Social Services
Get a 360-degree view of each client, whether your organisation serves family, children, the elderly, people with disabilities, or other clients. Reduce administrative burdens and remove barriers to cross-agency collaboration and coordination of services.
Case Management
By connecting systems and automating manual processes with Microsoft Dynamics CRM, health and social service agencies can improve case management. They can gain a unified view of the client across multiple programs to coordinate service delivery and become more efficient.
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Give your caseworkers a centralised repository of client data from a variety of systems.
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Track data in real-time to better assess the effectiveness of care delivery and to manage follow-up activities.
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Provide caseworkers with convenient scheduling tools that are fully integrated with Microsoft Office Outlook.
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Set up automated reminders for follow-up activities.
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Offer remote data access and the ability to easily upload case information to maximise the time that caseworkers spend in the field.
Client Support
Improve your clients’ experience and ease administrative burdens with Microsoft Dynamics CRM. Streamline complex and cumbersome processes that typically involve multiple programs and disparate technologies and regulations.
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Create automated workflows with convenient links to application forms across multiple programs to improve client assessment and make it easier to determine eligibility.
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Use the health and social services marketing campaign tools to reach out to clients’ families in programs for adoptions, treatment of substance abuse, and others.
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Distribute informational client mailings and track responses to evaluate their effectiveness, and automate follow-up to ease administration.
Program Management
Make it easier to manage and assess your programs with Microsoft Dynamics CRM. Provide managers and executives with visual tools to track progress, help ensure regulatory compliance, and improve the delivery of services to further success.
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Set up processes to streamline procedures and help maintain compliance with regulatory guidelines.
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Make process and policy guidelines accessible in central document libraries.
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Give executives real-time views of daily activities with dashboards that show the progress of customisable key performance indicators (KPIs) to assess results and help secure funding.
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Integrate front-end client and case coordination applications with back-end systems to create formalised workflows between agencies and maximise your current IT infrastructure.
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Create marketing campaigns to increase community awareness and to recruit capable volunteers, track responses, and automate follow-up.
