Healthcare Intake CRM
A solution for managing prospective patients and the onboarding process prior to beginning care.
Your healthcare systems don’t have to be stuck in 1999.
We’ve leveraged decades of experience in medical office management and CRM development to create a modern digital platform to better-enable healthcare companies. There are loads of EHR platforms for managing your patients’ care, but this solution is for managing your patients before they are your patients.
Ability Ops offers a comprehensive Healthcare Intake CRM designed for medical practices, offering detailed data insights, customizable processes, and efficient automation. Developed on a scalable, HIPAA-compliant platform, this solution is ideal for small- to mid-sized practices like family medicine, physical therapy, urology, and orthotics and prosthetics.
The CRM simplifies the patient intake process, managing everything from lead capture and referral management to insurance verification, appointment scheduling, and billing. It also supports practice growth by automating patient follow-ups, tracking referrals, and providing actionable marketing and performance analytics.
Key Features
- Prospective patient lead tracking
- Overall and stage-specific duration tracking
- Metrics dashboard for conversion rate and team performance
- Demographics and referral source association
- Outreach activity tracking and reporting
Services
- Free demo and consultation
- Limited free onboarding and implementation
- Customization of solution and custom development
- Process and workflow optimization consulting
- Ongoing on-call solution support
Digitize Your Whole Process in a Single Tool
All leads, regardless of origin, are centralized and sanitized before moving to the Intake board where our onboarding team guides patients through a customizable process including initial contact, evaluation, and insurance authorization. Live reporting boards enable tracking of patient metrics such as lead numbers and conversion rates, as well as process metrics to identify bottlenecks in onboarding. Financial boards are utilized for ongoing care to oversee copays, billing, and financial review of the practice.
Simplicity meets Capability
Whether you’re busy with patients, or just not a computer person, we designed the CRM to be intuitive: buttons do what you expect, navigation shows you where you are, and we don’t constantly change the way it works
