PRODUCT OVERVIEW
W5 Case Management is about more than managing your operation from intake to product delivery and everything in between. It’s about understanding and growing your business.
How many things do you and your staff do every day over and over? Get this, do that, repeat. It’s not just about saving time on repetitive tasks. It’s about making sure they don’t get missed when you have a long list of to do’s that need doing now.- Automation
Documents, thousands and thousands of documents. Getting them, organizing them, securing them, distributing them. It’s a big job and critical to your success. - Document Management
Managing third party services. Things change. Cancellations happen. So what happens when you forget to notify the transportation company or the interpreter or cancel that rental? - Third Party Service Management
Time constraints and customer SLA’s. It’s not enough that you need to meet those challenges but you have to measure and report your successes and failures. So how well do your providers perform? Where and what are the potholes that trip up your staff? Can you show your customers that their trust is well placed? - Workflow + Business Intelligence Analytics
Communication. Emailing messages, status updates and requests. Sending documents and records. Issuing quick notifications. Securely involving your clients and providers online in real time. Getting information to those who need it, when they need it, how they need it is a vital component for frictionless collaboration. - Messaging + Collaboration Portals
Auditing and reporting. Audits, whether internal or external, are necessary and can be a challenging and time consuming exercise. Assembling a full package of notes, actions, records, documents, communications and other supporting material on a case or a cross section of cases. - Advanced Case Management
FEATURE HIGHLIGHTS
Comprehensive Security
Robust & Dynamic Scheduling
Client & Vendor Management
- Fully encrypted data
- User password rules
- Comprehensive user access management
- Automatic disable-user rules
- Multi-Factor Authentication
- Encrypted Documents
- Comprehensive document access controls
Client & Vendor Management
Robust & Dynamic Scheduling
Client & Vendor Management
- Companies, company contacts, B2B relationships
- Client and contact ”Do Not Use” lists
- Client and contact notes, preferences. SLA, billing rates
- Document rules, reporting requirements, service rules
- Provider Roster management
Providers (Doctors, groups, clinics, etc.) - General providers (Transportation, Interpreters, Rentals, etc.)
- Credentialing and supporting documents
- Services, Locations, memberships and rates
- Notes and performance rating
Robust & Dynamic Scheduling
Robust & Dynamic Scheduling
Robust & Dynamic Scheduling
- Single or multi-discipline, provider ratings and credentials combined with conflict checking, availability and client "do not use lists" ensure optimal provider selection
- Block booking based scheduling
- Service criteria guided provider search
- Third party service management coordinates third party services with appointments
- Cancellation and status change notification management
Workflow Management
Messaging and Communications
Robust & Dynamic Scheduling
- Consistent and focused decision support
- "What now" with a view to "What's next"
- Divide and conquer heavy workloads with workflow queues
- Streamline operations by automating and simplifying tasks
- Intelligent document generation
- Improve performance with service monitoring and notifications
- Recognize potential problems
Messaging and Communications
Messaging and Communications
Messaging and Communications
- On demand and automated, rule based message dispatching
- Author and Send Email, E-fax and SMS
- Drag/Drop Emails
- Email, E-fax and SMS are catalogued within the cases
Process Automation
Messaging and Communications
Messaging and Communications
- Powerful and flexible rules provide comprehensive automation
- Automate tasks such as note creation, charge creation, document generation, booking change notifications, cancellation notifications, email generation, instant messaging, service creation and updating, SLA keypoint timestamps, workflow interaction, action and response queuing and much more
Document Management
Accounting and Billing
Document Management
- Document sharing
- Access Management and tracking
- Document generation - On demand and rule guided
- Document merging, conversion, distribution
- Secure Storage
Note Management
Accounting and Billing
Document Management
- Unlimited note taking combined with action audits and access audits
- Access security with privacy setting
Accounting and Billing
Accounting and Billing
Business Management Reporting
- Tracking and Billing
- Vendor Payment Processing
- Fee Schedule Management
- Accounts Receivable
- Accounting System Interfaces
Business Management Reporting
Business Management Reporting
Business Management Reporting
- Referral Activity
- Service Statistics
- Performance Statistics
- Revenue and Cost Tracking
- Business Intelligence Analytics
Upgrade from Competitors
Business Management Reporting
Upgrade from Competitors
- IMECentric
- IMEBase
- IMEasy
Replace your outdated IME case management software with our advanced IME software
Distributed Presence
Business Management Reporting
Upgrade from Competitors
- Head office, branch office, home office, on client site
- No matter where your users are located, W5 keeps them focused and efficient
- W5 naturally builds and enhances collaborative teamwork
About Us
Continuous Innovation
We are dedicated to providing the Case Management tools you need for maximizing productivity, client satisfaction and profitability.
Maximum Collaboration
We work with our clients, both local and global, to ensure that they can meet the demands of their clients - no matter how far reaching the need or how frequent the needs change.
See our Claim Management software
Our Corporate Website
Our Team
Software developers, customer service agents, business managers. We are a growing group of dedicated professionals.
SUPPORT
Come to our support portal to find help, access our training videos, open a support ticket.
Contact Us
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