CRM for a medical clinic

Clients choose medical centers not only for the doctors’ professionalism and the services variety, but also for the level of service. Among the mass of institutions, they are more likely to choose the one that offers quality contact at the application stage. All thanks to well-coordinated processes and communication within the medical center. How to achieve this – with the help of a CRM for a medical center, which will bring the patient care to a new level.

Why a CRM system is needed for a medical center/clinic

A clinic, like any other type of business, needs careful control and management. Add to this the ability to systematize the work, automate most of the routine tasks that previously required staff, and you get a model of an ideal client-oriented medical center. CRM for healthcare services makes this possible – thanks to this software the business gets a new impulse for development.

To understand what opportunities this software provides, let’s imagine a center without this complex. Without a CRM system in medicine, all the work on the client base will automatically be for the work of staff, and the clinic will have not tens, but hundreds or thousands of regular clients. No matter how experienced the client department is, it is almost impossible to achieve order and complete control of business processes in such conditions.

Moreover, all work directions from patient requests to planning medical staff schedules and vacations, are tied to human resources, which means that the human factor cannot be avoided. A simple mistake can lead to reputational losses. Everything changes when a CRM system is involved in the compan’'s workflows. Thanks to it, the leadership has the opportunity to solve a number of problems that have arisen in the work at once.

A single center for data and documentation storage

CRM collects and standardizes all clinic documentation. Reports, certificates, and other papers are stored in a single place, which makes access to them much easier. The staff can add new templates and the system will create documents based on the samples.

Convenient access to examination and test results

With CRM patient accounting is simplified at times, because now all information about medical examinations in the center will be stored in one database. Doctors do not need to look for paper records with test results. Moreover, patients will be able to receive information on their devices promptly thanks to the notification function.

Maintaining medical records

The software greatly simplifies the monitoring of patients’ health and medical history. A personal medical record contains all the information doctors need, including previous appointments. Based on this data, specialists can build a treatment strategy more deeply and quickly, without paper procedures.

Notification system

CRM for a medical clinic – is a fully automated complex for client communication. Thanks to it, the patient will remember about the visit to the doctor, be aware of the latest new clinics and special offers. The notification function deepens the feedback between business and consumer. In the end, the client receives personalized service and care, which is important for increasing loyalty.

Administrative functionality

Plan work schedules, optimize workflows and control department workloads – all from a single window. CRM gives you full control over the medical institution and allows to avoid common mistakes, such as overlaps with vacations and shifts. It is thanks to the software that the administration has a complete picture of business profitability and services quality – analytical data is generated automatically during of CRM operation, and the director of the institution has access to reporting in just one click.

Personalized service

Personalizing one’s services – is the key to business success and audience loyalty. With a CRM system, you can build an individualized service for each patient.

Popular CRM for medical institutions

The first stage of implementing CRM systems in business – is the choice of software. Here are examples of popular complexes for the medical sphere:

• Salesforce Health: a cloud service for marketing and analytical purposes of the center, the price is 325 USD (1 user);
• Pega: user-friendly and powerful software with extensive options opportunities, the price is from 35 USD;
• Leadsquared: a simple CRM for small businesses, an analytical complex for the client base, the price is from 25 USD;
• OperaDDS: a system developed for dental centers, the price is from 99 USD;
• Creatio: a complex for the management of clinic staff, the price is from 25 USD.

Each out of the box version has a specific set of functions. Therefore, before choosing a software, we recommend to carefully study the system’s capabilities and the tasks of your business. This will help to avoid situations when the CRM system for the clinic does not cope with the tasks or vice versa – the owner paid for tools that are not needed in his/her environment.

Setting up CRM for a medical center/clinic

Most systems are characterized by a user-friendly interface and do not require long training. Moreover, the complexes are designed for the fastest possible integration with the institution, without a long delay in work processes.

In general, the launch of CRM for a medical center consists of several stages:

• deployment of the server and client parts;
• connecting communication channels
• connecting additional external modules;
• setting up the software part;
• launch.

At the end of the work (or during integration), specialists train responsible staff to work with the system. A well-constructed CRM launch plan minimizes company downtime, which helps to reduce budget costs.

Personal CRM for a clinic

A much more flexible approach is to develop your own software. A personal CRM for a medical center ensures that each tool of the complex is perfectly developed to your company’s model. This approach is chosen by the owners of large medical clinics or those who want to optimize workflows as much as possible and provide their clients with perfect service.

Advantages of a personal CRM:

• no regular subscription fees, license renewals, or cloud server rental fees;
• a perfectly set up system for a specific business;
• constant support from the developer;
• the ability to integrate new features as quickly as possible, based on the existing system.

A personal CRM system for a medical center gives a business a favorable competitive advantage. This approach will allow the clinic to stand out in the market and attract a larger audience.

Interested in personal CRM development? Contact SKYLEX! We will do everything for your business to receive a powerful tool for development.