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  • CRM
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CRM for healthcare

CRM for Healthcare built on Microsoft Dynamics 365 Customer Engagement enhances patient experience by streamlining care coordination, automating patient onboarding, appointment management and enabling AI-driven personalized patient engagement.

Patient Management

Appointment and Check in Management

New Patient Onboarding

CRM Patient Management; Contact and Account Management in D365 Healthcare

  

Get a 360-degree view of patients and record details such as personal information, contact information, appointment records, interaction history, case history, patient engagement insights.

New Patient Onboarding

Appointment and Check in Management

New Patient Onboarding

Patient onboard in CRM

  

Automated new patient onboarding in using online tools to meet compliance requirements and get patient signature on key documents.

Appointment and Check in Management

Appointment and Check in Management

Appointment and Check in Management

Appointment Management in D365 Healthcare

 Schedule, reschedule and cancel clinic appointments. Automatically check in patients including collecting insurance information. View availability of healthcare providers and send automated reminders to reduce no-shows. 

Patient Satisfaction Tracking

Patient Satisfaction Tracking

Appointment and Check in Management

Customer Service for Healthcare Industry; CRM Customer Service

 Collect and analyze patient feedback to measure satisfaction levels and identify areas for improvement. Surveys and feedback forms can be integrated into the patient experience, providing valuable insights.  

Reports and Analytics

Patient Satisfaction Tracking

Reports and Analytics

Patient Reports and Analytics in D365 Customer Engagement

 Generate reports on patient demographics, appointment history, treatment outcomes, referrals, care plans, engagement levels, financials, compliance, patient satisfaction, and clinical  

Unified Health AI

Patient Satisfaction Tracking

Reports and Analytics

Healthcare AI

Resolve clinical issues and optimize results with care through generative AI. Patients and staff can interact with AI assistants through voice or chat, in multiple languages, leveraging a rich knowledge base for various use cases such as patient registration, checkout and patient care.

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