CaseWorthy Data Export Automation: API Alternative for Social Services Case Management

Introduction

CaseWorthy is a comprehensive social services case management platform used by government agencies and non-profit organizations to manage client cases, track services, generate reports for federal funding compliance, and automate eligibility determination workflows. While CaseWorthy provides web-based case management tools, the platform has limited or restricted API access for most users. Browser automation provides a reliable solution to automate social services case tracking and reporting, sync client data with federal funding requirements, automate eligibility workflows, and export case data directly through the CaseWorthy web interface, enabling streamlined social services operations and compliance management.

Why Use Browser Automation for CaseWorthy Data Export?

• Limited API Access: CaseWorthy has restricted or no API access for most government users and agencies
• Case Tracking: Automate social services case tracking, status updates, and workflow management
• Reporting: Generate compliance reports and export data for federal funding requirements
• Client Data Sync: Sync client data with federal funding systems and external databases
• Eligibility Workflows: Automate eligibility determination, verification, and recertification processes
• Service Documentation: Export service delivery records, case notes, and documentation
• Compliance Reporting: Generate reports for federal funding compliance (HUD, TANF, SNAP, etc.)
• Multi-Program Management: Collect data across multiple programs and sync with external systems
• Audit Trail: Export comprehensive audit trails and compliance documentation

Setting Up CaseWorthy Data Export Automation

Here's how to automate CaseWorthy data collection using browser automation:

import { chromium } from 'playwright';

const response = await fetch("https://api.anchorbrowser.io/api/sessions", {
  method: "POST",
  headers: {
    "anchor-api-key": "YOUR_API_KEY",
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    'headless': false,
    'proxy': {
      'type': 'residential',
      'country': 'US'
    }
  }),
});

const { id } = await response.json();
const connectionString = `wss://connect.anchorbrowser.io?apiKey=YOUR_API_KEY&sessionId=${id}`;

const browser = await chromium.connectOverCDP(connectionString);
const context = browser.contexts()[0];
const ai = context.serviceWorkers()[0];
const page = context.pages()[0];

// Navigate to CaseWorthy
await page.goto("https://app.caseworthy.com/login");

// Login with AI agent
await ai.evaluate(JSON.stringify({
  prompt: 'Log in to CaseWorthy using the provided credentials. Complete any security verification steps and wait for the dashboard to fully load.'
}));

Tracking Social Services Cases

Automate case tracking and status management:

const trackCases = async (page, ai, dateRange) => {
  // Navigate to cases section
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Cases or Client Services section in CaseWorthy'
  }));
  
  // Filter by date range
  await ai.evaluate(JSON.stringify({
    prompt: `Filter cases from ${dateRange.start} to ${dateRange.end}`
  }));
  
  // Export case data
  await ai.evaluate(JSON.stringify({
    prompt: 'Export all cases including: case number, client name, case type, program, status, open date, last updated, assigned caseworker, and case notes. Select CSV format.'
  }));
  
  const download = await page.waitForEvent('download');
  const path = await download.path();
  
  return path;
};

Updating Case Status

Automate case status updates and workflow management:

const updateCaseStatus = async (page, ai, caseNumber, status, notes) => {
  // Navigate to specific case
  await ai.evaluate(JSON.stringify({
    prompt: `Search for and open case ${caseNumber}`
  }));
  
  // Update status
  await ai.evaluate(JSON.stringify({
    prompt: `Update the case status to '${status}' and add notes: '${notes}'. Save the changes.`
  }));
  
  // Wait for confirmation
  await page.waitForSelector('.success-message, .confirmation', { timeout: 10000 });
  
  return true;
};

Generating Compliance Reports

Automate report generation for federal funding compliance:

const generateComplianceReport = async (page, ai, reportType, dateRange) => {
  // Navigate to reports section
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Reports section in CaseWorthy'
  }));
  
  // Select report type
  await ai.evaluate(JSON.stringify({
    prompt: `Select ${reportType} report (HUD, TANF, SNAP, or other federal funding compliance report)`
  }));
  
  // Configure date range
  await ai.evaluate(JSON.stringify({
    prompt: `Set the reporting period from ${dateRange.start} to ${dateRange.end}`
  }));
  
  // Generate and download report
  await ai.evaluate(JSON.stringify({
    prompt: 'Click Generate Report, wait for processing to complete, then download in Excel or PDF format'
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

Syncing Client Data with Federal Funding Requirements

Export and sync client data for federal funding compliance:

const syncClientDataForFunding = async (page, ai, programType, dateRange) => {
  // Navigate to client data section
  await ai.evaluate(JSON.stringify({
    prompt: `Navigate to the ${programType} program section (HUD, TANF, SNAP, etc.)`
  }));
  
  // Filter by date range
  await ai.evaluate(JSON.stringify({
    prompt: `Filter client data from ${dateRange.start} to ${dateRange.end}`
  }));
  
  // Export client data for federal funding
  await ai.evaluate(JSON.stringify({
    prompt: 'Export client data including: client ID, name, program enrollment, eligibility status, service dates, funding source, and compliance indicators. Export as CSV.'
  }));
  
  const download = await page.waitForEvent('download');
  const clientData = await download.path();
  
  // Process and sync with federal funding system
  const clients = await parseCSV(clientData);
  
  for (const client of clients) {
    // Sync with federal funding system
    await syncToFederalSystem(client, programType);
  }
  
  return clients;
};

Exporting Federal Funding Data

Export data in format required for federal funding submissions:

const exportFederalFundingData = async (page, ai, fundingSource, dateRange) => {
  // Navigate to funding reports
  await ai.evaluate(JSON.stringify({
    prompt: `Navigate to the ${fundingSource} funding section (HUD, TANF, SNAP, etc.)`
  }));
  
  // Export funding data
  await ai.evaluate(JSON.stringify({
    prompt: `Export ${fundingSource} funding data from ${dateRange.start} to ${dateRange.end} including: client demographics, service delivery, outcomes, and compliance metrics. Export in the format required for federal submission.`
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

Automating Eligibility Determination

Automate eligibility determination workflows:

const determineEligibility = async (page, ai, clientId, programType) => {
  // Navigate to client record
  await ai.evaluate(JSON.stringify({
    prompt: `Search for and open client ${clientId}`
  }));
  
  // Navigate to eligibility section
  await ai.evaluate(JSON.stringify({
    prompt: `Navigate to the Eligibility section for ${programType}`
  }));
  
  // Run eligibility determination
  await ai.evaluate(JSON.stringify({
    prompt: 'Click Run Eligibility Determination, wait for processing to complete, and review the results'
  }));
  
  // Extract eligibility result
  const eligibilityResult = await page.evaluate(() => {
    return {
      eligible: document.querySelector('.eligibility-status')?.textContent,
      determinationDate: document.querySelector('.determination-date')?.textContent,
      notes: document.querySelector('.eligibility-notes')?.textContent
    };
  });
  
  return eligibilityResult;
};

Processing Eligibility Recertifications

Automate eligibility recertification workflows:

const processRecertifications = async (page, ai, dateRange) => {
  // Navigate to recertifications
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Eligibility Recertifications section'
  }));
  
  // Filter by date range
  await ai.evaluate(JSON.stringify({
    prompt: `Filter recertifications due from ${dateRange.start} to ${dateRange.end}`
  }));
  
  // Export recertification list
  await ai.evaluate(JSON.stringify({
    prompt: 'Export list of clients requiring recertification including: client ID, name, program, current eligibility expiration date, and contact information. Export as CSV.'
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

Exporting Service Delivery Records

Export service delivery documentation and records:

const exportServiceRecords = async (page, ai, dateRange) => {
  // Navigate to service delivery section
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Service Delivery or Services section'
  }));
  
  // Filter by date range
  await ai.evaluate(JSON.stringify({
    prompt: `Filter service records from ${dateRange.start} to ${dateRange.end}`
  }));
  
  // Export service records
  await ai.evaluate(JSON.stringify({
    prompt: 'Export service delivery records including: service ID, client ID, service type, service date, provider, duration, outcomes, and case notes. Export as CSV.'
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

Syncing with External Systems

Export data for integration with external systems:

const syncToExternalSystem = async (page, ai, caseData) => {
  // Export data for external system sync
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Export or Integration section'
  }));
  
  // Export in format compatible with external system
  await ai.evaluate(JSON.stringify({
    prompt: 'Export case data in the format required for external system integration. Include all necessary fields for syncing with federal systems, state databases, or other case management platforms.'
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

Best Practices

• Security: Use secure credential storage and enable proper handling for multi-factor authentication and government security requirements
• Rate Limiting: Add appropriate delays between requests (5-10 seconds) to avoid triggering security flags or account restrictions
• Data Validation: Verify exported data completeness and accuracy before processing or syncing with external systems
• Error Handling: Implement comprehensive retry logic for transient failures, network issues, and temporary system unavailability
• Compliance: Ensure data handling meets federal regulations, HIPAA requirements, and platform terms of service
• Data Privacy: Follow proper data privacy protocols when handling client information and sensitive case data
• Audit Trail: Maintain detailed logs of all automated actions for compliance and accountability
• Session Management: Handle session timeouts gracefully and implement automatic re-authentication for long-running workflows
• Federal Compliance: Ensure exported data meets federal funding requirements and reporting standards

Resources

• Anchor Browser Documentation - Complete API reference and guides
• Anchor Browser Playground - Try browser automation in your browser

Conclusion

Browser automation provides a flexible and reliable alternative to API access for CaseWorthy data export and workflow automation. By leveraging intelligent browser agents, you can automate comprehensive social services case management workflows that aren't easily achievable through manual processes or limited API access. Whether you need to automate case tracking and reporting, sync client data with federal funding requirements, automate eligibility workflows, or export compliance documentation, browser automation enables efficient operations for government agencies and non-profit organizations using CaseWorthy.

Start automating your CaseWorthy workflows today and streamline your social services case management operations!