Appointment and Lobby 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.

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Features & Benefits

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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View Appointments Screenshots

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

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

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.

View Self-Scan Kiosk Screenshots

You may also be interested in...

Traverse® provides workers timely and relevant case information at the right time.
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Resources

Customer Story

Cabarrus County Provides Superior Service with Modernized Lobby

Read Story

eBook

Technology Toolkit: An Essential Buyer's Guide for Human Services

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Guide

Change Management 101: Empowering Human Services Agencies to Embrace Innovation

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“With Northwoods understanding human services and the processes we must follow, I think it's been instrumental in using Compass Appointments the way it's designed. ” Diane Gridley
Economic Services Program Administrator
Cabarrus County Department of Human Services, NC
“We wouldn’t have survived ACA without Compass Appointments. It provided smooth management during times of radical growth. ” David Heldt
Information Systems Manager
San Joaquin County Human Services Agency, CA
“Compass Appointments has given us insight and made us more ready to adapt to change. It’s affected every decision from whether time off is approved to whether I need to ask my supervisor for more employees. ” Kevin Stamper
Program Manager, Intake Division
San Joaquin County Human Services Agency, CA
“The connection between the two systems, lobby management and appointment management, really make a cohesive team that work together to make the overall client experience that much easier. It’s very customer-service friendly. ” Logan Pratt
IT Analyst II
Sacramento County Department of Human Assistance, CA