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— CRM for healthcare industry—

Healthcare: A Deep Dive into CRM for the Healthcare Industry

Empower your healthcare practice with a robust CRM system

Welcome to our in-depth guide to the domain of CRM for healthcare. Here, you will learn about not only the primary features of this system but the variety of advantages it brings and essential factors to consider. Discover how the CRM system can help you out in the most common situations, from the optimization of the online schedule to the obtainment of personalized care planning. 

Select below and find the best fit for your sales team’s SUCCESS.


About CRM for healthcare

How can be used


Top features 


best CRM options

CRM for healthcare

Trust and personalized care are essential to health-related services such as hospitals. However, involving multiple patients, complex medical records, and multichannel communication in a busy office environment can be daunting. That’s where Customer Relationship Management software comes in. Health care-specific CRM is not just CRM. It offers features that go beyond a general CRM software. 

In a CRM-specialized for the healthcare industry, we can consolidate all patients’ info in one platform, such as their medical history, appointment details, billing information, etc. Also, we can gather a 360 view of each patient that will provide them a better experience and informed care.

On the other hand, a CRM facilitates communication across several channels (secure messaging, email, patient portals). This keeps patients informed and addresses their concerns properly.

in addition, a CRM allows the automation of administrative tasks (appointment scheduling, appointment reminders, billing) and getting data-driven insights from patients. This Identifies trends, personalizes care plans, and makes informed decisions to optimize patient outcomes.


Top features to look for in a healthcare CRM

Centralized Patient Management: a CRM should be able to consolidate all patient’s information (contact details, medical history, appointment history, medication lists, allergies) within the platform. 

Appointment Management: appointment scheduling and management with online booking capabilities, automated appointment reminders (email, SMS), and two-way communication tools for appointment confirmation or rescheduling.

Secure Patient Communication: Facilitate secure communication across various channels (patient portal messaging, email) directly within the CRM platform.

Referral Management: Manage referrals efficiently with automated workflows for sending and receiving referrals electronically. Track referral status, improve care coordination between providers, and ensure patients receive timely specialist consultations.

Patient Engagement Tools: Promote proactive patient engagement with educational resources, preventive care reminders, personalized wellness campaigns, and automated medication refill prompts. Empower patients to take an active role in their health journey.

Reporting and Analytics: Gain valuable insights from patient data and interaction history. Identify trends in patient demographics, analyze treatment outcomes, and make data-driven decisions to optimize staffing schedules, resource allocation, and overall practice performance.

HIPAA Compliance: Ensure adherence to HIPAA (Health Insurance Portability and Accountability Act) regulations with robust data security features, access controls, and audit trails. Protect patient privacy and build trust with your patients.

Integration Capabilities: Seamlessly integrate the CRM with your existing electronic health record (EHR) system, billing software, and lab platforms for a unified workflow and improved data exchange. This eliminates manual data entry and ensures consistency across platforms.

Marketing Automation: Develop targeted marketing campaigns within the CRM to reach patients with preventive care reminders, new service offerings, or educational content. Promote patient wellness and potentially generate new revenue streams.

Customizable Dashboards: Personalize dashboards to visualize key metrics such as appointment bookings, patient satisfaction scores, or treatment outcomes. Monitor practice performance at a glance and identify areas for improvement.

    Benefits of implementing a CRM system

    Enhanced Patient Relationships: Personalized communication, improved care coordination, and proactive outreach foster trust and loyalty, leading to higher patient retention rates.

    Increased Operational Efficiency: Streamlined workflows, automated tasks, and real-time data access optimize practice operations and improve staff productivity.

    Improved Patient Satisfaction: Enhanced communication, timely appointment reminders, and easier access to medical records lead to a more positive patient experience.

    Data-Driven Decision Making: Gain valuable insights from patient data to optimize staffing schedules, identify at-risk patients, and improve overall practice performance.

    Boosted Revenue Potential: Targeted marketing campaigns within the CRM can reach patients with preventive care reminders or new service offerings, potentially increasing revenue streams.

    Reduced Administrative Burden: Automate administrative tasks like appointment scheduling and billing, freeing up staff time for patient interaction and improved care delivery.


    How CRM can be used in the healthcare sector?

    Scenario 1: Proactive Patient Engagement

    A patient with a chronic condition receives an automated message from the CRM system reminding them to schedule a follow-up appointment. Also the CRM provides them with access to educational resources about their condition, promoting proactive patient engagement in their healthcare journey.

    Scenario 2: Streamlined Appointment Management

    A patient can securely book an appointment online through the patient portal integrated within CRM. The CRM automatically sends them appointment confirmation and reminder emails that will reduce scheduling conflicts and improve operational efficiency.

    Best CRM options for banks

    • Zoho CRM for Healthcare:A user-friendly and affordable solution with features for appointment scheduling, patient communication tools, and marketing automation functionalities.

    • Kareo Practice Management: A comprehensive solution offering integrated electronic health records (EHR), patient portal functionalities, and robust reporting tools specifically designed for medical practices.

    • Britix24: Provides basic contact management, appointment scheduling, task management, and communication tools. May require additional customization for healthcare-specific workflows.

    • Creatio: Creatio offers a more specialized solution specifically designed for the healthcare industry.


      By implementing a CRM system equipped with these features, healthcare providers can empower their teams to deliver exceptional patient care, streamline workflows, and make informed decisions that optimize practice efficiency and patient outcomes.

      Ericson Da Silva.

      Ericson has been Working on with CRM and Marketing Automation since 2013 with clients all over the US, UK, Switzerland, Norway, China and Spain. If you have any questions or you want someone to help you implement your CRM solution, you can book a FREE consultation here.