BUSINESS CHALLENGES :
• There was not an appointment management system for patients.
• The follow-up records are being maintained on papers & excels
• There was no trail of conversation between the patient and doctor.
• Data management was time-consuming and unable to track historical records.
BUSINESS SOLUTIONS :
• Implemented Zoho CRM for clinical operations & activities with 360 views of historical record’s.
• Tracking of a historical record of patients with medical prescriptions, previous medical treatment received etc. were implemented in Zoho
• Created organized appointment scheduling functionality.
• Integrated Twilio with Zoho CRM for SMS and Calling functionality.
• The patient receives alerts, notifications & reminders on a timely manner.
BENEFITS DELIVERED :
• Zoho CRM implementation improved & resulted in increasing the general efficiency & retentions of a large number of patients.
• Appointment follow-ups are automated and hassle-free.
• Overall increase the practice for the clinic.
• Doctors can have a glance at the entire history of the patient in clicks.
PROJECT OVERVIEW :
Implemented Zoho CRM to go paperless and automated which reduces timely efforts. Quicker & easier access to historical records. CRM Implementation helps in maintaining the database. Integrated the Zoho CRM with Twilio which helps to send notifications, alerts & reminders to patients on a timely basis in clicks. With the automated system, the appointments are scheduled quickly which enhances & increase the clinical operations & activities.
Technologies & Tools:
• Zoho CRM
• Twilio (3rd Party tool)
• Team Size: 2
• Implementation Model: Agile
• Engagement Model: Offshore