Cavendish Health

Explore how Pragmatiq designed and implemented a Bespoke CRM Solution that significantly improved efficiency at Cavendish Health…

Cavendish Health provides innovative private medical and well-being services to individuals and corporates. Services cover every aspect from prevention/screening to chronic disease management to emergency care.

Clients include mid- and senior-level corporates, high net-worth individuals, families with busy lifestyles, and celebrities and crew in film, TV and entertainment.

Previous Challenges

  • Previously operated with disparate systems and multiple spreadsheets
  • Manual and time-consuming processes to get access to day-to-day information
  • Duplicated information due to multiple systems and was challenging to keep up to date; patient profile is a prime example of this issue with data about a patient held in several trackers
  • Difficult to get a holistic view of all Members and Cases
  • Lack of reporting capabilities
  • Limited automation across tasks; especially impactful for case managers responsible for managing high volumes of cases

The Solution

  • Designed and implemented a Bespoke CRM Solution, built on Microsoft Dynamics 365
  • Tailored the solution to accommodate the core functional needs of Cavendish Health across Case Management, Stakeholder Management & Billing
  • Implemented functionality that allows the organisation to capture all the necessary information around the Patients, Accounts, Contacts and Members
  • Developed Case Management functionality to support this process; tracking through key stages, communication, clinics, consultants, billing, dashboards, etc.
  • Automated areas of the business to incorporate warnings, prompts and reminders
  • Implemented WhatsApp integration to streamline patient communications

The Benefits

  • A customisable and flexible platform moving forward that can encompass future requirements
  • Single source of truth for information which can be referenced across all divisions
  • Fit-for-purpose and intuitive system that increases efficiency and productivity
  • Quicker and easier to match patients to facilities and clinicians and schedule appointments
  • Automated warnings, prompts and reminders to reduce admin time and create more focused employees
  • Ability to scale the reporting suite in future through the adoption of Microsoft Power BI

“Cavendish Health provides innovative private medical and well-being services to individuals and corporates. We previously operated across several systems and spreadsheets and recognised we needed a centralised solution, but struggled to find one that suited our unique requirements.

Pragmatiq developed a Bespoke CRM System that accommodates the core functional needs of the business and fits around our processes. This has transformed how we operate and has saved a significant amount of time across the business. Throughout the project, the Pragmatiq team has been easy to work with and has developed a deep understanding of Cavendish Health, enabling us to work well together and drive real value from the platform. We look forward to continuing the relationship and hopefully engaging on future projects.”

Colin Gerstein Co-Founder/CEO at Cavendish Health

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