Streamline the patient experience throughout all your locations with D365[Health]CRM, save time, make better strategic decisions, and embrace growth.

What is D365 [Health] CRM and who is it for?

D365[Health]CRM is an Innovative Business Solution for Multi-Location Healthcare Facilities built on Dynamics 365™ Sales (CRM) It is the future of healthcare facilities management.

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… from cash management, payroll recording, system access, to financial reporting consolidation, and more, D365[Health]CRM tackles them all!” - Jennifer Harris, CEO at Technology Management Concepts

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)

D365 [Health] CRM Implementation Services

>>> See the full list of IMPLEMENTATION SERVICES on the offer page

Supported Editions:

The app supports the Essentials and Premium Editions of Microsoft Dynamics 365 Customer Engagement.

Supported Countries:

Canada and United States.

Supported Languages:

This app is only available in English (United States).

D365 [Health] CRM – D365 CE for Healthcare Facilities

by Technology Management Concepts