Years ago before there was a distinction I used to say that electronic records were the CRM of healthcare, but now you can see where the 2 can work together.

I looked back to 2008 and before anybody was doing this I wrote about the integration of medical records and CRM software.  It was perhaps ahead of it’s time then.

What does CRM have in Common with EHR/EMRs

Last year though Chris Sullivan and I talked about solutions to include CRMs and what it can offer for small practices too along with using Microsoft Office for many routine and otherwise cumbersome tasks. 

Microsoft Talks About Healthcare Provider Solutions – Interview With US Director Chris Sullivan

Last year Microsoft announced CRM capabilities for payers, which is important to help those processing claims or other work to stay on top of things. 

Microsoft Releases Health Plan Sales Solution for Microsoft Dynamics CRM – Software for the Payers To Prepare for Health Exchange Intelligence

The whole purpose of CRM software is to keep us on track and not let things fall through the cracks and there is a version of Microsoft Dynamics that is tailored for healthcare use too and you get a server version or have it hosted.  BD 

Press Release:

SARASOTA, Fla., and REDMOND, Wash. — March 29, 2011 — Microsoft Corp. and UNI/CARE Systems today announced they will work together to enhance coordinated care and information sharing in health and human services by pairing UNI/CARE’s Pro-Filer™ 2011 electronic health record (EHR) with Microsoft Dynamics CRM 2011.

Pro-Filer 2011 is an ONC-Authorized Testing and Certification Bodies fully certified imageEHR for public and behavioral health, utilized across approximately 500 agencies in 42 states. With Microsoft Dynamics CRM 2011, the combined technology platform will break down silos across agencies, departments and programs, such as behavioral health, public health, child and family services, primary care, and corrections and rehabilitation, to facilitate collaboration, coordinate services, help improve quality and outcomes, and enhance efficiencies.

Such agencies currently have little connection with one another, and as a result high-risk predictors that come to the attention of one program may not be shared with another, meaning crises can occur that may have been averted, state and local governments potentially fail to maximize federal revenue streams, costs to deliver service continue to increase, and clients could fail to receive the appropriate quality of care.

Microsoft Dynamics CRM 2011 will provide agencies with one common view into Pro-Filer 2011 through a familiar, easy-to-use interface. For example, social workers with child and family services could easily identify that a child in their care has also been treated by behavioral health, allowing services and treatment plans to be better coordinated, ultimately driving better outcomes and helping to prevent the child from slipping through the system.

“UNI/CARE has 30 years of proven experience providing behavioral healthcare electronic health records,” said Jack Hersey, general manager, U.S. Public Sector Health and Human Services at Microsoft. “Now, by leveraging the Microsoft Connected Health and Human Services Alliance and building solutions on top of Microsoft Dynamics CRM 2011, together we can help state and local agencies enhance individuals’ and families’ health statuses and outcomes — while managing the cost of delivering care and services.”

The Microsoft Connected Health and Human Services Alliance will offer this combined solution to its network of multivendor partners. The alliance is focused on connecting disparate state and jurisdictional health and human services systems to give providers one comprehensive view into citizen and consumer needs.

“UNI/CARE’s work with Microsoft represents an innovative solution for our industry, which has been suffering from a lack of coordination among the major suppliers of healthcare services,” said Dr. May Ahdab, president and CEO of UNI/CARE. “We are extremely excited to be working with Microsoft and its Connected Health and Human Services partners to make this coordination of services possible.”

Microsoft Dynamics CRM 2011 provides one development platform across states and multiple agencies. Over time, states can migrate legacy systems and disparate applications such as state reporting and transaction systems onto the platform to provide one comprehensive view into citizen and consumer needs across departments.


Founded in 1981, UNI/CARE’s mission is to offer enterprise solutions designed to create a “Connected and Coordinated System of Care” among clinicians, organizations, financial stakeholders and the individuals that they serve. UNI/CARE believes the delivery of services extends beyond one consumer, one family, one provider, one program, or one organization. Our goal is to provide our customers with a methodology and enabling tools to foster quality outcomes, collaboration and communication through the use of our enterprise level certified electronic health record and a collaborative case management platform. Visit us at

About Microsoft in Health

Microsoft is committed to improving health around the world through software innovation. Over the past 13 years, Microsoft has steadily increased its investments in health with a focus on addressing the challenges of health providers, health and social services organizations, payers, consumers and life sciences companies worldwide. Microsoft closely collaborates with a broad ecosystem of partners and delivers its own powerful health solutions, such as Amalga, HealthVault, and a portfolio of identity and access management technologies acquired from Sentillion Inc. in 2010. Together, Microsoft and its industry partners are working to deliver health solutions for the way people aspire to work and live.

About Microsoft

Founded in 1975, Microsoft (Nasdaq “MSFT”) is the worldwide leader in software, services and solutions that help people and businesses realize their full potential.



  1. I read your blog and knew something about Microsoft Dynamics CRM – Software.Microsoft Dynamics CRM software are very important to put medical records.Thanks for sharing this post.

  2. Electronic records management saves so much time and legal hassle! I'm surprised it took my company this long to implement it!


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