Streamlining Community Services: User-Friendly System for Appointments and Caseworker Assignments
About
The client is a dedicated non-profit organization that strives to improve the welfare of individuals within the community. Their main objective is to aid community members in accessing and maximizing the various services and benefits that are accessible to them. Furthermore, they actively foster community-wide health, safety, and overall quality of life by providing educational resources and practical assistance.
Project Highlights
The organization aimed to implement a user-friendly Odoo system that would simplify appointment bookings and caseworker assignments. Their primary objective was delivering essential community services, including healthcare, childcare, passport services, Public Assistance, Senior Programs, Medicare Savings Program, and free Home Care. They required a calendar view to effectively showcase caseworkers' appointments, encompassing details such as the number, dates, and locations. Additionally, traceability reports were essential for monitoring the booking process, and the ability to automate reminder emails for appointment notifications was highly desired.
The Challenges
- Appointment Coordination Inefficiency:Manual appointment coordination between receptionists, caseworkers, and clients causes inefficiency.
- Business Reporting Gap:Lack of business reports on daily appointments, status, attendance, and follow-up.
- Document Management Delays:Inefficient document management delays case closure and hinders client communication.
- Customer Profile Management:Difficulty managing customer profiles, families, duplicates, and contact information without a system.
Tech Stack
Odoo
PostgreSQL
Python
Odoo.sh
Azure DevOps
Google Cloud Platform
Result
Automated Receptionist Efficiency:
Reduced manual work for receptionists through mobile and email automation, streamlined appointment approval, calendar syncing, and online booking.Caseworker Activity Management:
Effortless access, filtering, grouping, and tracking of caseworkers' activities achieved.Streamlined File Management:
Odoo's document management system simplifies sharing, reviewing, signing, and organizing files.Record Merge Efficiency:
Efficient merging of customer records saves time and enhances tracking.
