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.

Give your caseworkers a centralized repository of client data from a variety of systems. Track data in real-time to better assess the effectiveness of care delivery and to manage follow-up activities. Provide caseworkers with convenient scheduling tools that fully interoperate with Microsoft Office Outlook. Set up automated reminders for follow-up activities. Offer remote data access and the ability to easily upload case information to maximize the time that caseworkers spend in the field.