Small Business

Best CRM for Healthcare (2023)

Healthcare customer relationship management (CRM) is an integrated organizational and efficiency tool for hospitals everywhere.

However, finding the most suitable CRM tool for a hospital can be tricky, given the many available options.

Throughout years of being a project manager for a renowned hospital, I have grown familiar with each of the healthcare CRM methods on this list in hopes that it helps you find the perfect option for your agency.

I’ve ranked each system based on its pros and cons, stand-out features, pricing, and more; that way, you have all the information you need to select the right healthcare CRM system.

What is a Healthcare CRM?

A healthcare CRM is an important tool for running a successful hospital system; it helps you manage patient records, improve health education, track customer interactions, and follow up with prospects.

It also allows you to identify new trends in your customer base and implement strategies that will help increase patient satisfaction while keeping up-to-date on the latest technological advancements in the healthcare industry.

So, if you are looking for a reliable and efficient CRM system to manage your patients’ information, read on.

Below you can find my list of the best CRM systems for healthcare you can use in 2023 and what makes these systems beneficial for any hospital, no matter how big or small.

Healthcare CRM System Benefits

Improve Patient Experience

CRM healthcare providers help hospitals better understand their patients’ needs by collecting data on patient experience.

Collecting more patient data allows hospitals to provide more tailored services and build relationships with patients, ultimately leading to improved patient experiences.

Therefore, when hospitals have more information on each patient, healthcare professionals can offer a more personal healthcare solution.

Healthcare CRM tools should always follow HIPAA compliance regulations to ensure electronic health records are safe.

Manage Patient Data

Using a CRM system to manage patient data is a great way to ensure that all relevant information is kept organized and up-to-date.

Some of this data includes medical histories, hospital visits, medications prescribed, appointments scheduled, insurance claims made, and more.

Having this data easily accessible enables healthcare professionals to provide quick and efficient service, helping to improve the overall patient experience.

CRMs can also track patient acquisition data, helping users stay organized and streamline referral management.

Optimize Business Processes

Using a CRM system for healthcare can also help optimize your organization’s business processes.

By automating certain tasks, such as appointment scheduling and billing, you can free up more time for healthcare professionals to focus on patient care.

Plus, with the help of analytics tools, hospitals can gain valuable insights into their customer base and make data-driven decisions to further optimize their business processes.

Marketing Automation

Marketing automation is another key benefit of CRM systems for healthcare.

Hospitals can use the system to design marketing campaigns and create automated workflows, making it easier to target specific audiences and boost conversion rates.

The automation feature also helps reduce manual tasks, allowing hospitals to focus their time on more important activities such as developing patient relationships and improving customer experience instead of sending mass emails or posting on social media platforms.

Some CRMs include templates for direct mail handouts and emails, allowing users to send more personalized messages.

Improve High-Quality Treatment

High-quality treatment is one of the most important benefits of healthcare customer relationship management systems.

By collecting data from patient records, appointments, and insurance claims, hospitals can identify where their services are lacking and make the necessary improvements to ensure patients receive quality care.

With access to actionable insights and analytics tools, healthcare professionals can more effectively manage patient care and ensure that each patient receives the best possible treatment.

Also, because most CRMs are HIPAA-compliant and adhere to the Accountability Act, users can rest assured knowing all their data is safe.

Reduce Medical Errors

One factor that people are often unaware of is that healthcare CRM systems can also help reduce medical errors.

By collecting and organizing patient data, hospitals can quickly identify problems or discrepancies in a patient’s medical history and take corrective action to ensure the best possible care is provided.

Quickly identifying problems helps ensure that patients receive only the best treatment while reducing potential misdiagnoses or mistakes that could lead to medical errors.

Client Feedback

Further, one of the key benefits of healthcare CRM systems is that hospitals can collect patient feedback.

By doing so, healthcare providers can gain valuable insights into their services and make necessary changes to improve customer experience.

Patients also appreciate being heard and taken seriously, making it more likely that they will return for future visits and recommend the hospital to others.

Some CRMs send electronic reports for customers to fill out with their feedback, and others allow users to send direct mail forms.

Data and Analytics

Finally, data and analytics are arguably the most important benefits of healthcare CRM systems.

Analytics tools enable hospitals to gain actionable insights into their operations, such as patient patterns, outcomes of treatment, and customer satisfaction.

With these insights, healthcare professionals can measure performance and make more informed decisions, leading to improved customer service and increased patient satisfaction.

Ultimately, data and analytics are essential components of any healthcare CRM system, helping to ensure that patients receive quality care while hospitals optimize their business processes.

How to Choose a Healthcare CRM Software

Survey Your Team

The first step in choosing healthcare CRM software is to survey your team.

It’s important to understand their needs and preferences as they are the ones that will be using the system on a day-to-day basis.

For example, does your team need natural language processing technology or health insurance portability?

If you know what features they need, it’ll be easier to narrow down your options and find the right CRM software for your healthcare organization.

Don’t forget to ask them what their biggest challenges are so that you can find a system that will address those needs as well.

Also, ensure the CRM you select is HIPAA-compliant.

Understand Current Issues In Your Organization

Once you understand the needs of your team, it’s time to look at the current issues in your organization and determine how healthcare CRM software can help address them.

Consider any weaknesses or gaps in patient care, customer service, or data management that need to be addressed and any areas where improvement is necessary.

By doing this, you can ensure that the CRM software you select will help your organization improve.

Understand the Below CRM Features

To determine which CRM software is right for your organization, you need to understand each CRM software’s features.

Consider the security and data protection that each system offers and any reporting and analytics tools it includes.

It’s also important to look at the different customization options available and ensure the software can integrate with your existing systems.

By taking some time to understand each CRM software’s features, you can ensure that you select the right system for your organization.

Test Drive a CRM with a Limited Number of Staff

The fourth step in choosing healthcare CRM software is to test drive a CRM with a small group of staff.

Test-driving a CRM will give you a hands-on feel for the system and determine if it’s right for your organization.

Try out different features, such as patient data management and patient follow-up, to ensure they function properly and meet your needs.

Also, don’t forget to ask the software vendor for any help or support you may need during this process.

Choose a CRM for Your Healthcare Facility

Finally, it’s time to choose a CRM for your healthcare facility.

Remember to factor in the needs of your team, current issues in your organization, and the features of each software when making your decision.

Also, test-drive a few different systems before settling on one, as this will ensure that you end up with the right CRM software for your organization.

Choosing healthcare CRM software is an important decision, and it should be taken seriously.

With careful consideration, you’ll find the perfect system to help streamline operations and improve patient satisfaction at your facility.

And lastly, also make sure you select a HIPAA-compliant CRM solution.

Best Healthcare CRM Software on the Planet (HIPPA Compliant)

As previously mentioned, I have several years of experience working with hospitals and healthcare organizations, such as Mercury Healthcare.

The TYB team and I have methodically tested each of the healthcare CRM solutions listed below, taking a significant amount of work off your shoulders.

Also, each software option on this list follows HIPAA compliance standards, so you can seamlessly integrate them into your workflow.


Business Asia
the authorBusiness Asia

Leave a Reply