CoCENTRIX and Microsoft Dynamics

Why Microsoft Dynamics?

CoCENTRIX’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. We believe the delivery of health 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 toolset that fosters quality outcomes, collaboration and communication through the use of an enterprise-level certified electronic health record and a collaborative case management solution.

The CoCENTRIXccp is deployed completely within the Microsoft Dynamics CRM platform, allowing your organization to fully leverage the advantages that a true Service Oriented Architecture (SOA) offers.  An open platform is a forward-thinking approach that enables you to meet your business demands today, and more importantly, in the future.

Full regulatory certification, robust real time dashboards, a comprehensive incident reporting system, clinical assessments, diagnosis management, treatment planning, progress notes, CPOE, pharmacy management, eMAR, e-Prescribing, the ability to share data with exchanges now and in the future, and a robust mobile point of care solution called the Careboard are all part of the CCP, right out of the box.

By connecting disparate systems, health and social services organizations can improve communication, optimize care plans, integrate eligibility determinations, eliminate inefficiencies and reduce administrative burdens. This frees time for caseworkers to focus on providing the best possible care and services to their clients.  

Microsoft Dynamics® CRM can serve as the central database linking multiple systems together to provide a 360-degree view of client information. Microsoft Dynamics CRM works like and with familiar Microsoft productivity tools, such as Microsoft® Outlook®, making it easy for case managers to learn and use. Workflow capabilities can streamline standard processes to help improve client care and treatment outcomes.

Every agency has unique processes and requirements. Microsoft Dynamics CRM provides a platform that can be molded to fit and streamline processes while helping improve client satisfaction across functional areas. Microsoft Dynamics CRM gives your caseworkers tools that help them improve lives and reduce costs by delivering citizen-centric care.


  • Integrate with existing applications. Integrating front-end client and case coordination applications with back-end legacy systems allows you to create formalized workflows between agencies, which saves time and maximizes the value of your current IT infrastructure.
  • Gain a 360-degree view of the client. The ability to view data spanning multiple programs helps caseworkers serve clients’ holistic needs. Caseworkers and program managers can achieve meaningful collaboration with a single, unified view of the client. Only with a 360-degree view is client-centered care possible.
  • Report on program success to help secure funding. Empower management by giving them a view into daily activities and overall progress with dashboards displaying visual reports of customizable key performance indicators. Informed commissioners and department managers can evaluate program success and report on specific activities, helping to secure necessary funding.
  • Improve case manager effectiveness. Easy-to- access centralized client data, automated workflows, and reminders help case managers more quickly assess needs, review results of care plans underway, identify additional benefits available, and complete follow-up activities in a timely, efficient manner.
  • Support an increasingly mobile workforce. Give caseworkers the tools they need—offline, online, or in the cloud—so they can spend more time with clients in the field. Support communications through a choice of devices to enable remote data access, the ability to easily upload case information, and capabilities such as presence and videoconferencing.
  • Extend existing IT investments. Existing applications can be integrated and extended with Microsoft Dynamics CRM Online, maximizing the value of current IT investments. Automatic updating capabilities in Microsoft Dynamics CRM Online and Microsoft Office 365 free IT staff from routine, time-consuming updating activities and reduce time to benefit