Clinical Management Solution
What Is the Clinical Management System?
The Clinical Management System is a Microsoft Dynamics 365-based CRM solution designed for healthcare, clinical and care organisations.
It provides a single, structured view of each patient journey, from the first referral and initial risk assessment through to acceptance, care delivery, safeguarding, appointments and discharge. By replacing disconnected spreadsheets, inboxes and manual processes, the system helps clinical teams identify risk earlier, coordinate services more effectively and maintain a clear audit trail of every decision.
Referral information, patient records, documents, assessments, communications and care activities are held within one connected solution, giving authorised teams the information they need when they need it. This centralised approach reduces duplication, improves collaboration between clinical and administrative teams, and helps ensure that important information is not missed. With a complete and up-to-date view of each patient journey, organisations can make faster, more informed decisions while maintaining consistency, accountability and continuity of care.
What Can the Clinical Management System Offer Your Organisation?
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Clearer Referral Intake and Risk Management
Capture referrals from GPs, partner organisations or patients through structured digital forms. Record urgency, referral type, requested services, patient information and potential risks from the outset, helping teams make consistent and informed intake decisions. Urgent referrals can follow defined service-level agreements, with notifications and escalation processes supporting timely responses when deadlines are approaching or have been breached.
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Structured Assessment and Referral Decisions
Send patients a detailed referral form to collect additional clinical, demographic and support information. Completed referrals can then be reviewed by the appropriate team before being accepted, rejected or returned for further information. This structured approach makes referral risk clearer, reduces incomplete submissions and provides a documented record of how each decision was reached.
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End-to-End Case and Care Management
Once a referral is accepted, the system can create an episode of care and assign the responsible consultant, key workers, care setting and supporting team. Care plans, appointments, assessments, documents, notes and patient interactions remain connected throughout the case, providing clinical teams with a complete and up-to-date view of the patient journey.
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Safeguarding, Incidents and Support Cases
Create and manage safeguarding concerns directly from a referral or an active episode of care. Assign responsible officers, record actions, monitor outcomes and retain a clear history of the case. The solution also supports incident reporting, alerts, investigations, counselling cases and government or community support processes for patients and their relatives.
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Ward Board and Resource Management
Manage wards, beds, chairs, treatment spaces and meeting rooms from a central ward board. Teams can view resource availability, make reservations and track resources through booking, occupancy, cleaning, maintenance and release. Clinical sessions can be scheduled with defined capacity, while waiting lists help teams respond quickly when cancelled appointments create new availability.
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Connected Patient Portal
Give patients secure access to their cases, appointments, care team, assessments and communication preferences. Patients can submit referral information, upload supporting documents, manage contact details and review relevant care information without relying on repeated telephone calls or email exchanges. Uploaded documents can be made available to the assigned clinical team, with notifications helping staff respond promptly.
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Clinician Mobile Experience
Provide clinicians with convenient access to assigned patients, upcoming appointments, clinical sessions, resource bookings, documents and case information. Notes and clinical activities can be recorded against the relevant patient timeline, helping clinicians review the complete history of a case whether they are working from a desktop or mobile device.
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Automated Notifications and Communication
Keep patients, clinicians and other authorised participants informed when important activities take place. Email notifications can be triggered for referral updates, appointments, cancellations, rescheduling, document uploads, case transitions and discharge events. Additional communication channels can be introduced according to the organisation’s requirements and available integrations.
Transform Your Clinical Operations
The Clinical Management System provides more than a digital patient record. It connects the people, processes and resources involved in delivering care.
From initial referral and assessment to safeguarding, appointments, inpatient resources, clinical notes and discharge, every stage is managed within a coordinated workflow. This gives clinical leaders greater oversight, enables frontline teams to work more efficiently and provides patients with a clearer, more consistent experience.
Built around the Microsoft business applications ecosystem, the solution can support familiar Microsoft services and connected workflows across Dynamics 365, Microsoft 365 and the Power Platform.
Make Referral Risk Clear from the Beginning
Referral decisions are only as reliable as the information available to the people making them.
The Clinical Management System creates a consistent intake process that guides referrers and patients through the information required for assessment. Urgency, clinical needs, requested services, safeguarding concerns and supporting documentation are captured in a structured format rather than being distributed across emails, paper forms and separate systems.
With clearer information and a complete audit history, teams can:
- Identify urgent and high-risk referrals earlier.
- Reduce incomplete or inconsistent referral information.
- Apply the same assessment process across services.
- Route referrals to the correct team more efficiently.
- Monitor response targets and potential SLA breaches.
- Explain and evidence referral decisions.
- Maintain continuity from referral through to discharge.
So, What Are You Waiting For?
With structured referral intake, clearer risk information and connected clinical workflows, your organisation can reduce administration and give care teams more time to focus on patients.
FAQs
What is the Clinical Management System designed for?
The solution is designed for hospitals, clinics, mental health providers, community care organisations and other services that need to manage referrals, patient cases, clinical activities and supporting resources within one connected platform.
How does the system improve referral intake?
It replaces unstructured referral processes with guided digital forms that capture urgency, referral type, requested services, patient details and relevant risk information. This gives assessment teams a more complete and consistent set of information on which to base their decisions.
Can urgent referrals be prioritised?
Yes. Referrals can be categorised according to urgency, with defined response targets and SLA monitoring. Notifications and escalation processes can alert the appropriate teams when action is required or a target is at risk of being breached.
What happens when a referral is accepted?
The responsible consultant or care team can be assigned and an episode of care created. The organisation can then manage care plans, assessments, appointments, resources, documents, communications and discharge activities against the patient’s record.
Does the solution support safeguarding and incident management?
Yes. Safeguarding cases, incidents and alerts can be raised from referrals or active episodes of care. Teams can assign responsibility, record action plans, investigate concerns, monitor progress and document final outcomes.
Can patients access the system?
Patients can use a secure self-service portal to view relevant case information, appointments and care-team details. They can also complete forms and assessments, manage communication preferences and upload supporting documents.
Can the solution work with our existing Microsoft applications?
The solution is designed around the Microsoft business applications platform and can be connected with services such as Microsoft 365, SharePoint, Power Automate and other Dynamics 365 applications, subject to the organisation’s technical and integration requirements.
