The AI CRM
built for Healthcare
InvestGlass Healthcare CRM: Revolutionizing Patient Care with Secure Data Solutions
Digital Onboarding and Signature
InvestGlass’s CRM for healthcare simplifies the onboarding process with digital onboarding and signature capabilities. Patients can complete forms and sign documents electronically from any device, streamlining administrative tasks and improving accuracy. This feature enhances patient convenience, reduces paperwork, and ensures compliance with legal requirements, making the onboarding process seamless and efficient.
360° Patients view
The portfolio management system in InvestGlass’s CRM allows healthcare providers to organize and access patient information effortlessly. This feature offers a comprehensive view of each patient’s medical history, treatment plans, and preferences. It supports advanced analytics, helping providers optimize treatment plans and improve patient care through data-driven insigh
Marketing Automation
InvestGlass’s CRM includes robust marketing automation features tailored for healthcare. Providers can create personalized campaigns, send appointment reminders, and share educational content automatically. The system segments patient lists for targeted messaging, enhancing patient engagement and loyalty. Detailed analytics help refine marketing strategies, ensuring effective communication and growth.
Calendar and Doctor Meeting Booking App
InvestGlass’s CRM for healthcare includes an intuitive calendar and doctor meeting booking app, enhancing appointment management and patient convenience. Patients can easily schedule, reschedule, or cancel appointments through a user-friendly interface, available on any device. Healthcare providers can efficiently manage their schedules, reducing no-shows and optimizing time management. The system sends automated reminders to patients, ensuring they are well-informed of their upcoming appointments. This feature not only streamlines the booking process but also improves communication between patients and healthcare providers, contributing to better patient satisfaction and operational efficiency.
Patients & Employee Portal
InvestGlass’s CRM features a secure client and employee portal. Patients can access medical records, schedule appointments, and communicate with providers through the client portal. The employee portal centralizes tasks and patient information for healthcare staff, improving coordination and efficiency. Both portals enhance accessibility, collaboration, and data security.