Simple community outreach CRM

Our healthcare IT services team built us a community outreach CRM in less than a week! You can do the same

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).

Community outreach with a patient contact center - create your honeycode based CRM with spreadsheets

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

Community outreach with a patient contact center - see all campaigns

They can choose to dispose the call status of any patient by searching

Community outreach with a patient contact center - search for patients
Community outreach with a patient contact center - patient details

They can update the disposition by selecting from the dropdown

Community outreach with a patient contact center - set call disposition

In addition, they can specify the community channel as well

Community outreach with a patient contact center - set communication channel

If the patient agreed to an appointment, they can also enter the appointment date / time here

Community outreach with a patient contact center - set appointment date/time

In addition to this, they can also see the entire patient contact history

The patients screen gives them a list of all their patients

Community outreach with a patient contact center - patients list

The appointments list screen gives them a list of all appointments they were responsible for

Community outreach with a patient contact center - appointment list

That’s how easy it is – try it out.