Workflow Central - Disability Case Management Platform

Workflow Central is the centralized hub of your platform's operational logic, billing flow, and form availability. It serves as the foundational toolset for configuring Programs, Services, and Forms, giving your organization the flexibility to model your workflows the way you operate.

This isn’t just a place to view information—it’s the command center where you define the logic that governs how your data flows, how your team interacts with clients, and how your reports and billing systems are structured.

A Program is your broadest organizational unit. It’s the highest level of categorization and typically represents a state-defined or organization-wide offering, such as:

Programs group together related Services that reflect different stages, billing codes, or workflows within that program.

A Service is a distinct operational or billing segment within a Program. Services are usually aligned with different billing codes, timeframes, or support types.

Example for Supported Employment:

• Intake
• Situational Assessment
• Job Development
• Placement and Training

You can set these in preferred order, even though real-world workflows might vary.

Each Service includes additional configuration options, such as:

• Billing code
• Billing logic (hourly, milestone, or value-based)
• Ordering & prerequisites
• End-of-month report customization

Forms (including logs/support logs) can be assigned at three levels:

• Global – Assigned to every Program and Service
• Program – Assigned to all Services within the Program
• Service – Assigned only to that specific Service

This provides granular control over form availability across your workflows.

Form logic in Workflow Central is version-aware:

• Changes to a form do not automatically apply retroactively to clients.
• However, you can opt to propagate those updates using options available in Workflow Central.

Workflow Central lets you define what forms are tied to:

• End-of-month reports
• Billing logic
• Log tracking (support logs)

You also configure which fields are used in reporting and what forms are required at different operational steps.

From this single page, you can:

• Create & manage Programs and Services
• Assign forms at global/program/service level
• Define ordering logic
• Mark forms as required or optional
• Control form template inheritance and updates
• Configure billing behavior
• Review existing configuration using in-app info tags

The name reflects its role: this is where all logic converges. Whether it's report generation, billing flow, client form access, or staff workflow expectations—it all starts here.

Workflow Central empowers you to:

• Define your unique process logic
• Match local/state regulations
• Minimize developer dependency
• Empower staff to work with clarity and purpose

Explore deeper topics through the following linked resources: