One operating system for the entire assistance journey.
UCAS keeps intake, eligibility, case management, work orders, field operations, transportation, payments, documents, compliance, referrals, outcomes and mobile activity in one governed tenant record.
CASE MANAGEMENTPeople. Process. Accountability.
01 PERSON-CENTERED INTAKE
Start with the person.
A complete intake starts with listening. Document the household, the immediate need, and the next step toward support.
- Identity & household
- Needs & requested support
- Consent & supporting records
02 ORGANIZED CASEWORK
Keep the case together.
Bring notes, tasks, supporting records, and decisions into a coordinated case workflow. Make the next action clear.
- Case notes & documents
- Assigned work & follow-up
- Decisions & outcomes
03 RESOURCE COORDINATION
Find the right resource.
Look up providers by service and location. Review contact details and verification status before coordinating assistance.
- Utilities & essential needs
- Housing & community support
- Provider contact & verification
04 REFERRALS & FOLLOW-UP
Move the next step forward.
Document the referral, identify the responsible staff member, and keep follow-up visible from handoff to outcome.
- Referral & service request
- Assigned responsibility
- Follow-up & outcome review
05 ACCOUNTABILITY & CARE
Protect trust at every step.
Use authorized access, careful documentation, and human review to support responsible case management.
- Role-based access
- Documented actions & decisions
- Supervisor review & reporting
Every team works from the same tenant record.
Desktop, hosted UCAS and mobile field operations use the same identities, assignments, cases, work orders and audit history.
Intake & Case ManagementApplications, household records, eligibility, notes, tasks, milestones and outcomes.
Command CenterReal work queue, KPIs, appointments, compliance, transportation status and management analytics.
Field Work OrdersAssigned jobs, start/arrive/complete workflow, field notes, evidence and accountable work sessions.
Mobile GPS & OfflineExplicit work-session GPS, queued telemetry, barcode/QR/PDF417 scanning and offline-safe retry.
Payments & AssistanceDual approval, checks/vouchers, bank linking, settlement, reconciliation, reversal and reporting.
Partners & TransfersReferrals, provider coordination, inter-agency transfers, webhook integration and reconciliation.
The mobile app is part of UCAS, not a separate product.
Staff receive the same assigned work orders and case permissions on Android, with native scanning, driver/state-ID PDF417 capture, work-session GPS and synchronized field activity.