Act! for Physician Liaisons:
A Custom CRM Software Solution for Managing Physician Relations

Physician Liaisons Use ACT!

We understand the importance of building solid physician relationships. We also know that this can be hard to achieve with an unorganized approach. In collaboration with Physician Liaisons across the country, Kristi Smith Consulting developed a customized central CRM database to help you organize and more efficiently manage your physician relationships.

The physician liaisons we teamed with stated that their biggest fears and challenges are:
  • Unorganized, scattered physician notes and documentation
  • Unstructured system for combining physician communications
  • Lack of consistent issue tracking and follow up process had potentially weakened their physician relationships and led to missed opportunities
  • Unreliable physician referral reporting made it difficult to accurately assess correlations
  • Unable to make fully informed business decisions due to unstructured, unorganized systems and approaches

In creating Act! for Physician Liaisons, we erased those fears and challenges! Using our custom-designed physician liaison software, you will gain the following:

  • An easily-accessed, central database to store physician information and notes allowing for improved team collaboration
  • Organized issue tracking and follow-up process ensures improved physician communications and successfully capture opportunities
  • Simple, yet powerful reporting that enables you to monitor physician referrals and observe important correlations between visits and referrals
  • The ability to build solid relationships with your physicians and make better business decisions by having accurate, comprehensive information about each physician
  • The ability to update physician records remotely - access the central database to review information and enter real-time notes when you are out of the office

Take a look at a sample of the comprehensive reporting tools in ACT! for Physician Liaisons below:

Physician Liaison Report
Physician Liaison Report

If you are interested in learning more about Act! for Physician Liaisons, please contact Kristi Smith Consulting.  We also offer Act! for Physician Recruiters and would welcome the opportunity to discuss this program with you or someone you know.


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Read What Other Physician Liaisons are Saying...

Act! Saves Time and Money
Kelly Brens
Dreyer Medical Clinic
Aurora, IL

Kelly believes one of Act!'s biggest advantages is the amount of time it saves her in doing her job. "All physicians we meet go into the database."

One of Kelly's favorite features is the mail merge. "If I need to produce letters, for example, I simply merge the physician's name with our Act! letter template."

Physician Liaison sees Value in Act!
Jojy Schless
Delnor Community Hospital
Geneva, IL

A conversation with a colleague convinced Jojy to call Kristi Smith Consulting. Since installing the program in 2007, she has begun tracking physicians and documenting her activities. Jojy likes that the database has been customized to her needs, to help her track key information and make better business decisions. "I completely see the value."