Case Management Accelerator

Helps non-profit organizations advance their mission by supporting the entire case/client life cycle

Non-profit organizations and their funders depend on specialized processes and technology to manage cases, participants, outcomes, and other requirements. Manual, paper-based processes OR outdated, ill-equipped technology can exacerbate the complications inherent in a network of care, resulting in duplication of effort and errors. This can impede your ability to provide the right level of care and negatively impact outcomes.

Features that support the entire case/client lifecycle

  • Effectively track and manage cases from intake to discharge
  • Easily tailor your system to the way you manage cases
  • Use centralized data from across programs to gain visibility, promoting closer collaboration on action or treatment plans and smoother transition between programs and providers
  • Dynamically create assessments within a program utilizing no-code functionality
  • Promote quality and continuity of care with a 360-degree view of clients/cases in a convenient dashboard
  • Keep case notes and other sensitive data private
  • Track incoming and outgoing referrals, both within the agency and with other outside organizations and programs
  • Monitor and manage caseloads and utilization
  • Easily set milestones and measure and report on outcomes
  • Work with familiar browsers, devices, and tools like Outlook
  • Integration with the International Aid Transparency Initiative

“The tools we’re developing with Microsoft and HSO are catalysts to move us from being service providers to problem-solvers and industry leaders.”

Susan McDowell Executive Director, Lifeworks

Support a Client-First Focus

HSO’s Case Management Accelerator is built on the Microsoft Cloud for Nonprofit, utilizing the Microsoft Power Platform. It is an integrated client and case management framework designed to support the complete case or client life cycle from intake to discharge and reporting on outcomes:

“This database in Dynamics 365 is going to help us function more effectively to drive our goals and act on our vision. It’s going to help us connect youth to the services they need.”

Felicia Lemons Director of Training and Strategic Initiative, Bronx Connect

A Flexible, All-Encompassing Accelerator

HSO’s Case Management Accelerator is transparent, offering reporting functionality to meet all administrative and financial oversight procedure requirements. Security at each step can be locked down to suit the needs of
your organization’s processes and help them comply with HIPAA and other privacy requirements.

The tools included in this flexible, customizable accelerator 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 in many areas, including mental health, foster care/transitional services, education/workforce readiness, and housing assistance/homelessness. Regardless of the types of services, you can improve efficiency and efficacy with process support at every stage.

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