Referral <> Patient <> Device
End-to-End Medical Device Management on monday CRM
Establish a unified B2B2C workflow and eliminate data silos across the entire referral-patient-device lifecycle, through formalized templates, automations, and integration readiness.
- Streamline patient access and authorization processes
- Improve sales forecasting and device tracing
- Comply with regulatory requirements and support adverse event processes
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Referral Data Transparency
Nurture referral sources to identify areas that generate new business and streamline patient access
Device Tracing and ERP Integration
Establish relationships across inventory, devices, and patient for regulatory, support, and maintenance
Support and Case Resolution
Quickly respond to patient or referral support requests and questions coming from multiple channels (webform, email, phone)
Adverse Event Process Support and QMS Integration
Capture the information accurately and completely to start the workflow, including patient and reporter check-ins, internal analysis, and integrate with the QMS system
Patient Access and Prior Authorizations
Automated status tracking and support workflows to gather documentation, maximize coverage, and follow-up with insurance during appeals to prove medical necessity
Medical Device Use Cases
Solve for Challenges across Medical Device Manufacturers and Providers
Patient & Case Management
Prospective patients are tracked through initial meetings and qualification steps, and converted to patients once they meet specific criteria.
Patient events such as implantation, explantation, trial, or an order/send for a wearable device.
Functions as a deal record or opportunity, carrying a dollar value for sales forecasting purposes.
Prior Authorization Process
Authorization records are automatically created for each new case and linked to the patient's specific insurance provider.
Critical for compliance tracking and is necessary because devices are expensive and often require multiple submissions and documentation to obtain pre-authorization.
Automation sets follow-up dates after submission to help patient access coordinators manage open authorizations and work through the arduous process.
Device Tracing and Compliance
Specific devices, tracked by serial number, are linked to a case and a patient, along with status updates and milestones.
Devices are tracked for their current location, including shelf stock, trunk stock, and implanted status.
Adverse event records track major compliance issues, typically involving injury or harm caused by a device malfunction.
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PRE-BUILT INTEGRATIONS
