The client, a federally funded non-profit under the Ryan White HIV/AIDS Program, is the largest provider of HIV-related healthcare services in their California county. Their Case Management Platform supports 75% of the organization’s revenue flow and is central to operations spanning client care, billing, reporting, and grant compliance.
As the Medical Services Division expanded, they needed a reliable IT partner to support, customize, and enhance the platform — while ensuring compliance with county-level reporting systems.
- Existing on-premise infrastructure was outdated and prone to errors
- Data exports and reporting were error-prone, risking grant funding compliance
- Multiple departments needed custom apps to supplement the core Electronic Health Records (EHR) system
- High staff turnover demanded systems with greater process discipline and usability
- Stabilize the Platform:
- Performed an audit and introduced better workflows and data discipline
- Focused on error prevention mechanisms to reduce user-generated issues
- Performed an audit and introduced better workflows and data discipline
- Cloud Transition (April 22, 2019):
- Migrated the Case Management Platform from on-prem to Azure Cloud
- Introduced scalability, reliability, and centralized access
- Migrated the Case Management Platform from on-prem to Azure Cloud
- Grant Reporting Integration:
- Built reliable daily reconciliation systems
- Established direct integration with county-mandated reporting systems
- Enabled on-time, accurate data uploads
- Built reliable daily reconciliation systems
- Supplementary Application Development:
- Created PowerApps-based tools on Azure for internal medical service workflows
- Enabled cross-division collaboration through custom integrations
- Created PowerApps-based tools on Azure for internal medical service workflows
✅ Case Management Platform support and customization
✅ UI improvements and extensive stored procedure enhancements
✅ Daily data uploads & reconciliation
✅ Azure-hosted application development for inter-department workflows
✅ Data workflow and reporting system integration
- Platform: ASP.NET, C#
- Database: SQL Server
- Cloud: Microsoft Azure (US region)
- Apps: Azure PowerApps
Data Discipline = Revenue Assurance
Improved exports and reconciliation helped the organization recover $150,000 in lost grant funding within the first year.
Agile Response to Grant Changes
As grant guidelines evolved, new features and reports were rapidly implemented to stay compliant.
Governance via Technology
High staff turnover was mitigated by introducing rule-based workflows, reducing chaos and increasing predictability in operations.
✅ Successful cloud migration without disruption
✅ Improved invoice accuracy and grant compliance
✅ Faster integration of new reporting and EHR requirements
✅ Sustained performance with evolving federal and county guidelines
✅ 5+ years of continuous IT partnership and trusted support
- Customer Since: 2019
- Duration: 5+ years and ongoing
- Scope: Full-lifecycle support and custom development
Successfully bridged legacy and modern systems while enabling real-time banking
Softsell continues to deliver stability, scalability, and compliance-driven solutions for healthcare organizations serving vulnerable communities.
