Client Intimacy and coordinator work acceleration

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).

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