What is a HIPAA-Compliant Customer Relationship Management (CRM) solution and why is it valuable?

Automatically communicate with patients without lifting a finger

Our HIPAA-compliant custom relationship management (CRM) software allows providers to organize and track patients to keep valuable leads from falling through the cracks. Each potential patient (lead) will move through a well-developed series of steps (sales pipeline) to turn them into a satisfied patient.

Are your patients slipping through the cracks?

A common challenge for cash-based clinics is tracking potential leads. Without the right software, it's difficult to ensure each lead goes through the right series of steps to become a patient. Unfortunately, too many prospects are lost on a spreadsheet. This is costing the clinic hundreds if not thousands of dollars in lost revenue due to inefficient systems.

All the hard-earned money providers spend on advertising to attract patients should be maximized with a Customer Relationship Management (CRM) tool. If leads are not followed up in a timely manner and efficiently moved through the sales process, they will go somewhere else, and the clinic will miss out on the opportunity to enroll that patient.

What is a CRM, and why is it valuable?

The Customer Relationship Management (CRM) tool focuses on helping the interested patient enroll in your services through intentionally crafted communication and a series of strategic steps.

Our CRM tool is HIPAA-compliant and often integrates with other electronic health records (EHR) or billing systems. This integration allows for seamless data exchange, reducing manual entry and improving overall workflow efficiency. Clinics who try to use the EHR for the sales process often find that it doesn’t have all the tools one would typically need to get the job done right.

Automatically Communicate With Patients Without Lifting A Finger

The marketing automation generates specific communication to the patient based upon their stage in the sales process. Think about the sales process as a map with a starting point, specific destinations and the final destination designed to guide you successfully on your journey. While on the trail, each time you reach a new destination the marketing automation sends out detailed information about that destination so you know what to do and where to go next. Each time a potential patient reaches a new destination the marketing automation sends them detailed information on how to be successful. You don't have to send individual emails to potential patients; it's all done for you.

See the Sales Process from Start to Finish

Our CRM service manages patient information, streamlines communication, optimizes scheduling, tracks tasks, analyzes data, and enhances overall patient care. By centralizing patient data and facilitating an efficient process, our CRM tool improves sales, and productivity, enhances the patient experience, and supports efficiency in healthcare practices. And bonus, you will be able to see the entire sales process from start to finish.

To learn more about how you can keep patients from falling through the cracks and maximize your marketing dollars, schedule a FREE consultation.