Healthcare CRM

CRM systems can provide marketing teams with data for smart patient segmentation and better promotion targeting. It simplifies feedback collection, which helps to understand the correlation patterns in patients’ needs. At the same time, measuring patient satisfaction can help organizations improve their performance, identify at-risk patients, and reduce churn. Lead management is also one of the main capabilities of medical CRM, as it helps follow up leads on time and detect if there are any consistent issues in lead nurturing.

Сustomer support representatives get immediate access to patients’ relevant personal and medical information and personnel schedules, which means a support agent can answer condition-related questions, book an appointment with a proper specialist, and perform other informed actions during the interaction with a patient via any channel, be it phone, text messages, social media, live chat, or email, with the same efficiency.

CRM holds a record of each medical session, including the diagnosis, prescriptions, additional tests or procedures, and referral to other specialists. Users can see the entire patient’s journey, automatically make a referral appointment, send out reminders if patients don’t show up, and follow them up on the next steps. Such data can be easily exported from the CRM and transferred safely between departments, hospital facilities and practitioners.

All patient management documentation can be stored securely in a CRM and provided immediately upon request. A variety of built-in templates allows creating documents such as invoices and certificates fast, easily and in compliance with regulations. Reducing paperwork and automating record-keeping tasks will let your employees focus on patients and high-alert work while also lowering operational costs.

Automating routine workflows helps CRM users stay on track through notifications about scheduled events, urgent tasks, planned maintenance or training sessions, etc. It allows departments to quickly exchange requests and information, submit tickets and receive the needed help. Managers can view their team’s progress and schedule in order to correctly distribute the workload. Professionals that are located in different facilities can communicate in a secure and compliant way via a mobile CRM app.

Medical CRM software can analyze data across sales, marketing, and customer service processes and report important findings. It helps identify factors that influence conversions, measure campaign results, find the most successful acquisition approaches and track marketing and sales performance. Analytical dashboards can provide a clear and comprehensive outlook on current leads, opportunities, existing and referred patients.