Healthcare CRM Systems

Discover the best HIPAA compliant CRM system for healthcare providers. Keep track of, reach out to & organize existing and prospective clients.

As a healthcare provider, you want to provide amazing, personalized care to as many people as possible. However, manually keeping track of all your patients and their unique needs can be challenging and time consuming. CRM systems for healthcare providers address this problem by identifying each of your patients, prospective or current, and providing information to help you communicate with them as effectively as possible. With a great healthcare CRM system, you can make informed marketing and business decisions, in turn enhancing your practice’s customer satisfaction and revenue. 

Healthie offers a complete solution for inventory management & client care. To set up a free Starter account today, click here.

What are healthcare CRM systems?

A CRM (Customer Relationship Management) tool is a system that helps you keep track of, reach out to, and organize existing and prospective clients. The tool takes data about customers and turns it into easily understandable reports, which you can use to inform your business decisions. Having a CRM is especially helpful for healthcare providers.

By using data to learn how to communicate effectively with prospective and existing clients, you’ll be able to build loyalty and increase your customer retention. Knowing which of your marketing channels, services, and offers result in leads and revenue is beneficial for any business - including healthcare practices.

Healthie’s all-in-one practice management software can be used by any wellness professional. Our new free Starter Plan can help you with program creation, scheduling, telehealth, and provide a client portal all for $0. Click here to start your free account today.

Why are CRM systems important in healthcare?

Most people want to feel like their healthcare provider is taking a proactive approach to making sure they get the best care possible, and a healthcare CRM solution can help you do this. For instance, with a healthcare CRM system, you can identify which patient is due for a reminder text to book a follow-up appointment, or might benefit from information about a service relevant to their age group.

A HIPAA compliant CRM system is an effective way to ensure your patients receive information from you that’s relevant and useful to them. This high level of service will make them feel like they’ve found a healthcare provider who really cares about their experience.

Choosing the best CRM system for healthcare

There are thousands of CRM tools on the market, but choosing the best CRM for healthcare is no small task. You want to make sure that the system you choose is comprehensive and meets all of your practice’s needs. Here are some key features to look for.

Detailed reports, metrics, and dashboards

A great healthcare CRM system will analyze data and create customized reports that can help your practice make effective business decisions. For instance, this could include a Pipeline Report, showing how your leads progress or regress throughout their decision making process, or a Profitability Report, indicating which types of customer generate the most revenue. You can then use this information to help you decide how to approach future marketing campaigns.

Integration with existing systems

To avoid having to enter information twice, make sure that the CRM you choose for healthcare integrates with your existing tools, such as your appointment calendar and billing system. Or, look for a comprehensive practice management system which combines all of these tools into one platform.

Flexibility across multiple devices

Doctors and other healthcare providers aren’t always sitting in front of their desktop computer, which means functionality across phones, tablets, and computers is vital. Consider choosing a CRM which allows your staff to conveniently access the information they need while they’re on the go. 

Direct communication with existing and new patients

The best CRM systems for healthcare are able to support email campaigns which are targeted to the right demographics and at the right time. Sending personalized communications, such as vaccination reminders to parents of young children at the start of the school year, is a great way to provide high quality care to your patients.

HIPAA compliance

Of course, making sure that you’re using a HIPAA compliant CRM system cannot be overlooked. It’s absolutely critical that the system securely protects your patients’ sensitive information, ensuring that you meet all your legal and ethical obligations as a healthcare provider.

Use Healthie as a HIPAA Compliant CRM System for your healthcare practice

Healthie is a modern and intuitive practice management system, and can be used as a CRM either on its own or with another CRM tool. Healthie is one of the best healthcare CRM for a wide array of providers. With Healthie, you can:

  • Use the Healthie EHR and client engagement platform to manage your existing and prospective clients.
  • Divide your clients into groups to easily share documents, send message blasts, set up targeted email campaigns, and access segmented reports.
  • Leverage powerful reports about your practice’s finances, clients, and appointment activity to make informed business and marketing decisions for your practice.
  • Easily integrate Healthie with your favorite CRM tool, including InfusionSoft, Salesforce, and Hubspot.
  • Feel confident knowing that your patients’ data is securely stored in a fully HIPAA compliant CRM system.

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