10 Best Healthcare CRM Software for Any Hospital (2022)

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10 Healthcare CRM Softwares to Give You a 360-degree View of the Customer

Healthcare organizations on a daily basis create, manage and store an ocean of consumer data. This data is pivotal to gaining insights that drive their administration, marketing, and outreach efforts.

But quite often a generic CRM software that they use may not be equipped to handle this level of coordination. With the healthcare industry having specific needs, the CRM technology market has adapted and created healthcare-specific CRM platforms that are specifically designed for the specific needs of hospitals and patients, weaving together all data into a 360-degree view of its healthcare provider and patient relationship.

What are the best healthcare CRM systems for hospitals in 2022?

  1. Veeva CRM
  2. HC1 Healthcare CRM
  3. Salesforce Health Cloud
  4. VerioMed
  5. Influence Health
  6. Evariant
  7. Sequence Health
  8. Leadsquared
  9. Insightly Health & Wellness CRM
  10. PlanPlus

What Is a Healthcare CRM?

A healthcare CRM – which may also be referred to as a PRM (patient relationship management) – centralizes and manages all patient information including medical history, prescription data, appointments, and historical patient communication. These tools can also manage other contacts as well – such as doctors, referrals, and other medical professionals.

Below, you can see an example of Salesforce’s Health Cloud:


10 Best Healthcare CRMs in 2022

The following are the 10 best healthcare CRMs for hospitals and other patient-care facilities in 2022.


1. Veeva CRM

As the leader in cloud-based software for global life sciences, Veeva Systems Inc has a suite of solutions to help you manage the entire consumer lifecycle. The most popular is the Veeva CRM Suite, which is an end-to-end solution that helps you deliver intelligent customer engagement, resource planning, coordination across multiple channels, and efficient data consolidation.

Veeva Medical CRM also integrates with Salesforce Service Cloud to help you deliver timely support as well as in the creation of self-service portals. All in all, Veeva CRM is a one-stop platform that helps you coordinate, execute, and track engagement across channels.

Drive adoption of your new healthcare CRM with Whatfix

2. HC1 Healthcare CRM

HC1 Healthcare CRM equips professionals with actionable key metrics to track a patient’s journey. The automated alerts, triggered lead follow-ups grabs patients’ attention by providing contextual healthcare recommendations. For instance, automated seasonal disease reminders sent to all the patients communicate precautionary measures as well as helps in lead nurturing.

The real-time dashboards and reports give healthcare professionals a quick and instant overview of your organization’s operations and performance, patient data, and streamline the daily tasks to increase both employee efficiency and patient satisfaction.


3. Salesforce Health Cloud

Salesforce Health Cloud arms your hospital with a platform that allows you to collaborate across departments efficiently, understand patients more deeply, and build 1-to-1 relationships across the entire patient journey. It unlocks data from legacy systems and gives you a unified view of the patient across every touchpoint and connects with them through a single engagement platform.  

The dashboards built into Salesforce help you track referring accounts and tell you where to focus your marketing and sales efforts. When it comes to direct advertising, this Healthcare CRM lets you track every prospect— the source, their entire journey from awareness to consideration to becoming a patient, and more. Having a single unified view of all the information is especially important here since there are multiple channels, physician referral sources, and departments, to make it easy to follow up with prospects.

Most importantly, Salesforce Health Cloud helps you coordinate care efficiently and ensures patients have access to the right information and services in real-time. You can provide support to the patients via any channel including text, chat, emails, calls, and more. The predictive intelligence built into the CRM and the 360-degree view of each patient helps you recommend services and deliver proactive care.  


4. VerioMed

VerioMed is a healthcare CRM platform for clinical labs and hospitals which includes Intelligence, Analytics, and Order Entry modules.

With this Healthcare CRM software, labs and hospitals can easily access and process their data feeds. VerioMed’s Health Meter is an action board that provides a prioritized summary of your clients’ health. Their automated case management provides seamless integration with analytics helping you provide better and faster customer service. You can also monitor all the sources of your data and identify trends and anomalous behavior to instantly alert the appropriate staff.


5. Influence Health

CRMs for healthcare are not just an investment in managing customer (patients) relationship but helps you understand the patient demographics as well as the adoption of high-value patients and prospects. These platforms also provide strategic insights to create targeted content for the patients.

Influence Health’s Healthcare CRM is one such platform that helps you do just that by pinpointing the ideal target audience with a comprehensive set of consumer demographic data and insights. The data can be accessed by marketing automation systems, web content management systems, contact center applications, and any other marketing system capable of using hospital CRM data to personalize content and offers.

Influence Health CRM helps you track multi-channel marketing campaigns with real-time dashboards and lets you run advanced reports on hospital revenue, leads, and campaign activity. With Influence Health’s Healthcare CRM reporting, you can analyze and get deep insights into the campaigns you’re running, the responses, and your organization’s overall performance.


6. Evariant

The Evariant healthcare CRM software is an end-to-end solution that offers a platform that helps you maintain a comprehensive and centralized data management hub. The analytics engine leverages the multiple data sources and delivers insights on what’s working – and what’s not – which helps you continuously improve your strategies and processes. It helps you to engage with patients across their healthcare journey with precision marketing campaigns.

Evariant Healthcare CRM is built in partnership with Salesforce® and provides patient and physician engagement, consumer and patient marketing solutions for hospitals and helps deliver on-the-fly, highly personalized world-class patient experiences.


7. Sequence Health

Sequence Health has a suite of Healthcare tools and services starting from its Healthcare CRM platform to its Digital Marketing solution which includes Patient Intake Forms, Online Seminars, and Search Engine Marketing. It helps you to acquire new patients, manage their experience by tracking every action through their journey, and maintain a continuous line of engagement with the patients.  

Its HIPAA-compliant digital forms are configured such that they’re personalized to your organization’s program. Since it integrates with their CRM platform in real-time, healthcare professionals will be equipped with the precise lead information necessary for acquiring new patients.


8. Leadsquared

Leadsquared’s Healthcare CRM, Marketing & Patient Management Solution helps you across patient acquisition, communications, and engagement. Healthcare organizations need a tool to create, manage, and deploy awareness campaigns, track appointments, and notify both patients as well as doctors about scheduled appointments.

With this CRM for healthcare providers, you can easily capture patient inquiries and appointments from multiple sources like Healthcare Marketplaces (Practo, Lybrate, Healthgrades, RateMDs, etc), social media, website, landing pages, and even offline sources like TV ads, newspaper ads, billboards and more. You can identify the specific ads or lead-generating sites that are bringing in more appointments and use that intel to create better campaigns.

Every new or repeat patient’s call can be captured and recorded with Leadsquared’s seamless integrations with call tracking software like SuperReceptionist, CallRail, CallTrackingMetrics, etc. The captured patient inquiry is automatically updated in the records or added as a new case (for new patients).

No matter where the patient inquiry is coming in from, it gets automatically assigned to doctors based on the patient’s location, preferences, condition, and doctors’ availability and specialty.

While monitoring patient activity, you can easily identify the intent by tracking the pages they visit on the website, the forms they fill, and their conversations and automate notifications to the staff to take appropriate actions. You can set predefined rules and triggers as well.


9. Insightly Health & Wellness CRM

With more than 1.5 million users in a variety of industries, Insightly’s Health and Wellness CRM mainly helps in contact management. It integrates with several applications like Gmail, Office 365, MailChimp, etc making it easy for you to connect your patient records with email communications, online procedure documentation, payment receipts, and more.

It also helps healthcare professionals track every donor interaction and automatically import every individual’s profile information. The highlight here is that you can understand key relationships within your donor and volunteer communities to increase your supporter’s growth.


10. PlanPlus

PlanPlus Healthcare CRM has one of the best task management systems featuring the Franklin methodology in its digitized online planner which is one of its most used features. Its Patients Referral Management utilizes the process builder and helps keep track of their patient referrals, primary care physicians, specialists, and any other health providers involved in a patient’s care.
This CRM for Healthcare also helps in medical device tracking by tracking product serial numbers, RMAs, and product documentation requirements with custom fields.

The Healthcare industry isn’t just about who has the fanciest equipment and medical tech but about who has the best service and most importantly delivering the best outcomes. After all, health is wealth. A CRM for Healthcare is what can efficiently carry the weight of increasing compatibility between the multiple technologies and systems that are used by a hospital and make healthcare seamless.

How to implement and onboard a new healthcare CRM system

Now that you’re well on your way to shortlisting a few Healthcare CRMs, the next part is to onboard and train your hospital’s end-users on the customer relationship management system you choose. This could get overwhelming owing to the platforms’ sophistication.

Whatfix helps you create an easy and interactive onboarding process – with personalized walkthroughs and in-app tooltips for better healthcare CRM adoption, allowing you to maximize your technology ROI.

With Whatfix, your health provider organization are able to empower their healthcare workers with in-app content to for more effective onboarding, training, and on-demand support. Whatfix allows companies to create in-CRM content such as:

  • Product tours
  • Interactive walkthroughs
  • Step-by-step guides
  • Task lists
  • Smart tips
  • Embedded knowledge bases

Whatfix empowers healthcare providers to find the true ROI of their hospital CRM by driving adoption. Learn more about Whatfix for healthcare providers now.

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