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Case Management & Eligibility Determination

Powering Human-Centered Government Services with Salesforce

BlueIrisIQ helps government agencies modernize case intake, eligibility, service delivery, and outcomes across the full spectrum of public benefit programs—using Salesforce Public Sector Solutions. 
 
From veterans assistance and food programs to unemployment and workforce initiatives, we enable cross-agency collaboration, compliance, and speed with Salesforce-based platforms tailored to each mission.

Built for Case Management. Engineered for Faster Eligibility.

BlueIrisIQ implements Salesforce Public Sector Solutions to unify intake, eligibility determination, documentation, and service coordination—on one secure, low-code platform. With Agentforce automation, OmniStudio guided forms, and MuleSoft integrations, agencies cut case backlogs, accelerate time-to-decision, and gain real-time oversight in FedRAMP High environments.

What We Deliver

Rapid digital intake, screening, and eligibility
Rapid digital intake, screening, and eligibility
Rapid digital intake, screening, and eligibility
End-to-end case management for individuals and households
End-to-end case management for individuals and households
End-to-end case management for individuals and households
Integrated service coordination and performance tracking
Integrated service coordination and performance tracking
Integrated service coordination and performance tracking
Role-based security and audit controls for sensitive data
Role-based security and audit controls for sensitive data
Role-based security and audit controls for sensitive data
Public self-service portals and omnichannel engagement
Public self-service portals and omnichannel engagement
Public self-service portals and omnichannel engagement

Unify Case Management. Improve Service Delivery.

BlueIrisIQ helps agencies digitize the entire case lifecycle—from intake and eligibility determination to service coordination and outcome reporting. Built on Salesforce Public Sector Solutions, our implementations increase speed, accuracy, and equity in public benefit delivery.

Centralize Constituent Data and Interactions

Consolidate intake history, service enrollments, documents, and communications into a unified case record for each individual or household.

Centralize Constituent Data and Interactions

Consolidate intake history, service enrollments, documents, and communications into a unified case record for each individual or household.

Centralize Constituent Data and Interactions

Consolidate intake history, service enrollments, documents, and communications into a unified case record for each individual or household.

Accelerate Eligibility Determination

Configure guided workflows and business rules to assess eligibility in real time. Reduce errors, increase transparency, and speed access to services.

Accelerate Eligibility Determination

Configure guided workflows and business rules to assess eligibility in real time. Reduce errors, increase transparency, and speed access to services.

Accelerate Eligibility Determination

Configure guided workflows and business rules to assess eligibility in real time. Reduce errors, increase transparency, and speed access to services.

Automate Case Routing and Collaboration

Assign tasks, notify stakeholders, and route cases based on urgency, geography, or program type—reducing handoffs and accelerating resolution.

Automate Case Routing and Collaboration

Assign tasks, notify stakeholders, and route cases based on urgency, geography, or program type—reducing handoffs and accelerating resolution.

Automate Case Routing and Collaboration

Assign tasks, notify stakeholders, and route cases based on urgency, geography, or program type—reducing handoffs and accelerating resolution.

Improve Oversight with Real-Time Dashboards

Track performance, caseloads, and outcomes by program or team. Identify gaps and trends using Tableau visualizations built for human services.

Improve Oversight with Real-Time Dashboards

Track performance, caseloads, and outcomes by program or team. Identify gaps and trends using Tableau visualizations built for human services.

Improve Oversight with Real-Time Dashboards

Track performance, caseloads, and outcomes by program or team. Identify gaps and trends using Tableau visualizations built for human services.

Ensure Compliance with Audit-Ready Logs

Maintain secure case records with timestamped decisions, notes, and activity logs that support HIPAA, FOIA, and federal reporting standards.

Ensure Compliance with Audit-Ready Logs

Maintain secure case records with timestamped decisions, notes, and activity logs that support HIPAA, FOIA, and federal reporting standards.

Ensure Compliance with Audit-Ready Logs

Maintain secure case records with timestamped decisions, notes, and activity logs that support HIPAA, FOIA, and federal reporting standards.

Scale Services Without Scaling Staff

Deploy low-code automation, AI co-pilots, and self-service portals to serve more constituents—without burning out your caseworkers.

Scale Services Without Scaling Staff

Deploy low-code automation, AI co-pilots, and self-service portals to serve more constituents—without burning out your caseworkers.

Scale Services Without Scaling Staff

Deploy low-code automation, AI co-pilots, and self-service portals to serve more constituents—without burning out your caseworkers.

Programs We Support 

Veterans Services

Housing, employment, and medical benefit coordination 

Learn More

Health & Human Services

Medicaid, SNAP, TANF, EBT, disability services

Learn More

Labor & Workforce Development

Job training, subsidies, and re-employment services 

Learn More

Family & Child Services

Child welfare, early intervention, and family support programs

Learn More

Programs We Support 

Veterans Services

Housing, employment, and medical benefit coordination 

Learn More

Health & Human Services

Medicaid, SNAP, TANF, EBT, disability services

Learn More

Labor & Workforce Development

Job training, subsidies, and re-employment services 

Learn More

Family & Child Services

Child welfare, early intervention, and family support programs

Learn More

Programs We Support 

Veterans Services

Housing, employment, and medical benefit coordination 

Learn More

Health & Human Services

Medicaid, SNAP, TANF, EBT, disability services

Learn More

Labor & Workforce Development

Job training, subsidies, and re-employment services 

Learn More

Family & Child Services

Child welfare, early intervention, and family support programs

Learn More

The BlueIrisIQ Difference 

BlueIrisIQ is built for complex, citizen-centric case management. We implement Salesforce Public Sector Solutions to unify intake, eligibility, service delivery, and outcomes—while ensuring compliance and equity across departments.

Deep experience with benefit eligibility workflows across HHS, Workforce, and Veterans Services
Deep experience with benefit eligibility workflows across HHS, Workforce, and Veterans Services
Deep experience with benefit eligibility workflows across HHS, Workforce, and Veterans Services
Secure, role-based Salesforce configurations tailored for regulated data access and auditability
Secure, role-based Salesforce configurations tailored for regulated data access and auditability
Secure, role-based Salesforce configurations tailored for regulated data access and auditability
Integration expertise with legacy eligibility systems, Medicaid platforms, and document repositories
Integration expertise with legacy eligibility systems, Medicaid platforms, and document repositories
Integration expertise with legacy eligibility systems, Medicaid platforms, and document repositories
Accelerators for rapid deployment of case templates, program dashboards, and public self-service portals
Accelerators for rapid deployment of case templates, program dashboards, and public self-service portals
Accelerators for rapid deployment of case templates, program dashboards, and public self-service portals
Ongoing support from a government-trusted Managed Services team
Ongoing support from a government-trusted Managed Services team
Ongoing support from a government-trusted Managed Services team

Let’s Modernize Casework—With Measurable Results

Whether you’re improving eligibility speed, reducing backlog, or connecting legacy systems, BlueIrisIQ designs and implements Salesforce to deliver clear outcomes—faster processing, stronger compliance, and better visibility across programs.

Case Management Assessment

A 30-minute working session to review your process and systems—and outline a practical Salesforce plan to speed determinations and improve oversight.

Schedule My Session

Connect with a Casework Specialist

Provide your info and we’ll contact you to arrange a brief assessment call focused on eligibility and workflow improvements.

Connect with a Casework Specialist

Provide your info and we’ll contact you to arrange a brief assessment call focused on eligibility and workflow improvements.

Frequently Asked Questions (FAQs)

Can Salesforce be used for eligibility determination in public benefit programs?
Can Salesforce be used for eligibility determination in public benefit programs?
Can Salesforce be used for eligibility determination in public benefit programs?
How does Salesforce improve case management for public services?
How does Salesforce improve case management for public services?
How does Salesforce improve case management for public services?
Which public benefit programs can be managed in Salesforce?
Which public benefit programs can be managed in Salesforce?
Which public benefit programs can be managed in Salesforce?
Is Salesforce compliant for Health and Human Services data?
Is Salesforce compliant for Health and Human Services data?
Is Salesforce compliant for Health and Human Services data?
Can Salesforce integrate with legacy systems like Medicaid eligibility engines?
Can Salesforce integrate with legacy systems like Medicaid eligibility engines?
Can Salesforce integrate with legacy systems like Medicaid eligibility engines?