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. 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. 

Key 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 – no more multiple software systems, "app flipping", Excel spreadsheets, copy/paste or wasted time looking for information.

Enhanced compliance and governance with Risk Management for Microsoft Dynamics 365.

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.

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 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 and advanced OCR tools for Care Plan Management and Accounts Payable/AP Automation; Integrated HR Management for Microsoft Dynamics 365, 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 Asset Management.

HCP Home Care Packages Aged Care Management for Microsoft Dynamics 365

by d365.Global Pty Ltd