HomecareCRM Industry Insights
| Working More Efficiently with HomecareCRM | |
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 Working More Efficiently with CRMThe saying “work smarter, not harder” has become a cliché. However, despite its overuse, this saying has reached cliché hood for good reason: it’s extremely relevant. With the economy still struggling to recover, those remaining on the job must do their own jobs as well as pick up many of the duties of their laid off coworkers. If you’re a home health care professional, not only may your workload be heavier due to layoffs, referrals may be down due to the economy. Clearly, you’ve got a lot of work ahead. This doesn’t mean that you must become an expert multi-tasker. In fact, if you’re accustomed to multitasking, working smarter, not harder may even require that you perform one step at a time. The key to working smarter and not harder is to work efficiently. Customer relationship management (CRM) tools can help you to work more efficiently, and thus, smarter, not harder. For example, do you call on the same set of doctors every Tuesday because that’s how you’ve always done it? Is this the best use of your time? Sure, you could continue your normal routine and follow your normal routes as you always do. However, by doing so, you are maintaining the status quo and that’s not necessarily going to lead to increased referrals in these tough economic and competitive times. Using CRM tools, you’ll be better able to identify high value referral sources and holes in your current processes. Review your call histories and look for patterns. For instance, let’s say that you’ve identified a physician who has the potential to refer a large amount of patients to you and that you regularly visit his office every other Tuesday. Now, look at your notes for this particular physician. When you stop by his office, is he available or is he routinely running behind or even out of the office? What if Tuesday is his day for making rounds at the hospital which often puts him behind schedule with little time to spare? Would it make sense to call on him on a less hectic day? Another key to working smarter is to identify not only the high value referral sources, but the high value people within the referring organization. For example, who is the person in the organization that actually suggests your services to patients? While the physician is certainly a key contact, earning the support and trust of the office staff is equally important. Use your CRM software to manage relationships with the entire office, not just the physician. A personal phone call to an office manager (or another staff member) to thank her for referring a patient to you takes just a few minutes and is likely to be appreciated. A thank you card is also a nice gesture that is sure to be displayed prominently on her desk for a few days. CRM tools also streamline the follow up process. It’s easy to forget that a physician asked you to call back on Thursday afternoon when he doesn’t have patients scheduled. However, if you immediately schedule a to-do in your CRM software, you’ll be automatically reminded as Thursday afternoon approaches. Take advantage of the time management tools in your CRM software to ensure that you never forget an important task again. Not only will you not forget to do something important, your referral sources and patients will recognize you for being well organized and competent. CRM software is vital for any professional who must work more efficiently. Use the reports, histories, and time management tools to work smarter, not harder. And consider HomecareCRM as the best CRM tool for home care professionals. |
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