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How to use a healthcare CRM

Using a CRM is still not commonplace in healthcare organizations.
Healthcare CRMs are trending up in usage for the past few years. Sure, larger hospitals with experienced marketing teams use CRMs (e.g. salesforce, microsoft dynamics, evariant etc).

However, we have not found the CRM awareness in smaller healthcare organizations.

Using a CRM is still not commonplace in healthcare organizations. Healthcare CRMs are trending up in usage for the past few years. Sure, larger hospitals with experienced marketing teams use CRMs (e.g. salesforce, microsoft dynamics, evariant etc). However, we have not found the CRM awareness in smaller healthcare organizations.

Here are a just a few things you can do with a healthcare CRM:

  1. Get a 360 degree view / holistic view of the patient
  2. Understand who the patient really is
  3. Understand where they came from (how they found you)
  4. Understand what the patient’s demographics are
  5. Understand your patient’s social life and context
  6. Understand the health conditions the patient has
  7. Understand how the patient engages with your practice
  8. Understand what has their satisfaction with your practice has been
  9. Understand their financial responsibilities towards your practice
  10. Understand their accountability behavior
  11. Understand and personalize all communications with the patient
  12. Understand how to retain the patient
  13. Understand the patient’s family and treat them as a family
  14. Understand the care team of the patient
  15. Be able to segment patients based on clinical information
  16. Be able to segment patients based on demographic information
  17. Be able to segment patients based on insurance information
  18. Be able to segment patients and create look alike patients to market to
  19. Be able to segment patients and perform clinical risk analysis
  20. Be able to segment patients and perform financial risk analysis
  21. So much more towards personalized care that the patient needs to stay loyal to your healthcare organization.

It’s not to say that you cannot achieve the same with spreadsheets. You can. We have already shared quite a few of these spreadsheets in other articles. You can very well get started with those spreadsheets.

However, if you want a true 360 degree / complete view of the patient to truly be able to serve them and to be able to generate more business from these patients, we urge you to consider a healthcare CRM.


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