Healthcare Intake CRM
Solution by![partner](https://monday.com/p/wp-content/uploads/2024/06/AbilityOps.png)
A solution for managing prospective patients and the onboarding process prior to beginning care.
Contact partner- Use case: OperationsSales
- Industry: Healthcare
- Region: Global
This CRM-Based intake and onboarding solution provides a HIPAA-compliant way to communicate with prospective patients, collect intake information, and track the onboarding process before beginning care. Customizable views provide a team- and task-based workflow, and live reporting dashboards provide real-time insights into conversion rate, onboarding duration, team performance, team workload, sales activities, and referral sources.
Key features
- Prospective patient lead tracking
- Overall and stage-specific duration tracking
- Metrics dashboard for conversion rate and team performance
- Demographics and referral source association
- Outreach activity tracking and reporting
Services
- Free demo and consultation
- Limited free onboarding and implementation
- Customization of solution and custom development
- Process and workflow optimization consulting
- Ongoing on-call solution support