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What is a Healthcare CRM?

Customer relationship management (CRM) software helps health care professionals provide personalized patient care efficiently.  Whether you specialize in hospital administration or outpatient care management, a healthcare CRM improves patient care and operational efficiency. Learn what a healthcare CRM is, what patient engagement and management tools you can utilize, and how to implement a CRM to enhance your healthcare services while keeping sensitive data secure.
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What is a Healthcare CRM?

Customer relationship management (CRM) software helps health care professionals provide personalized patient care efficiently.  Whether you specialize in hospital administration or outpatient care management, a healthcare CRM improves patient care and operational efficiency. Learn what a healthcare CRM is, what patient engagement and management tools you can utilize, and how to implement a CRM to enhance your healthcare services while keeping sensitive data secure.
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How MedicAlert Achieved Astronomical Efficiency Gains With HubSpot CRM


What Is a Healthcare CRM?

A healthcare CRM is a comprehensive platform designed to help healthcare professionals manage, engage, and nurture relationships with existing and potential patients.

How a Healthcare CRM Works

Healthcare providers assist patients with medical care and wellness management. Using a healthcare CRM enables you to enhance patient interactions and improve care delivery.

The main features of your CRM for healthcare will vary depending on the size and needs of your organization, but generally, here are features that you can benefit from:

  • Gather, store, and update patient and medical information digitally.
  • Monitor your patient care pipeline and keep track of follow-ups.
  • Respond to patients' appointment requests and inquiries efficiently.
  • Create personalized and targeted health outreach campaigns.
  • Automate tasks and workflows such as appointment reminders.
  • Support and manage healthcare teams varying user permissions, cloud CRM software and mobile apps
     

Get to know your patients, provide care, and connect providers with HubSpot's customer platform.

Schedule a personalized demo to see how HubSpot's Smart CRM can adapt to your unique healthcare needs.

Why You Need a Healthcare CRM Software

Healthcare professionals and providers are often on the move. A healthcare CRM centralizes their inputs into one platform, whether they are in the clinic or out in the field.

Healthcare providers also need to maintain strong patient relationships. Good relationships lead to better patient retention and adherence to treatment plans, ultimately improving health outcomes.

Building rapport with patients also helps facilitate patient satisfaction and encourages referrals through word-of-mouth recommendations.

Moreover, as your healthcare organization grows, tracking patient interactions and managing care through manual tools like spreadsheets becomes more challenging.

An effective healthcare CRM system enhances productivity by automating necessary but repetitive data entry and organization tasks without compromising patient data security.

Automation also strengthens your patient engagement efforts and helps you deliver exceptional patient care.

Don’t believe in the power of CRMs for healthcare?

"The efficiency gains that we have made by implementing HubSpot are astronomical,” says Leslie McGill, president and CEO of MedicAlert Foundation Canada, which manages over 1.3 million health records in their Emergency Health Information database with HubSpot's CRM. 

Benefits of a Healthcare CRM 

A CRM for healthcare impacts every aspect of your organization. Healthcare CRMs save time and increase productivity from patient management to service delivery, resulting in significant growth opportunities.

If you use a healthcare CRM to manage your patient interactions, here are some benefits you can expect:

1. Identify Care Opportunities and Enhance Patient Engagement.

Your CRM starts working from the first point of contact with a potential patient — whether they submit an online form or schedule an appointment.

It tracks patient interactions and identifies those further along their care journey to help you maintain relationships with both current patients and new referrals.

2. Engage Patients and Build Trust With Valuable Content.

Patient education is crucial for a healthcare organization’s success. Many patients seek reliable sources for health information.

You can use your healthcare CRM to engage patients by publishing informative and targeted content on your blog, social media, or newsletters. This positions you as a trusted healthcare authority.

3. Delight Patients With Excellent Service.

Patients appreciate prompt solutions and answers, and it's key to patient satisfaction.

A healthcare CRM provides the tools you need for efficient patient communication through live chat, email, or automated responses.

The centralized communication feature allows you to manage and respond to patient inquiries effectively, regardless of the channel.

4. Create a User-Friendly Patient Portal.

Healthcare websites should offer resources and services while educating patients.

Use your CRM's content management capabilities to create a portal with easily navigable templates and relevant health information.

5. Achieve More with Automation.

Healthcare CRMs simplify your tasks by automating manual processes such as updating patient records and organizing appointment schedules.

With automated data sync technology, save time and resources by automating routine tasks, allowing you to focus more on strategic patient care and improve patient outcomes swiftly.

6. Comply with Regulatory Requirements

B2B healthcare companies and care providers need to store HIPAA-protected and medical data in a secured database. A well-implemented healthcare CRM helps you meet legal, security, and regulatory compliance with comprehensive audit logging, advanced authentication features, inactive session timeout, account security recommendations, per-tenant application-level encryption, and more.

The Features You Need From a CRM for Health Care

Healthcare organizations have their unique requirements and rely heavily on effective communication with their patients.

Having features that enable clearer, faster interactions is a top priority.

A CRM for healthcare should focus on meeting the needs of both the organization and patients, with extra attention to security and strengthening patient relationships.

Contact Management

Healthcare organizations have unique contact management challenges. With many legal documentation and patient data considered sensitive, special precautions are needed to keep healthcare CRM data secure.

The best CRM for healthcare will let you collect patient information, such as medical history, appointment preferences, and contact details, to build a comprehensive patient profile and tailor healthcare service communications accordingly.

You can also integrate inquiries, interactions, and appointments to ensure patients are properly managed through these activities.

Care Coordination

Healthcare CRMs allow you to collect and organize important patient information and coordinate care delivery. Care management features help you create checklists, upload documents, and share critical information to keep your processes organized.

Patient Management

Handling multiple patient inquiries and appointments at different touchpoints can be overwhelming. Mistakes can lead to missed appointments or poor patient experiences.

Healthcare CRMs consolidate patient interactions from all channels — be it email, phone calls, SMS, or patient portals — into one platform, allowing you to communicate with each patient efficiently to ensure they are all nurtured.

Pipeline Management

Healthcare providers monitor patient pipelines for opportunities to enhance care delivery. Remembering every patient's activity can be challenging, which is where a healthcare CRM is invaluable.

An ideal healthcare lead management program would include patient engagement, care planning, and follow-up management features that guide healthcare teams on how to move patients through their care journey. From initial contact to follow-up care, everything would be tracked for the care team to understand the patient experience.

Patient Communications

Manage patient communications from one place using your healthcare CRM. Follow up with patients, keep appointments on track, and enhance patient engagement using automated messages, scheduling tools, and reminders.

Personalized Education

Tailor educational campaigns with a CRM-driven approach. Using your CRM data and segmentation, enhance patient experiences by sending personalized educational content and targeted health campaigns.

Reporting and Data Analysis

Track what’s working by monitoring your metrics on reporting dashboards. Get real-time reports of your patient engagement activities and healthcare outcomes to determine what you need to meet your organizational goals.

 

Choosing the Right CRM for Healthcare

Much like selecting the right treatment plan for your patients, choosing the best healthcare CRM depends on your organization's unique needs.

Many CRM solutions are available in the market, but not all are tailored for healthcare functions. Evaluate your organization’s needs and priorities before choosing a healthcare CRM. Here are some criteria to consider when evaluating a CRM solution.

Easy-To-Use

Efficiency is crucial in the healthcare industry. Choose a healthcare CRM that’s intuitive and straightforward — one that does not require extensive training to learn and deploy.

HubSpot CRM is easy to use. Get started in a short time frame.

Built-In Patient Engagement Tools

The right CRM for healthcare supports patient engagement and communication.

You can set up patient communications, appointment reminders, and educational campaigns all under one roof with HubSpot CRM.

Compatible With Other Software

Healthcare providers often rely on various software to complete their work. Thus, when choosing a CRM for healthcare, look for an open API that easily integrates with other apps and electronic health records (EHR) systems.

HubSpot CRM connects to multiple apps, ensuring integration with your necessary tools.

Secure and Mobile

Healthcare professionals are often on the move. Your CRM should be accessible from anywhere. Cloud CRMs offer desktop and mobile options that let you access the data you need in real-time.

When considering cloud CRM solutions, check for security features to ensure your patient data is safe.

You can securely access HubSpot's cloud-based CRM software on iOS and Android devices.

Scalable

When selecting a healthcare CRM, plan for the future. Choose a CRM that can grow with your healthcare organization. This ensures your team will not need to relearn tools periodically, and you won't have to migrate or transfer your data elsewhere.

We’ve been implementing HubSpot for years at healthcare companies around the world and have seen first-hand the impact unified data can have on business growth for our clients

Jan Beery

President Life Sciences

Atypical Digital

Enhance Patient Care With the HubSpot CRM for Healthcare

Customer relationship management (CRM) software helps healthcare professionals improve their efficiency. Whether you specialize in hospital administration or outpatient care management, HubSpot CRM helps you provide care more effectively and efficiently.

Learn what a healthcare CRM is, what patient engagement and management tools you can use, and how to leverage a CRM for your healthcare operations.

Why HubSpot CRM Is the Best CRM for Healthcare


Discover how a healthcare CRM tool can enhance patient engagement and how HubSpot CRM can help healthcare providers and organizations do more.

Enhance Patient Engagement

  • Patient pipeline management tools track patients throughout their care journey.
  • Care automation tools prevent patients from falling through the cracks.
  • Predictive patient engagement scoring prioritizes outreach based on the likelihood that a patient requires follow-up care.

Attract and Retain Patients

  • Patient engagement automation uses patient behaviors to tailor communications, educational content, and offers so you can scale your outreach.
  • Create automated and personalized messages to guide patients through their care journey.
  • Analytics dashboards provide insights into the most effective patient engagement strategies.

Do More With Automation

  • Data synchronization keeps applications and patient data consistent across different systems.
  • Data quality automation cleans up patient records, so you don't have to.
  • Workflow extensions enable you to trigger actions in third-party healthcare systems — all from within HubSpot CRM workflows.
 
 
 

Choose the a CRM that will help your Healthcare practice grow.

Managing sensitive data to be HIPAA compliant? Use HubSpot's Smart CRM sensitive data tools to safely store patient data.