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Custom CRM Platform for Healthcare Cost Management

https://soltech.net

Medical

Business services

Information technology

Operational Inefficiencies in Healthcare Cost Management

Existing CRM development lacked alignment with evolving business needs, multiple stakeholder teams with conflicting workflows, manual processes causing communication gaps, and lack of scalability in the partially built system

About the Client

Healthcare solutions provider helping self-insured employers reduce medical costs through bundled pricing and care coordination

Strategic Goals for CRM Implementation

Centralize cross-departmental workflows for client services, care coordination, nursing, and accounting
Improve operational efficiency through automated task management
Establish scalable architecture for future growth and integrations
Enhance financial transparency with integrated billing and reporting modules
Support seamless transition to Microsoft Dynamics 365

Core System Capabilities

Custom user roles and permissions management
Integrated task management with cross-department visibility
Automated billing and financial reporting modules
Scalable PHP-based architecture
Multi-team collaboration dashboard

Technology Stack Requirements

PHP

Jira

Microsoft Dynamics 365

System Integration Needs

Existing insurance systems
Financial platforms
Future Microsoft Dynamics 365

Operational Requirements

Scalable architecture
High availability
Data security compliance
User-friendly interface
Adaptive workflow engine

Expected Business Outcomes

Projected 40% reduction in manual administrative tasks, 30% improvement in interdepartmental communication efficiency, 50% faster onboarding of new clients, and establishment of foundation for future technology initiatives including Microsoft Dynamics 365 implementation