As an in-home care provider, you want to spend the majority of your time assisting your patients, not worrying about organization and the finer details of your business. A CRM can help you stay organized, keep track of leads and clients, and streamline your workflow so that you can focus on what you do best. To get off to the best possible start with your new CRM, you’ll want to customize it to suit your needs. There are many CRM features that there’s no need to customize, but to make the most of your CRM, some features will require a bit more set up. To speed up your CRM set up process, read on for customization ideas that will help you get the best value out of your CRM as an in-home care provider. Three critical features that you’ll want to customize in your CRM are groups, pipelines, and custom fields. Take a look below for some inspiration for how you can customize these three features as an in-home care provider and make your CRM work for you.
As an in-home care provider, it will be especially important to collect information on your patients' needs and preferences.
•🚨Emergency Contact Information (text area listing numbers and emails of emergency contacts)
•📅Service Start Date (date field with your start date)
•💊Medication Schedule (text area listing each patient's medication schedule)
•📄Insurance (dropdown field with different insurance companies listed)
Pipelines are composed of statuses—each status is step in the process you are tracking. Pipelines consist of both active and closed status. An active status is something that requires follow up or additional work. A closed status tracks the end points of a process.
As an in-home care provider, you can use a pipeline to track your entire process. From an inquiry from a new prospective patient to developing their care plan—store all of that information in your pipeline. Take a look at an example pipeline for in-home care providers below.
As an in-home care provider, you can use groups to keep track of your patients and the other caregivers in their lives. Take a look at a couple example groups that are perfect for in-home care providers below.
•🩺Patients
•🧑🧑🧒🧒Relatives
•🧑⚕️Other Caregivers
Once you’ve created custom fields, pipelines, and groups in your new CRM, you are ready to get started! Dive right in and start making the most of your new CRM.
Less Annoying CRM is a contact management tool designed for small businesses, run by a small business.
At $15/user/month with a 30-day free trial, LACRM has all the features that you need to manage your customers, new prospects, and everyone in between.