How We Built It

The Story Behind Hospital CRM

01

The Problem

Patient enquiries, appointments and follow-ups are spread across phone calls, paper and spreadsheets. Follow-ups get missed and staff can't see a patient's full history in one place.

Patient information spread across systems

Missed follow-ups and reminders

No single view of each patient

02

Tech Stack

Code AppsCustom app experience inside Power Platform

DataverseSecure business data with role-based access

Power AutomateAutomated approvals, reminders and alerts

03

The Solution

A Hospital CRM on Microsoft Power Platform that keeps every patient interaction in one secure place, with follow-ups and reminders handled automatically.

Central patient and enquiry records
Appointment and follow-up tracking
Automated reminders for staff
Secure, role-based access to data

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