OptiMantra has robust integration capabilities with CRMs so please read on below for a grounding on our system integration points
- An Overview of OptiMantra's CRM Capabilities [webinar]
- What’s a CRM?
- What Does CRM+EMR Integration Look Like?
- Two Major Integration Points
An Overview of OptiMantra's CRM Capabilities [webinar]
What’s a CRM?
A CRM - Customer Relationship Management - is a system used to track your prospective and past customers (and patients) and communicate with them
- Create automated communication campaigns: target specific groups by email or text or phone, track results, and analyze marketing efforts
- Manage your online presence: Ads, Website reviews, and centrally manage Facebook/LinkedIn/Twitter
Some practices choose to use a CRM in addition to their EMR to send out prospective customer automated marketing sequences, drip-sequence, and re-engagement campaigns; such as
- Marketing sequences - Engage prospective customers through reminder texts and emails prompting them to schedule their first discovery call or visit with you
- Drip-sequence - Put patients in a type of sequence, e.g., to send weekly newsletters or get a 12-week program
- Re-engagement campaigns - Send emails to patients who have a future appointment on the calendar an email every few months to invite them to reschedule
There are lots of CRMs including GoHighLevel, ConstantContact, ActiveCampaign, Zoho, Salesforce, Copper, and many more... and OptiMantra is CRM-agnostic.
What Does CRM+EMR Integration Look Like?
If you use a CRM, we recommend:
- CRM is for your prospective and reengagement initiatives
- OptiMantra is for all communications with current patients around their medical records
- Prospective patient created as CRM contact
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Prospective patient gets CRM email campaign
- CRM emails use pre-populated links to send patients to Opti online booking
- Prospective patients books in OptiMantra -> OptiMantra patient record is created
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OptiMantra notifies CRM that patient has booked
- Webhook send back patient data and Booked tag
- CRM Workflow removes patient from email sequences
- OptiMantra sends patient welcome email, intake forms, appointment and text reminder
- OptiMantra patient attends appointment and is checked out
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OptiMantra notifies CRM that patient has checked out
- Webhook send back patient data and Booked tag
- CRM Workflow can add patient back into warming email sequences
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If, patient cancels appointment, OptiMantra notifies CRM that patient has cancelled
- Webhook send back patient data and Booked tag
- CRM Workflow can add patient back into warming email sequences
Two Major Integration Points
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From CRM -> EMR: Auto-populated Online Booking (CRM connector links)
- Send patients from your engagement campaigns in the CRM to the OptiMantra Online Booking for scheduling and auto-populate their information to speed up scheduling
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From EMR -> CRM: Webhooks to send OM data back to your CRM
- Send information generated within OptiMantra back into your CRM to prompt actions like putting patients into a campaign or sending specific follow-up