The First Fully Customizable All-In-One Healthcare CRM & ERP
Acquire new patients, ensure top-quality care, manage staff efficiently, and optimize workflows, using Office24by7 Healthcare CRM & ERP
How Does a Healthcare CRM & ERP Enhance Your Process?
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The Ultimate CRM for Your Hospitality Service Journey
Enhance guest experiences with automation—capture inquiries, manage reservations, and drive satisfaction with 100% guest engagement.
Marketing Automation
Generate inquiries and potential customers from multiple channels, including hospital websites, social media, WhatsApp Business, Google RCS, and third-party healthcare directories. Office24by7 CRM allows intelligent segmentation of lead data, based on demographics, medical concerns, treatment preferences, and past medical history. Run personalized marketing campaigns that promote your institution and services for preventive health check-ups, vaccination drives, and specialty treatments while tracking campaign performance and patient engagement. This helps refine outreach strategies and maximize patient acquisition. Automation capabilities allow promotional campaigns all along the patient journey.
Partner management
Streamline coordination, referral management, and internal processes with hospital partners like Practo, Healthray, other healthcare aggregators, and insurance networks. The system enables seamless partner onboarding by integrating their services into the hospital’s workflow. It also helps you set up agreements and define revenue-sharing models. Once onboarded, the CRM centralizes incoming patient referrals, tracks lead sources, and ensures efficient appointment scheduling through partner platforms. It coordinates communication between hospitals and partners, providing real-time updates on patient status, treatment progress, and billing information. The system also calculates incentives and commissions based on predefined agreements, ensuring transparent and accurate payouts. Advanced reporting and analytics help hospitals evaluate partner performance, track conversion rates, and optimize collaboration strategies to maximize patient inflow and revenue generation.
Pre-Care Management
Efficiently manage patient inquiries before treatment begins to ensure a seamless healthcare experience. The CRM system automates lead management by routing patient inquiries through hotline numbers, walk-ins, online forms, referrals, social media, and other sources to the appropriate departments based on urgency and specialization. Healthcare representatives qualify leads based on medical needs, insurance eligibility, and treatment preferences. They can provide automated details about treatment packages, consultation fees, and doctor availability. Additionally, the CRM's digital storage of agreements, consent forms, and pre-treatment assessments ensures a smooth transition from inquiries to actual consultations.
In-Patient Appointments
Once an in-patient appointment is confirmed, the CRM facilitates a structured onboarding process, ensuring seamless coordination between departments. The system manages room allocation, bed assignments, and availability tracking to optimize hospital resources. Healthcare providers can efficiently oversee in-patient consultations, treatment plans, and multidisciplinary care coordination. The CRM helps to generate invoices for diagnostic tests, surgeries, and long-term treatments. Automated alerts notify healthcare staff about follow-ups, medication refills, and discharge planning. Reports provide insights into patient occupancy rates, treatment outcomes, and readmission trends.
Out-Patient Appointments
For out-patients, the CRM streamlines the onboarding process by managing appointment scheduling, patient registration, and consultation tracking. It facilitates quick check-ins, reducing wait times. Healthcare providers can efficiently handle consultations, diagnostic procedures, and short-term treatment plans. The system automates invoicing for consultations, tests, and minor procedures while tracking patient history for better continuity of care. Automated reminders notify patients of upcoming visits, medication refills, and preventive care options. Reports provide valuable insights into patient visit trends, treatment effectiveness, and engagement levels.
Treatment Management
Patients can reschedule or cancel appointments through automated scheduling systems like IVR, or through direct interactions with the specific departments. Automated reminders help reduce no-show rates, while real-time status updates enhance the patient experience. The Office24by7 CRM can easily integrate with EMR/EHR data management modules, ensuring doctors have instant access to patient histories before consultations. The system directly dispatches emergency cases to the respective department while all staff and departments receive necessary information regarding the incoming patient. This helps instantly process formalities to begin treatment for such cases. The system can refer patients who are too critical for your hospital facilities to a better facility without any delay. The CRM streamlines appointment scheduling, treatment tracking, and medical record management, ensuring seamless patient care. The system securely stores and makes accessibility of treatment plans, lab test results, and prescriptions easy.
Post Treatment
The CRM can allot post-treatment services like admissions to post-operative ICU or observation rooms without any delay. The system can prepare rooms and dispatch required medication while the patient is being diagnosed or treated by sending out alerts to the concerned departments.For patients who are not admitted, the Healthcare CRM automates post-treatment follow-ups, medication reminders, and rehabilitation schedules, keeping them engaged even after they leave the hospital. The system can send personalized healthcare recommendations based on medical history via SMS, WhatsApp, or email. Apart from this, the system collects patient feedback through automated surveys, helping continuously improve hospital services. You can also efficiently manage pre-registration of visitors, allowing hospitals to manage and control access based on predefined rules for patients, doctors, and restricted areas for patient privacy and safety. Visitors can generate a QR code or access card online, or via a kiosk, or directly from the front desk registered within the CRM. This helps maintain a digital log of all visitor records, helping hospitals analyze visitor trends, manage peak hours, and enhance overall hospital security and patient experience.
Visitor Management
The CRM can allot post-treatment services like admissions to post-operative ICU or observation rooms without any delay. The system can prepare rooms and dispatch required medication while the patient is being diagnosed or treated by sending out alerts to the concerned departments.For patients who are not admitted, the Healthcare CRM automates post-treatment follow-ups, medication reminders, and rehabilitation schedules, keeping them engaged even after they leave the hospital. The system can send personalized healthcare recommendations based on medical history via SMS, WhatsApp, or email. Apart from this, the system collects patient feedback through automated surveys, helping continuously improve hospital services. You can also efficiently manage pre-registration of visitors, allowing hospitals to manage and control access based on predefined rules for patients, doctors, and restricted areas for patient privacy and safety. Visitors can generate a QR code or access card online, or via a kiosk, or directly from the front desk registered within the CRM. This helps maintain a digital log of all visitor records, helping hospitals analyze visitor trends, manage peak hours, and enhance overall hospital security and patient experience.
Communications
Effective communication is crucial for healthcare providers to maintain high patient satisfaction. The CRM centralizes all internal and external communications, ensuring smooth coordination between doctors, nurses, administrative staff, and patients. Externally, patients can reach out to the healthcare facility to create new appointments. The system can provide appointment confirmations, consultation reminders, test result updates, and follow-up notifications using omnichannel communication systems that allow you to use integrated channels, including WhatsApp, Google RCS, SMS, emails, and voice calls. The system can collect and analyze post-treatment feedback to help improve service quality and build long-term patient relationships. Internally, the CRM facilitates instant communication between doctors, nurses, lab technicians, and pharmacy teams, allowing for real-time updates and collaborative decision-making. The system allows you to manage schedules and leaves so that they don't hinder the functionality of respective departments.
Inventory Management
Efficient medical inventory management is crucial for preventing shortages and ensuring the availability of essential materials. The Inventory Management module can manage everything from bed sheets to medical devices. The CRM provides real-time tracking of pharmacy stock levels, expiration dates, and reordering needs. It helps manage proper allocation and sanitation of housekeeping inventory. It also allows automated alerts for expiring medicines and restocking procedures and prevents over-purchasing or understocking of critical and emergency medical equipment like vaccines and stents.
Supplier Management
Pharmaceutical companies, medical & non-medical equipment suppliers, and maintenance service providers are key third-party players for seamless healthcare service. The CRM provides a centralized vendor database from which you can communicate and coordinate tasks. This also helps healthcare businesses evaluate suppliers based on delivery reliability, pricing, and product quality. The CRM facilitates contract negotiations, order placements, and invoicing, thereby ensuring smooth financial transactions. Automated reports and analytics help monitor vendor performance, thereby helping healthcare businesses assess supplier quality and efficiency in order to maintain their own.
Data & Document Management
The CRM simplifies handling healthcare documentation with secure cloud storage for patient records, prescriptions, insurance claims, compliance certificates (e.g., HIPAA/DISHA, medical board regulations), and supplier agreements. Role-based access controls protect sensitive patient data. Quick search and retrieval features of the healthcare CRM allow doctors and administrative staff to access critical information instantly, improving workflow efficiency and ensuring compliance with healthcare regulations.
Billing & Insurance
The CRM streamlines financial operations, ensuring accurate billing and timely transactions. It automates invoice generation for consultations, diagnostic tests, and treatment procedures. The Accounts department can also coordinate with the insurance department using the healthcare CRM. Payment tracking helps monitor outstanding bills and send automated reminders for pending payments or payment confirmation to the respective patient or supplier via omni-channels such as voice calls, SMS alerts, WhatsApp notifications, and email. Expense tracking features help manage costs related to equipment, staffing, and other operational expenses. Detailed financial reports provide insights into profitability and revenue trends, helping healthcare businesses maintain financial stability.
HR Management
Efficiently manage healthcare staff across various departments, including doctors, nurses, administrative personnel, technicians, canteen staff, security personnel, etc. The CRM centralizes employee details such as roles, shifts, and performance metrics. HR Managers can assign tasks, track progress, and ensure accountability for respective ownership. A CRM integration with payroll systems simplifies attendance tracking and salary processing. The healthcare CRM also facilitates recruitment processes by managing candidate data, interview schedules, and onboarding processes. When employees exit, the CRM ensures streamlined offboarding with proper clearance and final settlements.
Performance & Reports
Monitor your healthcare facility’s performance with in-depth analytics on key metrics such as patient satisfaction, appointment attendance rates, treatment success rates, readmission rates, and financial performance. The CRM generates detailed reports on staff efficiency, medical inventory usage, and revenue trends, helping healthcare businesses identify areas for improvement. The Office24by7 healthcare CRM allows you to create custom dashboards for your requirements to provide instant insights such as patient demand, resource utilization, and overall operational efficiency, etc., while ensuring timely performance evaluations.
Office24by7 Integrations for Healthcare CRM Software
A large library of integrations that are specifically tuned to meet all healthcare businesses.
Features That Set Office24by7 Healthcare CRM Apart
Free CRM Software
Enjoy the best CRM tool that is available at no cost, offering core CRM functionalities for managing leads and deals.
Omni-channel
Integrate multiple channels (e.g., voice, SMS, WhatsApp, RCS, email) for a consistent customer experience with our unified communication platform.
Dashboards
Visual representations of key performance metrics and real-time data for monitoring sales and customer interactions.
Archives
Save and access historical data, documents, and communications for future reference.
Integrated Cloud Telephony
Experience seamless communication through voice calls to connect with potential buyers through in-built cloud telephony.
Calendars
Scheduling appointments, meetings, and reminders to track important dates and events related to sales and leads.
Filters
Sort and search leads, deals, and other CRM data based on specific criteria using customizable filters.
Add-ons
Extend the functionality of your CRM by integrating additional features or extensions.
Email Marketing
Get access to tools for creating and sending bulk emails to leads and clients, along with tracking email campaign performance.
Tasks
Create and complete tasks related to sales and other activities. Collaborate with internal teams by assigning, tracking, and monitoring tasks.
Views
Save the filters as views to easily access the data later with a simple click.
Advanced User Privileges
Ensure appropriate permissions and security within the CRM system with customizable access rights and roles for users.
Quotes & Invoices
Generate customized quotes and invoices for transactions with clients or customers.
Reports
Generate detailed reports on sales performance, lead conversions, financial transactions, and other CRM activities.
Lists
Save the filter view as a list to execute any action or campaign on the records. Use static lists to maintain fixed records, and dynamic lists to automatically update entries as changes occur in the original data.
API Integrations
Connect and integrate the CRM with third-party tools, software, and services using APIs.
Why Get a Healthcare CRM Software?
Read more about why CRM software is becoming a critical requirement for Healthcare businesses from top-rated resources.
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