AI Case Management Report Agent

How Cassidy automates this using AI

Step 1: Trigger on case activity or reporting schedule

The Workflow activates when a case reaches a milestone (intake, assessment, handoff, closure), when a reporting deadline approaches, or on a defined cadence—daily, weekly, or monthly.

Step 2: Pull and normalize case data

Cassidy connects to your case management systems—EHR, CRM, ServiceNow, Salesforce, or state portals—and extracts both structured fields and unstructured notes, resolving them into a unified case record.

Step 3: Generate AI summaries and handoff artifacts

Using your organization's templates and controlled vocabularies, Cassidy produces case snapshots, progress summaries, and warm handoff packets that include assessment highlights, service plans, contacts, and consent documentation.

Step 4: Compile audit-ready reports

The Workflow assembles activity logs, outcome metrics, and compliance evidence into standardized reports aligned to funder or regulatory schemas—with full source linkage, timestamps, and author attribution.

Step 5: Route for review and delivery

Completed reports and handoff packets are sent to designated reviewers via Slack, Teams, or email. Human-in-the-Loop approval ensures accuracy before final submission to stakeholders, portals, or external partners.