The Importance of Efficiency in a Practice

Managing a healthcare practice requires a combination of strategic planning, effective communication, and adaptability. With the ever-evolving landscape of healthcare policies, patient needs, and staffing challenges, it is crucial to have a structured system like Salesforce and a defined communication plan. 

A lot more goes into the organization of a healthcare practice than meets the eye. Beyond the appointments and diagnostics is an entirely different set of tasks that are vital to the success and growth of any practice. Between patient acquisition, organizing appointments, promoting the practice, and managing everything in between, chaos can easily ensue. Oftentimes, especially in smaller healthcare organizations, these tasks are delegated to the medical staff, such as the in-house administrative professionals, nurses, and sometimes even the doctors themselves. This lack of management can make it very difficult for each branch of the practice to excel in its own duties. 

The most successful practices have distinct groups within their organization to improve communication, efficiency, and overall function. Customer relationship management systems offer an excellent solution to growing practices that are looking to improve efficiency. 

Using Salesforce to Improve Patient Outcomes

Customer relationship management systems, also known as CRM systems, helps organizations manage data, track leads, and improve customer support. These systems are especially important in the healthcare industry as they can help to reduce the pressure off the medical professionals, maintain HIPPAA compliancy, and track new patients on multiple channels. Ultimately, CRM systems have the power to streamline various operations, improve data accuracy, and increase patient outcomes. 

What Can Salesforce Offer to Your Healthcare Practice

There is a broad range of CRM systems you can use to improve operational efficiency at your healthcare organization. However, Salesforce offers different benefits that are specific to the healthcare industry, including HIPPAA-compliant software and care plan monitoring. At NewGen Marketing, we help our clients manage their success, growth, and operations using Salesforce as a tool. Additionally, our call center utilizes Salesforce to acquire new leads and find potential patients. Salesforce has become a vital tool that is integral to many practice’s plans to encourage growth. 

1. Improve Organization Within Your Practice

Salesforce offers many tools that can help practices improve organization. Salesforce provides robust task management tools that allow staff members to assign and track tasks, reducing the risk of important tasks falling through the cracks. Additionally, the platform offers sophisticated appointment scheduling capabilities that allow patients to conveniently book appointments online, reducing administrative workload and enhancing patient satisfaction. Salesforce’s ability to automate certain tasks cuts down on time and helps practices speed up different processes that would otherwise take awhile. 

Storing and managing patient data is an important task within a healthcare organization. Not only is this data often used by medical professionals during scheduling, prescribing medications, and tracking health, but it is also exceptionally important for patients who need quick access to their medical information and records. In addition to storing the data in an easy to access space, Salesforce can also combine data sets to create draw meaningful conclusions about practice efficiency, patient satisfaction, and overall care plans. 

2. Improve Patient Satisfaction and Outcomes

One of the most important benefits of impleeting a CRM system into your practice’s strategy is the ability to upgrade communication. CRM systems can help ensure seamless communication across multiple channels such as text, email, and phone calls. This can help to minimize wait times and provides patients with timely responses to their most important questions. Additionally, Salesforce can help healthcare organizations gain valuable insights into patient behavior and find patient’s preferces to ensure an optimized experience. 

3. Collect More Meaningful Data

Salesforce offers customizable fields and forms that allow businesses to capture the exact information they require. Practices can say goodbye to unnecessary data collection and welcome a more streamlined approach to data analysis. Additionally, Salesforce integrates seamlessly with various external systems, such as websites and social media platforms, allowing for automatic data synchronization. This ensures that all customer interactions are captured accurately and consolidated into a unified view. Furthermore, Salesforce’s reporting and analytics tools provide valuable insights by translating raw data into meaningful metrics and visualizations. 

How Can NewGen Marketing Help You Get The Most from Salesforce


NewGen Marketing is a modern marketing agency specializing in healthcare. We understand that healthcare requires an approach unique from other industries, and we have perfected the ideal system. We offer comprehensive marketing solutions including call center services, social media management, website development, content marketing, and more. Our team utilizes Salesforce to help your brand improve operational efficiency. Is your medical practice looking to expand? Connect with NewGen today to partner with a marketing agency that understands your goals.