CRM sanitario
for Clinics and Practices
*****
Manage patient acquisition, appointments, follow-ups and retention in one HIPAA-ready CRM.
Conformità HIPAA
Onpipeline Healthcare CRM is HIPAA compliant. 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).
Patient Acquisition & Retention
Each stage brings qualified leads to the next phase, keeping in the previous stage those who have not passed the process.
Patient acquisition process
Un modello visivo pipeline rende più facile raggiungere gli obiettivi, suddividendo qualsiasi processo in attività monitorabili. Può fare la differenza nei tuoi profitti.
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 Healthcare teams with a comprehensive understanding of customers’ wants, needs, and preferences.
Prenotazione appuntamento
Save time spent on making appointments over phone and emails with our software di prenotazione appuntamenti online for Healthcare organizations.
Doctors can establish their availability and allow patients to make appointments at any time of day or night by utilizing their online booking system.
Patients can receive an automated reminder via email or text message (SMS). You can also customize the reminders to include any information you would like, such as time, date, location, etc.
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 staff can easily access and store patient records from multiple sources in one centralized location. This can help you 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 Healthcare CRM your organization has the option to add campi personalizzati to best fit needs. You can obtain views to deliver personalized experiences, access patient demographics, patient information, activities, conversations, phone calls, emails, etc.
Capture New Patient Leads
Puoi capture and manage 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.
Con Onpipeline puoi ricevere nuovi contatti integrando sistemi esterni. Inoltre, puoi creare un numero illimitato di Moduli Web per raccogliere nuovi contatti (con la gestione dei referral). Puoi usare il logo, i colori e le opzioni di stile della tua azienda per abbinarli al tuo brand.
Il tuo team di marketing potrà raccogliere contatti da un sacco di moduli famosi, inclusi WordPress Forms (WPForms), JotForm, Gravity Forms, Facebook Leads e Google Leads.
Portale clienti e DMS
Piano Avanzato
Il Portale Clienti offre ai tuoi clienti un’area sicura e personalizzata con il tuo marchio, dove possono accedere ai file condivisi, visualizzare le fatture e caricare i documenti richiesti. Puoi creare e gestire le richieste di documenti, mentre i revisori possono controllare i file inviati, approvarli o rifiutarli indicando un motivo, mantenendo l’intero processo collegato alla persona, all’organizzazione o al Deal di riferimento in Onpipeline.
Integra il CRM con l'EHR
Forniamo API e Widget to organizations that want to connect their Healthcare CRM to EHR. The ability to add campi personalizzati 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.
La nostra API è facilissima da usare, anche per uno sviluppatore di livello medio. Per qualsiasi esigenza tecnica o informazione, sappi che il nostro team è a disposizione per darti supporto.
Risparmia tempo con le Automazioni
Automatizza il tuo CRM e semplifica i processi tra front e back-office. Puoi risparmiare tempo sulle attività ripetitive come l'invio manuale di email o la creazione di attività di follow-up.
Ad esempio, potrai inviare un’e-mail quando viene aggiunto un nuovo contatto, creare un evento quando un deal passa a una fase specifica, riassegnare automaticamente un deal a un altro responsabile in base a determinate condizioni, ecc.
Privacy e sicurezza
Il nostro sicurezza 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.
Ogni giorno cerchiamo nuove tecnologie e lavoriamo per aggiungere nuove soluzioni che garantiscono la sicurezza dei dati dei nostri clienti.
4 Key CRM Benefits
CRM is an effective tool to gain and retain patients. Here are some of the benefits:
1. Personalized patient engagement
Customer Relationship Management can help you identify the preferences, requirements and health history of individual patients. By analyzing patient data, you can tailor communication and marketing campaigns to meet specific patient needs.
Taking a personal approach can improve patient experience, satisfaction, trust, and retention.
2. Enhanced acquisition
Healthcare providers can segment patients by demographics, diagnoses or other criteria and develop targeted acquisition campaigns.
Also, CRM can track the effectiveness of each campaign. This can lead to improved acquisition rates, increased conversions and ultimately improved business revenue.
3. Streamlined operations
Automated patient communication through CRM software can save time and money.
By streamlining and automating processes, the medical staff can focus more on delivering patient care.
4. Improved patient outcomes
Healthcare providers can use technology to monitor patient data, track health outcomes and report on patient care.
Reporting helps healthcare organizations identify areas of improvement and can ultimately lead to better patient outcomes.
Frequently Asked Questions about Healthcare and Medical CRM
Cos'è un CRM sanitario?
Un CRM sanitario è un sistema CRM speciale per operatori e organizzazioni sanitarie. Il sistema aiuta con i rapporti con i pazienti, semplifica i compiti amministrativi e migliora la cura dei pazienti. Un CRM sanitario è diverso dai CRM generali.
The system has healthcare features such as patient scheduling and tracking patient histories. It also helps with healthcare workflows and follows health industry regulations like HIPAA. The goal is to make patients’ experiences better, improve healthcare efficiency, and support better health outcomes.
Un aspetto chiave dei CRM per la sanità come Onpipeline è la loro capacità di personalizzazione. Onpipeline, pur essendo conforme alle normative HIPAA, consente alle organizzazioni sanitarie di adattare il proprio database per memorizzare tutte le informazioni necessarie sui pazienti. Questa personalizzazione aiuta il sistema CRM ad adattarsi alle esigenze dei diversi studi medici, rendendo più semplice la gestione dei dati dei pazienti e l'offerta di servizi sanitari di alta qualità.
Quali funzionalità sono essenziali in un CRM sanitario?
Un CRM sanitario ha caratteristiche importanti che rispondono alle esigenze del settore medico. Si concentra sulla cura dei pazienti, sulla gestione dei dati e sull'efficienza operativa. Le funzioni chiave includono:
- Il nostro sistema ti aiuta a memorizzare e gestire i dati dei pazienti, come contatti, anamnesi e appuntamenti.
- Abbiamo dei sistemi automatici per fissare gli appuntamenti ai pazienti. Questi sistemi mandano anche dei promemoria per ridurre le volte in cui la gente non si presenta.
- Ci colleghiamo alle Cartelle Cliniche Elettroniche per assicurarci che le informazioni mediche siano precise su tutte le piattaforme.
We make sure patient data is handled according to HIPAA regulations – specific to the United States – for compliance. - Abbiamo strumenti per il marketing sanitario, per raggiungere i pazienti e per le iniziative di salute nella comunità.
- Le strutture sanitarie possono personalizzare il CRM e scalarlo man mano che l'organizzazione cresce.
Queste funzioni aiutano le organizzazioni sanitarie a gestire meglio i dati dei pazienti, a coinvolgerli di più e a snellire i processi amministrativi e clinici.
Come gestisce un CRM la privacy dei pazienti?
A CRM protects patient info with strong security and strict data protection policies. Referring to Onpipeline’s approach as an example:
- Onpipeline ha una politica di sicurezza. Protegge la riservatezza, l'integrità e la disponibilità dei dati del CRM. Questo significa difendersi da accessi non autorizzati e violazioni dei dati, e fare in modo che siano sempre accessibili a chi ha i permessi.
- L'azienda fa in modo che tutti i membri del team abbiano i migliori strumenti e le pratiche migliori per la sicurezza dei dati. Riceviamo formazione e aggiornamenti regolari sui protocolli di sicurezza e sulle normative sulla privacy dei dati.
- Onpipeline aggiorna sempre la sua tecnologia per migliorare la sicurezza dei dati. Questo approccio proattivo fa in modo che il CRM sia sempre un passo avanti rispetto a possibili minacce alla sicurezza.
- Il CRM segue le regole sulla protezione dei dati per gestire le informazioni dei pazienti in modo responsabile e legale.
Aggiorniamo regolarmente la sicurezza di Onpipeline aggiungendo nuove soluzioni e aggiornando quelle esistenti. Questo garantisce la protezione dei dati dei clienti e ci aiuta ad affrontare le nuove sfide della cybersicurezza.
Onpipeline supera gli standard di sicurezza dei dati in ambito sanitario ed è impegnata a proteggere la privacy dei pazienti.
Cosa bisogna considerare quando si sceglie un CRM?
When picking a healthcare CRM, think about key factors to make sure it suits your organization’s needs.
- Il CRM deve avere un'interfaccia intuitiva. Questo farà in modo che tutto il personale possa usarlo facilmente e ridurrà anche il tempo necessario per imparare e fare formazione.
- Assicurati che il CRM rispetti le normative sanitarie come l'HIPAA.
- Il CRM deve collegarsi ai sistemi attuali come gli EHR, i software di fatturazione e gli strumenti sanitari.
- Choose a CRM that can be customized for your healthcare practice’s unique needs.
- Per proteggere i dati dei pazienti, il CRM ha bisogno di misure di sicurezza forti per evitare violazioni e garantire la privacy.
- Quando scegli gli strumenti per comunicare con i pazienti, pensa a funzionalità come i promemoria per gli appuntamenti e i portali dedicati.
- Il sistema deve poter crescere insieme al tuo studio. Deve riuscire a gestire più pazienti e offrire più servizi.
- Gli strumenti di analisi servono per monitorare i risultati dei pazienti e l'efficienza operativa. Aiutano anche a prendere decisioni informate basate sui dati.
- Valuta il prezzo rispetto a quello che offre in cambio. Guarda oltre la spesa iniziale e pensa anche ai costi a lungo termine come aggiornamenti, supporto e moduli extra.
Un CRM sanitario aiuta nelle vendite?
Healthcare CRMs focus on the healthcare industry and aim to increase sales and revenue. Here’s how Healthcare CRM systems can aid in sales:
- Streamlined Lead Management helps healthcare sales by efficiently managing sales leads from start to conversion.
- Healthcare CRMs help with targeted marketing by analyzing patient data. This analysis attracts new patients and promotes services, which increases sales.
- These systems enhance patient communication, which increases retention and referrals, indirectly boosting sales.
- Analytics tools offer data-driven insights into market trends and patient needs. These insights guide service development, improve services, and can potentially boost sales.
- We can improve customer service by quickly accessing patient histories. This helps us provide personalized service, which makes patients happier and more loyal. It also helps us increase sales.
- CRMs find chances to offer more to patients (Cross-Selling). This includes services and products.
- Automating tasks, such as scheduling and billing, frees up time for sales activities.
- Healthcare CRMs enhance collaboration across departments, aligning efforts towards sales goals.
Quali sono i vantaggi di un CRM sanitario?
A Healthcare CRM system has many benefits for the healthcare industry over time. It improves operations and offers substantial advantages.
- Healthcare CRMs keep track of patient histories and interactions to build lasting relationships. This leads to increased patient loyalty and retention, which are crucial for ongoing success in healthcare.
- Healthcare providers gather data using a CRM. This helps them make informed strategic decisions. To improve our services, we need to understand patients’ needs, behaviors, and service effectiveness.
- Using CRM data can improve patient outcomes over time. CRMs improve care by promoting proactive care, personalized treatment plans, and patient engagement.
- Improving how things are done and managing patients better can help organizations grow. Over time, this efficiency can transform into cost savings and increased revenue.
- A Healthcare CRM improves marketing, patient service, and care models by using patient data.
- Using a CRM helps create a culture of data-driven decision-making in the organization. This change in culture can improve patient care and business operations over time.
- As healthcare organizations grow, a CRM with scalability can meet their evolving needs. It can accommodate more patients, services, and integrate new technologies.
- A Healthcare CRM can assist with following healthcare rules and protecting patient privacy.
A good CRM system can improve patient trust and satisfaction, which helps build a positive reputation in healthcare. - Using a Healthcare CRM for a long time can bring innovation to patient care. Continuous insights and data analysis find new chances to improve care and efficiency.
In summary, a Healthcare CRM has many long-term benefits. It improves patient relationships and outcomes. It also helps with strategic growth and innovation in healthcare services.
Can I integrate a Medical CRM with EHR?
Yes, you can integrate a Medical CRM with Electronic Health Records (EHR) systems, and Onpipeline facilitates this integration effectively. Onpipeline provides APIs and Widgets specifically for organizations looking to connect their Healthcare CRM to EHR systems. Here’s how Onpipeline supports this integration:
- API and Widgets: Onpipeline offers API and Widgets that enable the seamless connection of the CRM to EHR systems. This integration capability is crucial for healthcare organizations that require consistent and accurate patient data across both platforms.
- Custom Fields for Personalization: The CRM database in Onpipeline allows the addition of custom fields. This feature is essential for integrating with external systems and personalizing content to suit specific healthcare needs.
- Real-Time Data Syncing: Through Onpipeline’s API, which is included in all plans, it’s possible to synchronize CRM data with external applications and databases in real time. This ensures that all necessary information, such as hospital details, billing information, or relevant sales process data, is readily available within the patient contact information in the CRM.
- Ease of Use: The API provided by Onpipeline is designed to be simple to use, even for a mid-level developer, making the integration process more accessible.
- Support for Technical Needs: Onpipeline offers support for any technical needs or information related to the integration. Their team is available to assist with any challenges or queries that may arise during the process.
Integrating a Medical CRM with EHR systems can significantly enhance data accuracy, patient care efficiency, and overall operational effectiveness within healthcare organizations. Onpipeline’s tools and support make this integration process straightforward and manageable.
Can CRM help with patient communication?
Yes, a CRM system like Onpipeline can help with patient communication in healthcare. Here are some ways a CRM facilitates improved patient communication:
- CRM systems centralize patient data, such as contact details and communication history. Healthcare providers can easily access and use patient information for personalized communication.
- CRMs have automated tools for appointment reminders, follow-up messages, and health tips. This automation helps in maintaining consistent and timely communication with patients.
- Healthcare providers can run targeted health campaigns and educational initiatives using CRM systems. These campaigns are based on patient demographics, health history, and previous interactions.
- CRMs gather patient feedback through surveys. This helps healthcare providers improve services and communication.
- Healthcare providers use CRMs to connect with patients. They use different channels like email, SMS, phone calls, and social media.
- Doctors and nurses can use patient information to meet their specific health needs, preferences, and worries.
- CRMs make it easy for providers to schedule and track follow-up care for patients.
In conclusion, CRM systems are very useful for improving patient communication. They lead to happier patients and better healthcare results. They also make healthcare services more efficient.
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