Empired developed a Client Care Management System built on Microsoft Dynamics CRM 2011, which is ideal for data manipulation and reporting.
Dynamics CRM features include marketing campaign management, including bulk emailouts; services case management facilities to handle client enquiries and feedback; and business intelligence dashboards, reporting, and data search to manage business processes.
The system also fully integrates with Microsoft Office, specifically Microsoft Outlook, where emails and calendar appointments can be tracked within client records.
The Client Care Management System helps deliver the full range of client care services, handling management of the programs, alerts and accommodation registers, as well as managing client files, group sessions and the client qualification process.
Senses had a tight budget. Empired addressed this by building functionality into the off-the-shelf product, reducing time needed for bespoke development, also bringing functionality across from Senses’ previous system.
Using Microsoft CRM, therapists make an appointment in Outlook, see the client, and on completion go back to the appointment in Outlook. From there, they record the time they spent with the client, time spent on preparation and travel, and their case notes.
“That seamless process is a huge benefit,” says Senses CFO, Darren Munday. “It ensures we get accurate, up-to-date figures quickly. Our staff can also use Outlook to invite colleagues, such as an occupational or speech therapist, to work with a client. We work in a multidisciplinary environment, so the ability to collaborate is invaluable.”