87%
Patient response rate. Response to SMS outreach increased from 30% to 87%.
Microsoft Customer Story – Carle Health
When patient enquiries, referrals and follow-ups are managed across separate inboxes, spreadsheets and systems, it becomes difficult to see who is responsible or what needs to happen next.
As a Healthcare CRM Company in the UK, Ultralink helps healthcare and pharmaceutical organisations manage enquiries, referrals, communications and professional relationships through connected CRM solutions.
87%
Patient response rate. Response to SMS outreach increased from 30% to 87%.
Microsoft Customer Story – Carle Health
40%
Increase in scheduling volume. More patients completed the scheduling process following implementation.
Microsoft Customer Story – Carle Health
A patient submits an enquiry. A healthcare professional sends a referral. A pharmacy requests information. A prospective customer contacts your commercial team.
If that interaction enters a shared inbox or spreadsheet, its progress may depend on someone manually assigning it, forwarding it or remembering to follow up. Important context can remain within one department, while managers have limited visibility of delayed responses and outstanding actions.
Healthcare CRM Software brings these activities into one structured environment, helping your organisation establish:
Assign every enquiry, referral, account or service request to the appropriate person or team, with its status and next action clearly recorded.
Use tasks, reminders and workflows to reduce missed actions and dependence on individual inboxes or manually maintained spreadsheets.
Give authorised employees access to relevant communications and previous interactions before they respond.
Monitor enquiry sources, response times, overdue activity and changes in demand through CRM reports and dashboards.
The result is a more accountable way to manage relationships from initial contact through continued engagement.
Whether you are introducing CRM, improving an existing platform or connecting separate systems, Ultralink can help you define and deliver the right approach. Our Healthcare CRM Consulting Services help organisations assess current processes, define CRM requirements and select an appropriate platform and delivery approach.
Define priority use cases, processes, user responsibilities, reporting requirements and system dependencies before implementation begins.
Implement a Microsoft Dynamics 365 Healthcare CRM with the required applications, workflows, permissions, reports, data migration, testing and user training.
Review your current CRM configuration, workflows, data quality, reporting and user adoption to identify practical improvements.
Our Healthcare CRM Integration Services connect Dynamics 365 with relevant healthcare systems, patient portals, websites, communication tools and reporting platforms.
As a Healthcare CRM Development Company, Ultralink develops justified CRM features, workflows, interfaces and extensions that standard platform functionality cannot fully support.
Resolve technical issues and prioritise improvements as your users, processes and requirements change.
Healthcare CRM Software supports the everyday activities involved in managing enquiries, referrals, communications, service cases and stakeholder engagement.
The information held within CRM should reflect its agreed purpose. Relevant relationship and service information can be made available to authorised teams, while the complete clinical record remains within the appropriate healthcare system.
Capture, categorise, assign and monitor enquiries and appropriate non-emergency referrals received through different channels.
Maintain a history of relevant calls, emails, messages and outcomes, supported by tasks and follow-up reminders.
Organise approved information about interactions with patients, healthcare professionals, pharmacies, distributors and partners.
Track complaints, information requests and support cases through defined ownership, escalation and resolution stages.
Manage approved communications using recorded consent, contact preferences and audience criteria.
Monitor enquiry sources, response times, referral progress, open cases and overdue actions through reports and dashboards.
A healthcare provider managing patient enquiries has different CRM requirements from a pharmaceutical company engaging healthcare professionals or a HealthTech business supporting customers.
Ultralink configures each CRM according to the organisation’s relationship model, operational responsibilities and governance requirements.
Coordinate non-clinical interactions across reception, referral, patient services and operational teams, with more consistent handling across departments or locations.
Manage approved interactions with healthcare professionals, pharmacies, distributors and commercial partners, including account information, enquiries and follow-up activity.
Manage prospective customers from initial enquiry through onboarding and implementation, alongside customer support, renewals and partner relationships.
Microsoft Dynamics 365 provides a flexible foundation for healthcare, pharmaceutical and HealthTech CRM requirements. Ultralink helps you select and configure only the applications needed for your approved use cases.
The solution can include:
Your solution may use one application or several connected components, depending on your processes, users and reporting requirements.
As a Dynamics 365 CRM Implementation Partner in the UK, Ultralink helps healthcare and pharmaceutical organisations configure, integrate and improve Microsoft Dynamics 365.
A Healthcare CRM System should work with your existing technology without becoming another isolated source of information.
Ultralink can connect Dynamics 365 with websites, portals, appointment platforms, contact centres, Microsoft 365 and approved clinical or operational systems.
Before designing an integration, we establish:
Depending on the system and use case, integrations may use APIs, Microsoft Dataverse, Power Platform connectors, FHIR or HL7.
The objective is to make relevant information available to authorised users without unnecessarily duplicating complete clinical records.
Our Healthcare CRM Implementation Services cover discovery, solution design, configuration, data migration, integration, testing, user training and deployment.
Identify the problems the CRM must address, the teams involved and the outcomes the organisation needs to measure.
Define processes, user roles, data requirements, applications, integrations, permissions and reporting needs.
Configure the selected Dynamics 365 applications, build approved workflows and develop the required system connections.
Test realistic user scenarios and data flows, migrate agreed records and train users according to their responsibilities.
Deploy the CRM through a controlled process, address initial issues and prioritise future improvements based on operational need.
Healthcare CRM projects can become complicated when platform decisions are separated from process requirements, integrations and user adoption. Organisations looking for a CRM Implementation Partner in the UK can work with Ultralink for planning, configuration, integration, migration and continued technical support.
Whether you need a new Healthcare CRM or want more value from your existing system, Ultralink can help you identify the right way forward.
We’ll review where processes are breaking down, how your current systems are being used and whether your CRM should be improved, integrated or replaced.
Discuss Your CRM RequirementsPractical answers about Healthcare CRM, Dynamics 365 and implementation in the UK.
A Healthcare CRM primarily manages engagement, communication and relationship processes. An EHR or EPR holds clinical information used to support patient care. The systems can exchange approved information, but a CRM should not unnecessarily duplicate or replace the complete clinical record.
Yes. Microsoft Dynamics 365 can connect with websites, portals, appointment platforms, Microsoft 365 and approved operational or clinical systems. The integration method may involve APIs, Microsoft Dataverse, Power Platform connectors, FHIR or HL7, depending on the system and use case.
Healthcare CRM Software can record consent, preferred communication channels and relevant restrictions. These records can help control approved outreach and maintain an audit history. However, the organisation must still establish appropriate policies, lawful processing grounds and governance procedures.
The timeframe depends on the project scope, number of users, data migration, required integrations, custom development and testing requirements. A focused implementation may take several weeks, while a multi-system or multi-location project may require several months. Ultralink establishes an estimated delivery schedule after discovery.
Costs depend on Dynamics 365 licensing, implementation scope, user numbers, data migration, integrations, training and continued support. Improving an existing CRM may require less investment than replacing it. Ultralink reviews these requirements before recommending applications, licences or a delivery approach.
Tell us about your enquiry, referral and relationship-management challenges. We will help you decide whether to improve, integrate or implement a Healthcare CRM with Microsoft Dynamics 365.