Media & Entertainment
Healthcare
Transforming Mental Health Operations with Microsoft Power Platform
About the company
Project Courage is a leading outpatient center specializing in mental health and addiction treatment, located in Connecticut, USA. The organization provides clinical care, recovery coaching, and support services across multiple departments. This moderately sized facility sports a multidisciplinary team of clinicians, recovery coaches, administrative staff, and leadership, all dedicated to patient care and operational excellence.
The challenge
The client relied on manual, paper-based workflows for clinical documentation and operational processes. This led to slow admissions, limited transparency, and inefficient collaboration. They needed to digitize specialized clinical forms, improve decision-making, enhance audit readiness, and streamline document management. Without modernization, these inefficiencies risked impacting patient care quality and operational scalability.
Project owner
Our Solution
Over eight agile sprints, we implemented a fully digital, integrated platform built on Microsoft Dynamics 365 Model-Driven App, Power Automate, Power BI, and DocSign. The solution delivered:
• End-to-end client intake and treatment workflows
• Automated clinical documentation, assessments, and scoring tools
• Real-time data access across teams via Dataverse and Teams integration
• Outlook integration for seamless task management
• Real-time DocSign integration for e-signatures and lab results automation
Our process
Our team
• Project Manager
• Solution Architect
• Functional Consultant
• Technical Developer
Our focus areas
Tech stack
• Microsoft Dynamics 365
• Microsoft Power Platform
• Power Automate
• Power BI
• Microsoft Dataverse
• Microsoft Teams
• Outlook
• DocSign
Our winning results
• 100% digitization of targeted operational and clinical processes
• Significant reduction in manual data handling and paperwork
• Faster, more accurate decision-making for clinicians and administrators
• Consistent evaluations with automated scoring
• Highly positive user adoption due to intuitive interface and workflows
• Scalable architecture allowing future AI-driven enhancements
"This project will transform the way we work. The collaboration and technical expertise have been outstanding."
Noah
Project Manager, Project Courage
