Consumer trust is a competitive advantage. But trust is not a given. Disconnected experiences, the need to repeat personal information, or asking consumers to navigate difficult user interfaces can sour the patient provider relationship. Healthcare organizations that know, personalize, and engage consumers in meaningful ways will earn trust and ultimately, outperform their competitors. Earning this right requires steady, consistent, and thoughtful interactions that deliver on brand promises over time. Providers and payers can begin laying a foundation and building that trust by establishing a 360-degree view of each healthcare consumer.

Building trust starts with consistent experiences. As a first step, connect systems of record, including internal and external data. This might include electronic health records (EHR), claims, population health, and wearable device data. This will enable you to unlock a 360-degree view that you can then pair with an integrated CRM platform designed for healthcare. Application programming interfaces (APIs) connect systems and pull in data to create a single source of truth for internal and external interactions. Here’s how it works:

  • Access data in real time: View complete consumer data, including appointment scheduling behavior, communication preferences, care team members, health timelines, and interactions. Organizations can also review critical health information such as social determinants and risk stratification, and segment by type and severity of condition or geographic region
  • Collaborate in real time: Work cross-functionally on any device to influence better experiences and outcomes. Easily reference and coordinate relationships across each patient’s care plan and team. The result is easier, faster, and more accurate communication between teams and healthcare consumers.
  • Make intelligent care decisions: Arm your teams with smarter care management tools so they stay focused on consumers and the tasks that require the most attention.
  • Prevent care gaps: Make the most of EHR and other data sources to facilitate case collaboration, track wellness, and recommend solutions with automated alerts and notifications.
  • Scale wellness and disease management: Create personalized care plans, send assessments to collect key information, and understand care progress based on accessible, reliable, and real-time data, including clinical, engagement, and communication activity.
Nearly half of consumers struggle with payer communication
 
47% of consumers have had to repeat information during a single insurance transaction.
Source: “Connected Health Consumer,” Salesforce Industry Research, 2021.

A healthcare CRM that has an analytics solution with built-in artificial intelligence (AI) capabilities surfaces actionable insights that improve patient and member touchpoints. After consolidating data, providers and payers can access real-time data on populations, segment by age group or identify conditions to personalize messaging. Consider embedding intelligent analytics and predictive modeling to make decisions that improve patient and member interactions.

  • Unlock next best actions: Use past behaviors to drive recommendations for the best course of action. This helps to inform care programs, adjust risk modeling, and improve outreach
  • Improve proactive outreach: Identify the likelihood for a consumer to miss a care plan task or health milestone and take proactive action to improve goal achievement.
  • Optimize referrals: Prioritize referral sources based on historical data, predict the most lucrative and best referral sources, and identify the best course of action.
  • Connect devices and wearables: Integrate medical device and wearables data for real-time visibility into vital health information. Access to this data can inform behaviors and intervention strategies.
  • Enhance support services: Publish frequently asked questions and helpful knowledge articles to improve the self-service experience.
Community Health Choice (CHC), a local, non-profit, managed care organization in Texas, is working to help provide whole-person care to its members. By fully integrating Health Cloud (and eliminating the need for multiple systems and screens) they are able to get a 360-degree view of a member's health needs, social determinants, and communication preferences in one central location. This has allowed them to proactively address barriers to care, achieve state regulatory compliance, and ensure patients receive appropriate services regardless of their socio-economic circumstances. A 360-degree view has enabled Community Health Choice to:
 

CHC workers can identify social determinants of health, proactively address barriers to care, and ensure better health outcomes for its members

CHC offers members better self-service capabilities, including a self-service portal to easily address claims and common questions

CHC simplified first call resolution by incorporating intelligent automation to more effectively triage member questions and recommend next best answers

CHC engages members via text and email to offer a more connected member journey

Fully integrating their existing IT systems with a connected platform gives CHC teams instant access to member information. This creates a more connected experience, easier agent transactions, reduced wait times, and faster call resolution.
 
The creation of a single connected system reduces operating expenses and improves member engagement.
 
CHC teams are more efficient due to no longer needing to use various systems and screens to find the information needed to serve each member.
 
Digital transformation has made it possible for CHC to recover lost revenues through the implementation of digital shop, enroll and broker channels.
 
 

Next: Step 3: Integrate and Scale

Discover how an integrated platform can help meet the urgent need for interoperability in healthcare.
 
  • Easily Comply with New Interoperability Regulations
  • Accelerate Innovation with an API-led Approach
  • Build Scalable, HIPAA-Compliant Apps
 
 
 

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