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AI agent for social workers

Caseload Contact Compliance Agent

Meet required contact frequencies for every case

ComplianceMonitoringHealthcareGovernment
See how it worksGet access
Caseload Contact Compliance Agent: what goes in, what the agent does and what you get

What it does

Many child welfare, aging and case management programs require contacts at set frequencies, such as a monthly home visit or a call every two weeks, and audits check every case. This agent tracks each case's required contacts, reads documented contacts from case notes, and lists cases coming due or already overdue. Each week it drafts a visit plan grouped by area to save travel time, which the worker approves. After each contact it checks that documentation was completed within the set window. If a note is missing or a visit was missed, it flags it and updates the due list. Overdue cases go to the supervisor in a weekly report. Edge case: attempted contacts where nobody answered are logged but count only if program policy allows.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueNo 1 STARTS WHEN Weekly review 2 USES A TOOL Read required contact rules for each case 3 USES A TOOL Read documented contacts in case notes 4 DOES List contacts due and overdue 5 YOU APPROVE Worker plans visits and calls 6 CHECKS THE RESULT Were contacts done and documented? If not: flag missing notes or missed visits and updatethe due list. Back to step 4. 7 DOES Prepare a summary for the supervisor 8 RESULT Compliance report
Read the steps as a list
  1. Weekly review
  2. Read required contact rules for each case
  3. Read documented contacts in case notes
  4. List contacts due and overdue
  5. Worker plans visits and callsThe agent waits here for your OK.
  6. Were contacts done and documented?If not: flag missing notes or missed visits and update the due list. Back to step 4.
  7. Prepare a summary for the supervisor
  8. Compliance report

How it decides

Due dates from last contact.

  • Overdue goes to supervisor
  • Attempts per policy
  • Documentation within 48 hours

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Requirements
  • Report day
  • Reminder
  • Documentation window

What keeps you in control

It always asks you first

  • Visit plan

Hard limits

  • No case data shared

It stops when

  • Done: compliant
  • Stop: case closed

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensIn the week of May 12, the agent read notes for caseworker Jen Ito's 22 cases. Four monthly home visits were due by May 31. Jen planned three of them. The check on May 26 found one visit done but not documented, and one not scheduled. The agent looped back, flagged both, and drafted a schedule slot. Jen approved it, and all four were compliant by May 30.

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