Weekly supervision pack
Ready for reviewEvery Monday at 09:00. Covers the last seven days across ten cases.
- Monday 9 November Ready for review
- Monday 2 November Reviewed by Priya
- Monday 26 October Reviewed by Priya
The admin, done for you.
Ask a question and get the answer with its working. Describe a visit and get the paperwork. Set a job and have it done every week. You check the result.
Ask in your own words.
Casely answers from your own records, shows where each figure came from, and takes you to the record behind it.
- What needs my attention?
- Who owes us money?
- Which invoices are ready to issue?
- What is coming up in my diary?
- Show team diary coverage
- Create a follow-up task
- Find a client record
Visits, written up.
Tell Casely about the visit, by typing or by talking. It drafts the case note, proposes the follow-ups and records the time. You read it, change anything that’s wrong, and save it as an unsigned note. Signing is always a separate step, and always yours.
In preview
- You describe the visit. A few lines is enough.
- Casely drafts. Note, follow-ups and time, in your practice’s format.
- You review. Every field can be edited before it’s saved.
- You sign. When you’re ready, and not before.
A supervision pack, every Monday.
The first Casely agent prepares a weekly supervision pack. Choose the cases, and each Monday morning it gathers the last seven days into the format your practice uses, ready for the supervisor to review.
You set the prompts it works to, and you can pause it, rerun it or change it whenever you like.
In preview
Casely AgentsRun history
Tell it off. It learns.
An agent that gets something wrong should hear about it. Correct the draft, or just say what you’d rather it did, and Casely carries that forward. Every correction is training.
We record travel separately from contact time.
Time
Learned for next time- Contact time
- 50 min
- Travel
- 35 min
You’re still in charge.
Agents prepare work. People approve it. Nothing an agent drafts reaches a client’s record until a named person has reviewed it, and every approval leaves a receipt in the history.
An agent sees only what the person using it is allowed to see.
- Drafts are kept apart from the record until you save them.
- Saving and signing are separate steps.
- Money and signed notes always need a person.
- Every action is in the history, under a name.
Next: a wearable for visits.
We want a case manager to be able to leave a visit with nothing left to do but think about the client. Wear a small device, do the visit, and by the time you’re back it’s written up and Casely is telling you what it prepared.
In development Today you type or dictate.