Streamline the patient experience throughout all your locations

Who is using D365[Health]CRM?

D365[Health]CRM is designed for Medical Facilities & Clinics with multiple locations that strive to manage their leads, patients, internal and external clinicians & specialists, vendors, partners, referrers, marketing efforts, resources/equipment, and associated communication/documentation within a single web-faced and mobile application.

• Empower users at each location to be able to manage their day-to-day operations while having visibility into the organization as a whole.
• Create visibility by taking information about each location and putting it into a central repository available to everyone in order to increase efficiency and boost the customer experience.
• Take the information that currently resides on local servers, email, desktops, and spreadsheets and put that into a single location to increase security, manageability, reporting, and sales.
• Increase customer/patient satisfaction by maintaining a detailed profile, storing all interactions and appointments, keeping assets like pictures and releases in an easily accessible place, and creating an environment where it is easy for a patient to switch their preferred location for services/care.
• Satisfy customer/patient requests in a process-driven and overseen manner by routing requests with automation and notifications.
• Acquire more business by having information that is non-accounting related to patients that can be used to drive marketing campaigns, automated follow-ups and appointment reminders, and follow-up surveys.
• Be proactive with patient visit reminders, annual reminders, and marketing efforts based on past services or interests.