Problem Statement:
The Client faced challenges related to manual data verification and synchronization between Point Click Care and Bloomerang , leading to delays, errors, and inefficiencies in resident data management. The absence of an automated solution hindered the client's ability to ensure real-time updates, accurate resident information, and timely communication with stakeholders.
Solution:
- Leveraged Power Automate to automate daily initialization process for resident data checks.
- Used SQL queries to identify and map residents from Point Click Care to Bloomerang.
- Approval process triggered updates in Bloomerang based on resident categories.
- Included constituent attribute adjustments and stakeholder notifications upon completion.
Benefits Realized:
- Automated process ensures daily updates, enhancing efficiency and data accuracy.
- Transparent communication improved through updated preferences and notifications.
- Contribution to paperless solution by reducing reliance on manual documentation.
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