FlexCase: Empowering Not-for-Profits with Smart Case & Referral Management
FlexCase is a tailored case management application built on Microsoft’s Power Platform, configured for not-for-profit organisations delivering counselling, advocacy, and related community support services. Originally developed in collaboration with Family Welfare, it is now a proven and highly adaptable platform that supports organisations offering a diverse range of person-centred services - regardless of size, structure, or funding model.
Key Features
1. Referral & Intake Management
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Website-integrated referral forms
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Triage dashboards and project specific routing and processes
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Caseworker dashboards for assignmet tracking and caseload management
2. MHSDS Data Automation
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Captures all NHS-required data fields
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Validates, audits, and exports monthly submissions
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Cuts manual compliance time to near-zero
3. Outcome Tracking & Client Assessments
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Supports tools like PHQ9, GAD7, RCADS, SDQ, and more
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Auto-scoring and trends for outcome insights
4. Expense & Mileage Logging
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Mobile-friendly entry for travel/expenses
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Project-specific tracking
5. Advanced Reporting & Dashboards
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Built-in Power BI insights by caseload, funder, geography, and more
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Customisable dashboards for provider specific requrement (e.g. services provided in areas of deprivation)
"FlexCase is structured around modular service components, allowing organisations to configure the platform for their own specific support services, funding sources and client needs"
Benefits That Matter
Save Time & Reduce Errors:
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Automate referrals, compliance reporting, and expenses
Enhance Impact:
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Visualise outcomes and demographics for grant reports and impact statements
Enable Mobility:
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Caseworkers access secure records remotely from phone or browser
Lower Costs:
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Delivered with Microsoft Nonprofit pricing and no custom code overheads
Stay Future-Ready:
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Scalable, secure, and maintainable by any Microsoft Power Platform partner
"FlexCase supports intake from a broad network of referral sources and can be branded and configured for each service provider"
Common Challanges with Outdated Systems
Manual MHSDS reporting consumes hours gathering information and preparing submission
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FlexCase automates MHSDS collation, validation, and submission, freeing up staff time and reducing compliance risk
Disjointed systems for referral, notes, and outcomes.
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One platform from referral to closure, including assessments, risk & safeguarding management, and reporting
Outcome tracking is inconsistent or non-existent
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FlexCase embeds standardised assessment tools (e.g., PHQ9, GAD7) with automated analysis to track and demonstrate impact of service
Field staff struggle with outdated, office-bound systems
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Mobile-friendly interface means case notes and travel claims can be recorded on-the-go
Inconsistent referral data sources and frequently changing funding project are an administration nightmare
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System data is easily configurable, and FlexCase can be connected to most websites for automated referral creation
"Organisations can onboard new services or projects quickly, using FlexCase's low-code adaptability to build and deploy new workflows and forms without writing custom code.
Referrals can be submitted via online forms, or directly keyed in by staff ready to be triaged and routed to the appropriate caseworker"
Let’s Tailor FlexCase to Your Organisation
Every counselling and advocacy organisation is unique - and so is every FlexCase deployment.
Help us understand your services and challenges so we can offer the best next steps, whether that's a tailored demo, pricing guidance, or a discovery call.