Microsoft solutions for case management: Support a client-first focus to advance your mission

Social services programs administered by non-profit organisations and the types of funding organisations 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 Outdated IT and case management systems can exacerbate the complications caused by a network of care and funders that rely on multiple processes and systems — many of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.

HSO’s solutions for Case Management, powered by Microsoft Dynamics 365 are built on an integrated client and case management framework designed to support the complete client lifecycle through request, receipt, and follow-up of services:

  • Streamline and automate intake and other processes
  • Spend more time with clients and less on processes and paperwork
  • Connect clients to the right services
  • Deliver a holistic client experience by breaking down data silos
  • Improve reporting on spending and outcomes to secure funding & support

A flexible, all-encompassing framework

Case Management is transparent and contains 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 organisation’s processes and help them comply with HIPAA and other privacy requirements.

The tools included in this flexible and customisable 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:

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.

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.

Intake. Standardised 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.

Client and Case 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.

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