ensure consistent, compassionate, and accurate service
4. Products and services hub gives your professionals instant access to all applicable services
5. Response forms can be created to auto-generate commonly used information
6. One-click access to priority and flagged tasks for every professional on your team
FROM INTAKE TO CLOSE, UCMS MAKES COMPREHENSIVE CASE MANAGEMENT FASTER, SMOOTHER, AND MORE SEAMLESS THAN YOU EVER THOUGHT POSSIBLE. HOW? HERE ARE SEVEN WAYS.