Transforming Operational Efficiency at Cavendish Health
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Explore how Pragmatiq enhanced efficiency at Cavendish Health through a bespoke CRM solution tailored around their unique business requirements.
Background & Challenges
Background:
Cavendish Health provides innovative private medical and well-being services, catering to individuals and corporates. Their services range from preventive screening to chronic disease management and emergency care. Clients include mid- to senior-level corporates, high net-worth individuals, busy families, and professionals in film, TV, and entertainment.
Challenges:
- Disparate Systems: Reliance on disjointed systems and multiple spreadsheets.
- Manual Processes: Time-consuming processes for accessing day-to-day information.
- Data Duplication: Issues with duplicated patient information across various trackers.
- Holistic View: Difficulty in obtaining a comprehensive view of all Members and Cases.
- Reporting Limitations: Inadequate reporting capabilities impacting decision-making.
- Automation Gaps: Limited automation, particularly affecting case management efficiency.
The Solution & Implementation
Discovery and Planning:
Pragmatiq conducted an in-depth analysis to understand Cavendish Health’s unique requirements and designed a bespoke solution using Microsoft Dynamics 365.
Execution:
- Bespoke CRM Solution: Implemented a tailored CRM solution using Microsoft Dynamics 365.
- Core Functionalities: Customised functionalities for Case Management, Stakeholder Management, and Billing.
- Comprehensive Data Capture: Enhanced capability to capture and manage information across Patients, Accounts, Contacts, and Members.
- Case Management: Developed robust case management functionality to streamline processes including tracking, communication, clinic scheduling, consultant management, billing integration, and real-time dashboards.
- Automation Enhancements: Introduced automated warnings, prompts, and reminders to streamline operations.
The Transformation
- Scalable Platform: Designed for future scalability and adaptability to evolving needs.
- Unified Information Hub: Single source of truth for improved consistency and accuracy.
- Enhanced Efficiency: Intuitive system design boosts productivity and operational efficiency.
- Improved Patient Management: Simplified patient-to-facility and clinician matching, facilitating quicker appointment scheduling.
- Automation Benefits: Reduced administrative workload with automated alerts, promoting focused employee efforts.
- Advanced Reporting: Foundation laid for advanced reporting capabilities, including potential integration with Microsoft Power BI for enhanced insights.
Book a free discovery call to find out how we can support your business with a bespoke CRM solution today!
