Healthcare CRM

Defining Intelligent Outreach in a Healthcare CRM

Your medical practice is perhaps still stuck in a rut using outdated methods to connect with patients. While many of these tactics worked for many years, you’re likely starting to experience some pain points as you deal with more complex insurance demands, complicated medical conditions, and various protracted medical regulations.

Healthcare CRM

Trying to organize all of this with a paper-based system is almost impossible in the 21st century. Forcing your medical staff to handle multiple roles with paper documents only leads to frustration at work. Eventually, it could lead to too much turnover from burnout.

The way forward is to use an intelligent outreach system with patients. You can do this through a quality healthcare CRM¬†allowing you to connect in ways you couldn’t when using paper, snail mail, or landline phone calls.

You can basically dump paper forever thanks to a CRM’s digital methods of connecting and sending e-documents. It also eliminates needing to send anything via snail mail. Plus, texts through your CRM ends relying on phone calls.

What is Intelligent Outreach?

You can define intelligent outreach as superior patient engagement. Your practice can build on this by looking at recent statistics showing patients wanting engagement through digital tools. This comes in various forms, and sometimes through the patient’s own tracking devices. However, it works from your end in initiating more personal communication.

A CRM integrates many things into one platform so you connect through texts or even real-time chat portals. When you have a complex rules engine in place, you’ll have automation at your command as well to send things at the appropriate times.

Here’s some things you can do to make “intelligent outreach” a mainstream term around your medical facility.

Reminders for and Setting Appointments

Keeping track of when patients need to come in for appointments can become chaotic if you’re still using paper forms. Even if you have software for this, it may not give you proper reminders to alert patients about checkups or tests.

A CRM organizes every patient and can send automated texts to them for appointment reminders. It’s easy to set appointments as well through a CRM, saving you a bundle on your phone bills.

Sending Educational Information

There isn’t anything more important than educating your patients, whether new or established. Thanks to analytic tools in your CRM, you’ll gain a more thorough understanding of what each patient’s medical problems are. In turn, you can create more targeted health content to send via email or text.

When your patients receive recurring content on how to stay healthy, you’ll uphold prevention through digital technology rather than burdening someone to attend a health class.

Information on Medications

For the health and safety of your patients, they need to keep careful track of their medications. You can help guide them directly or through automation in your CRM. When a patient gets discharged from the hospital, you’ll send them automated reminders to take medications.

This can go on indefinitely so a forgetful patient doesn’t miss a life-saving med. At the same time, you can e-send patients educative information about the medications they take so they learn more about what it does and side effects.

Reminders on Screenings

Many people forget about screenings they need maybe once or twice a year. Those too busy to call in on their own can get reminders from you when it’s necessary. Automation is absolutely essential in the medical industry now to get timing right on when screenings need doing.

Now you’ll have ability to set a reminder text six months in advance and have them sent to select patients (and their families) concurrently.

Visit us at HealthGrid to learn about our CRM and why we’ve reinvented the way intelligent outreach works.