Dynamics CRM for Healthcare

A modern, cloud-based CRM for Healthcare hosted on secure Microsoft Cloud.

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Empowering Healthcare Transformation with Advanced
Patient-Centric Solutions

Healthcare institutions are transitioning their outdated systems to a contemporary, cloud-based software solution integrated into the Microsoft Dynamics 365 platform. This shift aims to enhance the continuum of care and promote patient satisfaction.

Through the fusion of medical expertise with patient information, advanced CRM solutions for healthcare can be crafted to offer tailored guidance for physicians and other healthcare practitioners.

Transforming Patient Relationships through Collaboration

Facilitating collaboration among care providers to enhance and extend the patient experience is pivotal for promoting healthier lives through technology. The healthcare organizations today are leveraging Cloud technology to address the usual concerns

Transforming Patient Relationships through Collaboration
  • The rise in healthcare expenses is a pressing concern globally, driven primarily by aging populations and the growing incidence of chronic illnesses.
  • The modern health care teams are uniquely complex and multifunctional, comprising clinical managers, internal case managers, care coordinators, paraprofessionals, and customer care team members, with possible involvement from a payer-side representative or a hospital-appointed case manager.
  • The growing demand for healthcare services prioritizes the recruitment and retention of skilled and experienced staff within healthcare organizations.
  • Healthcare services must be available to manage medical emergencies 24/7.

Dynamics 365 CRM for Healthcare

The Microsoft’s Dynamics 365 platform is dedicated to fostering innovation in healthcare and life sciences by leveraging AI and cloud computing. It enables seamless user journeys for clinics, care teams, healthcare professionals (HCPs), and, crucially, patients. Additionally, the Microsoft Dynamics Platform can address the increasing demand for mobile apps tailored to various user groups and stakeholders, effectively addressing pertinent issues.

  • Patient Coverage
  • Team Collaboration
  • Care Plans and Actions
  • Connected Care
  • Remote Monitoring
  • Reporting and Analytics
  • Lifecycle Management
  • Compliance Management
  • Document Management Tool
  • Patient Engagement
  • Adverse Events Engagement
  • Allied Services.

Choosing Microsoft Dynamics 365 as your preferred CRM for Healthcare

Microsoft Dynamics fosters connectivity and enhances essential business operations and customer interactions, resulting in increased efficiency and valuable insights. By linking sales, marketing, and customer service, it facilitates the establishment of a robust and sustainable patient management system on the secure Microsoft Cloud.

  • Enhance the service experience through advanced expertise.
  • Streamline financial and operational models for optimization.
  • Drive innovation rapidly with low-code solutions.
  • Foster proactive and responsive communication to improve organizational collaboration.
  • Deliver personalized behavioral treatment and care management.

Healthcare Industry Challenges addressed

MS Dynamics 365 integrates industry-specific functionality, connecting people and processes in one enterprise solution. It seamlessly integrates with existing third-party applications and data sources for a unified view.

  • Address complex challenges with a connected care system:
  • Resolve patient portal unavailability for efficient access to medical records.
  • Incorporate patient experience surveys to enhance care journeys.
  • Automate appointment scheduling to reduce queues and wait times.
  • Enhance supply chain visibility to mitigate risks and track inventory.
  • Streamline document validation and insurance claims processes.
  • Provide remote healthcare services for chronically ill or elderly patients.
Healthcare Industry Challenges addressed

Purpose-built care management solution

Dynamics 365 Healthcare CRM Solutions facilitate seamless collaboration among service provider teams, offering a comprehensive 360-degree view of patient data on a HIPAA-compliant platform, leading to improved outcomes. Our dedicated Healthcare CRM ensures a holistic “single view” of the patient by consolidating and maintaining the following aspects over time:

  • Personal particulars of the client.
  • Address information.
  • Consent records.
  • Associated Relationships
  • Assessments
  • Progress notes and observations
  • Disabilities and diagnoses
  • Allergy information
  • Sources of income
  • Tailored Care plans
  • Service delivery plans

Highlighted Features

Our healthcare CRM Solution fosters doctor-patient relationships and efficiently manages patient records. It creates personalized connections with individual patient profiles by consolidating data from diverse sources. This approach ensures a comprehensive and accurate view of each patient’s health, providing a unified source of data.

Rich, contextual patient profiles

Collaborative Care Network

Electronic Health Record (EHR)

Pre And Post - Treatment Plans

Measurable Patient Experience

Automated Notifications and Alerts

Automated Notifications and Alerts

Appointment Tracking and Management

Appointment Tracking and Management 

Automated Encounters

Automated Encounters

Scheduling Automation

Care Management

Care Management

Analytics & Dashboards

Analytics & Dashboards 

Patient Feedback​

Patient Feedback

Email Marketing Automation​

Email Marketing Automation

Patient History and Tracking

Patient History and Tracking

Patient Portal

Use Cases

Residential Aged Care

Hospice

Hospice

Hospitals

Hospitals

Healthcare Facilities

The benefits of Healthcare CRM Systems

The benefits of Healthcare CRM Systems

Caregivers deliver exceptional patient care by fostering strong, collaborative relationships with patients and fellow caregivers. However, managing multiple tasks can be overwhelming. With Dynamics 365 you get the best CRM for healthcare that enables your team to:

  • Effortlessly upload data from Excel spreadsheets or existing data tools using Care Recipient ID.
  • Automate care management tasks and adjust appointments seamlessly.
  • Easily export, update, and reimport data for bulk updates or multiple/varied changes.
  • Access pre-designed reports and conduct ad-hoc analysis with the built-in Power BI tool.
  • Enhance capabilities with add-on applications, such as care cycle management, data collection, appointment scheduling, and revenue cycle management.

Our Services

Healthcare CRM System

CRM Upgrades & Migration

CRM Support & Maintenance

Healthcare CRM Consulting

Customizations

Automated Notifications and Alerts

Integration

Reporting

Investing in a purpose-built Healthcare CRM Solution

Investing in a purpose-built Healthcare CRM Solution

By investing in Cloud-based Healthcare CRM Solutions, you’ll benefit from an intuitive Microsoft user experience with the Common Data Model (Microsoft Dataverse), eliminating the need for duplicate data entry.

  • Eliminate discrepancies between systems with unified information.
  • Capture the full client journey across Independent Living, NDIS, or Residential Care in a single system.
  • Enable all users to access necessary information without additional forms or emails, based on security setups.
  • Provide clients with a portal for accessing and updating live information, paying accounts, and submitting queries.
  • Receive alerts for timely responses to entered information in the system.

Need consultation for licensing?

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A US-based Healthcare Provider

Module: Dynamics 365 for Sales, Power Apps

Platform: Microsoft Dynamics 365

Read the Case Study

Why Choose Us

  • Notable experience in developing HIPAA-compliant healthcare CRM solutions in a secure Microsoft environment 
  • Rich UX and UI and zero-code usability aimed at convenience for patients and medical staff. 
  • We’re a Microsoft Solutions Partner and awarded as Top Software Developer by Good firms, Stevie Awards, and many more 
  • ISO 27001-2013 certified to protect your healthcare information systematically and cost-effectively 

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