Multi-State

Operations

PACE Model

Care Delivery

FHIR & CCDA

Interoperability

1

Unified Platform

  • Overview

PACE Elderly Care

This PACE-model (Program of All-inclusive Care for the Elderly) integrated care organization delivers primary care, health plan coverage, in-home services, and social engagement for older adults across multiple California markets. The Microsoft Cloud for Healthcare and Dynamics 365 implementation replaced fragmented Smartsheet and Excel workflows with a unified digital care platform.

A PACE-model integrated elderly care organization replaced fragmented Smartsheet and Excel processes with Microsoft Cloud for Healthcare, Dynamics 365, Power Pages portals, FHIR integrations, DocuSign e-signatures, and Microsoft Fabric analytics.
Core Capabilities

Full-Spectrum PACE Elderly Care Operations on Microsoft Cloud

PACE Member Enrollment PACE Member Enrollment_h
PACE Member Enrollment

Digital member enrollment replacing Smartsheet — with broker referral portal, multilingual forms, and DocuSign e-signature consent collection in D365 Sales.

Care Coordination & Plans Care Coordination & Plans_h
Care Coordination & Plans

Microsoft Cloud for Healthcare care plan management with FHIR-integrated clinical data exchange and structured service delivery tracking.

Broker Referral Management Broker Referral Management_h
Broker Referral Management

Power Pages broker portal enabling healthcare brokers to submit referrals and track application status in real time — integrated with Dynamics 365 Sales.

Grievance & Incident Management Grievance & Incident Management_h
Grievance & Incident Management

Centralized case management for grievances, incidents, and service determinations using Dynamics 365 Customer Service with SLA enforcement and queue routing.

Fabric Analytics & Reporting_h Fabric Analytics & Reporting
Fabric Analytics & Reporting

Microsoft Fabric Lakehouse and warehouse powering Power BI dashboards for enrollment, care performance, and grievance reporting.

FHIR & HIE Interoperability FHIR & HIE Interoperability_h
FHIR & HIE Interoperability

Bidirectional FHIR and CCDA integration with EMR systems and state Health Information Exchange for compliant clinical data exchange.

Business Functions

5 Core Business Functions on Microsoft Cloud for Healthcare

The organization operates five interconnected business functions across patient outreach, broker management, care coordination, grievance management, and analytics — all unified on Microsoft Cloud for Healthcare and Dynamics 365, replacing fragmented manual processes.

01

Patient Outreach & Digital Enrollment

A unified digital enrollment hub in Dynamics 365 Sales replaces Smartsheet and Excel workflows — managing the full applicant lifecycle from lead capture to enrollment completion. Multilingual forms and DocuSign e-signature integration ensure accessible, HIPAA-aligned consent collection for the diverse elderly population served.

02

Broker Referral Portal (Power Pages)

A Microsoft Power Pages portal enables healthcare brokers to submit member referrals, track application progress, and view enrollment pipeline status in real time — improving broker engagement and referral transparency within the Microsoft Cloud for Healthcare environment.

03

Care Plan & Service Management

Care managers access and maintain care plans within Microsoft Cloud for Healthcare — with FHIR and CCDA integrations enabling bidirectional clinical data exchange with the organization's EMR system. State Health Information Exchange (HIE) connectivity supports California health data reporting requirements.

04

Grievance, Incident & Service Determination Management

Dynamics 365 Customer Service centralizes grievance, incident, and service determination case management with structured SLA enforcement, queue-based assignment routing, and real-time visibility into open cases — replacing fragmented email and spreadsheet tracking across the PACE organization.

05

Microsoft Fabric Analytics & Leadership Reporting

A Microsoft Fabric Lakehouse consolidates data from Dynamics 365, EMR integrations, and care workflows into a unified analytics foundation. Power BI dashboards deliver enrollment pipeline, care performance, and grievance resolution metrics to leadership — replacing manual Excel reporting.

Business Processes

From Member Referral to Care Plan — Fully Digital in Microsoft Cloud

Each member interaction follows a Microsoft Cloud for Healthcare-governed process — from broker referral and digital enrollment through DocuSign consent, FHIR clinical data exchange, grievance case management, and Fabric analytics reporting.

Digital Enrollment Intake Digital Enrollment Intake_h
Digital Enrollment Intake

Applicants captured via Dynamics 365 Sales with multilingual forms, structured workflow stages, and automated status tracking — replacing Smartsheet.

DocuSign E-Signature Consent DocuSign E-Signature Consent_h
DocuSign E-Signature Consent

HIPAA-aligned digital consent and authorization forms collected via DocuSign — embedded within the Microsoft Cloud for Healthcare enrollment workflow.

Broker Referral Submission Broker Referral Submission_h
Broker Referral Submission

Healthcare brokers submit referrals and track applications via the Power Pages portal with real-time Dynamics 365 Sales integration.

FHIR Clinical Data Exchange FHIR Clinical Data Exchange_h
FHIR Clinical Data Exchange

Bidirectional FHIR/CCDA integration enables care managers to access and update clinical data within the Microsoft Cloud for Healthcare platform.

Grievance Case Management Grievance Case Management_h
Grievance Case Management

Grievances and incidents logged, assigned, and tracked in Dynamics 365 Customer Service with SLA enforcement and full audit trails.

Fabric Power BI Reporting Fabric Power BI Reporting_h
Fabric Power BI Reporting

Fabric Lakehouse consolidates D365 and EMR data into Power BI dashboards for enrollment, care, and service performance visibility.

Technology Stack

Microsoft Cloud for Healthcare with D365 and Fabric Analytics

The technology landscape is anchored by Microsoft Cloud for Healthcare, extended with Dynamics 365 Sales and Customer Service, Power Pages portals, Microsoft Fabric for analytics, DocuSign for e-signatures, and FHIR/CCDA integrations with EMR and state HIE systems.

  • Microsoft Cloud for Healthcare

    Healthcare Data Model · Care Management

  • Dynamics 365 Sales

    Enrollment · Referral Management · Pipeline

  • Dynamics 365 Customer Service

    Grievance · Incident · SLA Management

  • Microsoft Power Pages

    Enrollment & Broker Referral Portals

  • Microsoft Fabric + Power BI

    Lakehouse · Warehouse · Dashboards

  • Microsoft Dataverse

    Transactional Data & Security Model

  • DocuSign

    HIPAA E-Signature & Consent Workflows

  • FHIR / CCDA

    EMR Integration · Clinical Data Exchange

  • Athena EMR / State HIE

    Electronic Medical Records · Reporting

  • Microsoft/Core

  • Third-Party/ISV Integration

Integrations

A Connected Healthcare Ecosystem on Microsoft Cloud

Microsoft Cloud for Healthcare serves as the interoperability hub — connecting Dynamics 365, the Power Pages portal, EMR systems, and Microsoft Fabric analytics. FHIR and CCDA integrations enable bidirectional clinical data exchange. DocuSign is embedded within the enrollment workflow for HIPAA-aligned consent collection.

Integrations
Customizations & Extensions

Purpose-Built Healthcare Solutions for PACE Elderly Care Operations

DynaTech Systems delivered targeted enrollment, care management, and analytics solutions to address the organization's PACE model requirements on Microsoft Cloud for Healthcare and Dynamics 365 — replacing fragmented Smartsheet and Excel workflows.

Automation
Digital Enrollment Workflow (D365 Sales)

End-to-end member enrollment workflow in Dynamics 365 Sales replacing Smartsheet and Excel — with configurable stages, automated status updates, and multilingual form support for the PACE elderly care member population.

Integration
DocuSign HIPAA-Aligned Consent Integration

DocuSign integration embedded within the Microsoft Cloud for Healthcare enrollment workflow — enabling digital consent collection with full audit trails, eliminating paper-based signing delays.

Automation
Broker Referral Portal (Power Pages)

A dedicated Power Pages portal for healthcare broker referral submission and pipeline tracking — integrated with Dynamics 365 Sales for real-time referral status visibility.

Integration
FHIR / CCDA EMR Integration

Bidirectional FHIR and CCDA integration with the organization's EMR system and state HIE — enabling compliant clinical data exchange within Microsoft Cloud for Healthcare.

Reporting
Microsoft Fabric Lakehouse & Power BI Dashboards

A Microsoft Fabric Lakehouse was deployed to consolidate Dynamics 365, EMR, and care workflow data — powering Power BI operational and leadership dashboards replacing manual Excel reporting.

Project At a Glance

Microsoft Cloud for Healthcare Implementation

Modernize PACE care enrollment & operations with Microsoft Cloud for Healthcare?

Talk to DynaTech Systems
Get In Touch Get In Touch

Get In Touch