HSO’s solutions for case management are built on an integrated framework, powered by Microsoft’s proven technology:
Case Management Solutions for Non-Profits
Support a client-first focus to advance your mission
Modernize Case Management for Better Client Outcomes
Social services programs administered by non-profit organizations and the types of funding organizations they work with use different processes and systems for managing cases, participants, outcomes, and other requirements.
Outdated IT and case management systems can exacerbate the complications caused by a network of care and funders that rely on multiple processes and systems, many of which are manual and paper-based. This results in duplication of effort and errors. Worse, it can negatively impact the level of care and outcomes.
The result is a complete solution that supports the entire client lifecycle through request, receipt, and follow-up of services, enabling your people to:
Efficiently manage intake and other processes with automation
Connect clients with the right services
Spend more time with clients and less on processes and paperwork
Deliver a holistic client experience by breaking down data silos
Improve reporting on spending and outcomes to secure funding and support
Agentic AI for Case Management
The latest advance in case management is practical, agentic AI. Using Microsoft Copilot Studio and Microsoft Dynamics 365, HSO helps non-profits bring AI agents into everyday case work, so staff can complete intake, update records, summarize case notes, set up referrals, and surface reports simply by asking.
Instead of navigating forms and screens, your team gets what it needs through conversation, while the system works securely in the background on a platform you govern and control. The result is less time spent managing technology and more time spent with the people you serve.
A flexible, all-encompassing framework
HSO's case management solutions are transparent and contain reporting functionality to meet all administrative and financial oversight procedure requirements. Additionally, security at each step can be locked down to suit the needs of a particular organization's processes and help them comply with HIPAA and other privacy requirements.
The tools included in this flexible and customizable framework are designed to support the case management of social services aimed at providing a pathway to self-sufficiency in areas of mental health, education, employment, housing, and more. It has been used to manage casework of many critical social service areas, including mental health, foster care, and transitional services, education and workforce readiness, housing assistance, and homelessness, among others.
Regardless of the types of services, improve efficiency and efficacy with process support at every stage:
- 1
Operations
Improve provider and partner relations and better manage funding with self-service portals and relationship insights, as well as accessible and informative reporting. Monitor and manage workloads and time spent to improve operational efficiency and team sizes.
- 2
Front Desk
Streamline client interactions with global appointment management and visibility, as well as client fee and balance tracking. Route and manage requests for internal and external services.
- 3
Intake
Standardized and extensive intake data provides valuable milestones for measuring outcomes throughout service. Flexible processes and checklists allow lines of business to collect as much or as little intake data as is applicable to their services.
- 4
Client Management
Collaborate with other case managers to define a collective action plan for personal growth. Shared client data allows all service providers the most complete information possible to improve understanding and better tailor services.
A trusted partner to non-profits
For more than 20 years, HSO has helped mission-driven organizations modernize how they manage cases and serve their communities on the Microsoft platform. Here are a few of their stories.
Learn more
Non-Profit Success: How LifeWorks Austin Streamlined Services with Microsoft Dynamics 365 and the Cloud
Non-Profit Success: The Community Builders Goes with the Microsoft Platform for Digital Transformation
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