A day in the life of Aldo Social Services Case Manager

Begin the day by analyzing cases and emails from partner organizations case managers working with his clients to triage and prioritize the day’s visits and calls.

Microsoft 365 Copilot Chat2

Use Word to summarize information embedded in dense case documents to assess what benefits and interventions have been used by the client, results, and if course-correction is necessary.

Copilot in Word

Meet with members of the client care teams to discuss the status of the benefits and care received by clients, get status updates. Use Teams to summarize the meeting.

Copilot in Teams

Use Teams to connect with clients, review their status, how they are doing, and what needs to be changed in terms of benefits/interventions.

Copilot in Teams

Meet with client in their home to assess progress. Use “dictate” in Word to record and transcribe the discussion. At end of meeting Copilot automatically summarizes the key points and actions.

Copilot in Word

Create a presentation for the care team documenting upcoming actions based on notes from planning sessions and client meetings.

Copilot in PowerPoint