Microsoft Dynamics SL vs. TotalMD

For a small to mid-size business, MS Dynamics SL is effective. We are capable of managing our finances with a very low risk of error. We have worked with MS Dynamics for almost 15 years and have more than doubled the size of our business in that time with very few issues from the program. We have exponentially increased our revenue and reporting demands and have found SL to be very dependable and stable. The program does have the occasional glitch and those are sometimes outside of the realm of expertise of our IT department. SL support is excellent, but their timeliness is not as urgent as ours.

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To date, TotalMD EHR is being used in many specialties, including chiropractic, general surgery, home healthcare, mental health, internal medicine, family practice, plastic surgery, OB/GYN and alternative medicine. Because the system is available as both server-based (in-house system) or cloud-based, each practice may choose which option may better suit the way they care for patients, based on portability needs.

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• Provides flexibility for complex project based cost accounting
• Strong and flexible allocation processer for cost allocations, markups, and pricing
• A "Flexible Billing" module under the project controller series that allows for multiple billing formats ranging from fixed price schedule of values, T&M or Cost Plus, and scheduled billing.
• Flexible reporting with options using Crystal Reports, SSRS, a Quick Query tool, and ability to tie into MS Office tools such as MS Access and MS Excel
• Tight integration with Financials, but also the ability to integrate with modules such as Sales Order, Inventory, and Field Service
• Customization abilities ranging from a VBA (visual basic for application) foundation to allow customizing existing forms to the ability to use the SDK (Software Development Kit) to build more complex customizations that integrate with Dynamics SL.

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• Since TotalMD EHR is a completely integrated system with its TotalMD Practice Management and Patient Billing counterpart, the chance of data entry error across systems is minimized. Provider assessments translate directly to billing data, thus decreasing claim rejections, dramatically.
• Templates are quickly and easily customized by the provider, for any and all specialties, based on the way the provider works as opposed to the way programmers decide.
• Powerful tracking system allows providers to follow lab orders, medications, referral information and more, which enhances the ability to provide better care.

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• Reporting in the Project module is lacking functionality. I understand that most companies have specific needs when it comes to tracking project information but the standard reports are not good.
• I would recommend a product like Management Reporter that is for Projects only. Project Reporter should allow users to pull in all Project related data into reports.
• Fixing suspended batches. Obviously all of us users have experienced this mess. SL knows what needs to be corrected and there could be some step by step fixes in a separate repair module to do the steps we do in Query Analyzer.

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• Although third-party applications are available for smartphone access to certain information, we are hoping to see such applications developed directly by TotalMD, to continue with their all-in-one approach, which minimizes any chance of data error.
• Third-party biometric devices (fingerprint, retinal scan, etc.) can be utilized with the HL7 import capabilities of TotalMD. However, we would like to see such scanning devices created specifically for TotalMD. By doing so, the installation, configuration and support would be handled by one company, rather than a third party.

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Unfortunately, Dynamics' lack of ability to smoothly integrate with our CRM system is causing us to look at other solutions. The efficiencies that we gain by using Dynamics for our day to day accounting are lost in the constant headaches of getting sales quotes to import properly into the system for invoicing. Another major issue for us has been budgeting and reporting. We currently do all of our budgeting and board reporting in Excel, which is too time consuming and inefficient, especially when a system as robust as Dynamics should easily be able to handle this relatively simple task.

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I rate it a 10 because we have removed the fields we don't need so users can really crank the data into the system. The software was designed for the professional services firm in mind but does a tremendous job for construction firms and "blended" companies that are both distribution firms but project centric as well. Perhaps they drop ship inventory to a project where their employees or subs need to work on a project for example.

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We have had only one unplanned outage for 2 hours in the last 30 months. We shut down for 30 min to 1 hour once a month, but that is for Microsoft OS updates to the servers. Being a 24/7 world wide operation, the reliability is really important. We do get an 8 hour window on the weekend that we can be down for a short period to install Microsoft Dynamics SL updates, but we do not have many of those. On our last version upgrade, we shut the users out at 9:30 am and were fully operational in less than 6 hours. The upgrade was New SQL server, New SL server and 2 new Citrix servers.

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Support is only used when needed, so unfortunately ,they get all the odd issues. It's a difficult business, but Microsoft and our firm do a great job of meeting customer needs. We get routine feedback that our support services are very good.

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Just to let it take its course. The implementation for me once I became a part of my former organization was pretty seamless. Just get to know the basics and call the support team to ask questions if you need help on an issue, should they arise. They are ready, willing, and able to help!

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Of the comparable mid-range ERP systems, Dynamics SL competes at the lower end based on price, but also above the high-end based on flexibility, data, and reporting. Being able to stay with the same core accounting from a $100 million dollar company to a $3 billion dollar company shows the range of capabilities.

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[We assessed] bringing on another product to our lineup (previously we were top national resellers of Medisoft and AltaPoint). However, TotalMD quickly became our flagship product, as it has proven to have the lowest maintenance/support requirements, the easiest to learn for both practitioners as well as support personnel and is the most affordable (most bang-for-the-buck) for our clients. Supporting over a thousand clients throughout the US, Canada, Guam and Puerto Rico for the past 23 years, we always hold our clients' best interests in mind.

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Since the backbone of the database is MS SQLServer, the database can be easily scaled.

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• More time is spent on manipulating reports which can and should be automated.
• Lack of electronic invoicing process and other green technology features creates more cost on printing and storage costs.
• The lack of a user friendly interface requires more training and a bigger learning curve for staff.

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• Since TotalMD is one of the few EHR systems on the market today, that does not have a required annual (and usually very pricey) support agreement, its fast user implementation time requirement and the many error cross-checking systems, the ROI for most practices, can be seen in a few months.
• Data conversion from several software systems (Medisoft, AltaPoint, Lytec and Visionary) are typically included at no cost, saving many practices thousands of dollars when they switch from a lesser product. The technical team at TotalMD can convert data from most any other product at very reasonable rates.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info