Healthcare Intake CRM

Solution by

A solution for managing prospective patients and the onboarding process prior to beginning care.

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

About the partner

At Ability Ops, we optimize how teams use monday.com. We provide licensing, onboarding, implementation, and workflow translation for new accounts. Existing users benefit from our consulting, training, and custom development. With expertise in healthcare, government, and regulated industries, we deliver award-winning solutions and top-rated service. Choose Ability Ops for a personalized approach.

Contact partner