Initial situation
Our client needed to manage all their patient files but had no professional tools to allow them to have a complete follow-up of a file.
This caused too much slowness due to problems with synchronisation of information, numerous errors and a backlog of paperwork.
Goal
The aim was to optimise the management and follow-up of customers and to have a clear process.
Concept
There was a need for a tool that included the functionality of the Infopath "Patient File" document as well as the implementation of a workflow system and the development of specific reports.
The Dynamics 365 CRM solution, implemented and customised by the team Lambert ConsultingThe Dynamics 365 CRM solution, implemented and customised by the team, optimises client management and follow-up: all the patient's information is gathered in the same place. All e-mails exchanged between doctors, secretaries and coordinators are also linked to the patient so that they can be accessed quickly and easily.
The Dynamics 365 CRM solution has a major impact on the coordination department: the coordinators can standardize their work, for example, by using a common price list or by reusing existing quotes to save time. With Dynamics 365 CRM, the customer benefits from a tool that provides a clear process from the discovery of an opportunity to the acceptance of the offer.
Result
- A 360° view of the patient: thanks to Dynamics 365 CRM, all the data necessary for the good management of the customer will be grouped together, in one place; whether it is information on his consultation/hospitalization or the type of stay of the patient with his complete card.
- Customer loyalty: Knowing how to best satisfy the customer by responding to their requests as accurately and quickly as possible.
- Increased delegate efficiency: Work is made easier by the implementation of Dynamics 365 CRM bringing all customer data together in one place to ensure contract tracking and history.
- Ease of use: The Dynamics 365 CRM solution is accessible to everyone and is presented in a familiar environment (Outlook).
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