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- Healthcare CRM
- Who it's for
- Outpatient service networks
Outpatient service networks
An outpatient network may have several teams maintaining relationships with referring organizations. Healthcare CRM gives each commercial opportunity an organization, account and owner, then connects nonclinical referral follow-up work to that relationship. The received date and follow-up due date help the team see what needs attention before the Sales Manager reviews the evidence.
How Healthcare CRM is set up for you
Account context
Keep the counterparty's contact details and eligibility note beside the organization that owns the relationship. Use that context when a follow-up arrives through a familiar contact.
Referral readiness
The Relationship Owner prepares the referral code and consent basis before submission. The Sales Manager examines the submitted revision and records a decision with a reason.
Completion evidence
Complete only eligible approved work and inspect the action receipt. A follow-up that needs correction remains traceable through its earlier decision and evidence.
An outpatient network may have several teams maintaining relationships with referring organizations. Healthcare CRM gives each commercial opportunity an organization, account and owner, then connects nonclinical referral follow-up work to that relationship. The received date and follow-up due date help the team see what needs attention before the Sales Manager reviews the evidence.
Choose an outpatient organization and a small set of partner accounts with active commercial discussions. Rehearse an ordinary referral follow-up from Draft through Submitted and Approved to Completed. Include a returned case so the team agrees how to correct the evidence and seek review again.
Use a due date close enough to make prioritization meaningful. Ask the Relationship Owner to explain what must be prepared and ask the Sales Manager to explain why the decision is independent. The due date should focus attention while leaving the review requirement intact.
Keep care delivery in the network's clinical system. Agree a separate connection if relationship staff need an external reference, including who can inspect it and what information belongs in the CRM attachment. Review [referral review and completion](/healthcare-crm/processes/referral-review-and-completion) with the team and check a mismatched revision before releasing the operating process.
Features to start with
Referral Follow Ups
Route nonclinical referral follow-up work through preparation, independent review and completion.
Organization and Accounts
Establish healthcare organizations, eligible counterparties and the membership behind each relationship.
Opportunity Pipeline
Give each healthcare relationship an owner, a commercial stage and an expected outcome that can be reviewed.
Roles on the team
- Relationship Owner
- Prepare assigned operational records and execute eligible reviewed actions.
- Auditor
- Read authorized evidence and reports.
- App Administrator
- Maintain organization configuration and membership.
- Sales Manager
- Review eligible revisions independently and reconcile operational evidence.
Set up Healthcare CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.