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Tetiana MatviiokTania MatviiokContent Manager

Powerful Benefits of Healthcare CRM Software

A customer support system, a patient data management system, a business management system, and a business analysis system – all in one

Medical specialists often believe that successful treatment equals patient satisfaction and engagement. No, it does not. Patient satisfaction includes everything from a comfortable chair in the doctor’s office to an amiable front-desk assistant. Imagine, what if your important blood test results were lost? Or what if your personal information was leaked to the public? Would you be satisfied? No. How can you as a healthcare manager prevent it? Customer relationship management system.

Healthcare CRM

We have previously discussed how CRM can benefit an educational institution or a business. In this article, we would like to talk about benefits of CRM systems for healthcare organizations.

What Is CRM in Healthcare Industry?

The healthcare customer relationship management system (CRM) is an internal medical platform for managing patients and their health information. At the same time, CRM is a system allowing patients to efficiently communicate with a healthcare provider.

The set of functions that a certain CRM combines depends on a particular health institution. Normally, CRMs are built individually for each healthcare business.


When you request medical CRM development services, you are free to decide what features and functions you want it to have.


As a rule, a CRM in healthcare consists of four major parts:

  • Communication and customer support system

  • Patient data management system

  • Time, personnel, and resources management system

  • Business analysis and reporting system

Whether your company is a dental clinic, a diagnostics center, an urgent care facility, or a general hospital, you will definitely benefit from a properly built and configured specifically to your needs CRM.

What Are the Benefits of CRM in Healthcare?

Benefits of Healthcare CRM

1. Improving Patient Experience, Communication, and Customer Support

The world is operating at an increasingly fast pace, and people grow more and more impatient. For example, millennials expect an e-mail response not in a few days but in an hour or two. Millennials want to have answers fast. They get angry if a company’s website, social media page, or representative does not provide them with the necessary information at once. And these are not just guesses or stereotypes. These are statistically proven data obtained by Boston Consulting Group. Non-millennials follow the example and also highly value their time. Meanwhile, Generation Z is growing even more impatient.

Speeding up communication

In a competitive healthcare market, you cannot afford to lose customers because of being too slow. To speed up the processes, you should use a customer relationship management system. You cannot expect your front-desk assistant to answer all the e-mails and phone calls, to manage the entire schedule, and to be able to provide information 24/7. Yet, you can augment your CRM with a healthcare chatbot. It will collect and process information and answer patient questions. If a chatbot seems too difficult for you (although it is not), you can implement a simple response application for clients to fill out.

Personalizing experience

An ideal CRM is used not only by the hospital but also by the patients. When patients log into the system, they should see all their personal information, medical records, and appointment schedule. The CRM can also feature a patient reminder about upcoming doctor visits or the time to take pills. Meanwhile, hospitals can use CRM to greet patients on their birthdays or to offer personalized discounts. By the way, the appointment reminders can reduce waiting time. If some people come too late, doctors start falling behind the schedule. People hate standing in a line, especially young people as explained above. If you remind people about the upcoming visit, it reduces the chance that they are late and, respectively, minimizes the waiting time.

2. Managing Patient Information and Data

A single administrative error can discourage patients from visiting this institution ever again. Lost blood test results, misunderstood patient request, wrong appointment time, missing prescriptions, the need to repeat the same information twice… These issues may occur on a daily basis. They badly annoy your patients. Luckily, you can prevent them with the help of CRM.

Storing patient data

In CRM, each patient will have a unique profile where all the patient information will be stored. Your employees will not have to ask about emergency contacts every time before a certain procedure starts. They will know the billing address of the patient. In turn, patients will never see their name misspelled. An important thing here is to keep the information up-to-date.

Keeping track of medical records

CRM allows doctors to find out which substances a patient is allergic to. It is particularly important when this question has to be answered instantly, the customer is unconscious, and there are no relatives around. CRM can be used to effectively analyze the change in health test results over time. The doctor can also see what kind of treatment has been already applied not to repeat it.


An important point to mention here is that patient personal information and health records have to be a hundred percent secure. You cannot afford to spill such sensitive data. To prevent this, you have to take healthcare data security measures.


3. Improving Business Processes and Administrative Tasks

Healthcare institution is a complex business involving a lot of personnel and resources. Punctuality is also particularly important for the success of this business. Thus, CRM can and should be used to manage administrative tasks, personnel, time, and resources.

Allocating resources

Keeping track of all the medicines and equipment is a huge headache for healthcare institution managers. They discard a large share of prescription drugs as they expire. Moreover, the proper disposal of expired medicines is costly. It is also hard to manage the equipment and make sure that everything is perfectly operating and checked regularly. You can use CRM to store information on available resources. Here, you can put drug expiry dates, equipment inspection schedules, and people responsible.

Managing schedule

Filling out all vacant spots in doctors’ timetable, swiftly reacting to changes in schedule, and processing numerous simultaneous requests from patients is hard for one person. For artificial intelligence, it is no big deal. You can implement CRM to manage your schedule. Then, you will be sure that no errors occur, customers are happy, and doctors are always busy.

Optimizing HR

Calculating working hours, sick leaves, and vacation days is difficult, especially if you are a large organization with a lot of employees. Managing payslips timely and properly is even more complicated. However, it can be easily automated with the help of CRM. We know what we are talking about. KeenEthics is not a healthcare institution, but we do have a CRM for managing attendance and calculating salaries. Believe it or not, but we do not know how we used to live without this system.

4. Analyzing Business Performance and Compiling Reports

Like any other business, a healthcare institution should constantly advance its effectiveness and efficiency. It is barely possible to do without a profound insight into business performance. CRM can become a tool for business analysis and reporting.

Obtaining business insight

Look at how much you spend on different business processes. Are there areas funded excessively or insufficiently? CRM can assess the effectiveness of a customer attraction and retention campaign. It can calculate expenditures and analyze business KPIs. Basically, AI can perform almost any business analysis job.

Collecting patient feedback

Your patients will appreciate the opportunity to speak out if you let them leave feedback. You can design this function as a chatbot or as a response form. In any case, patients will be more eager to be honest about their experience than when talking to an actual person. Understanding customer satisfaction, you can fairly assess your competitive power.

What Are the Drawbacks of Medical CRM?

A customer relationship management platform is a very complex system. It takes quite some time to design and develop. It takes even more time to set it up and to train your employees to work with it. In some cases, you might need to conduct educational workshops to show your personnel how to deal with the system.

Yet, it is worth it in the end. CRM will automate a lot of time-consuming processes.


The time spent on designing, developing, configuring, and learning to work with CRM will soon pay off. The result is worth the effort.


What Is the Example of CRM in Healthcare?

One of our recent projects is Hospital Marketing Administration System. It is an extensive CRM with the functions of a marketing manager and a customer care specialist. The system communicates with patients and guides them through each stage of their journey. It schedules appointments and reminds about upcoming visits.

A Digital Hospital App we have been working on is another perfect example of CRM in healthcare. The system is comprehensive and provides end-to-end care to the patients. Here, patients can find a doctor and schedule an appointment without involving a go-between. They also have all their medical information stored in one place, so it is accessible to them 24/7.

Unfortunately, we are not able to disclose the names of these platforms or to provide you with any visual evidence. Yet, the idea is clear.


You give patients maximum autonomy, and you receive a high level of patient engagement and satisfaction in return.


To Wrap Up

A CRM system needs you to invest a lot of time and money. However, this investment will pay off quite soon. You will be able to optimize business expenditures and to attract more clients. By developing a CRM system, you get a Customer Support System, a Patient Data Management System, a Business Management System, and a Business Analysis System – all in one. What you have to make sure, however, is that the system is tailored specifically to your needs and interests. To achieve this, communicate with your healthcare software development company continuously and openly.

Do you want to design and develop a healthcare CRM system?

Find out more about what is healthcare app development, what the essential challenges are, and how they can be solved.