BACKGROUND
A Community Support service provider experienced significant growth, leading to a need for process standardization and automation. With a staff of eighteen, they recognized the necessity of updating administrative processes to align with their expanding clinical duties.
CHALLENGES
- Manual administrative work, including staff scheduling and payroll processing.
- Manual data documentation, graphing, and progress tracking for client sessions.
- Variation in monitoring progress and communication between Senior Therapists and Instructional Therapists.
- Inconsistent billing structure for adult programming, potentially leading to missed revenue opportunities.
APPROACH
The project aimed to:
- Automate internal processes to allow staff to focus on client service.
- Reduce manual paperwork and improve management of administrative tasks and client processes.
- Free up staff time to increase revenue through improved service provision.
RESULTS
- Increased use of automation for scheduling, mileage analysis, client data analysis, and billing for adult programming.
- Implementation of a digital adoption plan to ensure staff effectively utilize new processes and systems.
- Focus on improving the reliability of client invoicing, particularly for adult programming.
