Top 10 Healthcare CRM Software Solutions for Hospitals and Medical Doctors

For hospitals and physicians, implementing a customer relationship management (CRM) platform has become a strategic imperative. Research shows healthcare providers who leverage CRM to engage patients and coordinate care achieve significant impacts including:

  • 20% higher patient satisfaction scores [1]
  • 19% increase in annual revenue [2]
  • 15-20% increase in on-time appointments [3]

But with an array of healthcare CRM vendors now on the market, identifying the right solution for your organization can be daunting.

This guide will walk you through the top 10 healthcare CRM software solutions for hospitals and medical practices based on market presence, features, customer reviews and replacements of legacy tools like Lotus Notes [4].

Benchmarking the Leading Healthcare CRM Software

Here is an at-a-glance overview comparing the top healthcare CRM platforms:

SoftwareCompany SizeReviewsFree TrialStarting Price Per User/MonthRating*
Creatio575 employees225 reviews$254.6/5
Freshsales7,500 employees1,060 reviews$15 (billed annually)4.5/5
Insightly CRM138 employees868 reviews$29 (billed annually)4.2/5
Kapture CRM360 employees106 reviews$194.3/5
monday.com CRM1,747 employees598 reviews$104.7/5
NetSuite CRM19,649 employees2,523 reviewsNot disclosed4/5
PatientPop222 employees46 reviewsNot disclosed4.1/5
Salesforce Health Cloud75,000 employees31 reviews$300 (billed annually)3.8/5
Zendesk for Healthcare6,300 employees600 reviews$19 (billed annually)4.2/5
Zoho CRM5,000 employees2,400 reviews$144/5

*Ratings from software review platform G2

With the accelerated adoption of EHR systems like Epic and Cerner, integrating CRM capabilities has become critical for connecting patient data across systems to enable more coordinated, personalized care.

In fact, 55% of healthcare organizations cite integrating complex IT systems and data sources as their top challenge when adopting CRM software [5].

This benchmark provides an independent view of leading solutions based on product features, real customer feedback and market presence. But selecting a platform to meet your specific needs depends on aligning to your clinical workflows, infrastructure and patient population.

Now let‘s dive deeper into the key capabilities of these healthcare CRM solutions.

Comparing Healthcare CRM Features and Functionality

While all the major healthcare CRM platforms share core features like document management and 360 patient views, comparing specific capabilities can help narrow the options.

Here are some of the top features to evaluate:

Deployment Models: Options typically include cloud, on-premise or hybrid deployments to fit your infrastructure needs. Cloud-based systems simplify upgrades and maintenance without large upfront costs.

Scheduling and Calendar: Scheduling features help optimize provider time and facility usage by managing patient appointments across locations.

Patient Portal Integration: Tight integration with patient portals enables seamless information sharing and self-service options for patients.

Telehealth: Telehealth features like virtual visits facilitate video-based appointments and remote care delivery.

Insurance Claims Management: Automating insurance verification, eligibility checks and claims submissions improves staff productivity.

Low-Code Customization: Empowers non-technical users to quickly build custom apps, workflows and integrations to meet your specific requirements without coding.

Prescription Management: Streamlines medication ordering, refill requests and pharmacy communications for better adherence.

Reporting and Analytics: Robust reporting enables real-time insights into operational metrics for data-driven decisions on optimizing care delivery.

Artificial Intelligence: AI capabilities like predictive analytics, natural language processing and sentiment analysis of patient feedback help automate and enhance workflows.

Compliance and Security: Adherence to regulations like HIPAA ensures protection of patient health data through access controls, encryption and auditing.

Here is an overview of how the top 10 healthcare CRM solutions stack up across some of these critical capabilities:

SoftwareScheduling/CalendarTelehealthInsurance Claims ManagementLow-Code CustomizationPrescription ManagementAI CapabilitiesHIPAA Compliance
CreatioRobust native capabilitiesIntegrations availableIntegrations availableYesIntegrations availableSentiment analysis, predictive analyticsYes
FreshsalesSync with Google CalendarVideo calling add-onNo native supportNoNoLead scoringYes
InsightlyNative schedulingNoPartner integrationNoNoSegmentation, automationYes
Kapture CRMNative schedulingTelehealth integrationPartner integrationNoYesAutomationYes
monday.comNative schedulingVideo conferencing integrationBuilding own or via partnersYesNoPredictive lead scoringYes
NetSuiteNative schedulingIntegration with telemedicine appsNative end-to-end supportYesInventory managementReporting, dashboardsYes
PatientPopAppointment schedulerIntegrated telehealthEligibility checksNoE-prescribePatient health scoresYes
Salesforce Health CloudCalendaring and rosteringIntegrated virtual visitsClaims management add-onWorkflow builderPrescription management add-onsEinstein AIYes
ZendeskSync with Google CalendarNoPartner integrationNoNoAutomationYes
ZohoNative schedulingMarketplace integrationsPartner integrationWorkflow builderInventory managementReporting, automationYes

Understanding where each vendor is strongest can help you prioritize must-have capabilities for your organization when selecting a solution.

Key Benefits of CRM for Healthcare Organizations

Beyond core CRM functionality like managing patient contact data, care coordination and call center operations, healthcare providers are leveraging these platforms for benefits like:

Increased Patient Engagement

CRM tools that connect data across systems give providers a 360 view of each patient to deliver personalized, proactive care. Features like appointment reminders, telehealth visits and patient education materials drive engagement. Patients of physicians with CRM solutions are 20% more likely to recommend them [6].

Improved Access and Loyalty

With automated appointment reminders and scheduling features, healthcare CRM users see patient no-shows decline 15-20%, improving continuity of care [7]. Other features like waitlist notifications and checklist forms simplify intake. More responsive access builds patient trust and loyalty.

Streamlined Operations and Revenue Growth

Automating administrative tasks like insurance claims management saves clinical staff time for more patient care. Workflow automation also improves referrals and care coordination across departments. Combined with data-driven insights, optimized operations increase profitability up to 20% [8].

Enhanced Clinical Collaboration

Unified patient profiles, care team communication tools and seamless EHR integration enable smooth hand-offs between primary care doctors, specialists, hospitals and long-term care facilities. Better clinical collaboration ultimately leads to better health outcomes.

Future-Proofed with AI

Leading healthcare CRM platforms are building in AI capabilities like chatbots, speech recognition, and predictive analytics to automate workflows and surface data-driven insights. This positions organizations for the future while improving efficiency today.

Choosing the Right Platform for Your Healthcare Organization

With a crowded marketplace of healthcare CRM options, use these tips to identify the right solution for your needs:

Define operational challenges or use cases – Outline specific pain points like improving care coordination between departments or drive patient self-service. Understanding key objectives will help shape your vendor evaluation.

Involve all stakeholders – Get input from doctors, clinic managers, IT and patient experience leaders to ensure the platform aligns to the workflows of everyone who will use the system.

Evaluate integration capabilities – Seamlessly connecting patient data across your EHR, practice management or revenue cycle management systems is essential. Assess how cleanly each platform integrates with your technology stack.

Seek scalable solutions – As your organization grows, changing needs should be accommodated. Seek cloud-based platforms that make scaling painless.

Prioritize usability – If the CRM isn‘t user-friendly for both patients and staff, adoption will suffer. Examine demos and reviews to determine the easiest to use options.

Confirm compliance and security – Protecting sensitive patient data is critical. Ensure robust HIPAA controls and encryption are standard.

Leverage free trials – Taking advantage of free trials allows your team to vet solutions hands-on to determine the best fit.

Weigh the total cost of ownership – Look beyond monthly software subscriptions to factor in costs like training, change management and integrations to determine the total investment required.

Consider built-in analytics – The right reporting and dashboards will provide visibility into the operational and clinical insights you need to continuously improve care.

Getting Buy-In to Adopt a Modern Healthcare CRM

For many healthcare organizations, shifting from outdated tools like Lotus Notes to a modern CRM brings new efficiencies. But like any technology change, securing stakeholder buy-in across the organization is key to driving adoption.

Here are some tips on getting leadership and end users on board:

Make the case with data – Compile quantified metrics on productivity losses or patient satisfaction challenges stemming from current tool limitations to underscore the need for change.

Highlight peer usage – Reference case studies and adoption stats from peers to validate the CRM approach. For example, 95% of hospitals with over 200 beds have adopted CRM [9].

Empower "power users" – Identify tech-savvy staff as early adopters who can showcase benefits and provide user feedback during the vendor review process to build support.

Ease the learning curve – Look for vendors with robust training programs and knowledge bases to smooth onboarding for all users. Change management guidance can also help adoption.

Start small, scale up – Consider piloting the CRM with a single department or clinic before rolling out enterprise-wide. Starting small allows for proving value before expanding use.

Showcase quick wins – After deployment, consistently share small wins with stakeholders – like improved patient satisfaction scores or scheduling efficiency gains – to maintain excitement around the CRM.

Key Takeaways on Selecting Healthcare CRM Software

The bottom line is healthcare CRM software has become a foundational platform enabling providers to engage patients, coordinate care teams, optimize operations and drive better health outcomes.

When evaluating solutions look for vendors that:

  • Offer robust platform security to safeguard sensitive patient information
  • Provide capabilities tailored specifically to healthcare use cases
  • Enable easy integration across your existing technology systems
  • Deliver a user-friendly experience for both patients and staff
  • Have strong customer support and training programs to ensure adoption success

Now that you have a high-level view of the top healthcare CRM software solutions available, the next step is scheduling demos with vendors that align to your must-have requirements. Their industry expertise and guidance can prove invaluable in finding the ideal platform for your needs.

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