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What Are the Benefits of CRM in Healthcare?

From improved data management to streamlined workflows, the benefits of CRM in healthcare are plentiful. Learn more about healthcare CRM software.
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Healthcare is one of the fastest-growing industries in the world. A customer relationship management (CRM) system can be a valuable tool to help streamline workflows and provide performance insights. With emerging artificial intelligence technologies and maturing cloud services, healthcare CRM software may benefit physician groups and medical clinics in many ways.

Physician groups often explore new ways to help improve bottom-line performance. Improvements can be made by tracking the revenue cycle, in addition to operational costs. Integrated systems and real-time data management can help physician groups track key metrics and improve bottom-line results over time.

Further, medical professionals know the importance of keeping information safe and secure. With increasing concerns over data breaches and privacy violations, it’s pivotal to have a modern CRM system in place. CRM is more than a tool for managing customer interactions and tracking sales. It also can be an effective tool to comply with data security and privacy requirements.

While different CRM systems have different functions, there are some basic features healthcare CRM software should have, including:

  • Data security for storage and management of sensitive data
  • Management of documents in different formats (including options to upload, edit, and download documents within the system)
  • Case management
  • Automated follow-ups and messages
  • Different communication methods (email, text messages, etc.)
  • Advanced analytics
  • Detailed records
  • Integration with other business systems

How CRM Can Help Data Management

Data compliance is a top priority for physician groups and medical clinics, especially for those working with federal contracts.

CRM software can help centralize data storage and make retrieving, recording, and reviewing information quick, easy, and secure.

Digital data storage often is more secure and traceable than paper file archives. Paper files can reduce efficiency, slow down patient care, and extrapolate HIPAA privacy concerns.

In addition, cloud-based CRM systems can help improve data management with features like role-based permissions and cloud security for monitoring and managing access to data.

Both Salesforce Health Cloud and Microsoft Dynamics 365 for Healthcare can help data management by:

  • Improving Security: One of the primary benefits of using CRM is that it can provide an added layer of security to sensitive data. With a cloud-based system, all data can be stored in a centralized location, making it easier to monitor and manage access. Organizations can control who has access to certain data and set up permissions to help ensure that only authorized users can view and edit the data.
  • Following Regulatory Requirements: Another benefit of using CRM for data management is that it can help organizations comply with data privacy regulations such as General Data Protection Regulation (GDPR), California Consumer Privacy Act (CCPA), and HIPAA. With CRM, you can collect and store sensitive data in a way that helps meet such requirements.
  • Providing Disaster Recovery: Cloud-based CRM systems generally have built-in disaster recovery capabilities, which means if there’s ever an outage, your organization should be able to recover data quickly and securely.

How CRM Can Help Care Coordination

Ease of care coordination can be another benefit of using healthcare CRM software.

Today, many people expect healthcare systems to possess their complete medical record and history when they arrive for treatment. Re-entering information can lead to duplicate data and potential errors, not to mention patient frustration. CRM systems can help care coordination by consolidating information from different sources into a single record that all providers can see. Sometimes CRM tools can even pull in data from affiliated providers to help maintain inclusive and up-to-date records.

How CRM Can Help Streamline Administrative & Business Processes

Both Salesforce and Microsoft Dynamics 365 CRM tools can help organizations streamline case management and internal workflows. Each system has features that can track, manage, and resolve patient and staffing cases and store profile histories and engagement transcripts.

Unique user roles, permissions, and system access can be set up with CRM software. This enables team members to have specific, role-defined access and permissions within the system while maintaining enhanced data security overall.

CRM tools also can help organizations that work with federal contracts generate reports that comply with federal government requirements by mapping required data and transcribing computing languages.

In conclusion, the benefits of CRM in healthcare can be plentiful. From unique user roles and permissions for enhanced data management to centralized data storage for streamlined care coordination and case management workflows, healthcare CRM software can help facilitate improved business results.

For more information on Salesforce and Microsoft Dynamics 365 CRM tools or healthcare tax, assurance, and consulting services, reach out to a professional at FORVIS or use the Contact Us form below.


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