This Showcase shows how you can use SmartSuite to manage patients all from a central place. This gives your team a 360 degree view of your customer, which will helps to improve their experience.
This Video's Chapters:
0:16 - Introduction to the patient management system built inside SmartSuite
0:42 - Discussing the requirements of the user and their goal to personalize customer service and provide a 360-degree view of the customer
1:02 - Overview of the different apps within the solution, with a focus on the patients app
1:27 - Exploring the "General Information" section and its relevance to the overall goal
2:29 - Understanding the "Interactions and Appointments" section and how it tracks touchpoints with patients
3:39 - Exploring the "Tasks and Notes" section for assigning tasks and adding notes related to patients
4:21 - Discussing the "Estimate Creator" section and its link to creating estimates
4:54 - Overview of the "Quote and Payment Info" section, tracking quotes and payment history
5:45 - Exploring the "Documents and IDs" section for attaching and uploading documents
5:57 - Explanation of the "Activity Account" that counts all activities related to the patient
6:10 - Introduction to different views for analyzing and visualizing patient data
6:49 - Understanding the line chart for "Quote Prices of All Employees" to track payments received
7:07 - Overview of the "Dashboard" for an overall view and metrics analysis
Introduction
SmartSuite offers a comprehensive patient management system designed to enhance customer experience and CRM capabilities for healthcare providers. This system provides a holistic approach to managing patient interactions and data, ensuring a seamless experience for both patients and healthcare professionals.
User Requirements
The patient management system focuses on personalizing services and providing a 360-degree view of each customer. At the heart of this system is the Patients app, which serves as the core component for managing patient information and interactions.
General Information
Within the Patients app, users can track essential details such as status, assigned user, and activity count. It also captures contact information like phone numbers and email addresses, along with referral details. Location and address validation ensure that all data is accurate and up-to-date.
Opportunities and Interactions
SmartSuite expands the display for opportunities and details, allowing healthcare providers to track touchpoints and interactions with patients. Users can view interaction notes and access a complete interaction history, facilitating better communication and relationship management.
Appointments and Payments
The system links appointments with due dates and payment information, enabling users to create new appointments and manage payments efficiently. SmartSuite's Formulas feature helps sum up payment amounts and track appointment statuses, ensuring financial accuracy.
Tasks and Notes
Users can add tasks related to patient care and assign them to team members. The SmartDoc field allows for adding detailed notes about each patient, enhancing the documentation process.
Estimate, Quote, and Payment History
SmartSuite provides tools for linking estimates to patient records, tracking quote history, and managing payment details. Formula fields are used to sum payment amounts and approved quotes, providing a clear financial overview.
Documents and IDs
The system allows users to link and attach documents to patient records, facilitating easy access to important files and images for reference.
Activity Count and Views
SmartSuite summarizes activities across different apps using Activity History, offering patient list views, employee views, chart views for status grouping, and line charts for tracking quote prices and payments. These visual tools enable healthcare providers to monitor performance effectively.
Dashboard
The customizable dashboard provides an overall view of metrics for quarterly meetings. It includes interactive charts and widgets that allow users to tailor their data visualization according to their needs.By utilizing SmartSuite's comprehensive features like Grid View, healthcare providers can improve patient management processes, enhance customer experience, and maintain accurate records across all interactions.
