Before a TRACKtech workflow review, use this guide to identify where your team is spending time on manual follow-up, travel, documentation, reminders, check-ins, reporting, and participant outreach.
Most agencies already know their teams are stretched. The harder part is showing exactly where the time is going.
Before your workflow review, look at the daily tasks your staff repeat across supervision, reentry, recovery, fieldwork, and community-based programs. Calls. Reminders. Office visits. Field travel. Document chasing. Missed appointments. Manual notes. Mileage logs. Reports. Follow-up after alerts.
TRACKtech can help map those workflows and identify where technology may reduce manual work, unnecessary travel, and documentation rework.
Review these areas with your team before the workflow review. Even rough estimates help create a more productive conversation.
Examples: Appointment reminders, treatment reminders, curfew reminders, document reminders, missed check-ins, unanswered calls.
Examples: Office check-ins, home visits, document drop-offs, routine compliance verification, travel between field contacts.
Examples: IDs, releases, referrals, treatment verification, employment documents, housing forms, consent forms, court/program paperwork.
Examples: Case notes, activity logs, violation/supporting documentation, attendance reports, alert follow-up, supervisor review.
Examples: Treatment sessions, office appointments, court reminders, reentry appointments, check-ins, case-plan milestones.
Examples: Missed check-ins, lack of response, location questions, safety concerns, uncompleted tasks, documents not submitted.
You do not need perfect data. Even rough estimates help create a better workflow review.
During the workflow review, TRACKtech can help map your current process and identify where technology may support:
The most useful workflow reviews are not generic demos. They start with the work your staff are already doing every day.
Bring the friction. Bring the bottlenecks. Bring the places where staff are still relying on calls, spreadsheets, paper logs, manual reminders, drive time, and after-the-fact documentation.
TRACKtech will help map where the work is happening now and where the workflow can be improved.
Schedule a workflow review and bring your current follow-up, travel, documentation, and reporting challenges. We'll help identify where staff time is being spent and where TRACKtech may reduce manual work.