The Provider Productivity Toolkit
Human Services Software Solutions with Microsoft 365
The free Human Services 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.
Download the free Toolkit to get the templates and resources shown below.
What you'll get
Built around real Human Services workflows
Each resource is practical, actionable, and designed to be used by your team this week — not someday.
Click the tiles below to view examples of each type of document – each based on the Care Intake & Onboarding core process.
Core Process Docs
Purpose, trigger, stages, steps, and owners for each process — clearly mapped and ready to adopt.
Weekly Scorecards
Pre-built metrics and definitions to measure timeliness, compliance, satisfaction, and more.
Maturity Guides
How to apply Microsoft 365, automation, and AI - the ThreeWill Way - to mature each process
Get access these eight essentials when the Toolkit.
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
Each process includes a tailored scorecard with metrics, definitions, targets, owners, and data sources.
Maturity Guides
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
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