CareRight, developed by South Australian software provider Clintel Systems, features a suite of CRM tools and functions, which can be implemented to manage client interactions and data throughout the patient journey. A recent CareRight upgrade enhances and introduces a comprehensive suite of CRM tools designed to streamline operations, enhance data management, and support specialised CRM needs.
Key Features of CareRight CRM.
1. Inbuilt CRM Functions:
Online Enquiries and Expressions of Interest:
Enquiry Management System: Record non-clinical expressions of interest from potential patients. The latest version (CareRight 6.93) includes online capabilities to integrate directly with your website and categorise enquiries.
Use Cases:
- Guided pathways for new patients, including screening questions.
- Process referrals from other organisations, with support documentation.
- Design pathways into waitlists with pre-appointment processes.
- Utilise an initial symptom checker filtering.
Automations: Trigger workflow automations, such as creating tasks for administrative staff when specific enquiry types are submitted.
Streamline your GP referrals: get secure referrals from your local health network - only one click to convert to patient and automate the gathering of information for treatment.
2. Integrations:
Salesforce Integration:
Publishing Records: New Contact or Patient records can be mirrored to Salesforce for non-clinical purposes, provided marketing consent is given. Initial data published includes given name, family name, email, email marketing consent, and any specified custom person fields.
Power BI Integration:
Reporting and Data Access:
- Custom Query Builder: Drag-and-drop creation of predefined SQL queries for tailored reporting needs.
- Direct Data Access: Secure connectivity to existing data tools (e.g., Power BI) for running SQL queries against both predefined views and physical schema, leveraging relational database systems like Postgres or SQL Server.
Benefits of CareRight CRM:
- Customisable and Dynamic: Configurable to address various business requirements and patient journey stages.
- Enhanced Data Management: Streamlined integration with accessory CRM tools and reporting systems to optimise patient interactions and data analysis.
- Improved Workflow Automation: Efficiently manage and automate processes from initial enquiry to appointment and beyond.
Contact Us
Discover how CareRight’s advanced CRM tools can transform your care delivery. Reach out today to explore how our dynamic features can meet your organisation’s needs.
Clintel Systems
www.careright.au
contact@careright.com.au
(08) 8203 0500
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Give us a call on (08) 8203 0500
CareRight is the flagship product by Clintel. We are an Australian owned and based team, with an intimate knowledge of the healthcare industry. Clintel is focused on future-thinking technologies to support the development of health services across Australia and beyond.
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