The nonprofit needed to replace fragmented, siloed clinical operations with a unified and accessible digital health system. Patient intake, scheduling, billing, clinical documentation, and reporting were managed across disconnected tools, leading to inefficiencies, manual errors, and limited visibility across care programs.
Synoptek designed and delivered a purpose-built EHR solution on Microsoft Dynamics 365 CRM, structured through an Agile delivery model across 13+ sprints. The platform unified patient records, encounters, insurance, and clinical documentation into a single system while integrating SharePoint for secure document management and DocuSign for digital signatures.
The unified, accessible, and secure EHR platform transformed clinical operations and improved staff productivity.
- ~20% improvement in user efficiency through unified patient management
- ~25% increase in operational efficiency via automated workflows
- ~15% improvement in appointment scheduling efficiency with automation and reminders
Customer: A leading nonprofit dedicated to serving blind and low-vision individuals across North America.
Profile: Founded over 120 years ago. Headquartered in San Francisco, providing education, training, and advocacy with universal design principles.
Industry: Healthcare / Non-Profit Vision Services
Services: Custom EHR Design, Development & Phased Rollout | Microsoft Dynamics 365 CRM | Agile, 13+ Sprints