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Health and Social Services
Microsoft Dynamics CRM can help health and social services organizations reduce inefficiencies, optimize care plans, and improve financial management. With Microsoft Dynamics CRM, you can:
- Get a 360-degree view of your clients.
- Reduce administrative burdens and facilitate cross-agency collaboration and coordination.
- Quickly develop health and social service applications using the xRM framework.
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Case Management
By connecting systems and automating manual processes with Microsoft Dynamics CRM,
health and social service agencies can improve case management. They can gain a
unified view of the client across multiple programs to coordinate service delivery
and become more efficient.
- Give your caseworkers a centralized repository of client data from a variety of
systems.
- Track data in real-time to better assess the effectiveness of care delivery and
to manage follow-up activities.
- Provide caseworkers with convenient scheduling tools that fully interoperate with
Microsoft Office Outlook.
- Set up automated reminders for follow-up activities.
- Offer remote data access and the ability to easily upload case information to maximize
the time that caseworkers spend in the field.
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Client Support
Improve your clients’ experience and ease administrative burdens with Microsoft
Dynamics CRM. Streamline complex and cumbersome processes that typically involve
multiple programs and disparate technologies and regulations.
- Create automated workflows with convenient links to application forms across multiple
programs to improve client assessment and make it easier to determine eligibility.
- Use the health and social services marketing campaign tools to reach out to clients’
families in programs for adoptions, treatment of substance abuse, and others.
- Distribute informational client mailings and track responses to evaluate their effectiveness,
and automate follow-up to ease administration.
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Program Management
Make it easier to manage and assess your programs with Microsoft Dynamics CRM. Provide
managers and executives with visual tools to track progress, help ensure regulatory
compliance, and improve the delivery of services to further success.
- Set up processes to streamline procedures and help maintain compliance with regulatory
guidelines.
- Make process and policy guidelines accessible in central document libraries.
- Give executives real-time views of daily activities with dashboards that show the
progress of customizable key performance indicators (KPIs) to assess results and
help secure funding.
- Integrate front-end client and case coordination applications with back-end systems
to create formalized workflows between agencies and maximize your current IT infrastructure.
- Create marketing campaigns to increase community awareness and to recruit capable
volunteers, track responses, and automate follow-up.
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