Clinical workflow and grant data lineage
We build secure, AI-assisted workflow systems that move a behavioral health nonprofit's case notes into its federal grant reports, helping small teams meet follow-up and data requirements without adding staff.
Small teams record care in one system and report to funders in another. Staff re-enter the same facts by hand, follow-up interviews drift toward the edge of their window, and when a funder asks where a number came from, the answer lives in someone's memory.
One system that carries a client's record from the first note to the federal report, so nothing is re-typed and every number can be traced back to where it started. That trail is what we mean by data lineage.
Case notes are structured as they are written, so the facts a funder asks for are already in place when reporting day comes.
Each client's follow-up window is set from intake, with reminders before it closes, so required interviews happen on time.
Funder-ready data, with each figure linked to the note it came from, so staff can answer "where did this come from?" in seconds.
Client records are sensitive. The design starts there.
Eric is a former senior case manager with a master's degree in social work, and a decade in enterprise technology sales before that. He knows the work from the case manager's chair.
Compass Outlaw Systems brings that front-line view to the systems behind the work.
Tell us how your notes reach your reports today. Ten minutes is enough to see whether a system would help.
eric@compass-outlaw.org