Our Mental Health CRM enables organisations to manage and track patient records, correspondences, stakeholders, referrals, and more, all from within a single system. This supports your employees and volunteers with efficiency and ultimately drives better service.
There are many challenges that mental health organisations may face within their organisation such as manual processes, expensive legacy systems, and much more. Our bespoke CRM Solution addresses these issues and more, offering an ideal choice for the industry.
Microsoft Dynamics 365 for Mental Health Organisations provides a stable platform that will grow with your organisation. Once implemented, customisation can be made quickly & easily, ensuring that the system grows with you and what you need.
Our CRM is built on Microsoft Dynamics 365, making it a highly customisable and flexible system that can be tailored to fit your unique needs. Additionally, all D365 applications (Customer Service, Customer Voice, Sales, etc.) seamlessly integrate with each other giving one centralised system.
Talking Matters Sefton (TMS) is a confidential service under the national IAPT program, aiding individuals 16 and above in South Sefton, Southport, and Formby with common mental health challenges.
Challenge: TMS current system did not match their specific needs, causing a time-consuming referral process due to the partially manual nature of the system. They required a new solution in a short time period that would be ready to use immediately.
Solution: Pragmatiq built a Bespoke CRM Solution that displayed all information (referrals, worklist, etc.) in an easy-to-manage overview, all within one system. Additionally, Dynamics 365 Customer Voice integration enabled the survey referral process to be automated reducing administrative time spent on this.
The throughput of appointments has more than doubled after the implementation of the system
2-hour previous workflow reduced to 30 minutes for users
The patient waiting list decreased from 11 weeks to 4.5 weeks, better than the NHS SLA and will be cleared within 6 weeks
Clinicians are spending less time on administration and more time with patients
Visibility around client records has increased significantly, enabling staff to quickly identify clients that need urgent attention
“Pragmatiq were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.”
Natalie MacPherson Development Director at MacIntyre
“Thank you Pragmatiq for the work on the Power App for triage in mental health. Thousands of people received therapy months sooner, as the waiting list decreased, and it saved several lives in the first few months.”
Stephanie Stasey Digital Transformation Programme Manager & IT Director (Interim) at Mental Health Matters
“The after service has been brilliant with the Pragmatiq helpdesk portal, quick to respond and deal with any issues that arose after the system was implemented.”
Gillian CroxfordAssistant Clerk (Membership) at The Drapers' Company
“It was clear that an off-the-shelf package wouldn’t give us the security, efficiency, and ease of use that our Dynamics system would.”
Jon ManningChairman & CEO at Arthur Ellis Mental Health Support
“The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with Pragmatiq and look to develop the system again in the future.”
Carren BellFounder of Lagan's Foundation
“We undertook an extensive procurement process to find the right provider. It was clear that Pragmatiq understood our organisation and needs in a way that other providers didn’t. We have been working with them now for a few months and have been delighted with their approach and commitment to getting things right. The whole team is professional, engaged, and reliable and I look forward to working with them again on future developments.”
Kerry EvansCEO at Brighton Therapy Centre
“They have really listened – and worked hard to understand who we are and what we want to achieve. I cannot recommend them highly enough and am very glad we chose them.”
Ron OvertonChief Executive at Transitions UK
Possible Microsoft Dynamics 365 Mental Health CRM Integrations
Dynamics 365 Customer Service allows businesses to manage all customer service activities from one application, delivering faster and more personalised support, that exceeds client expectations.
Mental health organisations can use Customer Voice, a feedback management tool, to create surveys and monitor responses. This simplifies the process of swiftly gathering feedback from volunteers, clients, and more.
What sets Pragmatiq apart?
A consultative focus
Initially taking the technology out of the conversation, we work closely with you and your training business to understand processes, challenges and future goals. From this, we are able to advise you on the right solution that is tailored to your specific requirements. The customer’s business model is always our starting point and we are uncompromising in our approach to be more than just a ‘technology company’.
We are passionate and we care
We are passionate about what we do and head into work every day excited about working with our customers and what we can achieve. We recognise if you like what you do, you will do it better and deliver to a higher standard.
Often IT resources cannot translate ‘technical jargon’ which is a common barrier. Our consultants are not only technically capable, but are able to identify business challenges and explain how they can be solved in simple language.