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Pipedrive
Pipedrive
Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action invol...Read more about Pipedrive
Zoho CRM
Zoho CRM
Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respo...Read more about Zoho CRM
PlanPlus Online
PlanPlus Online
PlanPlus Online uses the Franklin Covey business planning methodology to help organizations and professionals in real estate, insurance and finance sectors manage both time and customers. The system provides an all-in-one sol...Read more about PlanPlus Online
Salesforce Sales Cloud
Salesforce Sales Cloud
Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. Close more deals. Collect cash faster. Boost growth and profit with intelligent automation and integrated tools fr...Read more about Salesforce Sales Cloud
AgentCubed
AgentCubed
AgentCubed provides lead management and CRM solutions specific to those in the insurance industry. It helps users automate workflows, manage the relationship and generate leads by skills-based routing. The solution is cloud-based ...Read more about AgentCubed
Pega CRM
Pega CRM
Pega CRM is an enterprise-level customer relationship management (CRM) solution by Pegasystems that integrates sales, marketing and customer service capabilities into one solution. It also offers end-to-end automation and real-tim...Read more about Pega CRM
Nimble
Nimble
Nimble offers browser widget and mobile-based sales force automation and social CRM solution for small and midsize businesses. The solution automatically populates customer profiles and interaction histories from contact lists, em...Read more about Nimble
Bitrix24
Bitrix24
Bitrix24 is an online workspace for small, medium, and large businesses. It features over 35 cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and m...Read more about Bitrix24
Spotler CRM
Spotler CRM
Spotler CRM is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams. There’s a customizable Sales CRM, plus options for Marketing and Service tools and integrations - so...Read more about Spotler CRM
Creatio CRM
Creatio CRM
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales and Service), indus...Read more about Creatio CRM
hc1 High-Value Care Platform
hc1 High-Value Care Platform
Healthcare Relationship Cloud from hc1.com is a cloud-based healthcare specific CRM solution that provides a centralized platform for clinics and hospitals to personalize patient care, create patients database and streamline commu...Read more about hc1 High-Value Care Platform
RAYNET CRM
RAYNET CRM
Simplify your CRM. All contacts, deals, your calendar, your sales pipeline analysis –? all in one place. Perfectly organized data that simplify your work and give you a thorough overview of your business. RAYNET CRM helps your ...Read more about RAYNET CRM
vcita
vcita
vcita is a cloud-based, all-in-one business management solution designed especially for service-based micro and small businesses. Entrepreneurs and small business owners from different industries use vcita to manage their time, mo...Read more about vcita
Efficy CRM
Efficy CRM
At last, a CRM solution that truly adapts to your needs! Our mission is to help each company or organisation succeed by helping it to transform its customer data into customer knowledge while simplifying the work of its employees...Read more about Efficy CRM
FreeAgent CRM
FreeAgent CRM
FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. Work smarter and f...Read more about FreeAgent CRM
Isoratec
Isoratec
Isoratec CRM is a HIPAA-compliant customer relationship management (CRM) solution suitable for various types of home care facilities such as hospice, managed care programs and infusion therapy centers. Key features include contact...Read more about Isoratec
Thryv
Thryv
Thryv is an all-in-one business management solution designed to help small businesses with essential business functions. With Thryv, business owners can expand their online presence, improve any customer relationship, and streamli...Read more about Thryv
Aline
Aline
Aline is an integrated system purpose-built for senior living that connects residents, families, staff, and executives on one simple-to-use platform. Customizable to facilitate your processes and workflows, Aline enables higher pr...Read more about Aline
Influx MD
Influx MD
Influx MD sales and marketing software bring twenty years of healthcare marketing experience to medical practices of all sizes in a powerful and affordable HIPAA compliant application. Designed for clinicians, Influx simplifi...Read more about Influx MD
CentraHub CRM
CentraHub CRM
Centra Hub CRM is a solution designed to help businesses of any size streamline sales, customer service, and marketing processes. It can be hosted on the cloud or installed on-premise. With live dashboards, custom reporting, and a...Read more about CentraHub CRM
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Buyers Guide
Last Updated: March 16, 2023Here'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
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. |
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?