Benefits Of Healthcare Marketing CRM 

Benefits Of Healthcare Marketing CRM

Many doctors and practice managers ask:  What exactly is healthcare CRM?

CRM is short for customer relationship management, and it is a concept that is employed in many industries, not only in healthcare. Healthcare CRM is one that is designed to be explicitly used by healthcare organizations. A well-designed healthcare CRM will pull in multiple sources of data to provide a complete view of patients. Some of the common data points collected by a CRM include:

1. Demographics
2. Psychographics
3. Social data
4. Clinical history
5. Financial history
6. Contact information

What is Stored in Patient CRM?

Typical information stored is 

  1. Patient name (Lead name)
  2. Email
  3. Phone
  4. Cell phone (for texting)
  5. Source of lead – Like Facebook, Google Ads, Texting app, Newsletter
  6. Date of lead added
  7. Date of last contact
  8. Type of patient – Inquiry related to : 1. Promotion  2. Botox service, Hip surgery etc 
  9. Status of life-cycle – like Prospect, Seen at Clinic, Interested but not seen, unhappy patient, happy with service ( will provide a review or a referral),  Insurance  or self pay  
  10. Responsible person for follow up.  Name, email of the person in your office, who is responsible for following up.
  11. Next steps for follow up with the patient
  12. Referral sources of the prospect patient  
  13. Send thank you to”referral source” ? 
  14. Store demographic data ?  (for marketing purposes – Non medical data)

The overall goal of a healthcare CRM is to engage current patients and acquire new patients as well as retain them.  

Question: Why would I want to use healthcare CRM?

Healthcare CRM can engage target audiences with highly personalized messages for patients. It has the ability to create a comprehensive profile of patients by using multiple data points to create a complete profile. Healthcare CRMs can provide reports about how successful your engagement methods are, such as marketing through social media, direct mail, text messaging, or email. You can even analyze and segment target patient populations. Overall, it should provide you some actionable insights by looking at a variety of patient factors.  

Question: What are the benefits of using a healthcare CRM to market to patients?

First, it will improve your overall billing process and streamline it to make it easier to collect payments from patients. CRMs make it easy to track patient bills and when they are paid off. You can send gentle reminders to patients regarding any amount that is still due. You can also use your CRM to segment your current patients into groups to send them more customized marketing materials. Instead of sending out material that is broad, or material that may not apply to some patients, you can differentiate your patient groups to receive different engaging marketing materials that fulfill their needs. CRMs also allow you to send appointment reminders or yearly check-up reminders to improve the frequency of their visits to your medical practice.  

A good healthcare CRM will do the work of your staff easier by improving the overall workflow. It can automate certain functions, such as patient prescriptions and referrals. This can save your staff and doctors valuable time and resources while providing quick service to your patients. Healthcare CRMs also helps you with a vital aspect of your medical practice: HIPPA compliance. Healthcare CRMs are designed with this in mind to keep in line with local, state, and federal requirements. They improve data security, and with breaches becoming more common, your patients will be reassured that you have a secure system in place to store their information. Many CRMs operate securely on the cloud, protecting data, and make it accessible remotely if a natural disaster strike. 

Question: How can I use Healthcare CRM to market my patients?

The primary way and advantage of using a healthcare CRM to market to patients is the ability to create custom groups of patients. These custom groups of patients can then have personalized marketing materials sent to them, making it more relevant and engaging. This allows patients to feel they are getting the personal attention they deserve from medical practice. Personalized communications put a face on your medical practice and encourage engagement and the creation of closer relationships with your staff.

A healthcare CRM can also help maintain a patient count by sending follow up messages such as thank you notes, discharge communications, and appointment reminders. You can quickly reduce your “no show” rate by gently reminding patients of an upcoming appointment. Overall, patients will respond positively to messages sent to them, rather than messages generically sent out to everyone.

Your healthcare CRM can also be used to gauge how effective your marketing campaign is performing. A marketing campaign may not be performing well with one segment compared to another section. With this information, you can make changes to your efforts for one area of patients while maintaining the same marketing campaign with another. These assessments can only help you improve your overall marketing efforts.

Question: How can I prove my return on marketing investment (ROMI) with a healthcare CRM?

It isn’t easy to calculate a ROMI because of how complex marketing can be in healthcare. There is no simple formula where you just punch in some numbers for the answer. Healthcare CRM lets you analyze your marketing plans and the effectiveness of their implementation. A CRM can give you real time information on the performance of your marketing efforts as they progress and develop. These detailed reports can help you make decisions and, if needed, change midway through your campaigns. CRM can show you which campaigns are:

• Generating new leads
• Returning patients back to your medical practice
• Producing revenue
• Which services are the most popular

Question: Can healthcare CRM help me determine an overall return on investment (ROI) of marketing campaigns?

Yes! It can! Since you are segmenting your patients into groups, you can see which groups responded the best to your marketing campaigns. By tracking these groups, you will be able to determine a more accurate ROI rather than looking at the entire campaign applied to your entire patient base. For example, the ROI may be significant in one zip code but not the other or in a different set of ages. This can allow you to make adjustments to maximize your ROI in your marketing campaigns, all by leveraging the power of your healthcare CRM.  By using information you are already collecting, you can fine tune your campaigns for maximum ROI. can help you effectively manage your patients with our CRM system. We’ll be able to help you segment and create specific groups to market to and track the effectiveness of your campaigns. We will maintain tight HIPAA compliance and ensure you keep your patient data secure. Call our experts today, and we can show you how to use healthcare marketing CRM to your advantage! 

Anatomy Of Good Medical Marketing 

Eight Steps For Achieving Great ROI Results for Doctors

The term “SEO” can have different meaning to different professionals, but we will assume that you are a doctor, physician, dentist, surgeon or an administrator of a practice.  We have seen that these professionals mean high search rankings, and simply want to acquire more patients using “SEO”.  So based on this, we will define SEO beyond the Search Engine Optimization strategies. To our audience, doctors and practice managers they mean Good Medical Marketing and its composition.

Step 1 : Website Overall Strategy – Including the Website and Facebook business page

Step 2 : Website Content Marketing

Step 3 : Local SEO & Organic Strategy

Step 4 : Social Media Marketing

Step 5 : Online Advertising Plan

Step 6 : Online Reviews Management & Marketing

Step 7 : Email Marketing & Email Automation

Step 8 : Conversion Automation 

These 8 steps are the core anatomy of a typical Healthcare practice’s medical marketing plan.

Email Marketing Benefits for Doctors and Medical Practices

What are the benefits of email marketing for healthcare businesses like doctors, dentists, and other medical professionals?

Despite the changes in technology in recent years, email marketing remains a powerful tool to reach more patients and grow your business. Although you may have heard that some marketing gurus frown upon this marketing channel, studies show that your patient love useful information and are you are  more likely to acquire new patients through email marketing than through social media channels. SEO and online advertising is still the no channel for medical professionals, Email marketing included with other channels.  Another important data point – 68 percent of your Emails are read on mobile devices, iphones and other smartphones, in USA and Canada.

 “Let Me Check My Emails” is overwhelmingly at least one of the reasons why people log online and in some cases, it is the only reason why people log on. Email marketing does not solely need to be about plugging your services or products. Instead, connect with your patients by sharing information about your practice and promote good health practices. Email marketing is a cost-effective way to build relationships with your patients, allowing you to highlight your medical practice and what you can do for them. You’ll reach more patients but with less time, effort, and money.

Why should I be using email marketing in my medical practice?

Email marketing will generate more leads for your practice. If patients take the step to sign up for your email list, they’ve shown they want to know more information about your business. Emails are also very easily shared among the patient’s friends and family, exposing more people to your practice and the services you offer.

Email marketing often leads to increase patient conversions to your business. Unlike some other marketing channels, you can follow a patient’s journey from the email through your website to where they eventually make an appointment. This information can show you what areas are popular among possible patients during that time of year, and you can improve your website’s overall flow by identifying any areas where people abruptly leave your site.

Compared to traditional marketing channels like print or direct mail, email marketing is cost-effective. Compare the month to month costs of email marketing with the month to month costs of traditional marketing. In many cases, you will get much more bang for your buck. Unlike sending out postcards or newsletters, you’ll be able to see how many people actually open your emails.

Studies show that for every $1 you spend on email marketing; it repays itself many times over. You’ll be able to determine the ROI (Return On Investment) on every single email campaign you send. This allows you to know how effective your money is being spent and gives you a chance to improve future campaigns to make them even more effective.

Finally, email marketing will lead to more patients. You can send patients coupons, news about sales, discounts and new services you are offering. Patients will appreciate getting a “sneak peek” on any new sales or services before the general public does. This will only increase their loyalty to your medical practice and have them recommend it to friends and family.

What are some good tips for email marketing for healthcare practices?

  1. Patient security and permission is your number 1 priority. Make sure you receive a patient’s explicit authorization to add them to your email list before you start to market to them. It is rude and in many cases, illegal to email people unsolicited without their permission. Too many “spam” reports, and you’ll be blacklisted from most email providers. Also, asking for permission from a patient gives them peace of mind that you are respecting their information and privacy.
  2. Grab their attention with the subject line. Do you know how many emails a person gets a day? On average, it is over 100. Stand out from the crowd and make sure your subject line is unique and eye-catching. The more compelling it is, the more likely it is to be read!
  3. Consider the frequency of your email blasts. Nearly 50% of customers say they get too many marketing emails and unsubscribe from a mailing list. For you to keep a stable list of patients to email, don’t email them too often, regardless of how many offers you may have. Avoid being label as a spammer and pick your spots to send out an email to the masses. Find a happy middle ground of not emailing them too much they mark you as spam and so little that they forget who you are.
  4. Try segmentation to target specific customers. The segmentation of your email list, or putting them in groups where people share similar qualities, is an effective way to get more clicks and emails opened. It allows you to customize an email campaign to patients, making it more relevant to them. This increases their engagement, and therefore makes it more likely for them to engage your business.
  5. Use automation to save time and energy! One of the most powerful features of email marketing is the ability to set up schedules to send out emails, allowing you to focus your attention on other things with your business. Establish triggers or thresholds to send out customized emails to patients. For example, appointment reminders and post-appointment survey emails are effective ways to connect to your patients.

Email marketing gives you a direct line of communication to current and new patients. This engagement on a personal level improves the patient-doctor relationships and helps cement them to be long term patients of a practice. You can present your medical practice as a trusted brand and keep patients up to date with the services you offer. 

What can Email Marketing do for me?

One of our most popular email marketing packages can provide your practice with 12 newsletters per year and six more seasonal newsletters. We will target your new and existing patients with interesting, topical information about your practice and other healthcare news. This vital marketing tool will promote your brand and engage with your patients and reactivates old ones who have not been to your location in a while.

Our emails are also optimized to appear on any device. Over 2/3’s of people read their emails on a mobile device. We’ll ensure your email campaigns look great on any phone, tablet, or desktop computer.

How does make my email marketing more effective?

Your email campaigns are only going to work as well as your email lists allow them to be. If your contact file is inaccurate or hasn’t been updated, you will likely not have a beneficial email marketing channel. You can easily be labeled as a spammer if your emails bounce back, contain invalid or inaccurate contacts, or if you get complaints from patients. Once blacklisted, your emails may not even show up in a patient’s mailbox, being relegated to the “Spam Folder” of any email provider.

Our automated tools in our software allow you to focus on the patients in your clinic while we take care of your email marketing strategy. We can easily add new contacts to your email list with our Auto Loader app. New contacts are uploaded securely and in full HIPAA compliance.

What are some results you’ve seen with your customers?

We have a customer who has 7 locations in the rural and suburbs of a major city. On average, they get 54 patients per clinic. After implementing our Email Marketing Program, they saw average patient engagement increased by 11% over five months. We saw increased engagement in surveys, patient feedback, newsletters, and promotional emails. New patient acquisitions increased by about 3% and repeat patient visits increased by about 8% compared to the previous year.

How does keep my email lists fresh?

Our software will automatically scrub your email lists to ensure your contact lists are accurate, improving your sender reputation. This frees up your time, instead of having management or clinic staff manually go through your contact list. When new contacts come into your CRM, our system will check them against your database pulling out: any invalid contacts, those who have asked not to be emailed in the past or have a habit of marking an email as “spam.” Each contact is graded, and those with poor grades are automatically purged from your email lists. When you send out your campaigns, we’ll check for any unsubscribe notices or bounced emails and remove them as well. You can send out emails without worrying about being flagged as a spammer.

Want to learn more about what can do for your clinic and improve your email marketing, patient acquisition, and patient engagement. Contact us and request a demo today!

Your Content Is the Single Most Important Factor in Your Online Success. 8 Reasons Why Content Is Important. 

1. Content defines your medical practice’s brand.
2. Content expresses who you are, how you conduct your business.
3. Content is read by the Search Engines – and this results in GOOD or POOR rankings – You should NEVER copy content from another site.  Checking ideas from other websites is OK, but copying content is like shooting yourself in the foot.
4. Content can make your marketing flourish.
5. Content can make your advertising irresistible.
6. Social media loves GOOD content.
7. Email marketing with good quality content will give you higher open-rates.
8. Best of all – Patients LOVE Useful content. is a certified premier google partner for healthcare.

To learn about Website Strategies and Website Examples for Doctors & Medical Clinics, please go here.

To learn about How Much Do Doctors Spend On Advertising, please go here.

To learn about Search Engine Optimization for Doctors & Medical Clinics, please go here.

To learn about Pay Per Click PPC Advertising for Doctors & Medical Clinics, please go here.

To learn about Content Marketing Strategies for Doctors & Medical Clinics, please go here.

To learn about GOLD Package Marketing for Doctors & Medical Clinics, please go here.