Healthcare CRM

Tailored engagements result in enhanced patient satisfaction and improved acquisition

What is Healthcare CRM?

It is a patient relationship management system. In other words, it is a platform that keeps track of relationships and this includes contact information, interactions such as phone calls and emails, how much money patients have spent and which services they “prefer”. 

Using a single healthcare crm software, you can easily update all the information related to each of your patients. This allows you to have a complete overview of each patient’s details, such as medical history, treatments, medications, and other important information. This helps you stay up to date and provide better care for your patients.

Healthcare CRM Benefits

CRM is an effective tool to gain and retain patients. Here are some of the benefits that healthcare CRM systems can offer:

Personalized patient engagement 

Healthcare CRM solutions can help providers identify the preferences, requirements and health history of individual patients. By analyzing the patient data, CRM solutions can create targeted communication and marketing efforts catered to patients’ specific needs. This personalized approach can lead to higher levels of patient satisfaction and trust, ultimately resulting in better patient retention.

Enhanced marketing and acquisition 

With CRM systems, healthcare providers can segment patient populations by demographics, diagnoses or other criteria and develop targeted acquisition campaigns. CRM can track the effectiveness of each campaign and adjust marketing messages accordingly. This can lead to improved acquisition rates, increased conversions and ultimately improved business revenue.

Streamlined operations 

Automated patient communication through healthcare CRM software can save healthcare providers time and money by reducing manual follow-up and administration costs. By streamlining and automating processes, healthcare providers can focus more on delivering patient care.

Improved patient outcomes 

Healthcare providers can use healthcare CRM technology to monitor patient data, track health outcomes and report on patient care. This reporting helps healthcare providers identify areas of improvement and can ultimately lead to better patient outcomes.

Healthcare CRM Features

Discover how Onpipeline's CRM can help you

360-degree patient profile

Obtaining all the necessary information at the appropriate time can be a difficult task, especially when the data is spread out across various software applications. It can be time consuming to search for the information, and it can be difficult to keep track of all the different sources.

Centralize information

By using a comprehensive data management system, your clinical staff can easily access and store information from multiple sources in one centralized location. This can help to streamline the process of obtaining the needed information, thus allowing more time to focus on other important tasks.

Customizable data structure

With our easy to use CRM your healthcare organization have the option to add custom fields to best fit needs You can obtain views to deliver personalized experiences, access patient demographics, patient information, activities, conversations, phone calls, emails, etc. 

Moreover, you can easily link to external sources or securely store patient treatments or preferences information. Also, you can get a single view for all your patient details by integrating with other management tools.

Explore all features

Make patients ready to buy

A sales pipeline will help you visualize your sales process and will show you where your opportunities are. Each stage brings qualified leads to the next phase, keeping in the previous stage those who have not passed the process.

Patient acquisition process

A visual pipeline in your Medical CRM makes goals easier to achieve by breaking any process down into trackable tasks. It can make the difference in your bottom line. 

Comprehensive view

As a result of having a single sales and service solution that integrates with your internal systems, your teams will be able to have a comprehensive, holistic view of your customers. This solution will provide your teams with a comprehensive understanding of your customers’ wants, needs, and preferences.

This single solution will also allow for seamless integration with your internal systems, ensuring that all customer data is up-to-date and accessible across teams. Ultimately, this will enable your sales teams to better serve your customers and offer them more personalized experiences.

Explore all features   

Appointment booking

Save time spent on making appointments over phone and emails with our online appointment booking software.

Doctors can establish their availability and allow patients to make appointments at any time of day or night by utilizing their online booking system.

This involves setting the times and days that you are available to take bookings, as well as any time-off or holiday periods. Clients will be able to book appointments and services at any time, from anywhere. 

Explore all features   

See How Onpipeline
Works for your Business

Try it Free

Save New Leads

You can capture new leads directly from your website or 3rd parties (agents) into your Healthcare CRM and automatically create tasks to follow up, send welcome emails, etc. 

With Onpipeline Healthcare CRM you can receive new leads by integrating external systems. Furthermore, you can create unlimited Web Forms to collect new Leads (with referral management). You may use your company logo, colors and styling options to match your branding. 

Your marketing team will be able to collect leads from a variety of popular forms, including WordPress Forms (WPForms), JotForm, Gravity Forms, Facebook Leads, and Google Leads.

Explore all features

Integrate CRM with EHR 

We provide API and Widgets to organizations that want to connect their CRM account to EHR. The ability to add custom fields to the CRM database allows integrations with external systems and content personalization.

Through our API (included in all plans) it is possible to sync your CRM data with external applications and databases in real time and have all the information you need within Onpipeline. For example, hospital information, billing details or any relevant data during the sales process may be available within the patient contact information.

Our API is very simple to use even for a mid-level developer. For any technical needs or information, please know our team is available to provide support.

Explore all features

Save time with Automations

Automate and simplify processes across front and back-office. You can save time on recurring tasks like manually sending emails or creating follow-up activities. 

For example, you will be able to send an email when a new contact is added, create an event when the deal is moved into a specific stage, automatically reassign a deal to another owner based on certain conditions, etc.

Explore all features

Privacy & Security

Our security policy ensures the confidentiality, integrity and availability of the CRM data we store. Our policies make sure we provide all members of our team with the best tools and practices.

Every day we look for new technologies and we work to add new solutions that can guarantee the security of our customers’ data.

Explore all features

HIPAA Compliance

Onpipeline Healthcare CRM is HIPAA compliant for any plan. We meet the physical and technical safeguards as required by HIPAA. We encrypt data stored on our servers. Data transmission is done via HTTPS / Secure Sockets Layer where we obtain A+ overall rating (which is the maximum). 

Read more about HIPAA compliance

Explore all features

Can I try the CRM?

Yes! You can try a fully functional version for 30 days. You will be able to add users and carry out all the tests you need. Our Support Team is available to answer all your questions. You can activate a trial version at no charge (your are not required to enter a credit card or any payment information). You may subscribe at anytime during your free trial without losing the remaining free days. 

How much will I pay?

When calculating the cost of your invoice, there are two factors:

  • The number of active seats in your company account
  • The subscription plan you have

Onpipeline is available in 3 different plans: PipelineStandard and Advanced.

All our accounts are billed monthly.

For example, in a Pipeline Plan:
5 users x $12 per user = $60.00 per month, charged at the beginning of your subscription (or renewal date).

If you upgrade / downgrade during the month, we will calculate used/unused time within your billing period and bill you accordingly in your next invoice.

Which Plan is right for my company?

We work with customers of all sizes. The plan depends on the features you want to activate. Starting from the Pipeline plan you will be able to manage contacts and sales processes at a very low price. Our Support Team can work with you to clarify your specific business needs and advise on which plan is the best fit. See our plans

Can I upgrade / downgrade the Plan?

Yes. You are free to change the Plan at anytime. From the billing section of your account you can do it at no cost. Likewise, you can add or remove users from your plan, paying only for the days the users are active.

See How Onpipeline
Works for your Business

Try it Free

Onpipeline™ is a cloud-based customer relationship management (CRM) platform designed for sales teams, small businesses, and freelancers. It allows businesses to manage their sales processes, track leads, and improve customer relationships. Should you have any questions about features, pricing or anything else, please contact us.

30-day Free Trial

Your Full Name
Company Name
Business Email
Choose a password

By clicking on Start Trial, you accept our Terms and Privacy

Should you have any questions or comments, please contact us