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Healthcare Intake CRM
Solution by
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
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 information
Address: 47 East All Saints Street
Frederick MD, 21701
Phone: 1-877-224-5480
Email: [email protected]
Website: https://www.AbilityOps.com/
