Explore why you need MediCRM.ai to let the system handle the automated part, allowing you to focus on what you do best: helping people and providing exceptional healthcare!
From Prospective Patient to Successful Treatment: Our All Inclusive CRM ensures Your Success.
MediCRM will help to increase your patient acquisition conversion by tracking every detail of the customer journey.
From first contact through each step of their engagement, you will have complete visibility and will ensure a successful treatment journey.
The system tracks every prospective patient by automatically adding them to your CRM, then captures critical details such as keywords used, engagement channels and more, and links this information to the various campaigns.
The result is comprehensive dashboard that clearly reveals where your dollars are most effective, where your spending should be reallocated, your revenue earned by each campaign, outstanding revenue still in progress and more.
Practice managers will always run the same step by step automation process. Our system is designed to help you implement your logical process. The simple use of buttons that provide a simulation of the best case scenario to operate as an employee and ensure that you won't incur any financial losses during the first patient management and acquisition phase.
When the patient agrees to a treatment, our system generates invoices automatically whenever the treatment has been provided. This comprehensive functionality guarantees seamless financial operations for your clinic, effectively saving you time, simplifying your accounting processes, and guaranteeing proper and accurate financial processes.
Team members often forget to contact potential patients in a timely manner, resulting in missed follow-ups, delayed proposal of a treatment plan, and inadequate post-treatment care. Our system is specifically designed to address these issues. From the moment a potential patient enters the system to the completion of the treatment and beyond, we have you covered. Our system ensures that your team stays on top of everything!
More returning
patients
More positive
feedbacks
Fewer staff mistakes
and errors
Integrated invoice
system
Streamlined appointment scheduling and reminders
Reduced wait times for patient satisfaction and improved clinic workflow
Better management capabilities in handling similar tasks effortlessly
Empowering Success: Unveiling the Game-Changing Features of Our Revolutionary MediCRM.ai
We are going to present the step by step process on how we
convert a prospective patient to a happy one!
At MediCRM.ai, we understand that every patient's journey begins with them as a new prospective patient.
That's why our system is designed to accept prospective patients from various channels, ensuring comprehensive coverage:
But here's what sets us apart: While our competition can track the number of prospective patients generated from each marketing campaign, we go the extra mile. We also track the amount of revenue generated from each marketing campaign. With this information, you can have a clear understanding of the bottom line knowing exactly how much you spend and how much you earn per campaign. No more guesswork, just valuable insights for your practice's success.
Our advanced prospective patient system boasts a meticulously crafted Blueprint that encompasses a well defined and structured approach to maximize the effectiveness of your patient acquisition process. This comprehensive framework guarantees that your patient acquisition team adheres to a standardized process when engaging with potential patients. We place great importance on diligent follow-ups, ensuring that accurate and detailed data entry is performed consistently to uphold the highest level of information integrity. Moreover, meticulous data entry practices not only fulfill compliance requirements but also enable the generation of accurate reports and insightful analytics.
Ultimately, our objective is to guide the prospective patient toward visiting your practice. This can be achieved through a range of methods, including automated tools such as text messages, email, and forms, as well as personalized phone calls made by your patient acquisition team. The bottom line remains the same: bringing the prospective patients to your clinic and converting them to loyal patients.
Once a prospective patient enters you MediCRM.ai system, the next step is to schedule their initial appointment (online meeting or in-office). Our system ensures that the assigned patient acquisition staff promptly contacts the prospective patient to secure a booking at your practice. As the prospective patient becomes familiar with your services, the Treatment Plan (proposal) process commences. With our versatile CRM, you have the flexibility to handle both major and minor procedures. For minor procedures, you can choose to skip the Treatment Plan (proposal) phase and proceed directly with the treatment.
With our automated system, generating Treatment Plan (proposal) becomes a breeze. Utilizing your pre -existing templates within the system, Treatment Plans (proposal) are effortlessly created. You have the option to send Treatment Plan (proposal) automatically or have your team review them before sharing them with the prospective patient.
What if the prospective patient fails to respond? Our system takes proactive measures by automatically following up with the prospective patient up to three times. If the prospective patient continues to disregard the Treatment Plan (proposal), the assigned team member is promptly notified, empowering them to take the necessary action.
During the patient acquisition and treatment journey, there is a need for signatures on multiple documents, including consent forms and agreements.
With our system, the process of generating these documents is incredibly simple. By extracting the necessary data from the CRM, the system automatically populates the forms, allowing you to conveniently review them or even send them out automatically. This streamlined approach saves time and ensures accuracy in document creation. Ultimately, our objective is to guide the prospective patient toward visiting your practice.
Once the Treatment Plan (proposal) is accepted, our system promptly generates an automated invoice utilizing our renowned accounting system. This invoice offers a variety of payment options, including ACH, cash, credit card, or cheque, allowing your clients the flexibility to settle their dues conveniently.
Our comprehensive accounting system goes beyond invoicing and incorporates vital functionalities such as bank feeds sync, inventory management, vendor management, patient and vendor portals, and more.
This extensive range of features ensures a smooth and efficient financial operation for your practice, ultimately saving you time and simplifying your accounting processes.
After the Treatment Plan (proposal) is approved, the treatment
can proceed.
Our system is designed to cater for various treatment scenarios, whether it's a single procedure like plastic surgery or a package that includes multiple sessions such as laser hair removal treatments.
With our flexible system, you can easily manage and schedule treatments of different types, ensuring a seamless and efficient workflow for your practice.
Throughout any treatment, patients may express their interest in pursuing additional treatments in the future.
Our system is designed to capture and track these future opportunities, ensuring that no potential opportunity goes unnoticed. When the time is right, our system will alert you to follow up with the patient, maximizing the chances of converting these opportunities into actual appointments.
By leveraging our system's ability to log and manage future opportunities, you can proactively engage with patients and enhance the growth of your practice.
We built the entire solution on top of the Zoho One System, and the results we've achieved are quite impressive. As an AI-powered healthcare CRM system, MediCRM.ai enhances communication and streamlines clinic operations. This highlights Medicrm.ai as a helpful tool that plays a part in contributing to positive changes in the healthcare industry.
Take the first step towards unlocking the potential of your practice by booking a free, no-obligation system demo with one of our experienced product managers. Discover the convenience of a comprehensive CRM and ERP system that is tailored exclusively to meet your unique needs.
Being HIPAA compliant, we prioritize the privacy and confidentiality of patient data within our healthcare CRM solution. Built on the trusted and robust Zoho ecosystem, our system offers all healthcare organizations everywhere, the healthcare workers, professionals, nurses and healthcare practices a secure and reliable foundation.
With MediCRM.ai, first developed and advanced healthcare CRM platform powered by AI, you have the opportunity to boost your practice. By embracing our cutting-edge solution, your practice can elevate its operations to new heights, driving transformative change in the healthcare industry.
Benefit from the power and security of our HIPAA compliant healthcare CRM system, which is built on the renowned Zoho engine, a trusted choice of over 90 million users worldwide. At MediCRM.ai, we understand the unique needs of plastic surgeons and medi spas clinics, which is why our platform was specifically designed by and for professionals in these fields. Rest assured that our solution is tailored to meet the specific requirements of your practice, providing you with a reliable and efficient tool for managing your operations seamlessly.
Being HIPAA compliant, we prioritize the privacy and confidentiality of patient data within our healthcare CRM solution. Built on the trusted and robust Zoho ecosystem, our system offers all healthcare organizations everywhere, the healthcare workers, professionals, nurses and healthcare practices a secure and reliable foundation.
With MediCRM.ai, first developed and advanced healthcare CRM platform powered by AI, you have the opportunity to boost your practice. By embracing our cutting-edge solution, your practice can elevate its operations to new heights, driving transformative change in the healthcare industry.
Benefit from the power and security of our HIPAA compliant healthcare CRM system, which is built on the renowned Zoho engine, a trusted choice of over 90 million users worldwide. At MediCRM.ai, we understand the unique needs of plastic surgeons and medi spas clinics, which is why our platform was specifically designed by and for professionals in these fields. Rest assured that our solution is tailored to meet the specific requirements of your practice, providing you with a reliable and efficient tool for managing your operations seamlessly.
Our commitment to excellence is unwavering. We go above and beyond to exceed our clients' expectations, delivering solutions that address their unique needs and drive their success.
Lior's satisfied clients have experienced the difference of working with a team that is dedicated, knowledgeable, and consistently delivers outstanding outcomes.
MediCRM.ai was designed by Lior Izik, a seasoned authority in business automation and a master of business flows. With an impressive track record spanning two decades, Lior Izik has developed over 1000 CRM systems, authored two influential books, and designed nine comprehensive courses that have benefited over 10,000 students. To elevate our solution further, we have leveraged the renowned Zoho One ERP system as the backbone of MediCRM.ai. This powerful combination ensures a solid and dependable foundation for the operational success of your practice. Rest assured that with MediCRM.ai, you are equipped with a robust and reliable platform designed to propel your practice to new heights.
Additional Features That Will Help You Manage Your Practice
Try our AI-powered assistant, which offers substantial benefits to medical clinics. With its intelligent capabilities, it can streamline various clinic operations, enhance efficiency, and improve patient care. Our AI can assist with appointment scheduling, helping clinics optimize their calendar and reduce no-shows. It can also automate administrative tasks like patient record management and billing, saving time and
reducing errors.
Data privacy and integrity are paramount concerns for our clients, and we take them seriously. To ensure maximum security, our system incorporates a centralized security system. When an employee departs from the company, you can effortlessly revoke their access with no cost and a simple click of a button. By doing so, you can rest assured that all their previous chats, tasks, emails, records, patient information, and more within the CRM will be completely inaccessible to them. Protecting your data and maintaining its integrity is our top priority, providing you with peace of mind and the assurance that your sensitive information remains secure
at all times.
Effective internal communication is vital for your clinic, particularly when employees are frequently on the move. Recognizing this need, our system offers a robust internal communication platform that encompasses group and individual chat functionalities, as well as group meetings, webinars, voice, video, and screen sharing capabilities. Whether your team members are in the office or working remotely, our communication system ensures seamless and efficient collaboration. Stay connected, share ideas, and enhance teamwork with our comprehensive internal communication features, designed to optimize communication within your clinic.
Are you looking for a secure solution to share passwords with your team? With our system, you can securely share passwords while ensuring confidentiality of other important information. Our system allows your team to access the assets without having access to the actual passwords themselves. This means that you can grant access to the necessary credentials without compromising the security of sensitive information. Enjoy the convenience of password sharing while maintaining the highest level of security for your data.
Keeping your patients and prospects engaged is essential for the success of your clinic. That's why our automatic campaigns play a crucial role in maintaining their interest. Our campaigns system seamlessly integrates with your CRM activities, ensuring a cohesive and effective marketing strategy. For instance, when a prospect becomes a lost deal, our system automatically initiates a drip campaign to rebuild trust and strengthen their connection with your brand. By leveraging the power of automated campaigns, you can consistently nurture your potential patients and enhance their engagement, ultimately boosting your clinic's reputation and fostering lasting relationships with your healthcare receivers.
In certain situations of medical emergency call, a junior practitioner may require guidance from a senior practitioner. Our system incorporates augmented reality technology to facilitate this collaboration. The junior practitioner wears special glasses that enable the senior practitioner to observe their actions in real-time. Through this live view, the senior practitioner can provide valuable guidance and suggest appropriate next steps, fostering a seamless and efficient workflow. With our augmented reality feature, your clinic can harness the power of technology to enhance teamwork and elevate the level of care provided to patients.
The clinic can efficiently schedule and publish engaging content across multiple social media platforms, including Facebook, Twitter, Instagram, and more. The platform enables the clinic to monitor and respond to patient inquiries, comments, and reviews, ensuring prompt and personalized engagement. Additionally, our system provides valuable analytics and reporting features, allowing the clinic to track the performance of the social media campaigns, gain insights into audience behavior, and make data-driven decisions to enhance online presence.
In certain instances, healthcare providers may be required to visit patients at their residences. To facilitate this process, we have implemented an advanced routing system that generates optimized routes for practitioners. These routes are carefully designed, taking into account factors such as distance, traffic conditions, the coverage, and other relevant considerations.
The clinic can efficiently train its staff, ensuring continuous professional development and compliance with medical guidelines or how to use the CRM or other systems. The platform allows for the creation and management of engaging and interactive training programs and modules, making it easier to educate employees on various topics such as new medical procedures, patient privacy, and safety protocols.
With a robust and highly secure storage capacity of over 5TB, you can efficiently manage your patients' data. The storage is not only ample but also comes with advanced encryption measures to ensure the utmost security. By leveraging this extensive storage capability, our clients can confidently store all their valuable company assets on the cloud. This includes not only patient data but also other very important information, files, and documents.
Our system empowers practice managers by providing tools to follow up with potential patients, ensuring no opportunity patient through the cracks.
By leveraging our intuitive interface and powerful automation capabilities, you can convert more prospective patients into loyal patients.
MediCRM.ai stands out by prioritizing customization and automation, allowing for a personalized solution that caters to the unique needs of each practice.
MediCRM.ai seamlessly aligns with the existing workflows of healthcare practices, ensuring a smooth transition while maximizing efficiency.
Our CRM system ensures HIPAA compliance through robust security measures, encryption protocols support, access controls, and regular health and security audits.
Absolutely! Our CRM system offers role-based access controls, allowing for various physicians to access patient information based on their authorized roles and responsibilities within the medical institution.
Our CRM system offers functionalities for managing consent and authorization forms. Therefore, enabling healthcare providers to obtain and track appointments and patients' consent documents in compliance with HIPAA regulations.
By using MediCRM.ai, healthcare practices can experience optimized operations, streamlined workflows, and enhanced productivity, as the platform is tailored to meet their specific requirements and provides a personalized solution.