Healthcare CRM for Patient Relationship Management

Build a 360-degree patient profile

Get to know your patients as people, by weaving information together from multiple data sources. Access patient demographics, social profiles, behavioral data (activity tracking, conversation tracking – phone calls, emails, text messages & walk-ins), medical & appointment history (supplied by them, and by fetching from your other caregiving tools).

Integrate your healthcare CRM with your main care-giving tools.

Get a single view for all your patient details by integrating LeadSquared with the other hospital management tools you use – hospital information system, patient management system, appointment scheduling, healthcare call center, EMRs, and your patient portal. Uses APIs and webhooks to achieve bidirectional information sharing between systems.

Segment your patients intelligently

Segment and profile your existing patients and prospects based on their locations, conditions, affiliated physicians, referring partners, preferences, past diagnoses, family history and more. Use this information to always maintain relevant communication (automatically or manually) with your patients, via email, text, remarketing campaigns, phone calls and more.

Maintain personalized attention in patient communication

Improve patient engagement with personalized communication at each step. Not only do patients want complete visibility into their healthcare history, but expect hospital communication to reflect it as well. Personalizing your emails, texts, phone calls, and more would help you humanize your hospital, and build positive patient relationships.

Have patient details handy (always) for a hassle-free experience

An integrated healthcare CRM with access to all of the patients’ history and doctors’ schedules helps you provide impeccable experience to your patients every step of the way.

For instance: When a repeat patient calls to book an appointment, use their history (diagnosis, prior treatment, physician, etc.), and fix an appointment accordingly.

Predict what your patients might need

Predict what your patients might need based on their activities, medical & family history, and related conditions, and deliver exactly what they expect. This would help in patient retention, by helping them take steps to curb preventable conditions even before they emerge. Proactive management of health conditions helps foster better patient relationships.

Automate appointment booking

Appointment booking can be automated based on clinic location, specialty, doctor and other patient preferences. Sync appointments from the appointment scheduling app into LeadSquared, making appointment planning easy for both the doctor and care manager. Notify doctors and care managers of any changes or cancellations, to ensure timely action.

Automate inquiry distribution to call center

Automatically distribute all incoming appointment requests and other inquiries to the call center based on any criteria of your choosing. The call routing can be done in a round robin manner, based on agent availability, shift timings of individual agents, region, center location, department, the urgency of the call and more.

Automate patient-doctor mapping

Map patients to doctors of their choice or the ones that best fit their requirements in terms of specialty, location, doctor availability, medical history and more. The distribution happens automatically as soon as the patient inquiry comes in, saving care managers’ time, and ensuring a faster patient response.

Automate patient feedback collection

Collect patient feedback post-appointment. This would not only help you assess the quality of your service, doctors, and facilities but would also help you win back disgruntled or dissatisfied patients with timely and relevant action. If the patient doesn’t fill the feedback after the appointment, it can be emailed and texted to them automatically.

Use your healthcare CRM for error reduction

A slight manual error in the healthcare records and miscommunication can have a severe negative impact on patients, their families, and eventually the public opinion. Regular information exchange between your healthcare CRM and other caregiving tools helps ensure that no communication is triggered based on outdated information.

Get operational efficiency paired with enhanced patient experience

With operational tasks automated and running like clockwork, the daily schedule at your center would run uninterrupted without any hiccups, ensuring minimal or no wait-time, no last-minute appointment cancels, thereby ensuring high-quality patient experience. For instance, patients are notified instantly whenever a doctor’s calendar is updated to avoid confusions.