Smarter Week

How to automate it

How to automate “drive to home visits and appointments”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

90 min
typically, a few times a week
10%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Software feature

Write notes on the phone or tablet at the visit, and group visits by area

A mobile case app (or approved voice notes) lets you capture notes straight after each visit, so they are not waiting for you back at the office. Grouping visits by area cuts driving.

Typically saves about 20% of the time30 min to set up
  1. 1Ask whether your case system has a mobile or offline app.
  2. 2Dictate or type notes in the car straight after each visit.
  3. 3Plan visits by area on set days where you can.
  4. 4Use video visits where policy allows.

Tools: Your case management mobile app · Microsoft Teams for video visits

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Government caseworker / clerkSocial worker / case manager

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

Answers are anonymous. Leaders only see team totals.

Other common tasks for Government caseworkers / clerks