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Medical CRM for your Clinic

Customer relationship management (CRM) is a vital component of the doctor-patient relationship. This is true even though patients aren’t viewed as customers in the traditional sense. Using a CRM system like Medesk, you can follow each patient’s journey all the way from the first point of contact through to treatment.

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Medical CRM for your Clinic

Why CRM is necessary for your clinic?

Modern private practices have quickly become used to the incredible perks of automatisation. After all, what’s not to like about online appointment booking, electronic health records, and digitised billing. Nevertheless, some areas remain more behind the times than others. In particular, patient management and communication often lacks a certain degree of finesse.

Read: What You Can Learn from CRM Software

Why CRM is necessary for your clinic?
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How to track how well your patient acquisition channels are working?

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How to track how well your patient acquisition channels are working?

How a Practice Manager Can Use CRM for Clinic

Receptionist can mark appointments with coloured tags to mark whether the patient is, for example, a VIP. You can record the purpose of the visit with appointment tags, such as "post-op" for instance.

All these colour-coded tags will help you to sort your data for analysis. Essentially they are anchors that allow you to orient yourself among a veritable sea of useful data.

Read More About Effective Patient Management with Medesk Software

How a Practice Manager Can Use CRM for Clinic

How Doctors Can Use CRM for Clinic

Clinicians click on an appointment and can start filling out consultation notes templates straight away. Templates can contain all sorts of useful fields from rich text editors and drop-down lists to yes/no switches and pre-selected buttons. You can even edit them on the fly.

The template editor also lets you create tables, whether in advance or as you go along. This is great for recording test results over time amongst other uses. Clinicians can choose which documents should be printable or saved as a PDF for use externally and you can even comment on extra services added or discounts offered so the right payment is taken by the receptionist.

How to Utilise Electronic Health Records to Optimise Patient Care in Private Practice

How Doctors Can Use CRM for Clinic

Analyse CRM Data

Medesk collects information on where your patients found out about your services.

Medesk creates visual reports based on this data so you can understand everything at a glance.

Now you can make much better choices to:

  • Attract the best staff
  • Purchase equipment for the best ROI
  • Adopt the most effective marketing strategies

If you are interested in learning how well your online advertising channels are doing, then you can track this by integrating Google Analytics with Medesk.

Analyse CRM Data

The Real Significance of CRM for Clinic Use

Many practices unnecessarily limit themselves by only using hospital information systems (HIS) which lack CRM functionality. Installing two separate apps in an attempt to solve the problem is by no means going to be effective. Splitting the two sources of data like this just makes a mess that you can’t untangle.

In contrast, Medesk is a comprehensive practice management solution that includes the most useful elements of the best approaches to CRM. As the practice manager, you’ll receive direct access to the full history of interactions between patients and your clinic staff. In particular, you’ll benefit from the following:

  • Discover how your patients find your practice
  • Learn how much it costs you to attract a specific patient
  • Find out more about receptionists’ conversations with patients
  • Keep an eye on which doctors patients are booking with
  • Measure how much is spent by each patient
  • Gauge the clinical effectiveness of the medical treatment given

Read How to Build the Best Relationship with Your Patients with Patient CRM

Medesk is far more than just a CRM system

It answers for all your clinic's business processes from booking appointments to creating medical records and treating disease.

Top Tips to Manage Expectations with a Patient CRM

Medesk is far more than just a CRM system

The Most Useful CRM Features for Your Clinic:

Reliable Call Recording

Patients really don’t like having to explain their predicament to receptionists time after time. Thankfully, your patients won’t have to when your receptionists already know the patient’s name and assigned doctor ahead of time.

When you process your calls with Medesk telephony, you’ll leave your patients in no doubt that you’re on their side. As the practice manager, you can even listen to call recordings to help your receptionists improve their communication skills.

Automatic SMS and Email Notifications

With the busy, modern lives we lead, patients sometimes simply forget about their doctor’s appointments. To mitigate the risk of having a daily schedule riddled with DNAs, it’s well worth sending out SMS and email reminders.

You could even use this handy function to inform your patients of new services and special offers based on whether they are young parents, students, pensioners or just about anything else.

Timely Tasks and Reminders

There’s absolutely no need to tire yourself out with trying to remember which patients need to be called with a reminder about their next checkup. Medesk automatically reminds you to get in touch with those patients who need specific information about their appointments.

What’s more, you can push this feature even further to boost the quality of your services to patients by letting them know about their test results, requesting feedback and so on.

Electronic Health Records

It’s simply impossible to comprehend a truly modern private practice without an EHR. Fortunately, big, thick sets of notes full of semi-legible scribbles from hurried clinicians are a phenomenon that has been largely left in the distant past.

With the help of a decent EHR, you won’t lose test results and all of your practitioners will have a full understanding of each patient’s journey even if they’ve never met.

Everything you could possibly need to improve your practice’s reporting is available at the click of a button.

Flexible Online Appointment Booking

Practice receptionists are often overwhelmed with work, making it easy to forget simple details like where to send a patient for their appointment. This problem can be resolved rather simply by means of integrated online appointment booking.

Your patients will be empowered to select a convenient time, date, location, and even practitioner. This is the quickest way to ensure that you lose as few prospective patients as possible to other clinics.

Cashback

A welcome bonus for your patients. Now you can return money to a patient’s account balance in the form of a cashback payment. This is an excellent tool to boost patient retention and ensure their loyalty.

Employ patient CRM tools in your private practice

  • Leverage online booking to pre-screen your patients
  • Send out automated yet bespoke confirmations and reminders by email and SMS
  • Remind patients of the value of attending their appointments with tailored information
  • Generate waiting lists and send out text messages with booking links for everyone
  • Track patients who are due to be recalled for follow-ups

5 Steps to Working as Your Own Private Practice Manager

Employ patient CRM tools in your private practice

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