Case Management Accelerator for Non-Profits
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Manual, paper-based processes OR outdated, ill-equipped technology can exacerbate the complications inherent in a network of care, resulting in duplication of effort and errors.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.
Now with agentic AI built in, the accelerator can take on routine case work across intake, case management, and program oversight, so staff spend less time navigating the system and more time supporting clients. Working alongside manual updates, an optional Copilot Studio agent can retrieve information, create and update records, draft emails and case notes, and run quality and compliance reviews, all through natural language.
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
Speed routine case work with AI: an optional Copilot Studio agent works alongside manual updates to retrieve and summarize information, create and update records, draft emails and case notes, and run quality and compliance reviews through natural language, in English or other configured languages
Easily set milestones and measure and report on outcomes
Work with familiar browsers, devices, and tools like Outlook and Teams
Support a client-first focus
HSO's Case Management Accelerator is built on Microsoft Dynamics 365, Microsoft Copilot Studio, and 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:
Client intake, assessments, and personalized treatment or action plans help case managers provide better services that improve the client experience and outcomes.
Baseline and milestone data makes it easy to provide outcomes to funders and trends to improve program and service performance.
A robust, configurable framework supports the unique requirements of any program, quickly adapting to changes while providing program-specific workflows and meeting data collection requirements.
An optional Microsoft Copilot Studio agent works alongside manual updates to take on routine case work, retrieving and summarizing information, creating and updating records, drafting emails and case notes, and running quality and compliance reviews through natural language.
A flexible, all-encompassing Accelerator
HSO's Case Management Accelerator is transparent, offering reporting functionality to meet 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. It has been used to manage casework in many areas, including mental health, foster care/transitional services, education, employment/workforce readiness, and housing assistance/homelessness. Regardless of the types of services, you can improve efficiency and efficacy with process support at every stage.
See the Case Management Accelerator in Action
Watch the demo to see the accelerator in action across three roles: an intake specialist, a case manager, and a program supervisor. See how they work through natural language with an agentic AI agent to complete intake, draft emails and case notes, manage referrals and appointments, run quality reviews, and generate compliance dashboards.
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