By : Josette Weinstein | January 15, 2024 | 4 min read

CRM Software for Hospice: 4 Reasons to Invest 

CRM software can have a huge impact on hospice organizations.

The home care and hospice industries are highly fragmented, and many small agencies struggle to find affordable tools that meet their specific needs. As a result, many organizations use outdated software or manual processes but they must adopt new technologies to remain competitive.  

CRM (Customer Relationship Management) software can help home care and hospice agencies streamline their operations and provide better services to patients, caregivers, and staff members. In this blog, we’ll share the top 4 benefits of CRM software for hospice organizations. 

Gain a holistic view of your hospice patients and their families with a CRM

It is essential for hospice workers to have a complete view of their patients and families to ensure quality care and patient satisfaction.   

One of the biggest benefits of CRM software for hospice is that it allows you to store crucial information about each patient in a centralized location. CRM systems enable workers to quickly access information that can assist with scheduling, billing, and tracking communications with the patient and their families.   

The awesome part is that CRM systems are very customizable and allow you to create new fields for data that your organization needs to keep track of like: medical history, treatment plans, allergies, medications, family contact information, and more.  

When all of this data is stored in a central location, staff and providers are quickly able to find the information they need to provide exceptional care. Not only does this help patients, but it also helps streamline operations by reducing time spent searching for information between multiple systems. 

Plus, using all of this data, you can build customized dashboards and reports within your CRM system to understand important metrics. This is critical to success because you can easily identify and address issues in your process before they become larger problems.  

With the right CRM software and a HIPAA-compliant solution provider, you’ll be able to have a 360º view of your patients while remaining compliant. 

Streamline operations like the patient and family onboarding process with a CRM

Another major benefit of CRM software is that it allows you to streamline important, repeatable processes like the onboarding process.  

You may have multiple people involved in the onboarding processes, including staff members, providers, the billing department, and more. To ensure that they are all on the same page and that no step of the onboarding process is skipped, you should look to CRM software.  

The CRM will allow you to create automation that are triggered when specific actions are taken. For example, you may require patients or their family members to sign documents once they have been referred to you for care. You can create automation in your CRM system that instantly sends an email with the relevant paperwork to the main contact once their referral is sent to your system.  

CRMs increase hospice patient referral rates 

Patient referral rates play a crucial role in the success of any hospice agency, and a CRM software solution can help improve those rates. A significant portion of patient referrals come from other healthcare providers who are treating patients in their own offices, which means your sales and marketing efforts are likely focused on those organizations. 

With a CRM, providers have the ability to see how many patients are being referred from each source and track referral trends over time. With this information, hospice organizations can make changes to their marketing and sales strategies to increase the number of patients being referred from each source.   

CRM improves communication with hospice staff and patients 

A final benefit of CRM software for hospice agencies is that it can improve communication. On a typical day, hospice staff may need to: 

  • Communicate with patients and family members about things like scheduling and billing 
  • Communicate with other healthcare providers to discuss treatment plans 
  • Communicate with internal departments like billing to get payments finalized 

It is difficult to keep all of these communications straight, especially if you are switching between multiple communication channels and applications (like an EHR system or a billing system). The great news is that you can integrate almost any external application into your CRM system so that all of these communications and data can be kept in a central location for easy access and improved communication across your organization.   


As you can see, there are many benefits of CRM software for hospice agencies. CRM software allows organizations to increase visibility in patient data, streamline communications, drive efficiency, and more.  

Is your organization ready to find the CRM solution that meets your needs? Check out our Healthcare and HIPAA-compliant CRM services to see how we can help. 

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