Case Management Software

Provide, configure, implement, migrate data to, train users on, host, maintain, and support a cloud-based customer management software.
- The contemplated solution will replace or supplement existing processes and shall provide a centralized, cloud-based environment for application intake, case management, eligibility
determination, service authorization, referrals, reporting, communications, oversight, and compliance.
- Objectives
• Implement a centralized customer management system to securely manage client and household information across authorized HCCSA programs.
• Provide accessible online and staff-assisted application intake in English and Spanish.
• Standardize eligibility, review, approval, service-delivery, referral, and follow-up workflows.
• Reduce duplicate data entry, manual tracking, and fragmented document storage.
• Improve application-status communication and timely resolution of missing information.
• Support program, fiscal, management, grant, audit, and regulatory reporting.
• Protect confidential information through strong security, access, audit, backup, and recovery controls.
• Enable integrations with approved county, communication, reporting, and third-party platforms.