HOW IT WORKS
Client communication software that mirrors your workflow
Sara integrates seamlessly with your existing workflows and case-management system to automate client communication and compliance.
Why Sara for client communication?
works 24/7
Sara operates 24/7 so your clients can always reach someone.
9 for the cost of 1
Sara's contributions are equivalent to 9 staff worth of outreach work for the cost of one.
100% coverage
With human services vacancies hovering around 20%, Sara helps get your agency to 100% coverage.
Client communication software fully integrated with your existing CMS and calendar
With high turnover rates, staffing shortages, and increasing client enrollment, program and case managers are called upon to do more with less. Sara client communication software acts as an extension to your current staff and case management software (CMS) to reduce hours spent on case notes, and keep a continuous flow of client communication.
TWO-WAY CLIENT
COMMUNICATION
Handles and stores direct client communication like surveys and follow-ups via text and email, syncing as case notes to your agency’s system of record, for better client engagement and compliance.
AUTOMATED
WORKFLOWS
Offers unlimited automated workflows and messaging templates to save staff time, and ensure that all clients receive a consistent level of service.
APPOINTMENT BOOKING
AND REMINDERS
Allows clients to book appointments and receive reminders to improve follow-through.
DOCUMENT MANAGEMENT
& EDITOR
Upload, add, request and get approval on key documents from one place to make case organization easier. Edit documents and convert to PDF as needed, without having to open another app.
UNLIMITED
E-SIGNATURES
Capture signatures from clients and other parties, right from Sara.
DOCUMENT
ATTACHMENTS
Accepts attachments from clients, and alerts staff for review. They can then accept or send a change request to the client, which keeps progress flowing.
CALENDAR
INTEGRATIONS
Caseworkers can add scheduled events to the calendar they use most, so they never miss a meeting in the shuffle.
VIRTUAL
APPOINTMENTS
Conduct HIPAA-compliant virtual video appointments with clients. Turn session data such as chat notes, arrival, and exit times into case notes, automatically.
CLIENT
SURVEYS
Distribute client surveys with ease so that you can find out what is working and what can be improved.
Integrations with Sara, so you never miss a beat
SYNCHRONIZATION WITH
SYSTEM OF RECORD
Individually configure data exchange with each CMS, including which client data can and cannot be transferred between agencies, without making any changes to the CMS.
SARA REST
ΑΡΙ
Receives, places, posts, and
deletes data so that the software applications you use can communicate effectively.
Security: HIPAA compliance checklist already done for you
HIPAA and SOC2 certified so that staff can securely gather, and communicate about personal and medical information when they need to.
Hosted in the ultra-secure, FedRAMP approved AWS GovCloud, a service only available to U.S. entities that pass a stringent screening process.
Implement Sara
in 60 days or less
Individually configure data exchange with each CMS, including which client data can and cannot be transferred between agencies, without making any changes to the CMS.
Dedicated Implementation Specialist
Guides you through our onboarding and implementation process.
Staff Training
Detailed live hands on training is provided for your staff as well as post-training exercises. Pre- and post-launch sessions will be recorded for future video onboarding.
Dedicated Customer Success Representative
There to ensure that your staff gets the most out of Sara’s features.
Technical Support
Unlimited technical support via ticketing system during the hours of 8am to 5pm PST.
Sara digital assistant packages
Starter
- Two-way client communication (text and email) with automatic case note generation
- Unlimited automated workflows and message templates
- Appointment booking and reminders
- Case Note report
- Document attachments
- Unlimited technical support
- Two- 3 hour virtual training sessions
Professional
- Everything in Starter, plus:
- Case note synchronization with system of record (Using the SaraWorks standard API)
- Outlook or Google Calendar integration
- Virtual appointments
- 1 survey
- Performance reports
Executive
- Everything in Professional, plus:
- Unlimited surveys
- Document Management Center
- Document editor with PDF conversion
- Unlimited document signatures (single and multi-party)
See Sara in action
Book time with our experts to see how Sara aligns to your goals and workflows.
Ask any questions you might have at no cost or obligation.
Frequently Asked Questions
Can you use Sara on a phone or tablet?
What software and hardware is required to operate Sara?
Can Sara be implemented using Single Sign-On (SSO)?
Since Sara is an HTML based, Single Page Application (SPA), all of Sara’s capabilities can be exposed directly in a target system with payload links as long as the target can expose such links in the user interface.
Does Sara include security access levels?
Yes. By default Sara includes five security levels:
- Administrators who can access all information across the organization.
- Managers who can access all information related to their designated office or offices (managers can be granted access to multiple offices).
a. Managers can also proxy staff, i.e. act on their behalf. - Case managers and assistants who have access to their assigned caseload.
- Receptionists who can access non-confidential client information and schedule appointments for clients in their assigned office(s).
- Clients who can communicate with staff but who have no access to stored information.
Staff is organized into organization hierarchies which can include “umbrella” hierarchies. All reporting and data access are controlled using hierarchy associations controlled by agency administrators and managers.
