Resource Library
tools and guides designed to help you manage, grow, and optimize your business effectively.
Medical Practice Solutions To Survive The Perfect Economic Storm
The purpose of this letter is to describe the economic situation faced by medical practice owners and managers and the solutions available to offset these challenges. As well we have added an Appendix of our most relevant Best Practices Videos ...
A Guide To Setting Up CRM Workflows
Maintaining successful relationships with patients can be done by managing successful workflows in your CRM platform. Mapping out workflows and communication needs will help you and your staff provide the best patient care outside of the care they receive from ...
Defining a CRM Workflow
A good CRM focuses on one thing - your patient. This means that the CRM you chose for your practice needs to offer a selection of workflow automation tools, contact management solutions, activity management tools, and analytics for marketing and ...
Cloud-Based CRM
Using a cloud-based CRM means that your practice is using a network of computers to store activity data about your practice. This allows your staff to access any information related to your practice or patients from anywhere with an internet ...
Healthcare CRM
What is a CRM System? A Customer Relationship Management (CRM) system is a comprehensive platform designed to gather, link, and analyze all customer data collected across various touchpoints. This includes contact information, interactions with company staff, payment history, financial data, ...
Marketing Playbook 2024
This article provides a definitive playbook for profitable patient acquisition and practice scale through the use of simple to use technology and business (practice) analytics. The issues and resolutions discussed in this article are determined from 2023 practice data from ...
CRM BENEFITS BY DEPARTMENT
Executive Team, Operations & Marketing In the rapidly evolving healthcare sector, the integration of Customer Relationship Management (CRM) systems, such as those provided by RSI, plays a pivotal role in streamlining operations across various departments. A well-implemented CRM strategy can ...
Executive Leadership Reporting: Measuring Historical Performance and Forecasting Future Performance Through CRM & EMR Integration
In the rapidly evolving landscape of healthcare, the integration of Customer Relationship Management (CRM) and Electronic Medical Records (EMR) systems have become essential technologies for optimizing operational efficiency, patient care, and financial performance. Today, the convergence of these technologies enables ...
The Value of Patient Acquisition & Patient Engagement Data Consolidation in Healthcare
In the rapidly evolving landscape of healthcare, the consolidation of patient data emerges as an essential strategy for medical practices aiming to enhance the quality of care, operational efficiency, and patient satisfaction. By integrating disparate data sources into a centralized ...