Streamline the patient experience throughout all your locations

D365[Health]CRM is an Innovative Business Solution for
Multi-Location Healthcare Facilities built on
Dynamics 365™ Sales (CRM)

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.

“We’ve created D365[Health]CRM to tackle the challenges that Healthcare professionals with multiple locations are facing daily… Focus on your patients, we will take care of your technology!!” 

Jennifer Harris,
CEO at Technology Management Concepts

Dynamics 365 Healthcare Cover

Healthcare Business Solution

Manage your Financials
Improve Patient Services
Optimize Your Operations

What’s included in D365[Health]CRM?

  • Dynamics 365 Sales – CRM
    • Customers/Patient/Caregiver Management
    • (Add’l) Contacts
    • Scheduling
    • Product/Service Management
    • Sales/Services Rendered
    • Referral Management
    • User/Resource Management
    • Lead Management/Marketing (promotions)
    • Business Process Flows
    • Automations/Reminders
    • Security
    • Outlook Integration
  • Microsoft 365 Business
    • Microsoft Teams
  • Microsoft Power Automate
    • Microsoft Flow
  • Additional Options
    • Resource Scheduling/Management
    • Image Management (before and after or identification)
    • Dynamics 365 Business Central Integration
      (Prospects > Customers, Item Master Integration, Orders, Invoices)
    • Upsell Logic (related products/services)
Health CRM - Multi Location Management

D365[Health]CRM Implementation Services & Pricing

  • Environment Preparation
  • User Setup and Security Permissions
  • Business Process Review and Scoping Recommendations
  • Lead Entity Design
  • Contact Entity Design
  • Opportunity Entity Design
  • Setup and Configuration of Automations and Business Process Flows
  • *Marketing Integration (requires the purchase of third party solution)
  • Data Migration
  • Outlook Integration
  • Sharepoint Integration
  • User Training and Go-Live Support
  • Email Integration
  • Document Management
  • Patient Management
  • Image Management
  • Referrer Management
  • Clinician and Specialist Profiles
  • Lead Management and Automation
  • Sales Pipeline and Automation
  • Marketing (E-Mail blasts and Campaigns)
  • Marketing automation, website, promotions, and survey integration
  • Automated notifications, task creation, and reminders.
  • Products/Service Management and Pricing (standard and special discounts)
  • Goal Tracking based on sales, number of appointments/patients, or new customer counts.
  • Dashboards and Calendars
  • DocuSign or Adobe Sign Integration (requires valid account)
  • Geo and Radius Lead Targeting (requires third-party software)
For organization with
2 to 5 locations
Implementation: $40,000
(includes Contact and Opportunity Import)
License: $95/user/month (max users 25)
For organization with
6 to 10 locations
Implementation: $65,000
(includes Contact and Opportunity Import)
License: $115/user/month (Max users 50)
For organization with
over 10 locations
Implementation: $75,000
(includes Contact and Opportunity Import)
License: $125/user/month (Max users 75)

*Additional users will increase the up-front cost by $500/additional user.