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Healthcare CRM


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ProsperWorks CRM logo
 
ProsperWorks is a cloud-based customer relationship management tool that gives users complete views of their customers. The program is applicable to any industry, including advertising, distribution and real estate. The ProsperWorks... Read More
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ProsperWorks is a cloud-based customer relationship management tool that gives users complete views of their customers. The program is applicable to any industry, including advertising, distribution and real estate. The ProsperWorks... Read More
 
Salesforce.com logo
 
As one of the SaaS-based CRM market leaders, Salesforce.com is a robust option for healthcare organizations of all sizes. The solution offers a variety of tools for keeping your physicians, customers and patients connected.
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As one of the SaaS-based CRM market leaders, Salesforce.com is a robust option for healthcare organizations of all sizes. The solution offers a variety of tools for keeping your physicians, customers and patients connected.
 
Base logo
 
Base CRM is a full-featured web-based solution that allows B2B and B2C sales professionals in many industries to work on the go. It features native apps for most mobile devices and a straightforward price structure.
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Base CRM is a full-featured web-based solution that allows B2B and B2C sales professionals in many industries to work on the go. It features native apps for most mobile devices and a straightforward price structure.
 
NetSuite logo
 
NetSuite CRM+ has worked with thousands of companies to develop industry solutions that meet the needs of your specialty. The system includes a full suite of CRM applications for practices and facilities of any size.
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NetSuite CRM+ has worked with thousands of companies to develop industry solutions that meet the needs of your specialty. The system includes a full suite of CRM applications for practices and facilities of any size.
 
Claritysoft logo
 
Claritysoft is a customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Claritysoft... Read More
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Claritysoft is a customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Claritysoft... Read More

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LeadMaster logo
 
LeadMaster is a solution that has been designed specifically for the health care industry. Medical professionals can use lead management and online marketing tools to better serve existing patients as well as attract new ones.
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LeadMaster is a solution that has been designed specifically for the health care industry. Medical professionals can use lead management and online marketing tools to better serve existing patients as well as attract new ones.
 
SalesOutlook CRM logo
 
SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. SalesOutlook CRM automatically syncs all customer data at one place. All files and email correspondence... Read More
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SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. SalesOutlook CRM automatically syncs all customer data at one place. All files and email correspondence... Read More
 
Freshdesk logo
 
Freskdesk is a help desk solution that helps healthcare professionals focus their attention helping patients by reducing the amount of time they spend managing their information. Freshdesk also offers multiple channels of support.
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Freskdesk is a help desk solution that helps healthcare professionals focus their attention helping patients by reducing the amount of time they spend managing their information. Freshdesk also offers multiple channels of support.
 
Hatchbuck logo
 
Hatchbuck is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. Hatchbuck is a good fit for a wide range... Read More
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Hatchbuck is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. Hatchbuck is a good fit for a wide range... Read More
 
Really Simple Systems logo
 
Really Simple Systems CRM is a cloud-based customer relationship management (CRM) system designed for small and midsize organizations. The solution comes in both free and paid editions. The free edition offers only sales force automation... Read More
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Really Simple Systems CRM is a cloud-based customer relationship management (CRM) system designed for small and midsize organizations. The solution comes in both free and paid editions. The free edition offers only sales force automation... Read More

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TeamSupport logo
 
This contact management system enables health care organizations to efficiently manage their patient or client data. It also has a Knowledge Base for storing common solutions, as well as tools for increasing team collaboration.
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This contact management system enables health care organizations to efficiently manage their patient or client data. It also has a Knowledge Base for storing common solutions, as well as tools for increasing team collaboration.
 
inContact Hosted Call Center logo
 
Healthcare companies use inContact Hosted Call Center software to manage their call center operations. This cloud-based tool is a popular option among companies looking to optimize the customer service experience.
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Healthcare companies use inContact Hosted Call Center software to manage their call center operations. This cloud-based tool is a popular option among companies looking to optimize the customer service experience.
 
Remedyforce logo
 
Remedyforce is a service management software built on a Salesforce app cloud and provides reporting, knowledge management, incident and problem management features. The software provides a service desk system so that users can manage... Read More
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Remedyforce is a service management software built on a Salesforce app cloud and provides reporting, knowledge management, incident and problem management features. The software provides a service desk system so that users can manage... Read More
 
Vivantio Pro logo
 
Vivantio is a service management system that allows users to create a personalized solution that aligns with internal business processes. Key features of the software include dashboards, charts, and reports, routing and assignments,... Read More
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Vivantio is a service management system that allows users to create a personalized solution that aligns with internal business processes. Key features of the software include dashboards, charts, and reports, routing and assignments,... Read More
 
PhaseWare Tracker logo
 
PhaseWare Tracker is a customer support and help desk solution. It automatically notifies users whenever clients report or escalate existing issues. Applications for help desk and customer service can be supplemented with a web self-service... Read More
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PhaseWare Tracker is a customer support and help desk solution. It automatically notifies users whenever clients report or escalate existing issues. Applications for help desk and customer service can be supplemented with a web self-service... Read More

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OnContact CRM logo
 
Offering a choice web-based or on-premise deployment, OnContact CRM 7 is a great fit for price-conscious companies in several industries, including Banking, Software, Healthcare, Insurance, and Field Service. It is Mac compatible.
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Offering a choice web-based or on-premise deployment, OnContact CRM 7 is a great fit for price-conscious companies in several industries, including Banking, Software, Healthcare, Insurance, and Field Service. It is Mac compatible.
 
Samanage logo
 
Samanage is suitable for companies seeking a help desk solution that offers IT service management (ITSM) functionalities. Samanage offers comprehensive service desk functionality that helps businesses respond to service requests in... Read More
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Samanage is suitable for companies seeking a help desk solution that offers IT service management (ITSM) functionalities. Samanage offers comprehensive service desk functionality that helps businesses respond to service requests in... Read More
 
InvGate Service Desk logo
 
InvGate Service Desk is an IT service management platform that offers help desk request fulfillment, customer service and support, self service knowledge management, and more. The system is compatible on Mac, Windows, and iPad (or... Read More
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InvGate Service Desk is an IT service management platform that offers help desk request fulfillment, customer service and support, self service knowledge management, and more. The system is compatible on Mac, Windows, and iPad (or... Read More
 
IncidentMonitor logo
 
IncidentMonitor™ is an Information Technology Service Management (ITSM) application to support IT, ITIL and any other business process. The service management framework offers free ITIL process templates plus an integrated workflow... Read More
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IncidentMonitor™ is an Information Technology Service Management (ITSM) application to support IT, ITIL and any other business process. The service management framework offers free ITIL process templates plus an integrated workflow... Read More
 
VanillaSoft Pro logo
 
VanillaSoft is a powerful sales management software designed for inside sales teams. This solution combines important features for CRM, lead management and telemarketing in an easy-to-use, simple solution that can be accessed from... Read More
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VanillaSoft is a powerful sales management software designed for inside sales teams. This solution combines important features for CRM, lead management and telemarketing in an easy-to-use, simple solution that can be accessed from... Read More
 

Buyer's Guide

by Craig Borowski,
Market Research Associate
Last Updated: May 25, 2017


Here's what we'll cover:

What Is Healthcare CRM Software?
Common Features of Healthcare CRM Software
Evaluating Healthcare CRM Software

What Is Healthcare CRM Software?

Healthcare customer relationship management (CRM) software helps professionals in hospitals and private practices attract new patients and improve communication with existing patients. This is especially important given that patients are more involved in their own healthcare, particularly when it comes to selecting providers. As a result, a growing number of medical professionals are turning to CRM software as a means to improve care and patient satisfaction.

Customer management screenshot in TeamSupport

Customer management screenshot in TeamSupport

Healthcare CRM—or medical CRM—software also makes it easier for physicians to better manage referral communications between physicians, specialists, departments and facilities. By streamlining referral communications, physicians can support patients in receiving uninterrupted, optimal care.

Common Features of Healthcare CRM Software

CRM software for the medical field is focused primarily on automating marketing and customer service processes. Look for the following features when evaluating healthcare CRM software.

Patient information management Automated information management improves the patient experience by eliminating the need for them to fill out forms each time. Patient information, such as address and insurance provider, can be easily updated in the system. This makes it possible to speed up patient service and ease administrative workload.
Patient segmentation Many healthcare CRM systems will allow users to segment patients for creating targeted marketing campaigns. Patients can be segmented based on factors such as demographics, psychographics and high-risk health issues. This allows physicians to precisely target groups of patients that are likely to require a specific healthcare service or procedure.
Event triggering This application sends automated messages based on pre-determined rules. For example, you could set up the system to send out appointment reminders, birthday screening reminders and educational event alerts. This level of automated messaging frees up your administrative staff to better serve your patients in office.
Referrals management With this tool, physicians can coordinate the delivery of care to patients across specialties, departments and locations. It also makes it easier to manage and track relationships with other physicians that refer business. This application features tools for monitoring referral activities, trends, case and payor mixes, as well as the overall impact of your referral and outbound communication activities.
Direct mail campaigns Healthcare CRM is a powerful tool for sending direct mail messages to patients and physicians alike. These mail campaigns can be tailored to your practice or specialty needs. Typical direct mail campaigns include standard service communications, screening reminders, new movers programs, referral communications and nurse recruitment mailers.
Recruiting management This application makes it easier for hospitals and specialty practices to manage recruiting communications and analysis. Users can create outreach campaigns to attract physicians and nurses, with response tracking and automated follow-up. Analysis tools make it possible to look at response data and trends in order to refine your recruitment approach and generate more interest.
Back-office system integration The goal with healthcare CRM is to improve care across the entire patient lifecycle. To accomplish this, your CRM system must integrate with important back-office systems including medical billing and any existing enterprise software system. This reduces duplicate record keeping, ensures consistency across patient records and allows for timely filing of claims and invoices.
Regulatory compliance The handling of patient records and information is extremely sensitive and, when done incorrectly, can result in costly fines. It is important that your healthcare CRM system has built-in compliance modules that allow your practice to carry out service and marketing activities without violating the Health Insurance Portability and Accountability Act (HIPPA).

Evaluating Healthcare CRM Software

There are dozens of options when it comes to selecting a healthcare CRM software product, and you will want to assess your needs alongside the features of the systems you are evaluating. A single-physician, specialty practice will have different needs than a larger hospital facility.

Consider the following questions when evaluating medical CRM software:

  • Does the software integrate easily with back-office systems including accounting and medical billing?
  • Can the software support the scale and size of your practice (i.e., number of physicians, patients, accounts etc.)?
  • Does the vendor offer customized features and capabilities to meet the needs of your specialty?

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