Effectively manage your organisation
CRM Solutions for Health and Social Care
To support the needs of health and social care providers, we recognise that a CRM solution is required to manage various elements of an organisation. Built on Microsoft Dynamics 365, our software provides you with 360-degree view of patients information, documents, tasks & activities, key metrics, and more across the healthcare ecosystem. As a result, organisations are more efficient and can spend more time delivering quality care.
Benefits of our Health & Social Care CRM
Manage Patients
Complete view of patient information including medication, appointment, notes, etc.
Boost Efficiency
Automate activities such as appointment scheduling, reminders and assigning tasks to caregivers.
Secure Environment
Ensure all data held within your healthcare organisation is kept confidential, compliant and secure.
Provide Quality Care
Provide a more personalised patient experience and quickly access important information.
Key Features of Dynamics 365 for Health and Social Care
One, centralised system
Our solution enables healthcare providers to manage their practices effectively. By managing all data in a centralised system, key information and records can be found quickly, as opposed to searching multiple databases/spreadsheets.
Manage all patient information
Track all patient information including current conditions, medical history, medication, tests, appointments, communication preferences, etc.
Department collaboration
One of the challenges law firms face is the ability to access the same records across departments, which is a common need when working on cases. Our legal CRM ensures that all data related to a client is in one place and that required users are able to access this anywhere, anytime, without having to search through multiple spreadsheets and paperwork.
Controlled access
Role-based apps control the features and functions that Fee Earners, Business Development and Marketing users have access to.
Access across the healthcare ecosystem
Access records across your healthcare ecosystem to deliver an exceptional patient experience and increase internal productivity. Manage information between healthcare professionals, various sites, caregivers, employees and referral networks.
Security and compliance
Securely store sensitive client data that is fully compliant with strict industry regulations. Role-based permissions mean that users only have access to what is required and your organisation is fully in control of the data at all times.
Stay on top of your emails
The Dynamics 365 + Outlook integration ensures you don't miss any important emails. Emails are no longer scattered and those related to a record can be viewed directly alongside client information.
Automatic reminders
Dynamics 365 alerts you of upcoming meetings and other instances, such as notifying you when an opportunity has not progressed after a certain amount of time.
Automatic reminders
Keep track of all tasks and follow-ups with automatic reminders within the system, linked to relevant records and documents.
User-friendly interface
The user-friendly interface allows information to be reviewed and accessed quickly. Key data relating to a client can be seen at a glance, saving time going through multiple records. As a result, more time to be spent on quality care.
Real-time data
Get visibility into the hours logged and performance of partners, paralegals, your firm’s growth, and a lot more; via built-in dashboards and Power BI.
Real-time dashboards
Design visual, interactive dashboards which provide a real-time view of the metrics you care most about and dive deeper to get a better understanding.
Real-time data
Complete visibility of your healthcare organisation and key performance metrics, so you can track what areas are performing well and which require further development.
Access information on any device
Access information anytime, anywhere, on any device. Ensure that care-givers can access crucial records and documentation, whether they are in the surgery or on client visits.
Case Study
NHS Blood & Transplant
NHSBT required a technical review to evaluate their current platform…
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