INDUSTRIES · HEALTHCARE

Clinical systems are not the problem. The finance and supply chain behind them usually is.

We work the back-office side of healthcare organisations: finance, procurement, and supply chain in Dynamics 365, kept clearly separate from clinical and EHR systems rather than trying to replace them.

FIT CHECK

A good fit if, and where the line is.

A good fit if

  • ✓
    Finance and supply chain run in disconnected systems from your clinical platformYou need a clean, well-defined boundary between back-office ERP and clinical/EHR systems, not a single system trying to do both.
  • ✓
    Multi-entity or multi-location finance is manual todayConsolidation across sites, departments, or legal entities is currently a spreadsheet exercise.
  • ✓
    Procurement and inventory for medical and general supplies is fragmentedPurchasing, receiving, and stock tracking for non-clinical supplies sits in separate tools or paper processes.
  • ✓
    Grant or program-level spend tracking is requiredFinancial reporting needs to tag spend by funding source or program using dimensions, not run full nonprofit fund-accounting compliance.

Look elsewhere if

  • 1
    You're looking to replace or select an EHR or clinical systemThat's a specialized clinical-systems decision outside what Dynamics 365 or our practice covers.
  • 2
    The core need is patient scheduling or clinical workflow softwareThose are purpose-built clinical platforms, not an ERP/CRM implementation.
  • 3
    You need certified fund accounting out of the boxRestricted and unrestricted net asset reporting and fund-level financial statements need a dedicated ISV extension on top of Dynamics 365, that isn't native, and we'll say so before scoping anything.
WHAT WE ACTUALLY SCOPE

What we actually scope.

Back-office boundary
We scope finance, supply chain, and CRM. Clinical and EHR systems stay untouched, with integration points defined explicitly, not assumed.
Compliance-aware configuration
Data handling and access controls configured to match your organisation's policies for financial and operational (non-clinical) data.
Grant & program tracking
Spend tagged by funding source or program using dimensions, not a substitute for dedicated fund-accounting software.
WHAT'S COVERED

The functional areas this touches.

01

Finance & consolidation

Multi-entity, multi-location finance with consolidated reporting across sites or programs.

02

Supply chain & procurement

Purchasing, receiving, and inventory tracking for medical and general supplies, separate from clinical inventory systems.

03

Grant & program tracking

Spend tracked against funding sources or programs using dimensions, alongside standard general ledger reporting.

04

CRM for non-clinical relationships

Donor, partner, or referral relationship tracking on the CRM side, kept distinct from patient records.

For larger multi-entity organisations, see Finance & Operations →
See exactly what we take on and turn down →
FAQ

Common questions before committing.

Q.Does Dynamics 365 replace our EHR system?

No, and we wouldn't scope it to. We work the finance, supply chain, and non-clinical CRM side, with a clearly defined boundary to clinical systems.

Q.Can it handle grant or program-based accounting?

It can tag and report spend by fund or program using dimensions. That's not the same as certified fund accounting with restricted and unrestricted net asset reporting, if you need that, it takes a dedicated ISV extension and we'll tell you so upfront.

Q.How is patient data handled?

We don't implement or touch clinical/patient data systems. Any integration points to clinical systems are scoped explicitly and narrowly, not assumed.

Q.Can finance be consolidated across multiple sites or entities?

Yes, multi-entity and multi-location consolidation is a core capability, not a customization.

Considering Dynamics 365 for Healthcare

Get a straight read on fit for your industry.

Tell us about your operation. We'll tell you honestly what fits.

Book a 30-minute call

With someone who has worked in your industry before.

→

Run the situation diagnostic

Four minutes, no email required.

→