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Solution Highlights: 

  • Built as a browser-based app with a clean, user-friendly interface 

  • Added client intake templates—start, save progress, and convert to a case later 

  • Reduced new client data entry time through guided forms 

  • Introduced dashboards for real-time visibility into key metrics 

  • Created an intuitive reporting system for daily, monthly, and annual activity 

  • Built around the team’s real process—not forcing them to adapt to rigid software 

Summary: 

What was once a bloated desktop system is now a fast, intuitive web application designed around the team’s real-world process—not the other way around. Staff at all levels—from administrative staff to attorneys—can now find, enter, and report on case data with ease and confidence. 

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About 

Overview

Built a modern web application tailored for Elder Care Case Management to replace the legacy system shaped by the client’s vision. Removed outdated features and streamlined workflows to make data entry, navigation, and reporting faster and more intuitive—from administrative staff to attorneys. 

Key Goals

  • Modernize and simplify the user experience 

  • Introduce flexible client intake via templates 

  • Improve efficiency in reporting and data entry 

  • Reduce complexity and eliminate feature bloat 

Key Features

  • Clients and screenings new and existing 

  • Case details 

  • Case Notes 

  • Case Plan Types 

  • Billing to multiple operating accounts 

  • Team members for each case 

  • Team member roles 

  • Referral Sources 

  • Quick Reporting for case activity and Accounting 

  • Dashboards with real-time metrics 

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To The Advocate

Elder Care Case Management System

Solution Highlights: 

• Rebuilt as a browser-based application with a cleaner, simplified UI 

• Removed unused reports and features, improving system performance and usability 

• Created reusable tour and pricing templates to reduce duplicate data entry 

• Enabled year-over-year tour duplication to streamline planning 

• Improved navigation and screen layouts to accelerate workflow 

• Added dashboards to surface key metrics across sales, operations, and finance 

• Simplified rooming list management for hotels, drivers, and tour directors 

• Integrated scheduled email batching for invoices and hotel communications 

• Automated daily batch handling for A/R and A/P with full journal tracking 

• Updated report designs to be more modern, readable, and exportable via SQL BCP 

Summary: 

This rebuild transformed a complex desktop system into a responsive, web-based solution—built around how the team actually works. With faster workflows, streamlined data entry, and modern reporting tools, the system now supports smoother tour operations from back office to on-the-road execution.

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