Industries / Healthcare

Microsoft Dynamics 365 for Healthcare

Finsys Apps helps healthcare organisations take control of their operational and financial systems with Microsoft Dynamics 365 — connecting patient management, staff operations, supply chain, regulatory compliance, and financial reporting in one secure, cloud-based platform.

The Healthcare Sector Challenge

Healthcare organisations operate some of the most complex operational environments of any sector. Whether you run a private hospital, a group of clinics, a diagnostics laboratory, a homecare provider, or a specialist care business, you are managing sensitive patient data, strict regulatory requirements, complex workforce planning, and financial pressures — all simultaneously, around the clock.

Most healthcare businesses are held back by fragmented systems — patient management in one place, finance in another, HR in a third, and clinical documentation in something else entirely. The result is data that can’t be trusted, staff who waste time on administration, and leadership teams that lack the real-time visibility they need to make good decisions. Dynamics 365 brings the operational and financial layers of your business together — creating the single source of truth your organisation needs to operate with confidence.

Operational and financial excellence — so your clinical teams can focus on patient care

woman in lab with test tubesIt is important to be clear about what Dynamics 365 does in a healthcare setting: it is an operational and financial platform, not a clinical system. It does not replace your Electronic Patient Record (EPR) or clinical documentation system — it works alongside them, managing the business operations that support clinical delivery.

Finsys Apps configures and implements Dynamics 365 for healthcare organisations across the private and independent sector — private hospitals, clinic groups, diagnostics providers, homecare businesses, and specialist care operators. We build the system around your operational model and regulatory environment, not a generic healthcare template.

Operations

Streamlined admin so your clinical teams can focus on care, not paperwork.

Compliant

Enterprise-grade security on Microsoft Azure with full GDPR and audit controls.

Post-Go-Live Support

Follow-the-sun support — your team is never left without expert help.

Patient & Referral Management

Every patient interaction is an opportunity to deliver excellent care and build a long-term relationship. Dynamics 365 gives your clinical administration teams a complete view of every patient — their referral history, appointment records, communications, invoicing, and insurance details — in one secure, connected profile.

Automated workflows handle the routine administrative steps that take up clinical administrators’ time: referral acknowledgements, appointment confirmations and reminders, follow-up communications, and billing triggers — so your team spends their time on the interactions that require human attention, not chasing paperwork.

  • Complete patient profile linking referrals, appointments, communications, and billing
  • Automated appointment scheduling, confirmation, and reminder workflows
  • Referral tracking and consultant liaison management
  • Insurance authorisation management and pre-authorisation workflows
  • Patient satisfaction tracking and follow-up management

Supply Chain & Medical Procurement

Healthcare supply chains are uniquely demanding. You are managing thousands of consumables, surgical supplies, pharmaceuticals, and equipment — many with expiry dates, storage requirements, and regulatory restrictions. Stock shortages impact patient safety directly, while overstocking ties up capital and creates waste. Dynamics 365 gives you real-time visibility of inventory across all locations and automates replenishment so critical items are always available.

Procurement workflows ensure purchases are properly authorised, contracts are adhered to, and supplier performance is tracked — with a complete audit trail for regulatory inspections and governance requirements.

  • Real-time medical inventory management across all sites and departments
  • Expiry date tracking and automated low-stock alerts for critical items
  • Purchase order management with multi-level approval workflows
  • Supplier contract management and performance tracking
  • Full procurement audit trail for CQC and regulatory inspections
syringes

Financial Management & Reporting

Healthcare financial management is complex — multiple revenue streams, complex billing models including self-pay, insurer billing, and NHS contracts, cost centre reporting across departments and sites, and the governance requirements of boards and regulators. Dynamics 365 brings all of this together, giving your finance team real-time visibility and your leadership team the management information they need.

Automate patient invoicing and revenue recognition, manage insurer billing and payment reconciliation, track budget versus actual across all cost centres, and produce consolidated management accounts — without the month-end scramble. Power BI delivers the dashboards your board, medical directors, and operations leadership need to make confident strategic decisions.

  • Multi-entity financial consolidation across hospitals, clinics, and departments
  • Patient invoicing, insurer billing, and payment reconciliation
  • Cost centre budgeting and real-time budget vs actual reporting
  • Revenue recognition management across different billing models
  • Power BI dashboards for boards, medical directors, and finance teams
Woman looking at a spreadsheet on her laptop

Why Healthcare Organisations Choose Finsys Apps

We understand the specific pressures of healthcare operations — the need for data security and regulatory compliance, the complexity of managing clinical and administrative workflows side by side, the governance requirements of boards and regulators, and the absolute importance of systems that work reliably around the clock.

We bring that sector knowledge together with deep Microsoft Dynamics 365 expertise, delivering implementations that are secure, practical, and built for the long term — with the ongoing support your organisation needs to keep running effectively.

  • Deep healthcare sector knowledge across private hospitals, clinics, and care providers
  • Microsoft-certified consultants across Dynamics 365 and Power Platform
  • Fixed-price implementations with clear milestones and no hidden costs
  • 24/7 post-go-live support as standard across all clients
  • 45+ businesses transformed across the UK and Europe

“I started Finsys Apps because I believed businesses deserved better — better implementations, better support, and better outcomes from their technology investment. Every client we work with gets my personal commitment to that standard.”

Matt Cooke

Founder & CEO, Finsys Apps

Frequently Asked Questions

No. Dynamics 365 is an operational and financial platform — it does not replace clinical documentation systems, Electronic Patient Records (EPRs), or clinical decision support tools. It works alongside your clinical systems, managing the business operations that support clinical delivery: patient administration, billing, procurement, HR, finance, and reporting. We can integrate Dynamics 365 with your existing clinical systems to create a seamless flow of data between the two layers.
Microsoft Dynamics 365 is hosted on Microsoft Azure, which holds the highest levels of security certification including ISO 27001, ISO 27018, and Cyber Essentials Plus. For healthcare organisations in the UK, Azure meets the NHS Data Security and Protection Toolkit requirements. GDPR compliance is supported through role-based access controls, full audit logging, data retention policies, and consent management — all of which we configure as part of your implementation.
Yes. Dynamics 365 supports multiple billing models simultaneously — self-pay patient invoicing, insurer billing with contract rate management, PMI (Private Medical Insurance) claims, and NHS contract billing. Payment reconciliation from insurers can be automated, and aged debtor management and credit control workflows help protect your cash flow.
Yes. Dynamics 365 is specifically designed for multi-entity and multi-site operations. Each site can operate with its own workflows, cost centres, and reporting while rolling up into a consolidated group view for leadership and board reporting. This makes it particularly well-suited to hospital groups, clinic chains, and healthcare providers operating across multiple locations.
A typical healthcare implementation takes between 12 and 20 weeks, depending on the number of sites, integrations with clinical systems, and the complexity of billing and finance processes. We scope every project individually and provide a fixed-price proposal with clear milestones — so you know what to expect before we start.

Let’s Make Things Happen

Take the first step to streamlining your business processes by getting in touch today.

“Matt and his team at Finsys Apps were fabulous. They took us through the implementation of Microsoft Dynamics Business Central, helping us design our new BI financial reporting structure, migrate our legacy data and developed new integrations.  The whole process was painless”.

David Drummond

Finance Director, Stott and May