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Workshop

A small alternative medicine clinic is using Microsoft Dynamics CRM to organize and run its practice. The clinic uses the CRM scheduling features to keep track of its patient appointments. Each staff member is set up as a CRM user, and each one can access Microsoft Dynamics CRM from his or her main office machine or from any other available machine in the clinic upon individual login. The clinic also schedules appointment follow-up telephone calls, and it leverages the mailing features of Dynamics CRM to send out regular appointment postcard reminders.

The clinic also uses a sophisticated medical billing line-of-business application. This application handles the insurance company management and billing compliance. The clinic has integrated Microsoft Dynamics CRM with its medical insurance billing software so that data can be shared.


  

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