Healthcare CRM: Patient Intake Process Design & Lead Scoring

While patient acquisition efforts in paid media may get the most attention (and budget), the intricacies of lead management and intake are often overlooked in a healthcare setting. In this second episode of our Healthcare CRM and marketing automation series, Traktion co-founders Ryan Woolley and Jon Eggleton dive deep into designing the best possible patient intake process.

In the episode, we dissect the critical steps involved in mapping lead management changes, developing standardized intake workflows, and defining the lead qualification process. We continue our exploration of the Navigator framework, offering practical guidance for implementing these strategies. Key areas covered include:

• Identifying the blind spots, and pinpointing where leads are lost or stalled within the intake funnel, hindering potential growth.
• Defining key funnel stages, breaking down the patient journey from initial lead to confirmed patient, and tailoring these stages to specific healthcare scenarios.
• Implementing structured lead qualification, utilizing scoring systems and decision trees to prioritize patients and optimize conversion rates.
• Technology implementation decisions, understanding the factors that determine whether a CRM or marketing automation solution is necessary.
• Actionable short-term improvements, providing immediate steps healthcare practices can take to enhance their intake process and track key performance metrics.

Interested to learn more? Visit our Navigator home page to request our free white paper, or schedule a 45 minute, no-obligation Meet to get specific recommendations. 

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