Client: Large dental practice

Client's Goals: Client aimed to enhance patient care by streamlining record review processes, reducing manual inefficiencies, and enabling faster, data-driven treatment decisions through AI-powered automation.

Our Team's Role: Citrin Cooperman designed and implemented an AI-powered summarization solution within Dynamics 365 for sales, leveraging automation and AI to streamline patient data management, enhance efficiency, and empower dental professionals with instant, accurate insights for better patient care.

A large dental practice sought to enhance patient care by addressing inefficiencies in reviewing patient records. With critical patient data scattered across multiple platforms, manually consolidating and analyzing this information was time-consuming, leading to delays in treatment decisions. To streamline this process, the dental practice implemented an AI-powered summarization solution within Dynamics 365. By leveraging Microsoft Power Automate, Azure AI, and GPT-4o, the system automates data retrieval, generates concise patient summaries, and integrates them seamlessly into patient records. This innovation has significantly improved operational efficiency, reduced administrative burden, and empowered dental professionals with instant access to accurate patient insights.

Challenges

• Critical patient records were spread across multiple platforms, including Dynamics 365 for Sales, Dataverse, and SharePoint, making retrieval inefficient.
• Consolidating and analyzing patient information manually was time-consuming, delaying treatment decisions.
• Dentists lacked instant access to concise, relevant patient summaries, impacting decision-making and patient care.

Citrin Cooperman's Approach

• Implemented an AI-driven solution within Dynamics 365 using GPT-4o to generate concise patient summaries.
• Leveraged Microsoft Power Automate and Azure AI to retrieve and consolidate patient information from multiple platforms.
• Integrated AI-generated summaries directly into patient records, enabling quick access to critical insights for improved decision-making.

Results

• Reduced manual review time by providing instant access to consolidated patient histories.
• Enabled dental professionals to make quicker, data-driven treatment decisions with AI-generated insights.
• Embedded AI-powered summaries directly within Dynamics 365, streamlining workflows and reducing administrative burden.