Healthcare CRM software: 14% reduction in administrative costs

Innowise replaced the customer’s legacy CRM with a centralized repository, providing an all-around migration of patient information, documents, tasks, activities, and key metrics to Microsoft Dynamics 365. We employed Microsoft CRM to create a unified system for storing and managing patient information, including demographic data, medical history, and treatment plans. Additionally, our software engineers implemented functionality to schedule appointments, track patient visits, and manage billing and insurance. Our team also integrated Microsoft Dynamics 365 with external services and systems, such as electronic medical records and laboratory results, to deliver a comprehensive view of a patient’s care throughout the healthcare pipeline. 

Thus, we customized a HIPAA-compliant, feature-rich CRM system for storing and managing medical data, identifying patterns and trends (patient demographics, readmission/mortality rates, resource utilization, etc.), and providing robust reporting and analytics functions to assist physicians in making informed decisions and improving patient care.

Within the healthcare CRM solution, we implemented the following user roles:

• Administrator is responsible for managing user accounts, providing access, setting up security protocols, and configuring the CRM to meet the needs of medical staff.
• Medical staff who access and edit patient information, conduct examinations, prescribe treatment, and produce analytical reports for administrative purposes.
• Billing & insurance staff who manage billing information and generate invoices and statements.
• Receptionists are responsible for scheduling appointments, managing patient visits, handling cancellations, and dealing with no-shows.