Medical CRM Software

Healthcare CRM software is a type of healthcare management system specifically designed to improve patient service and the overall business of the health practice. Healthcare CRM solutions boost the relationship between medical practices and their patients. OSP can develop agile and robust CRM software for healthcare that will streamline data workflows, ensure appointment management and optimize patients’ experiences. The software can also market medical services to attract more patients and increase profitability.   

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Explore Healthcare CRM

One of the core components of healthcare CRM solutions is patient data management. From patient record keeping and consolidation to updating, the software must thoroughly manage crucial patient data to streamline medical practices’ sales journey.   

At OSP, we can engineer healthcare CRM software to store patient data in two databases. One will be a centralized patient database, and the other for storing documents. The centralized database will be designed in a way that it can store all patient information. All information will include contact details, insurance eligibility, medical data, analysis results, and pharma treatments. The other database for storing template documents will include forms. We can offer full automation in patient data management for the CRM software.

Like in practice management solutions or remote health monitoring systems, CRM software solutions also include appointment scheduling as a crucial component. Healthcare CRM software can automate patient scheduling to ensure appointment tracking and editing.   

We can custom-build healthcare CRM systems with the appointment scheduling feature. Further, we can deploy the required tools to help label and filter appointments. The tools can also help providers in setting preferences.   

Besides, we understand how convenient it will become for practitioners to have an in-built calendar. So, we can even include it and enable providers to sync appointments with the calendar. Syncing it can help healthcare providers ensure seamless scheduling of appointments and minimize patients’ wait times. Indeed, the software will boost the patient experience. 

At OSP, we know today’s healthcare environment sees patients as customers and takes their feedback seriously. So, incorporating the healthcare CRM platform with a feedback collection feature is much required, and we can take care of that.   

We can build healthcare CRM solutions with feedback-collection functionality to help healthcare providers effectively obtain responses for their services. Feedback will be about the care service delivery, administrative processes, physicians’ and staff’s behavior, and so on.   

As a custom healthcare software development company, we can design this feature as per the services your healthcare practice provides. After all, this feedback data can only help healthcare providers work on their flaws and improve their quality of care services. 

As you know, EMR and EHR systems are efficient in storing crucial patient medical data. However, it doesn’t contribute much to strengthening the relationship with patients. But integrating both can make providers’ jobs easier.   

We can develop healthcare CRM solutions integrated with EHR/EMR, which assures multiple benefits. Integrating EHR with CRM can reduce the double entry of repeat patients and automatically organize new data. It can also bring in patients’ history and other details directly from EHR; no manual work here.   

Besides, we can assure you that this integration will help providers track how patients discover your clinic, and using this data, you can easily devise some marketing strategies. Overall, we promise that this integration will boost the patient experience.     

CRM systems in healthcare are the most effective type of patient engagement system. We know CRM software solutions can improve patient satisfaction rates to help providers’ businesses. So, we can tailor CRM software for healthcare companies with a patient engagement scoring tool.   

We can deploy a patient-focused communication tool to help providers understand the patients’ pain points and engage them effectively. And this scoring tool will capture the patient engagement rate to ensure that providers aren’t neglecting their customers (patients).   

We can develop this patient engagement scoring tool in a way that will help providers to plan effective engagement strategies. Indeed, this feature can prove quite effective in enhancing patient engagement and improving the overall practice’s performance.   

CRM systems for healthcare are all about direct communication between patients and providers to strengthen their relationships. We can engineer healthcare CRM solutions that will offer personalized communication options to providers.   

Personalized communication options include a built-in dialer, pre-recorded voice messages, bots, SMS, and email campaigns. Besides, we can also offer tools to track and record the personalized communication between providers and patients to identify and understand the latter’s pain points. The software can also display relevant information related to patients and doctors during the calls.   

Using this data, providers can plan to address them. Also, providers can utilize other forms of communication to market their practice on different platforms effectively. Overall, it will boost patients’ experience and satisfaction levels. 


As a healthcare software product development company, we can custom-build CRM for healthcare practices to ensure efficient workflows. We can offer CRM solutions that automate regular tasks like appointment management, patient communication, and more. And all these data can be seen on a dashboard, which will help providers to address patients’ needs much faster. Overall, the software can make synchronize and improve clinical workflows quite efficiently.

CRM software solutions functions to ensure effective patient and care management. At OSP, we can build a cloud-based CRM system for healthcare companies that will effectively manage patients’ records, reduce administrative errors and enhance the patient experience. We can also ensure that the software will minimize data errors, automatically update reports in real-time, and extract data directly from EHR. All these will help providers minimize risks and boost their care services.

Healthcare practices require effective marketing techniques to retain patients and increase profitability. We can help by developing CRM for the healthcare industry that will help providers attract more patients and retain existing ones. The software can help providers do marketing via social media, email, and personalized calls/SMS. Besides, the software can also offer tools to track referrals and enable providers to give discounts to attract more patients.

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