How To Help Your Business Succeed With A Single Community Care Record

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1 Microsoft Dynamics CRM Solutions for Healthcare

2 Optevia provide solutions for the Health Sector built in Microsoft Dynamics CRM. These solutions: save money while increasing quality Provide an excellent patient experience Be safe and effective Work in partnership with us to improve the integration of health and care Aim to be efficient, inclusive and sustainable Our customers work collaboratively with Optevia staff who share their extensive experience and a wide range of solution building skills; our specialist health and care business consultants will provide the strategic technological and technical support necessary to achieve the transformation required. Through knowledge transfer our customers become self-sufficient and confident to take over ownership of their system, changing configurations as their needs and ways of working change. These are your solutions be involved: put your business into the system A Single Community Care Record (developed with Torbay Care Trust) including full mobile working on and offline for community based staff Business systems for managing assets, equipment, rooms and services Stakeholder, Communications and marketing operations Commissioning and provisioning management Self-service access for long term condition management Social CRM

3 Single Community Care record Organisations providing health and social care services are facing increasing pressures to maintain the quality and consistency of care while the sector undergoes transformation to meet the vision to modernise the NHS so that it is built around patients, led by health professionals and focused on delivering world-class healthcare outcomes. Integration of Heath and care services in new Trusts and ways of working is enabling providers to focus on results for patients and reducing bureaucracy no decision about me, without me. A key project being delivered by Optevia is a Single Community Care Record (SCCR) for Torbay and South Devon Care Trust, a provider of Community Health and Social Care Services to the Torbay and South Devon regions. Torbay Care Trust were included as a case study in the Health and Social Care Bill section on integration and are determined to use technology to enable an efficient use of staff and resources AND improve the overall patient experience. Torbay was the first trust to recognise the benefits of Microsoft Dynamics CRM in improving administrative efficiencies and patient care. In 2012, the trust embarked on a project to build a Single Community Care Record (SCCR). The Trust will use the system to provide staff with officebased and remote offline access to comprehensive and secure records of patient and client care details. Once deployed, the Single Community Care Record will provide staff with access to the right information to deliver the right care in the right place and at the right time. Stakeholder and Communications Optevia provide and implement a Microsoft Dynamics CRM 2011 based solution to support NHS Trusts requirements to provide membership, GP/Stakeholder and communications management including patient experience. Trusts that can show they are engaged with the Communities they serve and actively seek the views of patients, carers and wider stakeholders will be better placed to meet the commissioning expectations of the CCG.

4 The solution: records all Membership details including segmentation, demographic and profiling data to facilitate accurate campaigns and information distribution; provides an historical and current view of contacts with members and stakeholders manages media communication contact including case management organises and runs events fully integrates web sites, online forms and back-office systems such as HR extends naturally from existing Microsoft software such as Office, Outlook, SharePoint and Active Directory. Is available to users at work, home, mobile or offline. IT Platform for self-sufficiency and Development Dynamics CRM opens up capabilities for the IT team to rapidly respond to their internal customers - whether it be a new patient portal, managing a new initiative / clinic or business activities the team soon realise that they can create multiple types of line of business applications with generic.net and java in-house skills rather than specific development expertise. With an easy ability to add and maintain business processes the platform shifts the user s emphasis to how do I want to work not how can I fit into this system The Dynamics CRM solution gives a strong starting point with a data model, screens, application navigation, security model, portals and mobile deployment that then allows

5 configuration and integration as the business requirements take shape no need to create weighty specifications, the business users are involved in the development as the solution takers shape. As Dynamics is fluently integrated with Microsoft Word and Excel and often used within Outlook the training required is fairly minimal and users soon see the power of a solution that gives them a true view of their work. Patient Portal / Condition Management As well as being easily deployed to mobile community workers Dynamics CRM can rapidly build controlled web access for specific groups of service users, partners or staff. More and more patients are able to load their communications and data into web pages that then automatically sort the results and suggest activities such as s, letters, appointments or visits for those that need them first as a priority. This approach enables the IT team to support business users who want to pro-actively manage long term conditions with a focus on those patients who need help the most; this makes services accessible for confident service users and enables the clinical teams to stay in touch without being repetitive or wasteful. About Optevia Optevia specialises in designing, configuring and deploying CRM solutions for the public sector primarily local and central government, third party providers and charities. The Company was established in 2004, when it helped Bill Gates launch Dynamics CRM to the UK market. Optevia helps its clients to increase efficiency, improve patient care and provider accountability. It does this through innovative Microsoft Dynamics CRM based IT solutions enquiries@optevia.com