---
title: 3 Signs You Need a Healthcare CRM
description: A Healthcare CRM can help companies to get organized, control costs, provide valuable reports and insights, and even improve patient satisfaction.
image: https://blog.gravitydigital.com/hubfs/Stock%20images/Double%20exposure%20of%20businessman%20hand%20points%20human%20resources%2c%20CRM%20and%20social%20media%20as%20concept%20.jpeg
---

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# 3 Signs You Need a Healthcare CRM

[Casey O'Quinn](https://blog.gravitydigital.com/author/casey-oquinn) / March 9, 2017 / [Healthcare Marketing](https://blog.gravitydigital.com/topic/healthcare-marketing)

A Customer Relationship Management (CRM) application is essential for every business, including providers and practices in the healthcare space. Some applications claim to be industry specific, like a healthcare CRM. Other applications are universal in nature, but also customizable.

Overall, a CRM can help healthcare companies to get organized, control costs, provide valuable reports and insights, and even improve patient satisfaction.

![Healthcare CRM patient data](https://blog.gravitydigital.com/hs-fs/hubfs/Stock%20images/Double%20exposure%20of%20businessman%20hand%20points%20human%20resources%2c%20CRM%20and%20social%20media%20as%20concept%20.jpeg?width=772&name=Double%20exposure%20of%20businessman%20hand%20points%20human%20resources%2c%20CRM%20and%20social%20media%20as%20concept%20.jpeg "Healthcare CRM patient data")

# 3 signs it’s time for a Healthcare CRM

**1. You are inefficient.**

Inefficiency can take on many different looks. All of these are a telltale sign that you’re in need of a CRM:

- Sometimes, inefficiency looks like clunky and time-consuming processes, procedures, and workflows.
- Other times, it looks like a team entering the same information into multiple systems. *(This is inefficient in terms of time and cost!)*
- On the more dangerous end of the spectrum, it could be data that contains errors and leads to mistakes.

The [New York Times](http://www.nytimes.com/2012/09/07/us/health-system-waste-tallied.html), covering an Institute of Medicine study, revealed 30 percent of U.S. healthcare spending (about $750 billion) was wasted in 2009, on byzantine paperwork and excessive administrative costs among other problems.

**2. Technology gaps are affecting patient experience.**

What is a technology gap? It’s simply an issue, process, or missing element that could be solved or “*closed*” by implementing software or other technology. 

While a technology gap can be hard to spot, here are a few symptoms that you're dealing with in your practice:

- Patients complaining about intake process.
- Patients have to provide the same information multiple times.
- Patients that don’t know what to expect during an office visit, exam, procedure, or surgery.
- Patients unclear on when they will receive results and reports.
- Patients do not have a clear method of delivering feedback.

  
**3. Your patient outreach is lacking.**

A healthcare CRM allows providers to communicate with *specific* groups of patients.

Here are some outreach issues a CRM can address:

- You are unable to segment your patients for specific outreach. For example, sending results of a new study to patients with diabetes.
- You don’t have a tool to send patient education materials to patients, especially materials that could improve patient outcomes.
- You don’t have a way to market to your patients. For example, informing patients about new equipment and capabilities within your practice.

A note about HIPAA and PHI: 

There are obvious concerns to address when storing patient information in a CRM or Healthcare CRM. Referring to a CRM as HIPAA compliant is not quite right. A CRM, at its core, is a database and it *can be* HIPAA compliant. As with any database, it’s all about security, user roles, record-level access, and the data that’s stored inside of it. Consult with your compliance department to determine your specific requirements as it pertains to HIPAA and PHI.

**Conclusion**

You’re not alone. Issues stemming from a lack of a CRM solution reaches to every industry and profession.

*40% of salespeople still use informal means such as Microsoft Excel or Outlook to store customer data. (HubSpot, 2016)*

There is a wide range of options from “off the shelf” CRMs, Healthcare CRMs, and universal/customizable CRMs.

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![](https://app.hubspot.com/settings/avatar/837d1c611170325ac1cad8390cb0217f)About the Author [Casey O'Quinn](https://blog.gravitydigital.com/author/casey-oquinn)

Casey founded Gravity Digital in 2000 after serving as the Internet Services Director for a Nashville-based Ad Agency. He's a rare breed that operates both left and right brain, so along with oversight of the company he's active in the creative process for our clients.

 Follow Casey O'Quinn: [LinkedIn](https://www.linkedin.com/in/caseyoquinn) | [Twitter](https://twitter.com/caseyoquinn)

S

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