What Member of Your Team Should Use Your CRM?

Posted on April 15, 2022 in General

Customer relationship management software is a powerful management tool. It’s where your team turns for all their patient information needs. When implemented right, CRM technology can boost daily workflows, lead conversion rates, patient experience, practice revenue, and more. But how do you attain CRM success? The key to CRM success lies in the staff that uses it.

Essentially, the team members with direct interactions with patients should be given access to your CRM, and they include:

Front Office Staff

The way a CRM system integrates patient records and administrative tasks means a more efficient process for patient inquiries, check-in, billing, and check-out. Your CRM can hold virtually all the details you’d want to know about every patient. So, your care team is able to track a patient’s last visit, their next checkup, and so much more.

Having all the important patient records at their fingertips allows your team to deliver an unmatched patient experience, regardless of the person answering the phone. That means that your front office staff will no longer have to struggle to remember whether a patient should come in for their flu shot or checkup. In other words, using CRM technology gives your staff the chance to provide better customer service, improve patient interactions, and ultimately enhance patient experience.

What’s more, CRM can help address the pain point of every practice – no-shows. A missed appointment results in lost revenue for your practice. It could also lead to patients choosing another provider. Using CRM tools, your front office desk can send out timely automated appointment reminders to reduce the number of missed visits and keep patients coming through your front door.

Care Team

Healthcare consumers expect personalized experiences. Fortunately, with the wealth of data at their disposal, your care providers can use a top CRM tool to personalize every step of a patient’s healthcare journey.

For instance, say a patient’s blood work reveals she’s at an increased risk of high cholesterol. When it’s time for Mrs. Susan’s follow-up visit, your CRM can easily pull up her patient information to aid you in sending a message saying it’s time for new blood work tests to measure the cholesterol levels. A personalized email like this one can make your patients feel valued and cared for. Further, the range of personalization opportunities delivered by a CRM system help strengthen patient-provider relationships and lead to better care outcomes.

Marketing Team

One way of building strong relationships with patients is through regular and genuine communication. Your CRM makes this seamless. With a CRM system, your marketing team will be able to tell when to connect with prospects and current patients and what they should connect with them about.

For example, your team can automatically send out messages on special dates such as birthdays. Reaching out to your patients with thoughtful communication tells them you truly care.

Additionally, the lead management system in a CRM is a vital feature that gives your marketing team a 360-degree view of potential patients in the sales funnel. CRM will provide insights into which leads to pursue so your marketers don’t spend time going after cold leads. Your team will also be able to track all interactions with prospects and gather real-time data, which is vital in maximizing conversions.

Scale Your Practice with MDProspects’ CRM

The goal of the best CRM system should be to help you build stronger patient relationships. And that’s what MDprospects’ CRM does. With MDprospects in your corner, you’ll be able to improve your internal processes, better manage leads, ensure value-based care, and improve patient experiences.

Want to find out what MDpropects can do for your practice? Request a demo today.