Workflows

Automate Tasks. Standardize Care. Save time.

StoriiCare’s Workflows feature empowers you to create, manage, and track customized care processes from start to finish. Whether you’re coordinating assessments, follow-ups, reviews, or multi-step administrative tasks, Workflows ensure nothing falls through the cracks.

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Key Value Proposition

Empowering Your Care Operations

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Build Workflows Easily

Custom Workflow Builder

Create workflows tailored to your organization’s processes. Define step-by-step actions with clear instructions, due dates, and assigned staff — all without needing to code.

Automate Tasks Easily

Task Automation

Trigger workflows based on specific events, such as a new service user admission, an incident report, or a form submission. Automate recurring tasks to reduce manual work and increase consistency.

Personalized Task Lists

Task Lists & Reminders

Each staff member gets a personalized to-do list populated by active workflows. Tasks come with due dates and alerts to keep your team on track

Real-Time Progress Tracking

Progress Tracking

Monitor workflow status in real time. View what’s in progress, what’s overdue, and what’s completed — all from a central dashboard.

Smart Role Assignments

Role-Based Assignments

Assign steps to individuals or roles, ensuring the right people are responsible for the right actions at the right time.

Connected Records & Forms

Integrated With Records & Forms

Link workflows directly to service user profiles, forms, assessments, and documentation. Everything is connected, organized, and easy to audit.

All-in-One Scheduling

Designed for Consistency, Built for Care

With StoriiCare’s Workflows, you can replace spreadsheets, sticky notes, and verbal reminders with a structured, repeatable system. From new client onboarding to care plan reviews — standardize your operations and empower your staff to deliver high-quality care every time.

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