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Title: Process Improvement Manager (Microsoft Workflows & Automation) – Healthcare Practice Description: We are a multi-location mental health group practice (7 offices, 40 clinicians, 10 admin staff) seeking a process improvement professional for a short-term contract project. Our goal is to streamline workflows, automate processes, and implement better systems for tracking referrals, KPIs, and client outcomes. Scope of Work: • Map and optimize our client journey (referral → intake → treatment → discharge). • Build Microsoft-based automation using Power Automate, SharePoint, Teams, and Power BI. • Create dashboards for clinician metrics (caseload, retention, utilization) and client outcomes (PHQ-9, GAD-7). • Implement a CRM solution (Dynamics or alternative) for referral tracking and conversion rates. • Ensure secure document sharing with role-based permissions (HIPAA-compliant). Requirements: • Strong experience in process improvement + Microsoft ecosystem. • Healthcare/behavioral health background preferred. • Ability to deliver actionable systems, not just recommendations.
Project ID: 39740132
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Active 8 mos ago
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46 freelancers are bidding on average $22 USD/hour for this job

Hello, I understand you're looking for a process improvement expert to help enhance your mental health group practice's workflows and automate processes. My approach will involve mapping out the client journey from referral to discharge, identifying areas for optimization, and implementing Microsoft tools like Power Automate and SharePoint to streamline these workflows. Additionally, I will focus on creating comprehensive dashboards for tracking KPIs and client outcomes, ensuring everything complies with HIPAA for secure document sharing. I have a solid background in both process improvement and the Microsoft ecosystem, along with experience in healthcare, which will be beneficial for your project. Could you specify any existing systems or tools currently in place that you hope to integrate or replace with this project? Thanks, Muhammad Awais
$25 USD in 35 days
8.5
8.5

Dear TGriffiths1972, I'm writing regarding your 'Process Improvement Expert Needed' project for your multi-location mental health group practice. I understand you're seeking to streamline workflows, automate with Microsoft tools, and enhance tracking for referrals, KPIs, and client outcomes, all while ensuring HIPAA compliance. With extensive experience in process optimization and deep expertise across the Microsoft ecosystem (Power Automate, SharePoint, Power BI, Dynamics), I am well-equipped to deliver the actionable systems you require. My approach involves mapping your client journey, building robust Microsoft-based automations, and implementing a tailored CRM solution to drive your practice's efficiency and secure data handling. I'm confident I can help achieve your goals. I welcome the opportunity to discuss your specific needs further. Sincerely, Navneet
$15 USD in 7 days
7.7
7.7

Hello, I am a PHP Developer with 15+ years of experience, specializing in building dynamic, secure, and high-performance websites and applications. I have worked on simple to complex websites, e-commerce stores, membership portals, and custom PHP-based solutions, always ensuring top-quality results for my clients. My expertise includes custom PHP development, Laravel/CodeIgniter frameworks, API integration, database management (MySQL), and performance optimization. Recently, I also worked on OpenAI API integration for auto-generated content, images, and social sharing, showing my ability to adopt the latest technologies. If you are looking for a dedicated PHP expert who guarantees quality, innovation, and timely delivery, I’d be happy to bring your project to life.
$15 USD in 40 days
6.5
6.5

Hello, I understand the challenges of managing workflows across multiple locations, clinicians and admin staff. Your goal to streamline referrals, automate processes and track client outcomes resonates deeply with the work I do. With hands-on expertise in Microsoft Dynamics 365, Power Apps, Power Automate, SharePoint and Power BI, I can deliver actionable systems that align with HIPAA compliance. Would you like the dashboards and reports to be fully integrated into Teams for daily clinician/admin use or would a standalone Power BI portal better serve your staff? I’d be glad to discuss your workflows and show how I can create measurable impact quickly. Regards, Sahanaj
$25 USD in 40 days
6.0
6.0

Hello TGriffiths, I have checked your job description and I’m confident I can completed exactly what you need. I have extensive experience with process improvement and the Microsoft ecosystem, including Power Automate, SharePoint, and Power BI. My background includes working within healthcare settings, ensuring compliance with HIPAA while implementing efficient workflows. I understand the importance of optimizing your client journey from referral to discharge and can deliver actionable systems that meet your objectives of tracking referrals, client outcomes, and clinician metrics comprehensively. I believe this job is an ideal match with my skills and experience. Please send me a message so that we can discuss more. Best regards, Andrii
$25 USD in 15 days
4.9
4.9

Hello TGriffiths, With my extensive experience in process improvement and the Microsoft ecosystem, I can effectively streamline your workflows and automation in your mental health practice. I am well-versed in building solutions using Power Automate, SharePoint, and Power BI, tailored specifically for healthcare needs. Thanks, Hardik
$30 USD in 1 day
4.6
4.6

Hello TGriffiths1972, Our company, Codenia Technologies LLP, with over 10 years of experience in PHP, Automation, and CRM, has carefully reviewed your project requirements for a Process Improvement Manager in the Healthcare Practice sector. We understand the need to streamline workflows, automate processes, and enhance systems for tracking referrals, KPIs, and client outcomes. To achieve this, we propose mapping and optimizing the client journey, implementing Microsoft-based automation using Power Automate, SharePoint, Teams, and Power BI, creating dashboards for clinician metrics and client outcomes, integrating a CRM solution for referral tracking, and ensuring secure document sharing with role-based permissions. We would love to discuss your project further in detail. Please let us know a convenient time to connect and delve deeper into your requirements. Thanks, Rupesh Kumar
$20 USD in 40 days
4.7
4.7

With 8 years of experience in process improvement and automation, I am the best fit to complete this Process Improvement Manager project for your Healthcare Practice. I have the relevant skills to streamline workflows, automate processes, and implement better systems for tracking referrals, KPIs, and client outcomes. How I will be completing this project: - Mapping and optimizing the client journey from referral to discharge - Building Microsoft-based automation using Power Automate, SharePoint, Teams, and Power BI - Creating dashboards for clinician metrics and client outcomes - Implementing a CRM solution for referral tracking and conversion rates - Ensuring secure document sharing with role-based permissions What tech stack I will be following: - Microsoft ecosystem (Power Automate, SharePoint, Teams, Power BI, Dynamics CRM) - HIPAA-compliant solutions for secure document sharing I have worked on similar solutions in the past and have a strong background in process improvement and the Microsoft ecosystem. I will not only provide recommendations but deliver actionable systems to enhance your practice's efficiency and productivity. Let me help you optimize your practice's operations and improve client outcomes through streamlined workflows and automated processes.
$15 USD in 7 days
4.5
4.5

Hello, I understand that your mental health group practice is looking for a Process Improvement Manager with expertise in Microsoft Workflows and Automation to optimize client journeys, automate processes, and enhance tracking systems. With my background in Cloud Computing and PHP, I am well-equipped to assist in streamlining workflows and implementing efficient solutions. I have extensive experience in working with cloud-based technologies and have successfully implemented process automation using various Microsoft tools such as Power Automate, SharePoint, Teams, and Power BI. My expertise in developing dashboards for tracking metrics and outcomes aligns perfectly with your project requirements. Could you please provide more details on the current systems in place and any specific challenges you are facing in terms of process optimization and automation? I look forward to collaborating with you to achieve your process improvement goals. Best regards, Umar
$15 USD in 40 days
3.8
3.8

Hi, I would like to grab this opportunity and will work till you are 100% satisfied with your project. I understand the need to streamline workflows, automate processes, and implement better systems for your multi-location mental health group practice. With expertise in Microsoft-based automation using Power Automate, SharePoint, Teams, and Power BI, I have tons of experience in optimizing client journeys and building dashboards for clinician metrics and client outcomes. I have done other similar projects and can ensure secure document sharing with role-based permissions. I would love to chat more about your project! Regards, Claude
$15 USD in 30 days
3.7
3.7

Hello, I am a process improvement professional with extensive experience in the Microsoft ecosystem (Power Automate, SharePoint, Teams, Dynamics, Power BI) and healthcare workflows. I can help your mental health group practice streamline referral-to-discharge processes, automate repetitive tasks, and implement secure, measurable systems that support both clinicians and administrators. My approach begins with mapping your full client journey—referral, intake, treatment, and discharge—to identify inefficiencies and bottlenecks. From there, I’ll design and deploy Power Automate workflows to reduce manual tasks, configure SharePoint/Teams for secure document handling (HIPAA-compliant), and set up dashboards in Power BI for both clinician metrics (caseload, utilization, retention) and client outcomes (PHQ-9, GAD-7). For referral tracking, I can configure Dynamics CRM or a suitable alternative tailored to your budget and usability, ensuring you gain visibility into conversion rates and referral sources. My deliverables focus on working, tested systems—not just recommendations—so your staff can begin using these improvements immediately.
$25 USD in 40 days
3.5
3.5

This sounds right up my alley. I specialize in streamlining workflows and optimizing processes, particularly within the healthcare sector. Your focus on automating workflows using Microsoft tools like Power Automate, SharePoint, and Teams aligns perfectly with my expertise. I have successfully implemented similar solutions in past projects, enhancing clinician productivity and client outcomes. I offer a comprehensive skill set in process improvement and Microsoft ecosystem, ensuring actionable systems are delivered, not just recommendations. 100% refund if I fail to deliver. Simple as that. Thanks, Alex
$15 USD in 30 days
3.3
3.3

Hi This opportunity aligns perfectly with my background. I have experience streamlining healthcare workflows and implementing Microsoft-based solutions using Power Automate, SharePoint, Teams, Power BI, and Dynamics. I can help map your client journey, build HIPAA-compliant automation, and deliver practical dashboards and systems—not just documentation. I’d be happy to discuss how we can make your operations more efficient and data-driven. Looking forward to connecting! Best regards, Sumit Patel
$15 USD in 40 days
2.9
2.9

As a seasoned freelancer with over 6 years of experience specifically in process improvement, I am confident that I am the perfect fit for your project. I am proficient in Microsoft's ecosystem and have successfully implemented various automation solutions using Power Automate, SharePoint, Teams, and Power BI. My skillset also extends to building secure document sharing systems, which will be crucial to ensure HIPAA-compliance with your client data. While my background may not be directly in healthcare, my extensive experience in developing business and management applications places me in an ideal position to tackle the unique challenges of your multi-location mental health group practice. I have a proven track record of not just delivering recommendations but actionable systems that improve processes and efficiency. In conclusion, by choosing me for your project, you're getting a detail-oriented professional who is not only familiar with the technologies needed for your project including Microsoft-based systems and CRM solutions like Dynamics, but also brings significant value through my problem-solving approach. So let's join forces and take your organization to the next level of operational excellence!
$20 USD in 40 days
2.3
2.3

I am a backend developer with expertise in designing and optimizing scalable server-side architectures, APIs, and databases to deliver secure, high-performance applications. I have strong experience building secure and scalable web applications using Laravel, leveraging its MVC architecture for clean and maintainable code. I utilize Eloquent ORM for efficient database interactions, Blade templating for dynamic UI rendering, and Laravel’s robust authentication and authorization features to ensure application security. Additionally, I have worked with Laravel’s built-in queues, caching, and scheduling to optimize performance, as well as RESTful API development and Laravel Passport/Sanctum for API authentication. With my background in these technologies, I’m confident I can deliver high-quality results for your project. Feel free to reach out if you’d like to discuss how I can help with your development needs.
$20 USD in 40 days
1.6
1.6

As a seasoned Full Stack Developer with a wealth of experience building scalable healthcare solutions, I’m confident in my ability to excel in this Process Improvement Manager role for your mental health practice. My skills specifically include streamlining workflows, automating processes, and creating robust tracking systems -- which are precisely the goals you've set for your practice. I have extensive proficiency with the Microsoft ecosystem, especially with Power Automate, SharePoint, Teams, and Power BI. I am skilled at utilizing these tools to create value-driven dashboards such as tracking clinician metrics (caseloads, retention and utilization) that would be of immense help in your context. Additionally, my expertise extends to implementing secure document sharing systems – a crucial aspect for maintaining not only efficiency but also HIPAA-compliant protocols. Apart from my technical qualifications, my suitable background in healthcare, combined with my knack for delivering actionable solutions rather than mere recommendations makes me a great candidate for this contract. I understand the unique challenges faced by mental health practices and have succeeded in improving process capabilities.
$20 USD in 40 days
1.0
1.0

Dear TGriffiths, I am thrilled about the opportunity to enhance your mental health group's workflows and automate crucial processes for better efficiency. My expertise in Microsoft tools and process improvement aligns perfectly with your needs, ensuring a streamlined client journey across your seven offices. With a strong focus on actionable systems, I will help you create automated solutions using Power Automate and build insightful dashboards to track key performance indicators and client outcomes, ensuring HIPAA compliance. Warmest regards, Helen
$50 USD in 31 days
0.0
0.0

✨✨✨Dear Respected Customer✨✨✨ I understand you need workflow optimization for your mental health practice. I specialize in process improvement with Microsoft Power Automate, SharePoint, and Teams. I will map client journeys and build automated workflows from referral to discharge. Custom dashboards in Power BI will track clinician KPIs and client outcomes. CRM setup in Dynamics (or alternative) will streamline referral tracking and conversion. All systems will be HIPAA-compliant with secure role-based permissions. My healthcare project experience ensures practical, actionable solutions. Thank you for hiring me.
$20 USD in 40 days
0.0
0.0

Hello, I am a seasoned process improvement professional with a focus on optimizing workflows and implementing automation solutions within the Microsoft ecosystem. With a background in healthcare process improvement, I am well-equipped to streamline your client journey, automate processes using Power Automate and SharePoint, and create insightful dashboards for clinician metrics and client outcomes. My experience in implementing CRM solutions and ensuring HIPAA-compliant document sharing aligns perfectly with your project requirements. I am committed to delivering actionable systems that drive efficiency and enhance performance, rather than just providing recommendations. I look forward to discussing how I can contribute to your project's success. Best regards,
$20 USD in 40 days
0.0
0.0

Hi TGriffiths1972, I appreciate the opportunity to apply for the Process Improvement Manager position. After reviewing the project details, I believe my background in process improvement and extensive experience with the Microsoft ecosystem make me a great fit for your team's needs. Before moving forward, I would like to clarify a few points: 1) Are there any specific metrics or KPIs you currently track that you would like to see improved? 2) Do you have any existing systems in place, or will we be starting from scratch? 3) What is your timeline for the project completion? Why Choose Me? - Over 250 large-scale projects successfully completed, including process improvement initiatives. - Consistently received 5-star ratings over the latest 100+ projects with no negative feedback in over 5 years. - Proven track record in delivering actionable systems, particularly in healthcare settings. Availability: I am available from 9 AM to 9 PM Eastern Time and can dedicate full time to this project. I look forward to discussing this exciting opportunity further and sharing examples of my previous work that align with your needs. Best, Syeda Yusra Zubair
$15 USD in 7 days
0.0
0.0

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