The HCBS Productivity Toolkit
Human Services Software Solutions with Microsoft 365
The free HCBS Productivity Toolkit shows how to align Microsoft 365 to your way of working—giving your team process docs, scorecards, and maturity guides without buying extra software.
Join the waitlist for launch updates; a link to a sample of the Productivity Toolkit will be sent after you sign up.
You’re all set for early access — we’ll email you as soon as the Toolkit is ready to download.
What you'll get at launch
Built around real Home & Community Based Service workflows
Each resource is practical, actionable, and designed to be used by your team this week — not someday.
Join the Waitlist and Get Early Access
Early Access
Be first in line to access these eight essentials when the Toolkit goes live.
Care Intake & Onboarding
From referral to start of care — timely, compliant onboarding with clear caregiver assignment.
Care Delivery & Documentation
Coordinate tasks, deliver quality care, and document in real time with compliance checks.
Caregiver Recruiting, Hiring & Onboarding
Build a reliable workforce with streamlined hiring, credentialing, and orientation.
Scheduling & Shift Management
Align needs with availability, minimize missed visits, and optimize coverage.
Compliance & Quality Assurance
Stay survey‑ready with policy control, audits, incident handling, and remediation.
Billing, Payroll & Reimbursement
Accurate claims and payroll, fewer denials, clear revenue visibility.
Client & Family Communication
Proactive updates, surveys, and fast escalation handling to build trust.
Strategic Planning & Leadership
Accelerate your EOS for Non‑Profits adoption so you can focus on what matters most.
Weekly scorecards, ready to use at launch
Each process includes a tailored scorecard with metrics, definitions, targets, owners, and data sources.
Apply the ThreeWill Way
Each core process includes a maturity guide so your team can deepen adoption over time — from getting aligned in Teams to streamlining handoffs and scaling with AI.
Align & Adopt
- Configure Teams to mirror your core process
- Use shared channels, files, and checklists to run the work
- Build consistency by having everyone work in the same place
Automate & Streamline
- Identify bottlenecks and repetitive tasks
- Use Power Automate for reminders, routing, and approvals
- Apply Copilot to draft and summarize, reducing manual effort
Scale with AI
- Deploy AI Agents to suggest or complete next steps (with oversight)
- Use AI to capture documentation and surface insights in real time
- Free your people to focus on care and high-value decisions
Join the Waitlist for FREE Access.
EARLY ACCESS BONUS
Sign-up today and get Early access to the first process: Care Intake & Onboarding
You're All Set for Early Access
Thanks for joining the waitlist! You’re officially on the list for early access to the HCBS Productivity Toolkit. Keep an eye on your inbox — we’ll let you know the moment it goes live.
In the meantime, click here to access your downloads or enjoy the latest blogs from the ThreeWill Team!
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