Building a scalable, integrated case management platform for social care

Implementing Case Management System using Salesforce Accelerator

Objective

VE3 delivered a modern, integrated Case Management System (CMS) to support vital functions in case recording, financial management, and the commissioning of care services for a healthcare & social care department. Using the Salesforce Accelerator Solution, the goal was to provide a configurable, secure, and scalable platform tailored to the unique needs of health and social care operations. 

Challenges

Legacy System Limitations

The existing CMS was outdated, lacked flexibility, and couldn't support complex, evolving workflows.

Disjointed Data Sources

Care and financial data were stored across multiple systems, leading to inefficiencies and fragmented insights.

Manual Financial Processes

Financial assessments and billing lacked automation, increasing the risk of errors and delays.

Provider Coordination

Commissioning care from external providers was cumbersome, with limited integration and visibility.

Interoperability Needs

The organization required seamless integration with existing health and social care platforms, while maintaining strict compliance with data standards.

Scalability Concerns

The solution needed to support growing user bases and data volumes across multiple authorities and partners.

Solution

VE3 configured and deployed the Salesforce Accelerator Solution to address these challenges through the following core components: 

Customizable Case Management Framework

  • Developed secure, real-time workflows for comprehensive case data capture. 
  • Enabled consistent and timely updates to support care planning and decision-making. 

Financial Management and Monitoring

  • Automated financial eligibility assessments and real-time cost tracking. 
  • Introduced an integrated billing system to simplify invoice generation and financial oversight. 

Commissioning Care Services

  • Established secure API connections to external providers for real-time coordination. 
  • Streamlined procurement through automated service commissioning workflows and performance tracking. 

Interoperability and System Integration

  • Leveraged Salesforce APIs to integrate with external health and care systems. 
  • Standardized data formats to support cross-system reporting and analytics. 

Non-Functional Excellence

  • Scaled the platform to support multi-authority use. 
  • Strengthened data protection with Salesforce’s built-in security features, enhanced by role-based access and audit logging. 

Outcome

The solution delivered by VE3 significantly improved operational efficiency, data visibility, and service coordination. Key benefits included are: 

  • Faster, more accurate case handling 
  • Automated financial processes with real-time oversight 
  • Improved collaboration with care providers 
  • Seamless integration with legacy systems and external platforms 
  • Future-ready architecture designed to scale 

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