CRM for Therapists

InvestGlass’s adaptability improves your knowledge about your patients and affects the result.

Offer accurate and timely customer service processes within the therapist practice.

 

The global therapists CRM market is lately developing at a higher rate than previously. This is created by CRM solutions recognizing the current necessities of therapists providers and therapists professionals to cope with business data. The current pandemic exacerbated the trend and therapists organization demands electronic health records.

Challenge of therapists CRM software

Indeed, the pandemic has disrupted the health and life sciences industry to the extreme and tighten the pressure on CRM adoption in said industry. For years, health care services’ interest in CRM was increasing for multiple reasons. First, the communication prior, during, and after the care is always cumbersome. Second, assessing electronic medical records and the identification process is complex and errors may occur. Third, monitoring performance from therapists staff is extremely difficult and time-consuming. In addition, the medical team can use the therapists CRM as a task management tool and improve patient care. Finally, automation is a huge component needed by the industry to enhance efficiency.

The CRM has been built to connect with your legacy systems while making sure that medical teams will find all services needed such as automated messaging frees, marketing tools, medical history, and a clear patient data screening solution. Making InvestGlass a complete therapists CRM system.

The current health and social crisis have augmented the importance of digital transformation and efficient time and team management from therapists companies. One of the main concerns remains, however, the question of data security and compliance, even if therapists CRM systems may be the best tool to protect patients’ health information.

It’s all about Patient Satisfaction

InvestGlass’s adaptability is key when considering the platform’s role in the therapist practice. Yet, the all-in-one solution offers the ideal applicability to the health services as the creation of client portals can ease communication as well as patient record and identification approvals. InvestGlass approval processes can automate the entire workflow and ease staff administrative burden. Monitoring characteristics can also help assess staff performance as well as their involvement and feedback. Post appointment feedback surveys can automatically be filled and send to patients as well as automating the creation of contact reports for each stage of the patient’s journey.

The CRM tools are bundled to a patient portal which is key to collect patient intake and share medical billing, medical histories, and more. Indeed the patient is king! Patient records are easily accessible for existing patients and the creation of records is quick and effortless. This easiness enhances your patient service. Prevention can also be strengthened by sending emails via a targeted marketing campaign to targeted groups with health tips and best medical practices. Educational event alerts are even actionable automatically for nurses to enhance and develop their skills.

InvestGlass offers best-in-class onboarding digitalization as well as Pipeline and Order Management System. The pipeline system enables medication management which is vital to manage the patient relationship. The all-in-one solution possibilities for the health industry are enhanced by premade templates and an invoice system that considers the time taken for each patient.

Simplify Your Workflow
From Start to End

Pre-built onboarding

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass’s digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.

Pipelines

In order to properly forecast and plan growth, it is essential to have a clear understanding of the life cycle of your product or service. By tracking each sale or deal from beginning to end, you can gain valuable insights into which stages of the process are most successful and where improvements can be made. InvestGlass’s pipeline functionality makes it easy to stay organized and track progress, empowering you to make informed decisions about your business’s future. With this valuable tool at your disposal, you can confidently forecast and plan for growth, knowing that you have the data to back up your decisions.

Fully flexible CRM

InvestGlass is a flexible CRM that can be customized to meet the specific needs of your business. The no-coding characteristic makes it easy to use, even for those with no prior knowledge in coding. You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. InvestGlass also provides a wide range of reports and dashboards to help you track your progress and make informed decisions about your business. Whether you’re just getting started or you’re already an experienced user, InvestGlass is the perfect solution for you.

Calendar

InvestGlass’s Calendar is a great way to keep track of all your clients’ meetings in one place. The Calendar automatically generates all your clients saved meetings into one generic calendar, so you don’t have to miss a beat. You can also add, edit, or delete events manually. InvestGlass also categorizes events by customizable colors, so you can easily keep track of what’s going on. And if you need a little privacy, InvestGlass also has a clients-only calendar. So check it out today!.

Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills, just use your browser to send and receive data.
  • Signatys

  • Connective

  • Qwil logo

    Qwil

  • Scorechain

  • Microsoft Teams

  • Trello

  • Ardis

  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

Start a free trial of the Swiss #1 service solution.No credit card required. No software to install.

Or call +41 22 518 25 94 (Switzerland)
InvestGlass Portfolio

Start Automating Your Life Using InvestGlass

With Swiss digital tools to make every part of your process more human.

Copyright © 2022 InvestGlass SA. All rights reserved.
Made in Switzerland 🇨🇭