In a previous post, we looked at eleven customer relationship management (CRM) systems that are proven winners for senior living sales. Today we will narrow down to a smaller niche of assisted living communities, and explore some essential features and functions that skilled nursing facilities should look for in a CRM.

The ability of your CRM to automate, track, and analyze your community’s marketing campaigns is a given. To be optimal for a skilled nursing facility, a CRM also must be able to manage interactions and relationships with patients, families, and healthcare providers. Look for these essential features for your facility’s CRM and post-acute EHR software platform:

• The ability to manage patient and family information, track their interactions with the facility, and maintain communication with them
• The ability to manage referrals from healthcare providers, track the status of referrals, and follow up on them
• The ability to schedule appointments and manage appointment reminders
• The CRM should be designed to comply with the Health Insurance Portability and Accountability Act (HIPAA) to ensure that patient information is protected
• The ability to customize the CRM to fit the specific needs of the skilled nursing facility, such as adding custom fields or workflows
• The ability to integrate with other systems, such as electronic health records or billing systems, to streamline operations and avoid duplicate data entry
• The CRM should be easy to use and navigate for staff members with varying levels of technical expertise—your exceptionally skilled nurses are not necessarily technology wizards as well!

The right CRM can be a valuable tool for skilled nursing facilities to manage patient relationships, improve communication, and streamline operations, in addition to increasing your sales and marketing teams’ effectiveness.

Discover Waypoint’s Navigator

To really take your sales and marketing efforts to the next level and increase your conversions by as much as 5X, check out Waypoint’s Navigator tool.

Navigator easily integrates with your CRM, and the Lifestyle Quiz feature allows website visitors to engage with your community and your brand while providing vital data about their needs and preferences. Waypoint’s Lifestyle Quiz collects the knowledge your sales team needs to personalize each prospect’s experience, letting you build the rapport that takes them from prospects to residents.

To learn more about how Waypoint can help you make the most of your senior living community’s online presence, contact us today!

See How the Waypoint Navigator Works

The Lifestyle Village at Guilford Green has seamlessly integrated the Waypoint Navigator onto the homepage. Visit Lifestyle Village’s website to see how the Waypoint Navigor works.