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Automated Review Tool for Case Management Accuracy

Project Type

Audit and Compliance Automation

Date

December 2024

Location

Weatherford, TX

This Excel-based automated review tool empowers Center Managers to efficiently audit the work of Choices and SNAP E&T case managers for accuracy and completion. Featuring dynamic decision-making boxes tailored to prior inputs, it streamlines the review process by adapting to specific case details. Additionally, the tool generates an automated task list whenever discrepancies or incomplete items are identified, ensuring accountability and reducing errors. This innovative solution enhances oversight, simplifies compliance checks, and boosts overall program integrity.

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