Patient Services CRM

Streamline Practice and Patient Engagement

Empower Your Case Managers with Patient-Level Insights

The Claritas Rx Patient Services CRM combines customized case management with patient-level data for seamless care coordination. With better insight into the patient journey, brands can develop their strategies and concentrate outreach efforts to ensure patients remain on treatment.

Track field access activity and case interactions throughout the patient journey, ensuring no patient falls between the cracks.

Features:

  • Utilize consented and de-identified patient data within our CRM
  • Leverage automated case management workflows tailored to your brand
  • Engage with care teams and document interactions
  • Track field team activities, patient case interactions, and collaborations with sales teams
  • Generate custom dashboard reports based on user roles and geographical alignment

Benefits:

  • Make informed decisions on the next-best actions with current patient data
  • Always know travel and logistics status
  • Streamline patient care plan coordination
  • Develop strategies to enhance field team productivity
  • Identify bottlenecks in the patient journey
  • Evaluate key performance indicators for business
Simplify the complexities
of patient treatment
coordination
Utilize actionable
data for better
decision-making
Patient-level data

HIPAA-Compliant Patient-Level Data You Can Act On

Our CRM integrates case management with patient data, offering visibility into case statuses and helping reimbursement teams prioritize urgent cases. It ensures HIPAA-compliant PHI protection and easy access to Accounts, HCPs, and patient information. Paired with our Patient Watchtower, it provides instant insights into patient journeys and enables direct field engagement.

Efficient Partner and Practice Engagement

Say goodbye to multiple phone calls and unanswered emails to discuss a patient case. Communicate with partners seamlessly by sending messages directly from our CRM. Partners receive a secure link via email to view and respond to messages in real-time. With this feature, 85% of our users receive responses within 24 hours of contacting the SP team.

efficient field engagement

Configurable Service Workflows Tailored to Your Brand

Our case management workflows are tailored to fit your brand’s needs, simplifying task management and communication like never before. Teams can monitor task progress and document communications within a framework that fosters accountability and efficiency. Utilizing our workflows promotes consistency, efficiency, and transparency, ensuring all efforts are aligned with your program’s goals.

Enhanced Performance Insights

Gather and analyze data pertinent to field activity and performance with reporting tailored to your brand. This enables the identification of trends and opportunities for improvement, ultimately leading to better patient outcomes. Examples of these reports include:

  • Productive Interactions by Week
  • Interactions by Week and Approach and Trigger
  • Top HCP’s by # Interactions
  • Top Account’s by # Interactions
Enhanced Performance Insights

Request a Demo

Our team is happy to walk you through the platform and answer all of your questions.

Claritas Rx Solutions

Patient Watchtower

Faster, more effective
engagement

Benchmarking

Rely on clean high-quality
validated data

Access Analytics

Actionable insights help improve
your effectiveness

Data Aggregation

Connect all your data sources
for complete access