EHR integration

Nearly 90% of office-based physicians in the United States use an EMR/EHR system

These systems are, of course, a great aid in your practice. 63% of primary care physicians believe EHRs have helped them improve care. Also, 66% of them are somewhat satisfied with their current EHR system.

However, EHRs are not a complete solution to all your practice needs.

For instance, EHR software doesn’t help strengthen relationships with your patients.

7 in 10 PCPs say so.

But, no doubt, it’s crucial to build long-term relationships with your patients.

And you can do so by improving their experiences—from the moment they contact you to intake and follow-up/further treatments.

While quick access to electronic patient records helps you improve care and patient outcomes, it can’t help you improve engagement and the intake process.  

One proven solution to ensure care and a delightful patient experience is EHR integration with healthcare CRM.

What EHR can (and cannot) do

An EHR or electronic health record, is a class of systems built for securely storing patients health records in a digital format and ensuring the shareability of patient records across the healthcare ecosystem.

However, the actual use of the EHR system comes into play only after a successful appointment. That is, you will use your EHR system when a patient shows up for an appointment.

But what happens to the inquiries that haven’t booked an appointment yet?

That’s where a Healthcare CRM system comes into play. Think of it as a bridge between an inquiry and a patient.

Here’s a run-down on what each platform delivers:

FunctionsEHR systemLeadSquared Healthcare CRM
Inquiry capture

Easily capture inquiries from website, social media, and ads and track their journey henceforth
Auto qualification❌  

Automatically qualify patient inquires based on the services you provide.
Lead management  and Task management❌  

Helps you capture leads from several different sources, organize lead information, and manage interactions with them. Also helps manage operational tasks, such as insurance documentation collection and payment follow-ups.  
Patient profile management across different services/departments❌  

Provides a 360-degree view of patients, their interactions, services used, and transactions
Marketing communication❌  

Personalize every communication. Send SMS, WhatsApp messages, Emails to your inquiry/patient list for health camps and more.
Built-in-dialer / Cloud calling

Call your patients from the CRM portal for follow-ups. LeadSquared seamlessly integrates with RingCentral and other cloud telephony solutions.
Appointment scheduling

Along with appointment scheduling, you can also create appointment reminders to reduce no-shows.  
Patient portal✅  

LeadSquared provides self-serve patient portal for appointments, lab test request, and more.
Patient onboarding

With CRM, you need not collect physical documents for address proof, insurance forms, consent letters, etc. It allows you to create e-forms, which patients can fill and submit at their convenience.
Doctor onboarding✅  
Referral management✅  
Medical templates and forms
Tools to ensure patient satisfaction

Automatically sends request for reviews via text or email to each patient after their appointment.
Automated reports

Fetch patient satisfaction, team efficiency, and revenue attribution reports in just a few clicks.

According to a Stanford Medicine and Harris Poll survey of 521 U.S. PCPs licensed to practice, physicians think of EHR software as a digital storage system.

As mentioned before, to grow your practice, you must focus on building a long-term relationship with patients by keeping them engaged. That is, provide them instant support, answer their queries, follow up with them for routine checkups, and more.

Patients’ expectations have increased. For instance, 71% of patients want their healthcare services to be as convenient as online shopping. Therefore, your patient intake process must evolve too.

EHR is not a one-stop solution

Many providers like Form Health, Pulse & Remedy, Klarity, Two Chairs, Advanced Recovery Concepts, Nova Vital Recovery, and more, opted for CRM even though they had an EHR system in place.

Why? We studied their pain points and learned:

  • Departments work in silos, which creates an information gap. The team lacks the collaboration needed to deliver consistent care.
  • The manual process providers rely on to get data for marketing communication is very tedious and time-consuming.
  • Supervisors and intake managers must manually prepare reports to assess progress.
  • Follow-up with inquiries is completely manual and many inquiries are missed in the process.
  • Referral management is cumbersome.

How does healthcare CRM help with patient engagement?

A healthcare CRM is a patient relationship management tool that optimizes every aspect of patient acquisition, management, and retention. It makes your intake managers and supervisors more efficient. It enables you to:

  • Capture inquiries from your website, ads, social media, chats, and referral sites
  • Take advantage of omnichannel communication by sending appointment reminders and other crucial information through email, SMS, WhatsApp, and phone call
  • Automate waitlisting and rescheduling
  • Provide links to book self-scheduled appointments
  • Automate the patient intake process with hassle-free electronic forms
  • Integrate with EMR/EHR system and other tools for a singular patient view 
  • Request feedback/reviews via text or email after the appointment

EHR integration with CRM: Get the best of both worlds

If patient engagement and relationship management are the strengths of CRM, storing medical records and interoperability are the core functions of EHR systems.

The benefits of integrating your EHR system with CRM include:

  • Reduce double entry
    When a repeat patient books an appointment, CRM and EHR communicate, store and organize new records.
  • Cut down on clicks
    You can fetch the patient history, past appointment details, etc. in just a few clicks. There’s no need to sift through your EHR to find historical records.
  • Improve patient experience
    Make your intake process faster; meet patient needs through real-time data and insights.
  • Automate patient and doctor onboarding
  • Track patient journey
    Understand how your patient discovers your practice and plan your marketing strategy based on the data.
  • Streamline marketing
    Create automated responses for marketing campaigns.
  • Automated reporting
    Fetch useful data in ready-to-use actionable reports.

LeadSquared’s HIPAA compliant healthcare CRM seamlessly integrates with all the major EMR/EHR solutions. If you use a specialized product, LeadSquared supports custom API integrations to build an integrated clinic/hospital management solution.

Want to see LeadSquared in action?