Zoho Expert for Homecare WordPress Integration

Need a Zoho expert implementer to help integrate with our wordpress website

Also in zoho

Create custom modules for patient management, caregivers, appointments, services, and care plans.

Basically, ensuring it supports our operational processes, and streamlining the user experience for both staff and patients.

So we can track the care history, treatments, or any other services the patient receives.

He should be able to help integrate all the modules of the ZOHO CRM.

1. Custom Modules:

Custom modules can be created to manage patients, caregivers, appointments, services, and care plans. These modules help track care history, treatments, and any other services patients receive, ensuring that all data is easily accessible.

2. Workflow Automation:

Automation can be implemented for tasks like appointment scheduling, reminders, and follow-up communications. Additionally, workflows can be set up to assign caregivers, manage service packages, and track progress, improving efficiency.

3. Lead Management:

Leads from referrals, advertisements, or inquiries can be tracked and segmented based on specific needs, such as physical therapy, home healthcare, or other services. This allows for better management and conversion of leads into clients.

4. Communication:

Zoho CRM can be integrated with email and SMS systems to send reminders, appointment confirmations, and other notifications to patients and caregivers. Communication templates can be created for consistency and professionalism.

5. Patient Portal Integration:

If there is an existing patient portal, it may be integrated with Zoho CRM so that all patient interactions, updates, and feedback are centralized in one system. This allows for more efficient management of patient data and communication.

6. Reports and Analytics:

The built-in reporting and dashboard tools in Zoho CRM allow for monitoring key metrics such as patient satisfaction, caregiver performance, and service utilization. Custom reports can be generated to identify trends and support decision-making.

7. Mobile App:

Zoho CRM’s mobile app is beneficial for caregivers in the field, allowing them to access patient information, update treatment progress, and communicate with the central team while on the go.

8. Data Security:

Role-based permissions can be set up to ensure that sensitive patient data is accessed only by authorized individuals.

If the work is satisfactory we may give him a recurring project till some time.

For Patient Planet

PHP CRM WordPress MySQL

Nº del proyecto: #39021848

Sobre el proyecto