Healthcare management involves organizing and handling various tasks daily, along with staff management and patient data management. Healthcare products can fasten operations and improve work performance in health centers. One such product is healthcare CRM software, enabling physicians to understand patients as individuals through tracking and data analytics. CRM in healthcare simplifies access to health informatics, such as patient demographics, electronic health records, and appointment history. CRM tracking system acquires all data that helps to know patients on a deeper level. In this way, healthcare CRM software helps manage patients before they reach the clinic until post-treatment and beyond.   

For example, a patient visits your clinic for physiotherapy. The treatment would go on for a couple of sessions. A healthcare CRM system will automatically send patients the do’s and don’ts before their first session begins. Additionally, the healthcare CRM software will remind your staff to call the patients and check their condition personally. This is how a healthcare CRM solution helps foster a caregiving relationship between hospitals and patients and develop trust in your care services.   

Following the first appointment, the CRM IT system can deliver automated emails containing details of the first session. Precautions and advice can also be added to these emails that would help the patients during the treatment. The CRM information system enables physicians to implement remote patient monitoring and maintain communication outside the hospital, highlighting that you genuinely care about the patient’s well-being.  

Healthcare CRM Software- Why you need it   

Healthcare CRM software is essential in the medical industry to organize the interactions of healthcare professionals with patients and other providers. CRM in the medical sector serves useful for integrated care services. It can personalize healthcare services, enhance patient satisfaction, and elevate care quality. CRM software for healthcare offers complete profiling of prospective and current patients. Healthcare CRM automates email marketing and provides automated notifications that aid in chronic disease management. The CRM system in healthcare promotes pre and post-treatment communication between patients and providers. A healthcare solution can enable physicians to measure patient experience. A healthcare CRM software can give you a complete overview of patient data. Moreover, CRM solutions allow report generation, dashboard customization, organization of direct email campaigns, integration with existing applications, and patient management.  

3 Myths about healthcare CRM solutions  

Myths about healthcare CRM solutions

1. CRMs are only for the Sales department  

Healthcare CRM software solution does more than automating the daily operations of your clinic. Online CRM system improves the overall performance of your health center and enhances practice management. Hospital managers can understand ways to interact with and stimulate better communication between patients and providers than the sales team. Healthcare staff is well-equipped with the measures that can bring about increased patient satisfaction using CRM information systems. CRM IT system is not just a responsibility of the sales department. Cloud-based CRM for healthcare involves the entire medical team, including the staff.  

2. CRM easily fits into an existing infrastructure  

This is a common myth about healthcare CRM software among practices that are newly adopting CRM. In reality, integrating CRM software solutions into an existing medical practice has its own set of challenges. Healthcare data forms a core component of healthcare CRM software. Medical records of patients from various sources are collected, analyzed, and entered into healthcare CRM systems. You need to remember that current patient portals must be reviewed to avoid process redundancies while introducing CRM in the health industry. Integration of health CRM solutions can occur smoothly and effectively with the appropriate planning and decision-making.  

3. CRM is not needed when the healthcare already has many systems   

You may assume that CRM patient relationship management is unnecessary when there are already many existing systems. However, this is highly incorrect. CRM for healthcare adds different value that other systems may fail to offer. Custom healthcare CRM platforms can be created, and these can be designed to include particular features you need. You can add specific features in your healthcare CRM solution that is lacking in the other systems.   

Healthcare CRM Features

Healthcare CRM Features

1. Healthcare automation  

Healthcare CRM software simplifies administrative operations management and improves workforce efficiency via healthcare automation of the entire system. Medical CRM solution companies can help your clinical practice be more productive and handle more patients. Patient management systems can also fasten medical billing and payment processing, reducing the lag period for receiving payment reimbursements.  

2. Third-party Integration  

CRM systems in healthcare offer third-party software integrations that can save both money and time. This can help to make virtual care services, including telehealth, more efficient. CRM systems for healthcare make it easier to use different applications without the need to switch between them. CRM software solutions automatically sync data and accounting software which eliminates the need for manual data entry. Healthcare CRM solutions also back up and sync data with cloud-based systems.  

3. Data Analytics  

Healthcare CRM vendors provide CRM data analytics which gives detailed insights into patient data. CRM in the medical sector enables doctors to visualize patient data to understand the potential health risks. It can help physicians make informed decisions and diagnose cases early on. Medical CRM software provides reporting and dashboard tools to view patient statistics and health status. Additionally, healthcare CRM software enables viewing of profit and loss data to estimate the ROI returns.   

4. Patient data management   

Healthcare CRM software enables to manage the large volumes of patient data automatically. Healthcare CRM solutions can help physicians to obtain real-time data from various sources. A healthcare CRM solution allows the analysis of cases and provides knowledge about patients through efficient data management. Physicians can use this data to visualize cases and prepare customized reports with healthcare CRM software.  

5. HIPAA-Compliance   

Physicians utilize healthcare CRM software to monitor patients, manage billing and payments, streamline workflows, report cases, and increase patient engagement. Patients may not be willing to share their medical records and make them widely available. Moreover, patients have a legal right to their health data security and privacy. Since CRM in healthcare deals with storing sensitive patient data, they must comply with HIPAA regulations. While selecting HIPAA-compliant CRM systems, make sure it offers data access safeguards, scalability, and automated data backup.  

6. Healthcare CRM platform- A case study  

A healthcare clinic in the US was struggling to increase its ROI, and its goal was to generate more profits through its core services. The clinic decided to implement healthcare CRM software and used it to launch campaigns for increasing patient outcomes. With CRM technology, launching and managing campaigns became convenient. In a short period, they generated more than $15M in net profit. This highlights that CRM solutions in healthcare can drastically improve patient reach and revenue generation.  


There are several advantages of integrating healthcare software in CRM, and OSP knows all about them. We understand the significance of healthcare CRM features and the key components needed to help you achieve your goals. OSP can deliver custom healthcare CRM solutions that can simplify data management, data visualization, and electronic data exchange. Our tailored healthcare CRM software is HIPAA compliant that would safeguard patient data.