13 Best Healthcare CRM Software Solutions for Hospitals and Medicals [2023]

Selecting a healthcare CRM platform is crucial for optimizing patient relationships, streamlining workflows, and improving business performance. This definitive guide examines the top solutions on the market to help hospitals and medical practices find their perfect fit.

What is Healthcare CRM and Why It Matters

Healthcare CRM (customer relationship management) software records and manages patient interactions and data to enhance the quality of care and service. It serves as a central hub for patient profiles, communication history, appointments, billing details, and more.

Healthcare CRM brings numerous benefits, including:

  • Personalized care based on full patient profiles and history
  • Increased patient engagement and satisfaction
  • Reduced no-shows via automated appointment reminders
  • Effective marketing and loyalty campaigns
  • Streamlined workflows and reduced manual errors
  • Data-driven business insights to guide strategy

The global healthcare CRM market size is expected to reach $16 billion by 2027, indicating strong demand in the sector.

Types of Healthcare CRM Software

Healthcare CRM platforms generally fall into five categories:

Patient Relationship Management (PRM) Software

PRM solutions focus on patient communication and engagement via appointment reminders, test result delivery, satisfaction surveys, and more.

Referral Management Software

Referral management CRM facilitates collaboration between healthcare providers to track patient referrals, ensure proper follow-up care, and manage provider relationships.

Marketing Automation CRM

Marketing healthcare CRM leverages patient data to deliver personalized, automated campaigns across email, social, web ads, and more to drive loyalty and referrals.

Healthcare Analytics CRM

Analytics CRMs examine patient information and outcome data to optimize practices, identify revenue opportunities, and inform business strategy.

Integration CRM

Integration platforms connect the CRM system to electronic health records (EHRs) for seamless data sharing and workflows.

Key Healthcare CRM Features

When evaluating healthcare CRM solutions, key features to look for include:

  • EMR/EHR integrations for managing patient data
  • Patient segmentation for targeted outreach campaigns
  • Appointment management and reminders
  • HIPAA-compliant security for protecting sensitive data
  • Mobile access for on-the-go usage
  • Custom reporting to extract key practice insights
  • Third-party app integrations for extending functionality

Best Healthcare CRM Software

Now let‘s examine some of the top-rated healthcare CRM solutions on the market and key details to consider:

1. Salesforce Health Cloud

Best For: Enterprise hospitals and health systems

The Salesforce Health Cloud platform connects patients, providers, and partners on a single integrated CRM system. Core features include:

  • Patient identifier management
  • Interoperability with EHRs and APIs
  • Public health program administration
  • Dashboards and analytics

As the overall CRM market leader, Salesforce offers a robust, enterprise-grade healthcare solution for large-scale deployments.

Explore Salesforce Health Cloud

2. Pipedrive

Best For: Small clinics and private practices

Pipedrive provides an intuitive, affordable CRM platform tailored for healthcare‘s needs. Notable features include:

  • Appointment scheduling and reminders
  • Custom reporting on patient history and activity
  • Email marketing integration
  • HIPAA compliance available

Pipedrive offers robust core CRM capabilities while remaining simple and cost-effective for smaller practices.

Explore Pipedrive

3. Creatio Healthcare CRM

Best For: Mid-size multi-site practices and localized chains

Creatio Healthcare CRM enables centralized management across different locations with features including:

  • Consolidated patient database
  • Physician performance dashboards
  • Referral and loyalty tracking
  • Appointment self-scheduling portal

For expanding practices managing multiple sites, Creatio CRM brings enterprise-level capabilities more affordably.

Explore Creatio Healthcare CRM

4. Zendesk Healthcare CRM

Best For: Health systems focused on patient satisfaction

Zendesk CRM for healthcare centers around delivering personalized, omnichannel patient experiences with features such as:

  • HIPAA-enabled secure messaging
  • Highly customizable account views
  • Seamless EHR and medical device integrations
  • Advanced analytics for strategic insights

Zendesk Healthcare CRM brings enterprise-grade capabilities for patient relationship management aimed at boosting loyalty and satisfaction.

Explore Zendesk Healthcare

5. LeadSquared Health Cloud

Best For: Small- to mid-size private specialist practices

LeadSquared offers an end-to-end patient engagement platform including:

  • Two-way patient messaging and surveys
  • Referral campaign tracking
  • Customizable appointment booking portals
  • Integrated telehealth module

For specialist practices looking to take their patient experience digital, LeadSquared provides comprehensive patient relationship tools.

Explore LeadSquared HealthCloud

And more!

Key Steps for Selecting Healthcare CRM Software

Choosing the right platform for your needs involves:

  1. Set CRM goals: Define your vision for areas like patient engagement, marketing reach, data use, and reporting.
  2. Inventory your workflows: Map out patient journeys to identify digitization opportunities.
  3. Evaluate solutions: Research provider options and request demos aligned to your goals and priorities.
  4. Perform cost-benefit analysis: Weigh software and implementation costs against expected gains in efficiency, productivity and revenue.
  5. Prioritize must-haves: Determine which features and capabilities are essential to support your objectives.
  6. Select software: Rigorously score solutions against your defined criteria to choose the best platform for current and future practice needs.

The Bottom Line on Healthcare CRM Software

Implementing a robust healthcare CRM platform has become a strategic imperative for forward-thinking practices. The solutions profiled in this guide represent leading options capable of tackling top needs from patient engagement to analytics.

Defining your distinct objectives and needs is key for making the right software choice. The CRM landscape also continues to evolve rapidly, so reevaluating solutions on an ongoing basis ensures you capitalize on the latest innovations.

At the end of the day, healthcare CRM empowers more meaningful patient and provider relationships for better experiences and outcomes on both sides.

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