HCP Home Care Packages Aged Care Management for Microsoft Dynamics 365

Introduction to HCP Aged Care Management

HCP Home Care Packages Aged Care Management for Dynamics 365 is an enterprise software platform with a range of features designed to streamline the management of care services. From enquiry to assessment, quotes to service agreements, scheduling support workers and clinicians, managing bookings and maintaining progress notes – all the way to financial management – this platform is designed to simplify HCP Home Care Packages and Aged Care Management processes and enhance outcomes for all stakeholders.

The software supports the client journey from Enquiry and Waitlist, Client Onboarding, Assessment and Planning, Budgeting, Care Plan and Agreement, Service Scheduling and Rostering, Risk and Incident Management, Time Recording to Finance, Invoicing, Statement Production and Payments.

Here is a quick overview:

• Manage HCP waitlists
• Budgets
• Create care plans
• Schedule delivery
• Generating recipient statements
• Tracking unspent funds with flexible change options

Visit on Microsoft AppSource HCP Home Care Packages Aged Care Management for Microsoft Dynamics 365 

Key Benefits

Here is a list of key benefits.

List of Benefits

• Building on the Microsoft 365/tools that many service providers already use for centralized application and data management.
• Streamlined administration including “built-in” finance, HR, payroll, risk and incident management.
• Improved collaboration integrated with SharePoint for document management, Outlook for email tracking along with Microsoft Teams, and now Copilot AI.
• Data-driven insights building on the one Microsoft Dataverse with Power BI visualizations.
• Cost and time savings using one system and no more multiple software systems, “app flipping”, Excel spreadsheets, copy/paste or wasted time looking for information.
• Enhanced compliance and governance with Microsoft Dynamics 365 for Risk Management.

Key Features

Here are the key features.

Enquiry and Waitlist

Capture caller and potential client details from website contact pages or social media platforms; Manage enquiry tasks and referrals in and out. Waitlist management tracks the status of notes, comments, and actions.

Client Onboarding

Record all the client details you need including relationships with family, doctors and others; Manage delivery profiles, goals, funding sources, budgets, documents, emails and files all in one place.

Interactive Budget

Updates automatically when changes are made to the care recipient’s package.

Intuitive Care Plan

Allows for the creation of care plans that meet care recipient goals and automatically costs services as they are added, keeping track of the care recipient’s budget. Take advantage of template-based Word document creation and management including DocuSign and Adobe Sign for electronic signature/contact less agreements.

Delivery Scheduling and Rostering

From defining resource skills, experience and certification to work calendars and holidays using advanced features and AI tools such as the Scheduling Assistant, Universal Resource Scheduling and Resource Scheduling Optimization.

Risk and Incidents

Manage Product Bookings and Activities, Risks and Incidents, Service Exit/Offboarding. Time recording: Scheduled as well as Actual Start and Finish times with geo-coded clocking events for geo-tracking and payroll processing; Templated Progress Notes for different types of services.

Consumer Statements

Can be easily generated for printing, saving, or emailing to care recipients. Unspent Funds Management: Includes generating unspent funds notices and tracking balances of Commonwealth and Care Recipient Unspent Funds.

Finance, Invoicing and Payments

API integration options for automated invoicing and payment management using advanced OCR tools for Care Plan Management and Accounts Payable/AP Automation; Integrated Human Resources/HR Management, payroll, finance and client/family portal for “one system” end to end.

Document and Email Management

Store and manage all client related emails and documents and online forms securely within the platform for easy access and reference using SharePoint and Outlook integration.

Analytics and Reporting

Gain insights into client retention, satisfaction, budget and goal tracking and other key metrics through built-in Power BI reporting and dashboards.

Client and Family Portal(s)

With the Dynamics 365 solution comes an optional fully customizable self-service portal that empowers family and clients with the tools to keep update to date.

Finance Management

Powered by Dynamics 365 Business Central with Sales, Purchasing, Cash Management, Grants & Acquittals Management, General Ledger and Fixed Asset Management.

Summary

HCP Home Care Packages Aged Care Management solution for Microsoft Dynamics 365 is an integrated enterprise platform that automates the full aged care client journey. It streamlines processes from initial enquiry and waitlist management to comprehensive client onboarding and the creation of detailed, budget-aware care plans. Crucially, it manages service scheduling and rostering using advanced AI tools to efficiently match support workers to client needs.

The platform is designed for operational excellence, featuring Time Recording with geo-tracking for payroll accuracy, robust Unspent Funds Management, and automated consumer statement generation. It is built on the Microsoft Dataverse and deeply integrates with Microsoft 365 tools, eliminating the need for fragmented systems and driving significant cost savings. It consolidates finance, HR, and Risk and Incident Management into one place.

Ultimately, the solution enhances the quality of care by providing a central hub for all client data, ensuring regulatory compliance, and empowering both staff and families. With Client and Family Portals and powerful Power BI analytics, it delivers 24/7 transparency and data-driven insights into client satisfaction and service delivery.