Benefit and Money Advisors

Benefit and Money Advisors

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Storyboard Text

  • The benefit & money advice information is stored in a huge spread sheet which we have to spend time in the office each week updating
  • When we are out meeting tenants we have use of a tablet but no access to our spread sheet or any other systems or information
  • Referrals into the BMA service is currently via email, ERIC or word of mouth
  • Now all our information is stored in QL Case Management.  The business has access to the relevant info and we don't have to come back into the office to update it all
  • QL Case Management Benefit & Money Advice
  • Now when I'm out I can access the system plus all tenancy and property related documents.  And any changes I make here will be automatically updated against this case
  • Referrals can now be made directly through the system by staff across the business
  • QL Case Management Benefit & Money Advice
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