Microsoft Dynamics CRM

United States

Customer Videos


Customer Videos


Healthcare Providers

With Microsoft Dynamics CRM, healthcare providers can improve the delivery of care, lower costs, and help patients manage their health. Using Microsoft Dynamics CRM tools, you can:

  • Information Management

    Manage patient information that eliminates the need for patients to fill in the same information repeatedly. Provide quick, efficient care delivery to provide better service and satisfy your patients as you ease work for administrative staff.

    • Build workflows that streamline the collection and authorized sharing of patient information across departments or facilities within a highly secure environment.
    • Easily incorporate compliance with policies such as HIPAA into your processes.
    • Target specific patients and notify them of upcoming appointments and educational events.
    • Proactively remind patients how to care for chronic illnesses or prevent health problems.
    • Extend your outreach into the community to promote more services with automated communications and link tasks and communications with financial donors to maximize your results.
  • Referrals Management

    Maintain consistent processes and strong communications channels to support referrals between clinicians, specialists, departments, and facilities.

    • Create standard procedures that are agreed upon across organizations to coordinate the delivery of care.
    • Automate communications to help ensure that patients receive uninterrupted care through transitions.
    • Set up triggers to remind patients of upcoming appointments.
  • Business Processes

    Microsoft Dynamics CRM gives you the ability to improve service and proactively respond to patients by eliminating manual processes and breaking down silos of information.

    • Streamline processes for the timely authorization and payment of invoices.
    • Use centralized information and standard processes to help ensure that all necessary information is collected at the appropriate time.
    • Integrate Microsoft Dynamics CRM into your existing IT infrastructure and create tailored workflows that improve your operational efficiency.
  • Business Intelligence

    Efficient operation of your healthcare facility is critical to your success. By providing administrators and others with access to comprehensive, real-time information, you can manage business more effectively and respond more quickly to changing conditions.

    • Gather information from across your organization and compile it in one central location.
    • View key performance indicators (KPIs), such as revenue per department, with dashboards. Integrate your Microsoft Dynamics CRM solution with your existing systems, including back-end systems like accounting.
    • Analyze your data to identify trends—such as increases in viral illnesses—to respond quickly and appropriately.
  • Clinical Trial Management

    Furthering medical research is essential for improving treatment and prevention. Microsoft Dynamics CRM gives you the tools to streamline operations to more easily manage clinical trials and serve your patients better.

    • Bring information from multiple databases into one, centralized location.
    • Create customized processes to track results and help ensure compliance with trial standards.
    • Use automated outreach campaign tools to recruit patients.
    • Track and analyze patient data to improve treatment and processes.
  • Recruiting

    Meet the challenge of recruiting high-quality healthcare professionals with tools for automated communications and analysis.

    • Create outreach campaigns to attract physicians and nurses to your healthcare facility.
    • Easily import prospective candidate lists, track responses, and automate follow-up tasks to improve results.
    • Track and measure results to refine your approach and generate more interest.

Explore Microsoft Dynamics CRM

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