Customer relationship management (CRM) applies to all sectors and organisations that deal with any type of customer. After all, it is the strategy for managing the interactions and relationships an organisation has with its current and potential customers. However, there may some differences when it is applied to the medical field. So, you should seek a CRM case management system designed specifically for that purpose.

A case management system for medical professionals must be designed and built according to their needs. That way, you can be sure that will support you in improving critical routine processes in your practice, such as organising files and patient cases, billings, accounting, scheduling, and overseeing your staff. The right platform will reduce your time administering, so you can focus more effectively in delivering the best possible care and services to your patients.

The latest case management platform goes beyond the norm. Traditional software requires installation in every device, and that can be costly and time-consuming for an organisation. Cloud-based CRM case management system is a better option as it can be accessed through any web-enabled device. This way, you can also use a solution that can run on mobile devices, and you can work anywhere.

A good case management system is compliant with relevant entities such as the National Disability Insurance Scheme, so it has the potential to improve your customer service. It fully integrates with Google Calendar, Outlook, and iCal so all appointments will show, even if they were made on different devices. SMS and email notifications will be provided to patients to help confirm appointments and minimise no-shows. The CRM case management system stores and manages all business contacts in a single platform, while allowing you to create tasks and share them with your staff and co-workers.

A new CRM case management solution goes further than the customer relationship aspect to deliver other solutions that can optimise the way you work. It can be integrated with WorkCover QLD/SA and Medicare, integrated with your accounting system, and enable you to keep track of contractor time and costs.