We use a simple community outreach CRM to handle our community outreach campaigns. With just CSV files / spreadsheets, the entire backend database is created by our IT team. They used Amazon HoneyCode to build this out so quickly for us. You can too!
We love spreadsheets just as much as the next guy, but it’s not the best option for everything. Our healthcare IT services team built us this community outreach CRM in less than a week! It doesn’t even have to be HIPAA compliant because these “patients” are not patients yet and we don’t have any PHI data on these patients. These are just “consumer” lists we purchased from InfoUSA (now, Dataaxle).
Then, they created the screens that are needed to run a campaign.
Here’s what the end product looks like (this can be customized any which way you want).
Our agents login and can see which campaigns they are currently assigned to
They can choose to dispose the call status of any patient by searching
They can update the disposition by selecting from the dropdown
In addition, they can specify the community channel as well
If the patient agreed to an appointment, they can also enter the appointment date / time here
In addition to this, they can also see the entire patient contact history
The patients screen gives them a list of all their patients
The appointments list screen gives them a list of all appointments they were responsible for
That’s how easy it is – try it out.