The EvidenceFlow view is a tool that allows caseworkers to quickly navigate through evidence and see any missing or required information; as such it provides a useful view when talking to the client. Evidence types are grouped in "stacks". A stack is automatically displayed for each evidence category configured by the organization in the form of an accordion within the EvidenceFlow view. The organization can configure the order in which the evidence types are displayed within a category, for example, alphabetically, or by most-commonly entered evidence types. The caseworker navigates through the stacks by clicking on the relevant accordion bar.
Additional issues and verifications stacks are available for evidence types that have issues, and evidence types that have outstanding verifications. For more information see System Generated Stacks.
Within each stack, evidence types are displayed in a list as tiles and summary information is displayed for each tile that is in-focus. The caseworker can select a tile by clicking it in the sequence or can scroll through the tiles using controls beneath the EvidenceFlow view.
The system dynamically updates the bottom panel of the EvidenceFlow view with the evidence type list for each evidence type in focus on the top panel. Caseworkers can maintain evidence for the evidence type in the standard fashion from this list.
The system dynamically updates the bottom panel after a configurable amount of time has passed with the current tile in focus. For more information on the setting that allows administrators to configure this amount of time and on other available EvidenceFlow configuration options, see the Cúram Integrated Case Management Configuration Guide.
Evidence issues and reminders are displayed to the user navigating through the EvidenceFlow view. The issues and reminders that are displayed to the user are configured using the Cúram Advisor.
For more information on configuring the Cúram Advisor, see the Cúram Advisor Configuration Guide.
Issues highlight missing information that is required before eligibility can be determined. For example, if an earned income record is missing the income amount, an issue is displayed to the caseworker as this is a required field.
Reminders prompt the user to ask additional related questions based on evidence captured. For example, if the caseworker captured a property resource record, the system reminds the caseworker to also ask the client about resource income. The EvidenceFlow view displays the number of issues, reminders and outstanding verifications associated with an evidence type in the EvidenceFlow view top panel. The user can review details of the issues and outstanding verifications from the lists displayed along with the evidence type list. The user can review details of the reminders in the Smart Panel.