Client Intimacy and coordinator work acceleration
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Challenge - Aged care client provider offering support services to several hundred clients within NSW and Queensland. The existing process for providing Home Care Package (HCP) balances could only be done on a monthly basis via email statement or via phone call with service coordinators involved involved in lots of manual back office work coordination.
Solution - HCP balance details get calculated from several different sources (CRM, govt portal and Service Provider calcs).
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Business Value
- Aged care Client Value
- Daily HCP balance updates now available via the portal and updated daily
- Expense submissions can now be done via the portal with less interaction needed with the coordinators
- Only one portal needed for the aged care client to interact with
- Provider Internal Value
- One central view for coordinators to manage the aged care clients balances and transactions
- Alignment to compliance requirements
- No more scanning work notes in or generating manual invoices
For a detailed run through of the workflow and portal demonstration, please click here