Appointment Management

Compass® Appointments improves lobby management and increases appointment scheduling productivity.

Contrary to its name, Compass Appointments does a lot more than just appointment management for caseworkers. Compass Appointments is a multi-faceted appointment scheduling and lobby management solution that helps human services agencies reduce lines in the lobby and increase productivity.

By automating the management of scheduled appointments, allowing walk-ins to check themselves in, and increasing communication between the reception area and caseworkers, you will increase worker satisfaction and client service levels.

Compass Appointments can be configured uniquely depending on your agency’s appointment scheduling and lobby management needs.

Features & Benefits

Appointment Management

Appointment Management

Compass Appointments automates scheduling and management of client appointments and walk-ins.

  • Track client appointments, lobby activity, caseworker schedules, and absences
  • Manage caseload distribution for intake and walk-ins using a round-robin process, which more evenly distributes workload among caseworkers
  • Caseworkers can input their work schedules and update appointment details using multiple appointment types
  • Send text message appointment reminders to clients through a third party to reduce no-shows
  • From their desk, supervisors can see how many clients are waiting, determine approximate wait times, reassign appointments as needed, and be alerted if clients are left waiting too long

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Reporting

Reporting

Supervisors can use more than 20 reports included with Compass Appointments to get up-to-the-minute statistics on activity by caseworker and group/department, case, and client. They can see client check-ins, queue items processed, average client wait time, reasons clients are visiting, appointment length to gauge caseworker efficiency, and much more. Since reports can be exported into multiple formats, directors can have dashboard information while supervisors get the detailed visibility they need.

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Lobby Monitors

Lobby Monitors

Having monitors in the lobby that show clients who is being served allows them to estimate their wait time and decreases frustration with wait time. The web-based Compass® Appointments Lobby also sends the client a text message when the caseworker is ready.

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Self-Check-In

Self-Check-In

Allows clients to check themselves in for scheduled appointments using a tablet or self-scan kiosk in your lobby. The system flags the receptionist and appropriate caseworkers that the client has arrived. This reduces lobby lines, saves the receptionist time, and improves communication between the receptionist and caseworkers. If configured, walk-in clients can check themselves in and be assigned to the next available caseworker.

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How it Ties to Compass® Pilot

Your lobby can be made even more efficient with self-scanning of documents. Self-scan kiosks are available as part of Compass Pilot. When placed in your reception area, clients are able to scan their own documents, and the information is imported immediately into the Compass® system for caseworkers to access. This further reduces lobby lines, frees up receptionist time, and gets client-provided documents to caseworkers faster.

 

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