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Compliance Checklist
What your electronic case management system needs to support in Texas.
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T3C Compliant
Built to meet Texas requirements and stay audit ready.
Smart Workflows
Streamline tasks and reduce documentation friction.
Better Visibility
Real-time reporting to drive informed decisions and better outcomes.
Your HIPAA compliant security protects your data and reports.
Secure & Reliable
Your HIPAA compliant security protects your data and reports.
Local Support
T3C ELECTRONIC CASE MANAGEMENT REQUIREMENTS
Looking for an Electronic Management System?
Below is a checklist you can use as a quick way to evaluate whether your current electronic management system is meeting Texas expectations.
COMPLIANCE CHECKLIST
What your electronic case management system needs to support in Texas.
Use this as a quick way to evaluate whether your current electronic management system is meeting Texas expectations.
1. Core Data & Case Management
Track referrals, admissions, and discharges
Maintain complete child-level records
Document services, case activity, and outcomes
Capture and store CANS 3.0 recommendations
Maintain caregiver, home, and staff records
Monitor compliance deadlines and required documentation in one place
2. T3C Alignment
Align documentation with services provided
Support outcome tracking, not just compliance tasks
Maintain consistency across programs and locations
Support service planning tied to CANS 3.0 recommendations and assessments
3. Forms & Documentation
Access to structured, standardized forms
Track essential and critical forms
Monitor completion status in real time
Reduce missing, incomplete, or duplicate documentation
Maintain a centralized library of forms, reports, and records
4. Workflows & Accountability
Defined workflows for documentation and approvals
Clear ownership of tasks across staff roles
Built-in checkpoints to prevent missed steps
Notifications for upcoming, missing, or overdue items
Visibility into who is responsible for each step of the process
6. Visibility & Reporting
Real-time visibility into compliance status
Track training and onboarding completion
Monitor service plans and required updates
Access reporting for leadership and oversight
Generate reports across referral, admission discharge, and outcomes data
5. Continuous Quality Improvement (CQl)
Track assessments and outcomes over time
Identity trends across programs and locations
Support data-driven decision making
Maintain documentation for audits and reviews
Support monthly, quarterly, and annual reporting tied to organizational goals
7. Financial & Service Alignment
Track services delivered by child, day, and service package
support accurate reimbursement tracking
Align operational data with financial reporting
Identify discrepancies early
Support transition between legacy LOC and
T3C service package structures
8. Security & System Requirements
Secure storage of sensitive client, family, and organizational data
Role-based access for staff and caregivers
System accountability and audit readiness
Alignment with DPPS data and system expectations
Encrypted data and backups using industry-standard protection (AES 256-bit)
Built for
Everyday Use
CaseBook is structured to support:
​
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Executives
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Child welfare professionals
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Administrators and staff
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Caregivers
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Each role interacts with the system differently, and the experience is designed to support each role's needs.
With CaseBook®
All of this is built in.
Built specifically for Texas CPA, GRO and RTC operations
Designed to meet Minimum Standards and T3C Blueprint expectations
Supports quality assurance, service planning, and compliance tracking in one system
Gives your team visibility into what's done and what still needs attention.
Structured. Connected. Ready to use.
Compliance Checklist
Track referrals, admissions, and discharges
Maintain complete child-level records
Document services, case activity, and outcomes
Capture and store CANS 3.0 recommendations
Maintain caregiver, home, and staff records
Monitor compliance deadlines and required documentation in one placeAlign documentation with services provided
Support outcome tracking, not just compliance tasks
Maintain consistency across programs and locations
Support service planning tied to CANS 3.0 recommendations and assessmentsAccess to structured, standardized forms
Track essential and critical forms
Monitor completion status in real time
Reduce missing, incomplete, or duplicate documentation
Maintain a centralized library of forms, reports, and recordsDefined workflows for documentation and approvals
Clear ownership of tasks across staff roles
Built-in checkpoints to prevent missed steps
Notifications for upcoming, missing, or overdue items
Visibility into who is responsible for each step of the processTrack assessments and outcomes over time
Identify trends across programs and locations
Support data-driven decision making
Maintain documentation for audits and reviews
Support monthly, quarterly, & annual reporting tied to organizational goalsReal-time visibility into compliance status
Track training and onboarding completion
Monitor service plans and required updates
Access reporting for leadership and oversight
Generate reports across referral, admission, discharge, and outcomes dataTrack services delivered by child, day, and service package
Support accurate reimbursement tracking
Align operational data with financial reporting
Identify discrepancies early
Support transition between legacy LOC and T3C service package structuresSecure storage of sensitive client, family, and organizational data
Role-based access for staff and caregiversSystem accountability and audit readiness
Alignment with DFPS data and system expectations
Encrypted data and backups using industry-standard protectionBuilt specifically for Texas CPA, GRO and RTC operations
Designed to meet Minimum Standards and T3C Blueprint expectations
Supports quality assurance, service planning, and compliance tracking
Gives your team visibility into what’s done and what still needs attentionStructure in how work gets done
