Relationships are critical to health, human services, and life sciences organizations, and every organization has unique processes and requirements to manage them. When one size doesn’t fit all, Microsoft Dynamics CRM 2011 provides a CRM platform that you can configure to work the way you do—on-premises or in the cloud—to help you to streamline processes, reduce costs, and improve staff productivity, customer service, and patient outcomes.
Streamline and enhance patient care
Patient care often involves multiple care providers delivering different services, from tests to prescriptions to specialist care. Integrated, patient-centered records of appointments, notes, and patient interactions and services across providers can help to create a more comprehensive picture of patient history and treatment, all in one place. Patients can keep track of appointments, prescriptions, and test results, and care providers can make more informed decisions by taking into account feedback and recommendations from other providers.
Microsoft Dynamics CRM can help providers to:
Simplify collection and sharing of patient information, reducing redundant forms and patient frustration and freeing more time to focus on patient needs.
Streamline appointment reminders, referrals, patient communications, and outreach.
Integrate data with existing systems and analyze in real time to identify trends, from key performance indicators to outbreaks.
Manage clinical trials more easily with customized processes for recruitment, tracking, analysis, and compliance.
Facilitate timely authorization and payment of invoices.
Recruit high-quality healthcare professionals with outreach campaigns and tools for automated communications and analysis.
Enhancing communication, collaboration, and information flow across providers with patient-centered data can help you deliver better care more efficiently.
Coordinate across care providers
Traditional case management is evolving to become care coordination, in which services are managed as a networked continuum rather than divided by the boundaries of different organizations, departments, and programs. Microsoft Dynamics CRM can help you enhance and streamline care coordination:
Retrieve comprehensive client data from multiple programs and systems—from the office or the field.
View the full range of services being delivered to an individual or family—no matter who provided those services or when they were provided.
Track data in real-time to assess effectiveness of care delivery and to manage follow-up activities.
Schedule follow-up appointments and reminders in convenient tools that work with Microsoft Outlook.
With enhanced visibility and streamlined processes, case workers can more easily coordinate benefits, share information, avoid duplication of effort, and improve outcomes.
Manage health plan sales and service
To take advantage of the opportunities in today's market, health plans need the right tools to manage growth—or risk losing share and revenue to competitors. A comprehensive customer relationship management solution—spanning acquisition, retention, health and care management, and service—can help you streamline marketing and sales processes and move them online, so you can provide high-quality member services as you achieve more efficient operations at lower costs. Microsoft Dynamics CRM can help you:
Manage leads, track sales, deliver member services, and manage retention.
Streamline and automate renewal alerts and cross-sell and upsell opportunities.
Support sales campaigns, email marketing, lead generation, and personalized selling materials.
Automate workflows and processes to help reduce administrative tasks and eliminate duplicate data entry.
Analyze real-time data, identify trends, and plan proactively.
Interoperate with state health insurance exchanges by 2014.
With consolidated, online member information, health plans are better positioned to provide consistent and high-quality services to growing numbers of members.
Enjoy familiar, easy-to-use tools
Microsoft Dynamics CRM integrates with your productivity, collaboration, database, and communications tools to provide a powerful foundation for interacting more conveniently with patients and clients and for coordinating across care providers. Configurable components help you get Microsoft Dynamics CRM up and running quickly. The familiar Microsoft Outlook interface means less training is required, so you can improve processes and reap the benefits of integrated records more rapidly.
In the cloud, Microsoft Dynamics CRM Online and Microsoft Office 365 (the online suite of core Microsoft productivity applications) share a unified end-user experience, so your staff can work and collaborate with the same tools and features they already know, on a wide range of devices, whether they’re on-site or in the field. And Microsoft Dynamics CRM will soon add support for Safari, Firefox, and Chrome browsers on both PC and Mac platforms, further increasing its flexibility.
Note: Security controls in Microsoft Office 365 and within our physical and administrative processes enable our Microsoft Dynamics health solution partners to achieve provable, continuous compliance. Microsoft will sign a Business Associate Agreement for Office 365 with healthcare-covered entities to enable them to meet their mandated Health Insurance Portability and Accountability Act (HIPAA) compliance requirements.
Make your organization more connected and agile
With Microsoft Dynamics CRM, you can consolidate data and deliver applications across your organization, or across multiple organizations, using a common architecture and data model.
Enterprise cloud features offer improved disaster-recovery capabilities, which can help you to protect patient, client, and member data and to achieve higher levels of business continuity.
Enhanced identity federation and compliance certifications in Microsoft Dynamics CRM can help you meet security, privacy, and other regulatory requirements.
As your needs change, you can switch between on-premises and cloud deployment models, taking advantage of flexible cloud development, Windows Azure interoperability, and contextual Microsoft SharePoint capability.
To learn more about how Microsoft Dynamics CRM can help you simplify processes, reduce costs, and improve outcomes, contact Microsoft or a Microsoft solutions partner.