Features of Medical CRMs

A healthcare CRM provides the following features that facilitate patient care.

• Patient management
  A healthcare CRM acts as a comprehensive platform that receives patient requests and chooses the suitable time slot available with the specialist. This eliminates the need to keep an appointment booking staff, which also eliminates chances of error.
  
  
• Ensuring coordination among specialists
  A healthcare CRM also ensures that there is no doubling of tasks by ensuring coordination among healthcare professionals with their responsibilities concerning a particular patient. The CRM also ensures that patient information reaches quickly from one specialist to the other, leading to quick response.
• Orchestrating targeted marketing campaigns
  Patient information from the CRM is a great source for creating organized marketing campaigns. Leveraging its AI-based capabilities, the CRM can use patient information and target them with auto-generated messages and notifications about products, services, and webinars. Thus, there is no need for large board meetings regarding what steps are needed as part of the marketing campaign.
  
  
• Protecting and securing data
  A healthcare CRM also plays a major role in protecting patient data. Now hospitals don’t need to maintain large amounts of data for storage and warehouses. Instead, all data of the organization is available on the cloud. As a result, there is no need to worry about data breaches.
  
• Providing information about the patient population
  A healthcare CRM provides all the information needed about a particular set of patients. Thus, targeting them with the relevant health programs becomes easier.

How to Implement a Healthcare CRM in Your Organization

Implementing a healthcare CRM is a plus point for an organization, but the process requires a lot of groundwork before the decision is taken. The process can be broken down into the following steps.

• Plan and assess your needs
  The first step toward creating and deploying a CRM for medical purposes is to assess your needs. So, evaluate the number of people within your organization, and the type of hierarchical structure that you follow. Based on these factors choose exactly what you need. There are many healthcare CRMs available online which we’ll discuss later in this blog. You can choose from them as well
• Prepare a deployment plan
  Based on your choice, take all stakeholders into confidence. This would include higher levels of management, as well as lower tiers such as the healthcare specialists and appointment booking staff. After this, prepare a comprehensive training plan which outlines all aspects which the users need to be provided training about. Now, systematically organize training sessions to provide your stakeholders with awareness about the CRM systems.
• Integrate the CRM with existing systems
  Once the CRM is completely functional, you can integrate it with your existing systems, such as your billing system, healthcare app, and audits and financing modules. This will position your CRM as a hub which is a starting point for all transactions and activities taking place within your organization.
  
• Migrate and validate your data
  Transfer all your data from the parent systems to the current CRM system. Doing this facilitates the flow of information and creates a constant workflow for the employees involved.
  
• Configuration and customization
  Configure the CRM to meet your specific needs such as compliance requirements and the options that you deem necessary.
  
• Conduct regular quality control checks
  Once the CRM goes live, make sure to conduct regular tests to ensure that the CRM doesn’t fall apart at any point. 

Now, let us look at some of the medical CRM options available in the market for you to choose from.