involve patients healthcare crm

How Healthcare CRM Helps Involve Patients in their Own Care

Holistic healthcare is more than just what’s accomplished at the hospital or clinic; it also involves what the patient does before and after their visits. This is why the healthcare industry has always looked for innovative methods to reach and involve their patients at home or outside of the hospital or clinic. In this article, we’ll discuss these challenges and how healthcare CRM helps involve patients in their own care.

involve patients healthcare crm

Challenges of Modern Life for Healthcare Providers

Calling patients on the telephone or even emailing them, no longer is as effective as it used to be to engage patients. Also, the increase in the general population and, especially, the older population is creating administrative challenges with: referral onboarding, coordination with insurance, and communication with patients and their families. To compound these challenges, add the busy nature of modern life and the increasingly complex compliance and regulatory requirements in the healthcare industry.

These are some of the challenges healthcare providers face when trying to involve their patients in their own care, which may simply include getting them to their appointments on time. Healthcare administrative workers are in-between using innovative technology and traditional methods to contact and involve patients in their care needs. Truly, the need for automation, streamlined organization, and efficient management tools are needed by healthcare providers to properly engage patients for optimal care.

Using Healthcare CRM Software to Involve Patients

HealthGrid’s CRM software is an effective technological tool healthcare providers can use, in order to involve patients in their own care. It accomplishes this with cloud and mobile computing technology, which facilitates the complete cycle of care through patients’ mobile devices (or home computers) in real-time.

Patients can be engaged pre-care with intelligent outreach tools, which are automated based on clinical protocols; screenings, appointments, educational materials, medication information, assessments, and more can be sent through notifications to patients. This engages patients where they’re at (on their mobile devices), and helps them remember appointments and be involved in their care. This tool also reduces administrative tasks, through intelligent automation.

Through the healthcare CRM platform, patients can take HRAs, surveys, and schedule appointments from available dates. The real-time data allows for scheduling to be automated, which streamlines workflow and gives patients more freedom to choose the right date and time for them. From their patient portal, they’ll also be able to get directions, sign documents, check-in, pay their co-pay, and change any demographic information – which is automatically synced with their EMRs.

This type of connectivity and involvement lasts during and after their acute and ambulatory care visits, as well. Also, family members can be more involved in the care process, by seeing real-time updates of their loved ones’ medical developments. Post care protocols, diets, educational tools, and follow-up appointments – all become much easier for patients to successfully adhere to, when these can be accessed and accomplished from their mobile devices.

Healthcare CRM software connects with patients where they’re at and in a way they understand. While traditional methods are easier for patients to ignore and forget, mobile devices are more effective in engaging and helping them remember and access: important dates, documentation, and information about their care.


Engaging patients in today’s modern world is much like engaging customers in the business world, which means using cloud and mobile computing technology. Healthcare CRM software offers healthcare providers an efficient method to involve patients in their own care, while facilitating streamlined processes with automation tools.

This is the answer healthcare providers have been looking for, in order to take the burden off their administrative staff and involve their patients in their own care more effectively. The results are: higher patient satisfaction rates, reduced burdens on administrative staff, and better health for patients overall. If interested in learning more about HealthGrid’s CRM solution, please contact us today.