County Solution Portals / By SBS PortalsLet’s talk about your workflow 800-974-1841

Practical county workflows

Organize program paperwork and follow-up.

Review the available workflow for your jurisdiction and program.

The work this supports

Review the available workflow for your jurisdiction and program.

A sample process

Receive program paperwork → route for authorized review → coordinate staff follow-up → organize the record.

The process shown is illustrative. Review current functionality, standard configuration, and any custom work with the product team.

Plan a useful first conversation

Program scope, jurisdiction, participation forms, review roles, record access, and any payment requirements.

Explore related departments

See the offering in context

Explore the SBS source material

The existing SBS website provides additional context and links to flyers and videos. Confirm the current package and available options for your workflow.

View SBS source material ↗

Practical questions

Before you get started

Can we begin with one workflow?

We can discuss a starting scope around one process or records collection and identify what is needed.

Can this connect to another system?

Tell us which system and what information needs to move. We will confirm available options, configuration, and any custom work.

How do state requirements affect the workflow?

County responsibilities, terminology, access rules, and procedures vary. Your county and state are part of the scope discussion.

What should we review before agreeing scope?

Ask about product fit, access controls, implementation responsibilities, timing, commercial terms, and data exports.

Your next step starts with a conversation

Bring us one workflow you want to improve.

We’ll help you explore a practical starting point for your department.

Schedule a Demo