Capabilities
Intake & Case Management
Streamline your workflow with tools designed by care managers, for care managers. From first contact through long-term case tracking — Navigator360° reduces administrative burden and keeps every team member aligned around the person.
Request a Demo95%
Form field autofill from integrated data
50%
Reduction in staff time on referral management
26
Languages supported
Intake Features
Assessments & Screening
Build custom intake forms tailored to organizational needs. Gather critical data like demographics, health history, and social determinants of health. Use existing screening tools or have custom ones built to your workflows.
Autofill and E-Signature
Pre-populate up to 95% of form fields using integrated data from EHRs and prior intakes. Enable electronic signing and form assignment. Streamline the workflow from initial contact through completion.
Case Management Features
Task Management Made Simple
Delegate tasks with easy tracking and accountability. Assign to staff or patients. Ensure care plan execution without relying on manual follow-up or email chains.
Longitudinal Case Tracking
Monitor each client’s journey through key life events. Subscribe to updates on specific needs — food, housing, health — and enable proactive intervention before gaps become crises.
Real-Time Data and Alerts
Instant notifications about critical changes — patient health updates, referral status changes, and benefit enrollment milestones. The right person is informed at the right moment.
The OCL Difference
Streamlined Workflows
Reduce administrative burdens so care teams can focus on patient needs. User-friendly interfaces designed to support care delivery, not impede it.
Enhanced Coordination
Promote cross-team collaboration with shared information access. AI-powered integration enables seamless data sharing across the full care network.
Improved Outcomes
Enable proactive care and timely intervention. Align healthcare and social service teams toward common goals through a single, shared view of each client.
See intake and case management in action
Request a demo to see how Navigator360° simplifies workflows for care teams in clinical and social care settings.
Request a Demo