Patient Relationship Platform
When it comes to Patient relationship management, consistency & scalability is key. Insight helps practices streamline Patient communication through email, SMS and calling. This is accomplished through automated engagement and re-engagement as well as providing a centralized CRM tool to communicate with leads. Middle of the funnel lead management is the single most important area a practice can focus on to increase profitability.
- Automatically add all lead sources to simple to modern user interface
- Unlimited practice users with custom user permissions
- Simple drag and drop interface to manage lead status prior to booking appointment
- Users can email HIPAA secure custom emails or templates
- Users can send encrypted SMS messages to leads as well as 2 way SMS messages
- Users can call leads directly out of the CRM and log call data to the contact record
- CRM communicates with practice scheduling and EMR systems and auto imports patient appointment, patient demographic and payment data
- Users can setup tasks to remind them when to followup with leads to increase scheduled appointment rates
- Measure lead response time by user and overall revenue performance by marketing channel
Email & SMS Automations
- Setup procedure specific automated drip emails or SMS as soon as a lead is generated
- Setup automated re-engagement emails to followup with leads who have not booked an appointment
- Send out automated emails to leads who revisit your website. Getting in front of them when the time is right for them.
Secure Telemedicine Visits
- Use a calendar to schedule online virtual appointments that are HIPAA compliant
- Patient receives a link to their email with the meeting room
- Practice users can start meeting 10 minutes before meeting time
- Practice users can send email reminders to patient automatically or manually
EMR Integration & Marketing Revenue Analysis
- Track all leads, calls and referral sources through to revenue with pinpoint accuracy with our EMR integrations.
- Revenue forecasting based off of EMR and marketing past performance and trends.
- Automatically add patient demographic, appointment and revenue data to Insight lead record.
- Measure lead appointment, surgery and LTV rates per marketing channel.
- Analyze top performing services, gender, and provider data.