Many private clinics, dental offices, and other medical institutions complain about low client rebooking rates, the lack of a unified patient database, missed calls and inquiries, administrative errors, and an inability to scale. A properly chosen medical CRM system can help solve these problems.
If you want not only to achieve the desired profit but also to stay a step ahead of competitors, consider automating client flow and patient interaction processes. We can assist with implementation.
What Tasks Does a CRM Solve for a Medical Center?
Guaranteed confidentiality of information. Patient database management software provides different levels of access to information, ensuring a high level of security and confidentiality in compliance with current legislation, European and Ukrainian legal standards.
Clinic workflow organization. Special clinic software helps administrators track schedules and book appointments, while managers monitor staff downtime and overload. A doctor’s CRM speeds up report generation and the issuance of standardized electronic prescriptions based on medical history.
Patient interaction. CRM systems for medical institutions not only automate patient booking but also store all patient information in a unified database: personal details provided during registration, visit history with specialists, examination and test results.
Analytical work. CRM systems have built-in tools to track peak staff workload hours, reviews and up-to-date doctor ratings, and the efficiency of each department or laboratory. Use this data to improve team management and client tracking.
Handling routine tasks. A clinic CRM is essential for organizing document flow, issuing invoices for services on time, sending appointment reminders to patients, and automatically distributing informational and promotional announcements. With a modern CRM, you won’t overlook a single detail.
Integration with other software. Clinic CRMs are compatible with various payment systems, accounting applications, social media platforms, and other services for automating medical centers – particularly sales process automation.
Medical CRM System: Implementation and Setup Features
CRMs, including those for dentistry, aesthetic cosmetology, and any other medical institution, are installed by Frigat specialists according to a proven scheme:
- We carefully analyze the technical requirements to determine the exact CRM your medical center needs based on its profile, staff, and objectives.
- We demonstrate the product’s competitive advantages, clearly showing the beneficial changes the client will gain.
- We perform the full range of software installation and customization to meet your medical institution’s needs (different sales funnels, each with its own workflow and automation stages, integrated with accounting software via make.com or similar no-code platforms).
- We train staff on proper CRM usage and provide consultations on all relevant questions.
- If necessary, we migrate existing data from databases to the new system and integrate it with other applications.
For example, implementing a patient management system like Pipedrive takes about three weeks – exact timelines depend on the scope of customization. Pricing is based on your needs, the scale of the medical center, and your goals.
