One case history, from chiropractic to orthopedics.
A sales CRM could not follow a case through its care. One system now follows every case through its lifecycle, with a clear owner in every area.
The company managed medical cases in a CRM built for sales. As a case moved from chiropractic, to imaging, to orthopedics and beyond, its medical history was nearly impossible to track. There was also no complete way to see which cases were high value, or which needed frequent follow-up.
The answer was one system that kept every case together and followed it through its entire lifecycle. It flagged high-value cases automatically and reassigned them to more senior case managers, with a set way for the current case manager to hand each one off.
A new structure came with it: a lead case manager for each area, responsible for that area’s cases and developed as the leader of a team of case managers, each handling the cases assigned to them.
- HistoryEvery case’s care in one place, from chiropractic to imaging to orthopedics and beyond.
- Follow-upEach case followed through its entire lifecycle.
- High valueFlagged automatically and handed off to a senior case manager.
- OwnershipA lead case manager responsible for every area.
- TeamCase managers each own their assigned cases, led by their area’s lead.
More case studies
- Manufacturing
A factory floor that reports itself.
A daily walk for order status and years of paper work logs, replaced by one scanning system built around the floor.
Read the case - Legal Case Management
One CRM, built around the firm.
No CRM on the market fit, and reporting meant exporting everything. One system now runs intake, cases and reporting.
Read the case - Marketing
A local business, taken national.
It had never marketed digitally. A steady creative pipeline and conversion data down to the ad, the video and the talent on screen made it digital first.
Read the case
Every build starts with the Operations Diagnostic: one to two weeks to see how your business really runs.