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Taking HomecareCRM on the Road    
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Taking HomecareCRM™ on the Road

Remember lugging your laptop on appointments to see a referral source? Equipped with a laptop and customer relationship management (CRM) software, you were able to stay connected and work more productively in the field. While laptops have their place, even when using HomecareCRM, laptops can be inconvenient at times and can take forever to boot, especially when you need your information right away. If you’re thinking there’s got to be a simpler way to manage your home health contacts, referrals, histories, and notes -- outside the office -- you’re right! Instead of lugging around a laptop, put your Homecare CRM software on your Blackberry (or other mobile device) and stay connected like never before.

If you already own a Blackberry, you’re well on your way to improved productivity. Rather than powering up your laptop in the car in between calls, simply slip out your Blackberry (or other mobile) device, review your notes from your last visit as well as any outstanding new issues entered by the staff back at the office and visit your referral source armed with information. During your visit, your Blackberry is your lifeline to data. Instead of “let me get back to you when I’m at the office,” the office is literally in the palm of your hands.

Use the device to connect to all of your organization’s HomecareCRM data and gain access to real-time information. For example, as you’re calling on a doctor to thank her for referrals, you can use your Blackberry to find out the current status of the patients that she has sent your way with just a few keystrokes. At the end of the sales call, enter the outcome of your visit, to-do’s, and notes and then schedule your next follow-up visit – all in mere minutes.

The beauty of going mobile with HomecareCRM on your Blackberry is that the data is there if you need it. Refresh your memory before entering your client’s building and then slip the Blackberry in your pocket. Should you need to look up information, you’ll be able to quickly access it using a professional, portable device. There’s no lag time involved and you don’t have to beg your client’s office staff for a way to connect to the Internet. Simply look up the data and relay the information to your client. If you don’t need to access data during the call, that’s fine too. After all, you’ve already reviewed the client’s files and are now confident in the direction of the call. Spend your time connecting with your clients and sowing the seeds for future business.

Laptops have their place and were pivotal in the creation of the mobile office. However, today’s PDAs and smart phones such as the Blackberry are quickly making the laptop obsolete for home care professionals. Why lug around a clunky laptop and waste precious minutes waiting for it to power on when you can have all of your home healthcare customer relationship management information readily accessible on your Blackberry. Stay connected and informed by installing Homecare CRM on your Blackberry device.

 

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