Workflows

Automate Tasks. Standardize Care. Save Time.

StoriiCare Workflows is a no-code tool inside the StoriiCare EHR that lets adult day and community-based care providers build, assign and track multi-step care and admin processes, such as intake, assessments, care plan reviews and follow-ups. Every step has an owner and a due date, so nothing falls through the cracks.

StoriiCare Workflows multi-step care process
Workflow Features

What You Can Do With Workflows

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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 code.

StoriiCare custom workflow builder
Automate Tasks Easily
Task Automation

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

StoriiCare workflow triggers
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.

Staff task list in StoriiCare
Real-Time Progress Tracking
Progress Tracking

Monitor workflow status in real time. See what's in progress, overdue or complete from one central dashboard.

StoriiCare workflow status 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.

Assigning workflow steps to staff roles in StoriiCare
Connected Records & Forms
Integrated With Records & Forms

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

Workflow linked to a participant profile in StoriiCare
Why Workflows

Designed for Consistency, Built for Care

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

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StoriiCare Workflows replacing paper checklists
The Benefit

Benefits at a Glance

Reduce errors and missed steps
Standardize care and administrative processes
Ensure compliance and audit-readiness
Increase staff efficiency and confidence
Improve task visibility and accountability
User-Friendly Application

Finally, an EHR That's
Actually

Easy to Use

Say goodbye to outdated software. StoriiCare is fast to learn, easy to use and rated 4.7/5 on G2 by care teams of every skill level. You'll experience:

Boosted Efficiency

Cut paperwork and manual tasks, saving each staff member about 6 hours a week.

Enhanced User Experience

Replace cumbersome interfaces with an intuitive, easy-to-learn system that everyone can use.

Modernized Operations

Run your whole program on one digital platform, from attendance and care notes to Medicaid claims and private pay invoices.

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StoriiCare EHR on desktop and mobile