Case Studies / Community Services
PARTICIPANT SUPPORT HUB
We connected participant referrals
We connected participant referrals
to support tasks and case follow-up.
to support tasks and case follow-up.
Program intake, Support execution and Record continuity connected in monday.com.
Community Responsive Solutions
Community Responsive Solutions
Explore the project
Case Studies / Community Services
PARTICIPANT SUPPORT HUB
We connected participant referrals
to support tasks and case follow-up.
Program intake, Support execution and Record continuity connected in monday.com.
Community Responsive Solutions
Explore the project
01 / THE CHALLENGE
Referrals, program documents and support tasks needed to stay with the participant.
Referrals, program documents and support tasks needed to stay with the participant.
Community support work required consistent handling of referrals, program documents, participant cases, staff assignments, and recurring follow-up. Staff needed a shared structure for locating the next action and the procedure governing it.
The team needed participant context retained through program and support work.
BEFORE
Program records needed a shared case reference
Referral sheets, waiver and program documents, participant records, and staff files.
BOTTLENECK
Staff assignments needed readiness checks
Missing documents and open follow-up needed review before support work changed hands.
NEEDED
A participant case linked to readiness and staff action
Participant context retained through program and support work.
PRIORITY
Keep participant, program case and document checklist linked as work moves between roles.
Program intake
Support execution
01 / THE CHALLENGE
Referrals, program documents and support tasks needed to stay with the participant.
Community support work required consistent handling of referrals, program documents, participant cases, staff assignments, and recurring follow-up. Staff needed a shared structure for locating the next action and the procedure governing it.
The team needed participant context retained through program and support work.
BEFORE
Program records needed a shared case reference
Referral sheets, waiver and program documents, participant records, and staff files.
BOTTLENECK
Staff assignments needed readiness checks
Missing documents and open follow-up needed review before support work changed hands.
NEEDED
A participant case linked to readiness and staff action
Participant context retained through program and support work.
PRIORITY
Keep participant, program case and document checklist linked as work moves between roles.
Program intake
Support execution
02 / IMPLEMENTATION
A participant case linked to readiness and staff action.
We configured monday.com around participant cases, document readiness, staff roles and repeatable support procedures.
01
Program intake
Receive referral → Review requirements → Create case → Assign owner.
02
Support execution
Confirm readiness → Assign task → Record completion → Review follow-up.
03
Record continuity
Check document status → Resolve missing item → Maintain staff readiness → Review operating queue.
02 / IMPLEMENTATION
A participant case linked to readiness and staff action.
We configured monday.com around participant cases, document readiness, staff roles and repeatable support procedures.
01
Program intake
Receive referral → Review requirements → Create case → Assign owner.
02
Support execution
Confirm readiness → Assign task → Record completion → Review follow-up.
03
Record continuity
Check document status → Resolve missing item → Maintain staff readiness → Review operating queue.
02 / IMPLEMENTATION
A participant case linked to readiness and staff action.
We configured monday.com around participant cases, document readiness, staff roles and repeatable support procedures.
01
Program intake
Receive referral → Review requirements → Create case → Assign owner.
02
Support execution
Confirm readiness → Assign task → Record completion → Review follow-up.
03
Record continuity
Check document status → Resolve missing item → Maintain staff readiness → Review operating queue.
TECHNOLOGY STACK
TECHNOLOGY STACK
The tools behind the participant support hub.
The tools behind the participant support hub.
The tools behind the participant support hub.
monday.com holds the shared participant, program case and document checklist context. The diagram shows how the supporting tools connect to the operating workflow.
monday.com holds the shared participant, program case and document checklist context. The diagram shows how the supporting tools connect to the operating workflow.
monday.com holds the shared participant, program case and document checklist context. The diagram shows how the supporting tools connect to the operating workflow.
03 / RESULTS
Participant context follows the case through support and review.
Participant context follows the case through support and review.
Participant context follows the case through support and review.
The team can review program intake, support execution and record continuity in monday.com, with owners and next actions visible.
The team can review program intake, support execution and record continuity in monday.com, with owners and next actions visible.
The team can review program intake, support execution and record continuity in monday.com, with owners and next actions visible.
Participant continuity
Participant context retained through program and support work.
Readiness before assignment
A clear readiness gate before staff assignment.
Case follow-up
A repeatable follow-up structure for cases and records.
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