Monthly Basis CRM: The Healthcare CRM That Puts Patients First.
Finally, a CRM Built for the Patient Journey, Not a Sales Funnel.
Healthcare providers are burdened with generic CRM systems that fail to understand the complexities of their industry. These platforms are not designed for compliance, fragmented data, or the unique, non-linear path of patient care.
Monthly Basis CRM was built to change that. It's not a patched-together sales tool—it’s a robust, compliant, and intelligent platform designed to streamline your operations and deliver a superior patient experience.
Core Features You Expect, Perfected for Your Industry.
Your focus should be on patient care, not on clunky software. Our CRM comes standard with all the essential features you need, built to be intuitive and efficient for healthcare professionals:
Patient Management
Centralize all patient information, track every interaction, and manage appointments in one secure location.
Workflow Automation
Automate routine tasks like appointment reminders, follow-up messages, and new patient onboarding to save time and reduce manual errors.
Task & Activity Tracking
Stay on top of your schedule with a clear view of all patient meetings, communications, and to-do lists.
Comprehensive Reporting
Generate instant reports on patient engagement, operational efficiency, and key metrics to make data-driven decisions.
Mobile Access
Manage your practice and patient relationships from anywhere with our fully responsive and secure mobile application.
The Game-Changing Functions You’ve Been Missing.
Based on our deep research into the specific frustrations and unmet needs of the healthcare industry, Monthly Basis CRM includes features that simply do not exist—or are poorly implemented—in other solutions. We built these to protect your practice and enhance patient care.
Robust, Built-in HIPAA Compliance and Data Security
- Automated PHI Redaction: Our system automatically identifies and redacts Protected Health Information from non-secure communications, securely linking to the patient portal instead.
- Comprehensive Audit Logging: We maintain a secure, immutable log of every action related to patient data, making audit preparations seamless and painless.
- Granular Access Controls: Provide highly specific, role-based permissions to different staff members, ensuring that everyone sees only the information they need to.
Deep, Bi-directional EHR Integration
- True Two-Way Data Flow: Seamlessly sync clinical and non-clinical data in real time with a wide range of EHRs, eliminating data silos and giving you a complete, up-to-the-minute view of each patient.
- Unified Patient Profile: Consolidate data from multiple sources—EHRs, billing software, and even telehealth platforms—into a single, holistic patient profile.
Intelligent Workflow Automation for the Patient Journey
- Smart Appointment Scheduling: Go beyond simple booking with intelligent scheduling that guides patients to the most appropriate provider based on their insurance, location, and needs.
- Proactive Patient Outreach: Trigger personalized communications based on clinical data or patient milestones, such as educational content after a diagnosis or a follow-up after a specific procedure.
- Resource and Staff Management: Efficiently manage appointments alongside internal resources like equipment and staff to optimize operational flow.
Healthcare-Specific Analytics
- Predictive Analytics: Use historical data to identify patients likely to benefit from specific services, miss appointments, or need follow-up care.
- Patient Engagement Metrics: Track and report on crucial metrics like patient adherence to care plans, satisfaction scores, and readmission rates.
Monthly Basis CRM is the answer to the CRM shortcomings that have held the healthcare industry back. It's powerful, compliant, and completely free.
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