Best Customer Relationship Management (CRM) Tools Products

ReferralMD delivers AI-powered solutions for Referral Management, eConsults, Appointment Management, Fax Management, Patient Scheduling, Intake and Communications, Marketing CRM and Analytics. Our solutions help hospitals, health systems, networks, and payers streamline the referral process, decrease patient leakage, and improve communication between providers and patients. The enterprise platform’s powerful workflow automation tools help healthcare providers drive operational efficiencies, increase revenue, and improve customer service. To learn more about ReferralMD, please visit www.getreferralmd.com..

>>> HOW WE HELP <<<

Digital Front Door

• Patient Access Tools
• Patient Direct Scheduling
• SmartCHAT Patient Intake
• Patient Communications

Operations

• Consult Management
• Referral Management
• Appointments and Scheduling
• AI Fax Management

Marketing & Services

• Marketing CRM
• Advanced Analytics
• Professional Services
• SmartEXCHANGE Integrations

>>> WHO WE HELP <<<

Health Systems/ACOs/DSRIPs/CINs

• Reducing patient leakage through SmartMatch decision support and real-time analytics
• Standardizing and streamlining the referral management process across the organization
• Driving operational efficiencies and allowing referral teams to scale more efficiently

PCPs/FQHCs/Dental Practices

• Matching patients with appropriate providers using SmartMatch decision support
• Closing the feedback loop with specialists and reducing phone calls and faxes
• Increasing patients LTV to ensure they are not lost to competitors after referrals are sent

Specialty Care Organizations

• Increasing referral volume and capturing more revenue using CRM and marketing tools
• Improving customer service with referring providers through automated status reports
• Managing referral network and gaining insight into referral patterns using analytics 

Olla provides everything a Health System needs to create new top-line growth opportunities through on-brand, consumer-grade experiences, all in harmony with existing IT & EHR investments.

- Unified technology platform bringing together your disjointed technology vendors & EHR
- Branded consumer-grade experiences tailored to each line of service at your system
- Proven operating & marketing playbooks for optimizing patient acquisition & loyalty.

• The Praia Health Identity and Engagement Platform is a managed Platform-as a-Service offering for health systems that enables high value, identity-driven digital experiences that engage and re-engage consumers with their health—before, during and between episodes of care. The solution enables health systems to own and leverage patient relationships, personalize their consumer experiences, and optimize and extend their operational model.
  
  
  
  The platforms’ Identity-Driven Personalization Services create, verify, authenticate, and manage robust consumer profiles that extend beyond the medical record—securely combining data and preferences across the consumers’ health ecosystem. These extended consumer profiles enable highly personalized recommendations—including health system transactions, services, and programs specific to each individual consumer.
  
  
  
  Our Consumer Experience Products and Services streamline the delivery of health-system branded signed-in experiences that fully utilize the power of the platform. Extend your existing custom web or mobile apps, or build new applications that utilize the Praia Health Platform, all via our Praia Health Platform API.
  
  
  The platform’s Ecosystem capabilities enable a health system to leverage their existing internal and 3rd party technology investments and take advantage of market-driven innovative solutions. The platform includes integration of the EMR and basic clinical services and can be expanded to support additional solutions for care delivery, population health, marketing, clinical trials research, wellness, revenue cycle, health plan solutions, care at home and more.
  
  
  
  New consumer insight will be realized through our Analytics and Insight Capabilities. The product is fully supported through our robust implementation, transition, and post-launch Service and Support offerings.
  
  
  
  By digitally engaging consumers in their personal health journey and then seamlessly connecting them to individualized services, support and resources, the Praia Health Identity and Engagement Platform creates and operationalizes a digital health flywheel—algorithmically driving net new direct and indirect revenue through recommended actions and operational efficiencies through self-service capabilities.

Loyal's CRM solution is a healthcare specific outreach platform that manages all aspects of customer and patient communication. Loyal CRM drives campaigns that provides a design-led, patient-centered, one-stop shop for creating, measuring, and managing campaigns to capture new leads, engage existing patients, and drive appointment volume.

Benefits:

• Leverage AI and ML to get insights into patient behavior, experience, and sentiment.
• Increase operational efficiency through outbound agent workflows and foresee consumer risks with predictive analysis.
• Create enterprise-wide transparency by consolidating patient, hospital, and billing data from both internal (Loyal) and external (EHR) sources.
• Leverage data insights to inform utilization forecasting and capacity planning.
• Show the right message, at the right time, to the right person and drive appointment volume through lead management.

Results:

• Improved end-to-end patient journey and patient-provider fit. 
• Increased CRM utilization, revenue, and cost savings.
• Increased appointment volume and turnaround time.

Solutions

Campaigns

Campaigns provides a design-led, patient-centered, one-stop shop for creating, measuring, and managing campaigns to capture new leads, engage existing patients, and drive appointment volume.

Campaigns is the only healthcare-centric communication automation solution built to support end-to-end patient messaging, enabling health systems to engage new and existing patients through omni-channel campaigns. This could be annual wellness visit communications, vaccine campaigns, flu shots, and more.

Benefits:

• View holistic data in weekly or monthly reports to evaluate campaign effectiveness and attributable appointments.
• Deliver emails through Loyal (or your own domain) while matching consumer communication preferences. 
• Deliver one-time campaigns to specific audiences and deploy ongoing automated campaigns based on care events and business rules.
• Create custom drip campaigns and trigger automated campaigns based on consumer actions.
• Design email and SMS campaigns with simple to use templates and branding configuration tools.
• Determine campaign audience rules with segmentation builder and multiple integrated data sources.

Results:

• Increased re-activation and revenue.
• Increased campaign engagement and conversion rate.
• Increased attributable appointments scheduled and attended.
• Reduced administrative resources and campaign management.

Appointment Reminders

Benefits:

• Automate confirming, canceling, rescheduling appointments, and adding patients to wait lists.
• Forecast capacity and manage scheduling accordingly.
• Leverage automated omni-channel communication to help patients stay on top of their appointments.
• Integrate with the Loyal platform and data insights to drive growth and increase operational efficiency.
• Decrease the time providers spend on administrative tasks so they can focus on patient care.

Results:

• Improved patient experience and access to care
• Improved intake efficiency and increased number of confirmed appointments
• Reduced no-shows and same-day cancellations

Loyal provides an end-to-end consumer health platform that integrates deeply with a health system’s core ecosystem, including your EHR and revenue cycle management system. It streamlines care, allows providers to transform operations and creates a unified patient engagement strategy for active, dormant, and untouched patients.

When the Loyal platform is fully implemented within your health system, we can touch every part of your patient’s journey – from researching care with the most appropriate provider, to scheduling appointments, and throughout post-care communication and follow-ups – all through connected digital touch points.

Understanding that every system has different needs, we offer a variety of solutions that can be outfitted to meet your care delivery model, depending on where your patient sits in their journey. Powering the system is our Enterprise OS, which consists of three core elements: Data management, which powers the front-end patient experience; a CRM platform that creates a 360-degree view of your patients and related communications supporting their care; and Insights, which is where machine learning comes into play. 

These elements help you understand your health system’s supply and capacity across the organization – from availability at every clinic to every provider location. Our platform also allows customers to apply machine learning algorithms on top of these data sets. This marries your patient’s need for the right care at the right time in their journey, with where your health system has the capacity. When this happens, your health system can operate at its highest capacity and your patients can receive the care they need. 

An Enterprise CRM built from the ground up exclusively for healthcare—equipped with the advanced capabilities to seamlessly integrate and activate sources of data -EHR, Labs, claims, SDOH and other related consumer data. This data ecosystem gives Healthcare organizations the curated information needed to take a giant step forward in what Innovaccer calls a three tier strategy to build Health 1:1 journeys - find, guide, and keep patients for life that encapsulates the right data, the right message, the right care to the right person at the right time.

We bring together an array of innovative solutions - CRM Data Integration: which ingests and combines clinical data with consumer data sources to create a single, longitudinal patient view; Marketing Center: helps providers to monitor their market share and marketing campaign effectiveness through advanced tagging, tracking, analytics and dashboards; Experience Center: a solution package to drive agent efficiency and improve consumer experiences, including campaign, appointment, referral and care modules. Journey Center: Integrating and activating all patient data through a longitudinal consumer/patient record, health systems can attract new consumers more effectively and guide patients throughout their care journey in a way that is smart enough to recognize specific requirements of their health plan, coordinate episodes to improve experiences and your organization’s financial outcomes.

Cured’s Network Management (ABM/B2B) solution brings together analytics, technology, and strategy to define, manage, and grow high value networks including Physician Relations, Business Development, Payer Relations, Employer Relations, Fundraising and Donor Relations. Cured’s full-service platform provides both analytics to give insight into which relationships are high value and automated outreach campaigns to further strengthen relationships. 

Create the customer service experiences patients expect with Cured’s patient access and call center solutions. Allow agents and front desk staff to access and share a centralized list of existing and prospective patients to improve visibility, encourage collaboration, and keep consistent workflows. Cured's call center solution is intuitive and productivity oriented for quick training times and consistent outcomes. With detailed insights, easily monitor key activities and statistics to aid in growth and resource planning strategies.

Are you struggling to drive top-line growth or minimize revenue loss? Arm yourself with the best data in the industry to capitalize on insights and tools proven to acquire and retain more patients, drive more use of high-margin services and manage your risk – all in one solution. SmartReach for Health System Growth combines the power of our vast proprietary consumer database with your existing data to predict individuals at risk and those most likely to engage, and then reach them across multiple channels to drive action.

Built on the Tea Leaves Health legacy, we take you beyond traditional CRM with leading technology that leverages proprietary consumer and provider data, using predictive insights and multi-channel engagement technology (email, text, IVR, direct mail) to reach and engage your target consumers to boost strategic growth and capitalize on value-based care models.