Tips for Successful EHR and CRM integration

August 14, 2015

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Adam Bishop of playmaker CRM

The big decision to go with a CRM is done, but now is the time to see all the benefits platform about. To do this in the industry after the acute care, you need to pay special attention to the integration, merging their electronic medical records with your management platform customer relationships. Everyone goes hand in hand and can not succeed without the other.

Integration is critical to the success of our customers, because it is the point where the CRM uses your data in the EHR. Successful integration means that all reports, empowerment smarter accurate and timely to provide faster decisions for revenue growth. They are to identify patients to other facilities capable of trends graphs, where doctors relate. Without this integration, your sales efforts are not in a position to assess in relation to competitors.

Since it is an important process, here are three tips on how to get the most out of your EHR CRM integration.

1. Set expectations

From the outset, it is important that all parties understand that integration is not as simple as "plug and play". Although historically guidelines that can be used to determine a completion of each module of integration varies with the quality of the data in the EPA. In addition, there are many different programs HME industry used and each company uses different. Recalls that integration is unique to the company at hand. Therefore CRM partner should explain what is expected of you for a successful integration of CRM. You will be asked to define their business processes and align with best practices on investment for maximum return. Define the process give the provider of CRM a better understanding of their needs and to determine realistic expectations.

2. Create a strong partnership

CRM data of a company is a party, most of the owners and valuable property, so that a partnership with a trusted provider of CRM should be a priority. A strong overall association ensures shorter calendar integration, which saves money in the long run. Another advantage is the possibility of new ways must streamline business functions such as CRM partner an expert in how to identify achieve these savings. Finally, a partnership with a provider of rehabilitation has been proven CRM gives you the assurance that your data is protected and that their integration carried out in a safe environment. Talk to your CRM vendor to determine how to protect your data during the integration.

3. Prepare data for integration

Imagine the power of an automobile engine compared to a clean and well maintained Dirty engine. The clean engine would probably work better and a better value for the car owner not so clean the engine, right? The same applies to the integration of EPA CRM. Customers are to clean your data before integrating the fastest and most efficient way. It often leads to better business practices and improving data collection. These improvements provide a higher return on your CRM investment and increase the overall performance of the company. Ask. Your team to success and begin the cleaning process the data prior to integration

Although EHR and CRM integration can be intimidating, it is a knowledge of the business operations of post-acute care, which has never been available to provide before. Appropriate measures to ensure the successful integration measures, including a partnership with a CRM vendor that understands the challenges of the future to guarantee, it is essential to achieve higher sales and efficiency.

Adam Bishop, MBA, is founder and president of CRM playmaker.

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