These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Healthcare CRM
- Healthcare CRM questions
Questions, answered
Understand the operating scope, review responsibilities and setup decisions before starting.
Healthcare CRM
10 questions
Can't find it? Write to support@erp.ai.
How do I get started?
Click Get started, then use Proto to configure Healthcare CRM for your business. Begin with an organization, its eligible accounts and a Relationship Owner working with an independent Sales Manager. Rehearse a proposal and a nonclinical referral follow-up before extending the pilot.
Who maintains account eligibility?
App Administrator maintains account details and the eligibility note. Relationship Owner checks that the counterparty and opportunity belong to the authorized organization before advancing the work.
What does the opportunity pipeline represent?
It follows commercial relationships through New, Qualified, Proposal and Negotiation to a reviewed Won or Lost outcome. Expected close dates and expected values support the team’s planning conversation.
How are referral follow-ups reviewed?
Relationship Owner prepares the referral evidence and submits it. Sales Manager independently reviews the revision and records Approve, Reject or Return with a reason. Only eligible Approved work proceeds to completion.
What happens when a reviewer returns work?
The reason explains what needs correction. Agree the correction path during setup, then have the affected revision reviewed again before treating the work as authorized.
What supports a Won or Lost outcome?
Relationship Owner presents verified acceptance or loss evidence. An independent Sales Manager reviews the exact revision before the outcome is recorded with a won date or loss reason. Earlier expected value and activity history remain available.
What does Shared attachment visibility mean?
It is an evidence visibility choice whose access policy the team must agree during setup. Check the intended audience and any connected delivery channel before sharing a file.
How should the team read expected value?
Opportunity expected value is recorded in USD. Agree any conversion needed when importing another currency; the organization’s currency setting does not change the meaning of that amount.
What if an action's result is uncertain?
Inspect the operation receipt and reconcile its expected revision with the local effect. A mismatch needs review with a recorded discrepancy. Equivalent retries reuse the original result, while conflicting input is refused.
Where should clinical information stay?
Clinical records and care delivery belong in the customer’s clinical system. Configure any needed connection separately and agree the permitted information for nonclinical relationship follow-through.
Set up Healthcare CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.