Exploring major benefits of CRM software in hospitals

Nowadays, CRM (customer relationship management) software solutions are in great demand among companies of all stripes and colors. Big-, medium-, small-sized businesses and nonprofit organizations use them to strengthen cooperation and improve services, thus, gaining their partners’ and clients’ trust. CRM software allows arranging customers’ data, interactions and simplifying all the business processes.

Such a solution can be also employed in the healthcare sphere. Hospitals’ needs differ from those of commercial enterprises, but all in all multi-purpose CRM systems are being embraced by these institutions at a great pace to respond to a wide range of challenges physicians and patients face.

This article is aimed at discovering considerable advantages of the healthcare CRM usage and providing handy tips on choosing robust solutions to address all the needs.  

Essential features

First and foremost, the adoption of CRM software means more effective implementation of marketing strategies for hospitals. To bring positive outcomes, a CRM solution should be able to:

  • gather data from the entire healthcare institution into a database;
  • analyze the created database to identify most favourable marketing opportunities and most convenient ways to seize them;
  • measure ROI (return on investment) from the launched campaigns.

Major benefits

A great number of articles feature advantages of the CRM usage for businesses. Here are examples of how these solutions can be useful to healthcare institutions.

Patient follow-ups

CRM software assists hospitals in running efficiently all the processes and facilitating the following models of communication: ‘doctor-patient’, ‘doctor-doctor’, ‘hospital-partner’, ‘hospital-customer (for instance, handling the database of employed or potential physicians).

With new technologies, healthcare institutions enter the era of effective patient follow-ups. CRM systems automate the function of sending emails and texts reminding of the planned visits, taking pills, or providing other valuable information (e.g. exams results).

The peculiarity of this message is that it’s not as personal as a phone call, but it’s convenient for hospitals and more likely to reach the patient at the most appropriate time. Beyond that, in such a way outside care is firmly guaranteed.  

Outbound communication

Beside just sending information about upcoming visits or taking pills, CRM systems offer outbound communication: patients can provide information about their current conditions and monitor their appointments, asking to change something (if necessary) via a chat.

Those messages, chats, and appointments can be linked to the main board, thus, guaranteeing the full insight into patients’ histories, their relations with physicians, medical prescriptions, and more.  

Inbound communication

CRM software also grants a possibility to facilitate interactions between doctors. They get access to patients’ data, including medical tests, diagnoses, and previous treatment given by other doctors, which is so crucial for a better understanding of new problems and drawing conclusions about each particular visit.  

Thanks to CRM chats physicians have a chance to share valuable information, give advice, and arrive at consensus on the point under discussion (symptoms, imaging results, etc.).

Furthermore, CRM software enhances relationships with physicians via different programs (doctors who meet certain criteria can be involved in some tours of new facilities, etc.).

Business to physician relationships (B2P)

Modern CRM solutions are also used by hospitals to handle enduring relationships with key physicians that are not anymore part of the team, but are willing to provide supervision.

Except for databases containing patients’ and insider doctors’ data, CRM software is able to create a separate storage for key figures in the sphere for better B2P communication.  

Efficiency measures

Another opportunity granted by CRM systems is ROI measurement. Thanks to this feature healthcare institutions can track real results and evaluate outcomes of a particular marketing campaign aimed at acquiring new patients, raising awareness about healthy living or severe diseases among the population.

CRM solutions also use real-time dashboards and reports to show meaningful figures on downstream patient revenues, to compare previous and current campaigns, connecting activities and revenues to individual consumers/providers.  

How to choose and run a robust CRM system

It’s vital to choose the CRM system tailored to hospital needs. That’s why healthcare organizations have to turn to specialists who provide custom CRM solutions and CRM customization services.  

A CRM vendor should offer a database particularly designed for healthcare, segmentation needed to define and influence the target audience for various campaigns, and reports able to answer all the questions.

In short, the vendor choice is a difficult thing, so, make sure to check references, look attentively through initial presentations, review case studies, meet potential vendors, and only after that take a decision.

Moreover, while adopting a healthcare CRM solution, let it be an industry specific (e.g. Truven, Healthgrades) or a horizontal one (Salesforce, Microsoft Dynamics CRM), it’s essential to mind that CRM affects every corner and aspect of the organization, and a full endorsement from top managers will be really helpful.      


Produced from materials originally produced by Yana Yelina, a Tech Journalist at EffectiveSoft.

About EffectiveSoftEffectiveSoft Corporation

EffectiveSoft is a custom software development company headquartered in the USA (San Diego, California). We have development facilities located in Eastern Europe (Minsk, Belarus). Our team numbers 250+ experienced specialists: software developers, engineers, and scientists with expertise in different technical domains.

All of the company members have bachelor's or master's degrees in the sciences and at least five years of experience in the software development field. Our team spirit and the company's management expertise and support are successfully combined with creativity, a dedication to work, and a development culture to produce solid, effective software results. Our commitment is to provide services of the highest quality to our clients

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Last updated: May 23, 2017 at 5:36 AM

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