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Increase Your Patient Acquisition, Engagement & Retention with Ezovion CRM

Increase Your Patient Acquisition, Engagement & Retention with Ezovion CRM

Author: K.S.S Sruthi

October 25, 2023

Category: General

Last Updated: May 11, 2024

Increase Your Patient Acquisition, Engagement & Retention with Ezovion CRM

Patient engagement or using the tools like CRM in healthcare is more than just a passing trend – it’s a game-changing shift in healthcare delivery. It’s about empowering patients and creating a patient-centric healthcare system that benefits everyone involved. In fact, studies show that patients are 42% more likely to follow treatment plans when reminded between visits. Surprisingly, one third of missed appointments are simply due to forgetfulness. By actively involving patients in their healthcare journey, we can detect health issues earlier, boost satisfaction and loyalty, gather valuable data for analytics, and improve the continuity of care. 

But to make patient engagement a reality, we need to collect patient data from various sources, and this is where a hospital CRM system becomes indispensable. 

What is Customer Relationship Management (CRM) in healthcare? 

A CRM in healthcare, or Customer Relationship Management system tailored for healthcare, unifies diverse data sources such as patient demographics, behavior, clinical records, and more. This integration offers a holistic perspective on patient behavior and activities. The main objective of a hospital CRM is to actively engage, acquire, and maintain patient relationships. 

How CRM in healthcare used in healthcare?  

Creating a Comprehensive 360-Degree Patient Profile 

Utilizing a CRM system allows you to establish a deeper connection with your patients by consolidating information from various data sources. Gain access to patient demographics, social profiles, behavioral data (such as activity tracking and communication history, including phone calls, emails, text messages, and in-person visits), as well as their medical and appointment history, whether provided by them or collected from your other tools. This wealth of information empowers you to personalize your interactions with patients through emails, text messages, remarketing campaigns, phone calls, and more. 

Capturing and Segmenting Inquiries 

To truly engage with your patients, it’s crucial to connect with them on a personal level. Effectively managing all incoming appointment requests and inquiries based on factors like location, medical condition, preferred physician, past diagnoses, language, and specific ailments is the first step in building lasting relationships. In the healthcare sector, time is of the essence, and reducing wait times and periods of uncertainty is paramount. A savvy CRM in healthcare streamlines this process by promptly connecting patients with the most appropriate doctor, exemplifying one of the key advantages of CRM in the healthcare industry. 

Maintaining Personalized Communication 

In the healthcare sector, patients seek solutions to their ailments, and they expect personalized attention. However, with a high volume of patient inquiries daily, providing individualized care can be challenging. Tracking patients’ activities, medical history, and numerous other parameters goes beyond the capabilities of a simple spreadsheet. 

This is where a hospital CRM comes into play, offering a comprehensive view of each patient’s journey from the moment their inquiry is registered. Patients not only desire full visibility into their medical history but also expect hospital communication to reflect it. Through a CRM, you can personalize your communication, including emails, text messages, prescription information, phone calls, precautionary advice, and test reports. This humanizes your hospital and fosters positive patient relationships by ensuring consistent and engaging interactions. 

Introducing Ezovion CRM in healthcare  

Ezovion  Hospital CRM also known as Patient Relationship management is a solution to address the challenges in lead collection and help in patient engagement. It acts as a powerful data hub, collecting valuable information from various sources, including leads from Facebook, email marketing campaigns, word-of-mouth referrals, and other marketing efforts. Every lead can be tracked into the CRM as it seamlessly integrates all data into a single, centralized system. 

Want to know more about our CRM in healthcare? Click here.


What is effective customer relationship management (CRM)


Create a Robust Patient Database Master List 

A robust patient database master list is the cornerstone of modern healthcare practices. By collecting all relevant data and diligently tracking lead status and patient activities, healthcare providers can elevate patient engagement to new heights. Empowered by comprehensive insights, healthcare teams can nurture potential patients, enhance communication, and deliver patient-centric care. As the healthcare landscape evolves, a well-managed patient database will be the key to unlocking success and establishing lasting relationships with patients.  

Collect All the Data for Informed Decisions 

The first step towards creating a powerful patient database master list is to collect all the relevant data. This data can originate from multiple channels, including social media, websites, referrals, marketing campaigns, and more. By amalgamating this information into a centralized repository, healthcare providers can gain valuable insights into patients’ preferences, and health-related interactions. 

Tracking the Lead Status: Nurturing Potential Patients 

Once the patient data is successfully integrated, the next crucial aspect is tracking the lead status. Healthcare organizations can use the database to monitor each lead’s journey. It can be analyzed from the initial point of contact to various stages like

  • Lead-sourced sales quotes
  • Tenant agreement
  • Sales Invoices
  • Receipts
  • Ledger balances

This detailed tracking mechanism allows healthcare providers to customize their approach. It also helps to ensure timely and targeted follow-ups to nurture potential patients effectively. 

Tracking Activities: Enhancing Patient Interactions 

In addition to lead tracking, an efficient patient database master list help healthcare professional to monitor various activities related to patient engagement. This includes logging phone calls, scheduling appointments, setting reminders, and creating tasks for follow-ups. These activities foster proactive patient communication and seamless coordination within the healthcare team. 

Engage with Old patients and enable retention 

Engage with old patients with follow-ups, such as personalized communication, health reminders, special occasion greetings. You can share newsletters, appointment reminders, check-in calls, ensuring patient loyalty and satisfaction. 

Payment Tracking made simpler 

Track payment status with Ezovion CRM which acts as a centralized repository for all patient-related payment information. By integrating payment details within the CRM, finance teams can access comprehensive records in one place. It makes the process of payments tracking simpler.

Get Empowered with CRM in healthcare + one full suite of healthcare management!  

Transform your hospital with Ezovion intelligent suite to seamlessly connect all aspects of your landscape into one cohesive ecosystem. Our unparalleled integration capabilities empower you to harness the full potential of data and streamline processes, simplifying hospital management. Utilize our PRM capabilities and leverage our digital marketing services to make your hospital business profitable. You can the increase revenue and improve patient experience too.  

Schedule a demo today!

Patient Relation Management System – Ezovion

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