Insightly
84 Case Studies
A Insightly Case Study
Community Care of North Carolina (CCNC) is a statewide health‑and‑wellness network supporting a patient‑centered medical home model across 1,800 practices and more than 1.7 million enrollees. Preparing for North Carolina’s transition to Medicaid Managed Care, CCNC needed a secure, cloud‑based CRM to centralize relationship and outcome data, manage multiple contracts and rates, and replace fragmented spreadsheets and inboxes.
Insightly provided a highly customizable CRM with interactive list views, business‑intelligence dashboards, mobile access, Office 365 integration, and an open API, creating a single source of truth. The platform cut time spent on spreadsheets, improved follow‑up and field access, achieved 86% daily user adoption, and enabled real‑time reporting of contracts and quality outcomes so staff can focus more on supporting providers and meeting payer deliverables.
Misty Davidson
Clinical Database Administrator