Freddy AI for CX
AI-powered CX automation suite to deliver effortless customer experiences.
By Use Case
Manage appointments, keep track of patient records, get visibility into the status of every bill, and retain patients by building trust with a healthcare CRM.
When you say ‘healthcare’, you hear ‘trust’.
But a typical day in healthcare institutions is unpredictable. Doctors and nurses get pulled into emergency operations, patients do not show up for appointments, and some show up without one. While new patients walk in every day, some come in years later.
This means your staff has to keep track of changes in schedules, capture new information, and dig through old records to obtain medical histories. Being able to obtain all the right information at the right time without overwhelming your patients becomes a struggle, especially when the information is scattered across different software.
Amid this unpredictability, patience and patients are lost. Trust and loyalty, which is integral to your business, falls through the cracks.
To pull off an effective day of managing schedules and retaining restless patients, you need to adopt the right tools and technology, such as a healthcare CRM.
Freshsales is a HIPAA compliant, intuitive healthcare CRM that works right out of the box and can sync seamlessly with your healthcare environment. It helps your staff build cordial relationships with your patients by
Storing patient and doctor information in one place for immediate access
Giving a clear view of a patient’s basic information and their entire medical record in one screen
Keeping track of patients’ medical bills and the fees charged by doctors.
Freshsales unifies every record across a patient's medical history in one place by
Learn more about managing your contacts
With a great number of patients coming in every day for different purposes, it is challenging to keep an eye on the billing process of each of them. With a healthcare CRM, your staff can track the bills of each patient using a visual pipeline.
A healthcare CRM like Freshsales provides multiple pipelines that allow you to customize the billing process for each department. You could also create a separate pipeline for doctors to calculate their commissions for each treatment performed.
Read more on pipelines
Once a patient is discharged, keep them on a healthy track by engaging with them using personalized and informative newsletters about their illness. Using sales sequence in a medical CRM, you can
You can also use sales sequences to keep your patients updated about offers and discounts.
Learn more about sales sequences
Help your staff hold the day together by automating everyday mundane tasks. Intelligent workflows in HIPAA compliant healthcare CRM like Freshsales boost productivity by automating
Sounds interesting? Check out what else you can automate with workflows
With a medical sales software, cut through the noise and understand precisely
You can create reports and export them as CSV or PDF, create a dashboard to gain instant visibility on the overall performance, and even schedule these reports to be mailed to you at regular intervals.
More about reports
“With Freshsales, the interface is straightforward, we get deeper visibility into our sales pipeline and we’re able to generate powerful reports — in one package.”
“Our team got up and running with Freshsales unbelievably quickly. Using Smartforms, we’re able to generate over a thousand website leads a month without any manual intervention, which is a huge benefit.”
“We’re able to track whom we’ve contacted and whom we’ve not through Tasks and Appointments. I’m seeing a huge difference in time saved and productivity. Freshsales is a great system with sincere customer support.”
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