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Healthcare CRMs are platforms that help medical practice employees securely and efficiently manage patients and duties in a central location. The top healthcare CRMs include industry-specific features for storing medical data and scheduling appointments, as well as CRM offerings like pipelines and contact management. Healthcare CRMs are also HIPAA-compliant to keep patients’ information private. To help you, we’ve evaluated the best healthcare CRMs.
Here are the top six healthcare CRMs and their primary use cases:
Overall, we found that Salesforce Health Cloud is the top CRM, ranking first for customization and tying for features and security and compliance. Our list includes a mix of industry-specific options and general CRMs, but each one complies with HIPAA. Continue reading to learn about each CRM’s use case, pricing, and key features, or skip down to see our scoring logic below.
Note: All per-user prices are with a one-year commitment unless noted otherwise.
The primary features below come standard with the best healthcare CRM software on the market:
Health Insurance Portability and Accountability Act (HIPAA) compliance is key when searching for a healthcare CRM. In your practice, EHRs must be encrypted and secure so you don't experience data breaches, which could lead to fines or even criminal charges. If the CRM you choose isn't fully HIPAA-compliant, it must offer integrations for HIPAA-compliant forms and/or allow you to add a Business Associate Addendum (BAA) to your terms.
To determine the best CRM software for healthcare professionals, we broke our evaluation criteria into six weighted categories, each of which contained more specific subcriteria. Next, we assigned subcriteria scores to determine the best CRM in each individual category as well as the overall best healthcare CRM. Our research and evaluation also helped us determine a primary use case for each software that scored highly enough to make our list.
We primarily looked at each healthcare CRM’s core features and security and compliance since healthcare providers need a robust platform that keeps their patient records secure. Then, we considered each CRM software’s cost, customization capabilities, and easy-to-use functionality, as well as the quality of customer support offered.
We looked at each CRM’s suite of industry-specific features like medical history records, patient management, and physician management, as well as general CRM tools such as pipelines and contact management.
This takes into account how each CRM complies with HIPAA requirements, role-based access, and data encryption.
This includes monthly costs, free trial length, billing options, and free versions (if available).
We considered the ways a medical practice can make a CRM their own, from custom fields to third-party healthcare app integrations.
We considered real user reviews from reputable sites and the availability of knowledge bases or learning resources.
We evaluated the quality of support options (email, phone, and chat) plus feedback from verified users on review sites.
Choosing the best healthcare CRM depends on your specific needs, goals, budget, and size of your organization, so it’s essential to identify these factors first. Next, compare the top healthcare CRMs and see if they offer everything your unique practice needs. You can also seek advice or recommendations from other healthcare professionals.
When evaluating healthcare CRM options, it’s important to know if they’re HIPAA-compliant to ensure that their data security and privacy are in accordance with healthcare regulations. Also check if the CRM offers a balance of
industry-specific featuressuch as medical history records and patient management and general offerings like pipelines, contact management, basic reports, and customization capabilities.
Healthcare CRM software should be in compliance with HIPAA or should offer integrations to use HIPAA-compliant intake forms. This means that electronic health records should be encrypted and secure because failure to comply with HIPAA can result in substantial fines. A breach of sensitive patient information may lead to criminal charges or civil action lawsuits against your practice.
Whether you’re a private practice or part of a much larger network, a secure and reliable healthcare CRM is a must. The right healthcare CRM software will help you stay connected with patients, acquire new customers, and streamline essential tasks like payment and scheduling. Read our review and incorporate any of these top CRMs into your practice. If you want to learn more about typical CRM functions and how your business can use them, see our list of the top CRM features.
This article was written by Alison Barretta and updated by Kezia Jungco.
Alison is a Philadelphia-based technology writer for Selling Signals. She has 15 years of experience in the digital space, and her specialties include comparison guides and reviews across CRM, ecommerce, and various SaaS products. In her free time, Alison has received two HubSpot certifications plus a TEFL certification, as well as leads an online martial arts learning program.
Selling Signals delivers actionable advice for sales and marketing professionals. Learn strategies that help you hit targets, strengthen customer relationships, and win more business. Get expert advice on lead generation, sales processes, CRM software, sales management, and account management directly to your inbox.
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