CASPAR CLOUD IT - Case Management

Tender description

This approach provides a compliant route to market and solution which meets the requirements of Adults Health and Care. The framework option meets the overall requirements identified by the client and is a simple and quick route to market based on a mature market offerings. This service will provide a range of effective support applications including a comprehensive case and financial management solution for Public Deputies, Solicitors, Appointees and their teams to manage the property and financial affairs of their clients under the orders and rules of the Court of Protection. Features of this Case Management system include: • Automatic creation of planned income/expenditure facilitating financial planning • On-screen account reconciliation / optional automation using bank transaction files • Court of Protection workflow and system generated application forms • Property/vehicle register with the facility to attach documents • Letter writer to create bespoke templates populated with data • User diary plus client notes, visits and funeral functionality • User defined workflow to document departmental procedures • Appointee and deputy fee calculation and forecasting • Report writer to create and save user defined reports • Pre-populated Office of the Public Guardian annual returns