A CRM specifically built with healthcare's workflow in mind. Manage your most important relationships and grow revenue
Manage Referral Network and Increase Referral Volume
Research potential referral partners using directory of over 5 million providers, track marketing and outreach activities across referral partners and report on referral volume per marketing representative.
Improve Customer Service
Your partner’s time is valuable, referring providers want a resolution, they are going to be unhappy unless you can offer support. With ReferralMD’s CRM, you can do just that and track all correspondence fast.
Ensure each staff has the same provider and patient data at all times, in the office or in the field. With ReferralMD, managing partner relationships becomes a breeze.
Robust Practice Marketing
Patients and providers want to research you and your staff before they send a referral. But they have to find you first. With ReferralMD’s national provider directory, you can easily promote your services both on your website and search engines.
- Provider and staff profiles. (Improve your online presence/SEO )
- Provider education and experience.
- Provider locations and affiliations.
- Provider specialties / sub-specialties.
- Procedures offered / conditions treated.
- Insurances accepted.
- Allow patients and referring providers to send medical records and images directly from your website. No more faxing.
- And much more.
Research New Referral Sources
- Research new referral sources by specialty, experience, procedures offered and more from a list of 5M+ healthcare providers in our provider directory.
- Add new providers/staff found to your contacts list and begin nurturing the relationships to generate higher quality leads for your organization.
Understand Competitor's Referral Patterns
Research who your competitors are receiving referrals from so that you can assign your marketing team’s physician liaisons to scout new relationship opportunities with a targeted call list.
Easily track notes, messages, meetings, tasks, and call logs in one location so your team always has the most up-to-date information.
Dynamic Contact Search
Easily search by contact name, organization, lead status, lead source, owner of lead and more.
Ensure nothing falls through the cracks with a robust to-do tracker for all your staff.
- Stay top-of-mind and promote your practice every week to hundreds of referring providers automatically with your own branded progress update letters.
- Improve customer service and increase revenue without having to do the work manually.
Why is a CRM is Important
CRM gives an average of $8.71 for every $1 spent
Per physician liaison, a CRM can increase revenue by 41%
Lead conversion rate improvements of over 300%
Customer Retention improvements of 27%