Social Services Case Management cloud software solutions: Empower self-sufficiency with seamless collaboration across agencies

If your government social services agency or program faces challenges ranging from outdated technology to limited resources, it’s no surprise. People depend on you to help them navigate through what can be a very confusing and stressful time—when their need is at its highest. To provide the right services at the right time, you need technology that will facilitate efficient delivery of services as well as coordinated communication across functional areas and agencies.

HSO’s solutions for Social Services Case Management was built to address case management requirements for any social services need, from counseling and housing to education and job placement. Client service is improved through the coordination of information across the multiple entities involved with processes, from intake assessment to outreach and performance evaluation. Through the centralization of data and automation of activities, everyone has improved access to the information they need for client experience and overall quality of care.

A 360-degree view and seamless collaboration for higher quality services

Social Services Case Management gives you a full view of the individual and a seamless collaboration between agencies, clients, and other providers. Capitalizing on the functionality of the Microsoft Power Platform and the powerful CRM functionality in Microsoft Dynamics 365,the solution emphasizes collaboration, enabling teams to monitor progress and helping maintain accountability and transparency:

• Improve quality and consistency of services: Automated processes can ensure critical safety procedures are followed and that organizations are in compliance with regulatory policies
• Speed routine processes, such as intake assessments: By analyzing the performance of routine processes over time, improvements can be made that eliminate unnecessary steps and increase client satisfaction
• Eliminate time wasted accessing information: By electronically storing indexed documents such as treatment plans, less time is spent searching for critical information
• Automate proactive communications: Client data can be sorted according to user-generated criteria; targeted communications can then be sent to specifically identified groups
• Reduce missed appointments: Tasks can be set up to streamline appointment reminder calls; automated processes can be put in place for follow-up and rescheduling as needed
• Prevent additional issues: With a 360-degree view of the client, case managers can more easily identify relationships between current issues and future concerns
• Support a mobile workforce: Maximize the time caseworkers spend with clients in the field by providing remote data access and the ability to upload information

A true relationship management solution

With Azure cloud-supported features, you can:

• Manage client data and provide master client records accessible across agencies and programs
• Automate intake and eligibility processes through workflows and step-by-step dialogs to ensure client information is captured accurately
• Schedule appointments through a fully integrated Microsoft Outlook interface that provides a seamless user experience, reducing training needs
• Ensure that work is evenly distributed to case managers
• Use dashboards, visualizations, and reports to display key performance indicators to help track performance
• Track inbound calls with Call Center Management support, ensuring that clients are routed to the appropriate person immediately

Learn more

• View and download a comprehensive, portable overview of our Social Services Case Management solutions
• Read how a state Department of Social Services partnered with HSO to update their case management system and improve constituent services