By Frank Gordon
If your practice management or billing system does not have robust customer relationship management capabilities, you should consider purchase such a system. Benefits of this software are many. Such a system will provide a more effective way for you to communicate with patients and potential patients. It also can be used for keeping records of vendors you deal with as well as health care providers and related information.
In selecting a contact management/customer relationship management (CRM) system, some of the features you should look for include the ability to:
· Integrate contact records with your word processing system so that letters can automatically be addressed based on address information stored for the contact;
· Fax and email directly from the system;
· Interface or connect this system with your practice management/billing system. One example of such an interface would be the ability to click a button next to a contact being viewed and to automatically pull up patient treatment information;
· Capture and seamlessly record contact information entered on a web page;
· Add custom fields to the contact record so that the system can be configured specifically for your practice;
· Schedule appointments directly from the contact;
· Automatically send an email to a contact about an upcoming appointment;
· Automatically import contacts supplied from an outside source such as a list broker;
· Easily customize screens;
· Produce a standard set of contact and activity reports;
· Provide the ability to automatically dial a contact from their record. For example, once a week the system would produce an on screen list of upcoming appointments. The system should be able to dial the first number in the list and as each call is completed, automatically dial the next number in the list;
· Export all contact information in a standard industry format such as comma separated values
· Easily design and produce customized reports;
· Design and launch automated processes. An automated process executes steps in a sequence based on a configured set of rules. Following is an example of some automated processes:
- Email a patient in advance to remind him of an appointment
- Automatically schedule a follow up phone call if an appointment is missed
- Based on a treatment plan, continue to automatically manage the patient's appointment
Before you select a specific CRM system you should ask the companies who potentially could provide this program to you the following questions:
1. How long has your company been in business
2. How many releases have there been of the software? Is it brand new? When was the software first delivered?
3. How many customers are using it now?
4. What is the initial cost of the software?
5. Are there any add on features for additional components?
6. Are there any recurring annual charges associated with the software?
7. Do you provide training in how to use the software? If you provide training, how long does it take place, is there an added cost, and where does the training occur?
When considering CRM software, ideal you should purchase a practice management and billing system that has CRM capabilities built in. This more integrated approach will make the CRM system easy to use and CRM capabilities will probably cost you less if it is simply a component of a chiropractic practice management and billing system.
If your practice management or billing system does not have robust customer relationship management capabilities, you should consider purchase such a system. Benefits of this software are many. Such a system will provide a more effective way for you to communicate with patients and potential patients. It also can be used for keeping records of vendors you deal with as well as health care providers and related information.
In selecting a contact management/customer relationship management (CRM) system, some of the features you should look for include the ability to:
· Integrate contact records with your word processing system so that letters can automatically be addressed based on address information stored for the contact;
· Fax and email directly from the system;
· Interface or connect this system with your practice management/billing system. One example of such an interface would be the ability to click a button next to a contact being viewed and to automatically pull up patient treatment information;
· Capture and seamlessly record contact information entered on a web page;
· Add custom fields to the contact record so that the system can be configured specifically for your practice;
· Schedule appointments directly from the contact;
· Automatically send an email to a contact about an upcoming appointment;
· Automatically import contacts supplied from an outside source such as a list broker;
· Easily customize screens;
· Produce a standard set of contact and activity reports;
· Provide the ability to automatically dial a contact from their record. For example, once a week the system would produce an on screen list of upcoming appointments. The system should be able to dial the first number in the list and as each call is completed, automatically dial the next number in the list;
· Export all contact information in a standard industry format such as comma separated values
· Easily design and produce customized reports;
· Design and launch automated processes. An automated process executes steps in a sequence based on a configured set of rules. Following is an example of some automated processes:
- Email a patient in advance to remind him of an appointment
- Automatically schedule a follow up phone call if an appointment is missed
- Based on a treatment plan, continue to automatically manage the patient's appointment
Before you select a specific CRM system you should ask the companies who potentially could provide this program to you the following questions:
1. How long has your company been in business
2. How many releases have there been of the software? Is it brand new? When was the software first delivered?
3. How many customers are using it now?
4. What is the initial cost of the software?
5. Are there any add on features for additional components?
6. Are there any recurring annual charges associated with the software?
7. Do you provide training in how to use the software? If you provide training, how long does it take place, is there an added cost, and where does the training occur?
When considering CRM software, ideal you should purchase a practice management and billing system that has CRM capabilities built in. This more integrated approach will make the CRM system easy to use and CRM capabilities will probably cost you less if it is simply a component of a chiropractic practice management and billing system.
Billing Precision, LLC, is a leading-edge chiropractic office profitability management solution. Its all-in-one Internet-based system includes accountable and transparent billing service, state-of-art touch-screen SOAP notes, advanced patient scheduling, and real-time monitoring for compliance and audit exposure. Billing Precision's unique value stems from its ability to level the playing field with payers and get chiropractors paid in full and on time by capitalizing on modern Internet technology and billing network effect. More at http://www.chiropracticbillingprecision.com
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