Microsoft Dynamics CRM For Healthcare

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description

Dynamics CRM for Healthcare presented at Microsoft convergence meeting, New Orleans 2009

Transcript of Microsoft Dynamics CRM For Healthcare

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Microsoft Dynamics CRM for Healthcare

Sumit VirmaniDynamics CRM Senior TechnologistMicrosoft Corporation

Session Code: CRM23

Mike SnyderPrincipalSonoma PartnersRon ArnoneCustomerResurrection Health Care

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What is CRM?InteractionsSales & marketing (outreach), service, and other customer-facing activities

Processes Driving consistent execution across your organization

CollaborationEnabling teams to work together inside and outside of your organization

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Fits Your People The right user experience for every user role

Microsoft Delivers CRM That…

Fits Your Organization Configures quickly to meet your specific needs

Fits Your Environment Deploys quickly and integrates existing assets

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Actionable Analytics

Microsoft Dynamics CRMManageabilityFlexibilityUsability

“We need a solution that is easily managed by our already constrained IT

resources.”

“We need a solution that adapts to fit our organizations

needs.”

“We need a solution that helps make our jobs easier – not

harder.”

Performance and Scalability

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The Power of Choice for Software + Service

Choose how you BUY IT - Own it or rent it

Choose how you USE IT - Outlook, browser,

mobile

Choose how you GET IT - Software or service

CHANGE it any time as your organizations needs

change

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Patient Satisfaction is a Top Concern

Sponsored by Cisco

Top Business Issues Facing Healthcare(2008 vs. 2007 Results) Figure 8

45%

20%

38%

31%

55%

52%

69%

26%

28%

30%

33%

34%

36%

43%

56%

Increasing Need for Healthcare Services

Creating New Revenue Sources

Government Regulation or Compliance Issues

Adoption of New Technology

Demand for Capital

Patient (Customer) Satisfaction

Medicare Cutbacks

Improving Quality of Care

2007 Responses 2008 Responses

N/A

http://www.himss.org/2008Survey/healthcareCIO_final.asp

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Healthcare CRM ScenariosCommunity Outreach

Community Health EducationServices Outreach/PromotionFinancial Donor Management

Case CoordinationPatient Information Management (Health Assistance Hotline, Pre/Post Admission Communication)Pre-Authorizations / EligibilityReferrals (Home Health, Nursing Home / Assisted Living, Physical Therapy / Occupational Therapy, Social Services, Medical Equipment & Supplies)

Case ManagementChronic Disease Management (Diabetes, Cardiovascular, COPD)Clinical Trials

Relationship Management Patients, Physicians, Clinicians, Volunteers, Academic Institutions

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Healthcare Focus Areas

Efficient Outreach

Effective Case Coordination

Flexible Case Management

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What Is Outreach?

Outreach is a proactive effort led by a Healthcare organization to educate the community and patients it serves on health & wellness issues, as well as inform them about services that it provides. Outreach can also be extended into a two way communication strategy to improve community and patient relationships.

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Healthcare Outreach Scenarios

Educate Patients, Develop & Improve Relationships

Improve Patient, Physician and

Community Relations

Educate Patients on Health and Wellness

Promote Service Offerings

Recruit Physicians, Nurses, Volunteers,

Donors

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What is Case Coordination?

Case Coordination facilitates the exchange of patient information between clinicians, departments and across healthcare organizations in order to streamline administrative activities and provide efficient patient care.

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Coordinate Patient Activities Between Clinicians, Departments and Healthcare Organizations

Referrals – PT/OT, Lab, Radiology, Social Services

Post Admission Instructions / Follow-

UpPre Admission Information and

Instructions

Referrals – Home Health, Long Term Care,

Hospice

Healthcare Case Coordination Scenarios

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What is Case Management?

Case management is a collaborative process of assessment, planning, facilitation and advocacy for options and services to meet an individual's health needs through communication and available resources to promote quality cost-effective outcomes. Case Management Society of America National Standards of Practice for Case Management- 2004

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Healthcare Case ManagementScenarios

Manage Chronically ill Patients to Improve Health & Well Being

Diabetes Case Management

Cardiovascular Disease

Case ManagementTargeted Health and Wellness Education

COPDCase Management

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Patient Relationship Mangement

demo

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Microsoft Dynamics CRM for Healthcare

Mike Snyder – Principal

partner

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About Sonoma Partners

Microsoft Gold Certified Partner focused exclusively on Microsoft CRM deployments for the enterprise and mid-market

Headquartered in Chicago with offices in Denver and Austin. National customer base.

Two-time Global Microsoft CRM Partner of the Year award from Microsoft. Finalist in 2008.

Over 200+ Microsoft CRM deployments

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CRM Product Experts

Working with Microsoft Dynamics CRM

3.0 and 4.0

Microsoft Dynamics CRM 4.0

Step by Step

Programming Microsoft Dynamics CRM 4.0

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Sonoma Partners Solution

Pre-built intellectual property on top of Microsoft Dynamics CRM platform

Physician Relationship ManagementCase Coordination

Solution consists of configuration, custom code, reports, dashboards, etc.

Not a packaged software product (no charge)

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Resurrection Health Care

Ron Arnone - System Director of Sales

customer

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Resurrection Health Care

8 hospitals2,300 bedsPrimary use: physician relationship managementReplaced Maximizer CRMAmbulatory Sales & Home Health teams

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Background / Issues

Used Maximizer CRMExcessive bugs in the code requiring numerous work-aroundsDatabase synchronization failuresConnections dropping between Maximizer and Outlook /ExchangeLong lag time between information input and data synchronization for the userLack of true remote access

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Platforms Considered

Front Range / GoldMineInfusionMaximizer SoftwareMicrosoft Dynamics CRMNetSuiteSage Software / ACT!SalesForce.comOracle / Siebel CRM

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Resurrection CRM Deployment

Physician databaseSpecialtiesAreas of InterestAffiliationsContact information and history

Physician service

Future phases

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Want More Information?Please contact:

Mike SnyderSonoma Partners(312) 627-0700 [email protected]

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Additional InformationMicrosoft Dynamics CRM

Healthcare CRM Demonstration http://www.microsoft.com/dynamics/crm/demos/healthcare/MSDynamicsCRM_Healthcare_PRM_Silverlight_WEB_072008/default.html

Healthcare Whitepaperhttp://download.microsoft.com/download/0/8/7/087a2af6-aad4-4f20-b31a-698c7647e9b1/MicrosoftDynamicsCRM_Healthcare_PRM_WhitePaper.xps

http://www.microsoft.com/dynamics/industry/healthcare.mspx

Microsoft in Healthwww.microsoft.com/healthcarehttp://blogs.msdn.com/healthblog www.microsoft.com/amalgawww.healthvault.comhttp://msdn.microsoft.com/healthwww.mscui.net

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Q&A

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© 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.

The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after

the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.