Measuring Historical Performance and Forecasting Future Performance Through CRM & EMR Integration-AAOE Presentation

AAOE Presentation_November

Pdf Summary

The document highlights key strategies and insights for improving operational performance and forecasting future success through the integration of Customer Relationship Management (CRM) and Electronic Medical Records (EMR) in multi-provider medical practices. The text outlines the objectives attendees can expect from the instructional webinar, which include optimizing marketing spend, enhancing contact center performance, analyzing scheduling capacity, and evaluating referring provider success metrics.<br /><br />RSI, a patient relationship management platform, plays a crucial role by unifying practice data and automation, thus improving the patient experience and profitability. The platform had significant success in 2023, managing over 600,000 patients and integrating various solutions like phone, patient engagement, and PM/EMR solutions.<br /><br />The document identifies historical challenges in marketing data, such as arbitrary benchmarks, inefficient data links to conversion and revenue, and sluggish feedback loops. It proposes future strategies for marketing spend optimization using CRM integration, focusing on improving ad attributions and campaign effectiveness through real-time data analysis.<br /><br />For contact center performance, historical challenges included data silos and departmental independence, resulting in ineffective scheduling and appointment management. Future solutions focus on real-time operational insights, improving lead routing, coaching teams with precise data, and utilizing dynamic feedback loops to enhance service and patient engagement.<br /><br />The text also discusses the difficulties in analyzing referring physician data due to traditional system limitations. It suggests using new technology for seamless data ingestion and operational insights, leading to better-referring provider relationships and success.<br /><br />The goal is to enhance decision-making in areas such as marketing, contact center operations, scheduling, and physician referrals by leveraging integrated, real-time data. The document concludes with contact information for Ryan Lehrl, Vice President of RSI.

Keywords

operational performance

CRM integration

EMR

multi-provider practices

patient experience

marketing optimization

contact center performance

real-time data analysis

referring provider metrics

RSI platform