CRM: How to Optimize Your Tech Stack to Attract and Retain Patients


A new eHealthcare Strategy & Trends webinar for healthcare marketers and strategists

Presented October 9, 2024

Effective use of CRM systems contributes to new patient acquisition, patient satisfaction, and operational efficiency. Learn from health system digital engagement leaders how you can leverage CRM solutions and achieve success in your organization.


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Your Panelists:
Mike Sonnentag, Senior Service Line Marketing Strategist, Virtua Health
Seth Kaplan, Director, Marketing and Customer Engagement, HonorHealth
Ross Therrien, Enterprise Account Executive (Healthcare), LeadSquared

Moderated by:
Jane Weber Brubaker, Executive Editor, Plain-English Health Care

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Sponsored by

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This event is free to attend thanks to our sponsor.


It takes a strategic mindset, clean, well-managed data, and the right technology platform to run a successful Customer Relationship Management (CRM) program, whether you’re seeking growth from existing patients or new patients.

It’s been a heavy lift for many health systems. It’s tempting to look to your electronic health records system as the one solution you’ll need for patient outreach, but your EHR on its own may not be enough to support growth-related initiatives like new patient acquisition.

Our expert panel will discuss the challenges and opportunities of using CRM solutions to enhance customer loyalty and achieve business results. You'll discover how your organization can drive growth, deliver comprehensive, patient-centered care, and stay competitive in today’s rapidly changing healthcare environment.

You’ll learn:

  • Why an EHR system alone may not be enough
  • How Virtua Health uses the CRM to uncover opportunities for service line growth
  • How HonorHealth’s CRM team reaches out to internal clients as strategic partners
  • How integrated systems enable data sharing and improve care coordination
  • How you can use CRM solutions to manage patient and prospect relationships across multiple touchpoints.

About the Panelists:

Mike Sonnentag
Senior Service Line Marketing Strategist
Virtua Health

Mike is passionate about developing and executing highly effective strategic communications that improve patients’ lives. With nearly two decades of healthcare marketing experience, he has found success in an approach that emphasizes deep clinical, operational, and cross-functional knowledge and collaboration, and keeping the audience at its core.

Mike’s expertise includes strategic planning, CRM campaign development, search engine marketing, content strategy, SEO, and traditional advertising; ensuring cohesive and comprehensive campaigns that engage target audiences at every touchpoint.

His curious nature fuels his drive to optimize and learn more, enabling increasingly impactful marketing solutions. By leveraging data-driven and detail-oriented insights, Mike has consistently delivered measurable results, driving patient and provider engagement, brand awareness, and overall business growth.

Mike Sonnentag

Seth Kaplan
Director, Marketing and Customer Engagement
HonorHealth

Seth is a seasoned healthcare executive dedicated to enhancing patient experiences and engagement. With over two decades of industry experience, Seth has led innovative strategies focused on operational excellence, strategic planning, and patient-centered care.

Seth's expertise includes strategic marketing, brand management, digital marketing and patient engagement, with a proven track record of initiatives that boost brand awareness, patient loyalty, and satisfaction. His collaborative approach has driven organizational growth and efficiency.

Seth is committed to leveraging technology and data to create more personalized healthcare solutions. Holding an MPH from UCLA, Seth has earned numerous accolades for his contributions to the healthcare industry. He is passionate about continuous improvement in healthcare and looks forward to sharing his insights.

Seth Kaplan

Ross Therrien
Enterprise Account Executive (Healthcare)
LeadSquared

Ross has been partnering with Hospital and Health System leaders for over 20 years, helping support strategic imperatives and drive improved operational, financial, and clinical outcomes. Previously he was with Allscripts and Press Ganey, which has given him exposure to challenges faced across the continuum of healthcare, including the evolving and dynamic experience between patients and the providers who care for them.

With the rise in consumer behavior, a workforce staffing crisis, and the shift towards Value Based Care, Ross recognized the importance of healthcare providers embracing technology to provide a more personalized and consistent experience for patients, while enabling health systems with greater insight into the digital journey. This brought him to LeadSquared.

Ross lives in Southern Maine and enjoys writing and coaching youth sports. He is married to a clinician with whom they are raising 19- and 15-year-old children.

Ross Therrien


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