Tea Buzz



Top 5 Patientology Use Cases

Posted May 8, 2017

The Patientology™ customer relationship management (CRM) solution developed by Tea Leaves Health was designed with healthcare professionals in mind. It combines internal and external information for analysis, outreach, engagement and measurement all within one interface.

Below are several common scenarios where Patientology is used to increase strategic growth for organizations.


The Top 5 Patientology Use Cases:


Use the research query and GIS map to build a data-driven strategic plan

Your organization has identified the need for a new primary care clinic location. Leadership is asking you where to place the new clinic. Before you can answer that, you need to understand more about the population that resides in your market. Go into the Patientology application, select New Query > Research > Geography > Primary Service Area.


 Use the Understand Tab to get a more detailed portrait of your audience

A new Orthopedic surgeon has joined your practice and you need to grow his patient volume. You need to know not only how many patients, friends and family and prospects surround the practice, but who out of those are most at risk to need Orthopedic surgery.

You’ve decided to target everyone within a five-mile radius of the practice. By going into New Query > Research > Geography > Latitude/Longitude + Radius and using the orange icon next to the latitude/longitude box, you can select your exact practice location from the map and place a five-mile radius around that. Clicking Update will show you a visual representation of who resides where in relation to your practice.

By then clicking on the Understand Tab, you can get an even clearer picture of your population by viewing the ethnicity, age/gender and person type breakdowns. Most importantly, you can see the Top Risk Factors of that population.


Market to the most qualified audience

It’s Heart Month and you need to run a Cardiology campaign. It’s imperative you reach individuals with Hypertension, so you can promote blood pressure screenings at your facility.

To get the most qualified recipients for this campaign, you’ll want to use the Cardiology – Hypertension Tea Select in the Patientology application. Tea Selects are pre-built queries that let you easily target the best audience with the click of a button. They are the easiest way to reach the right recipients, and already include criteria like age, gender, predictive models and self-reported conditions.


Keep audiences engaged through marketing automation

It typically takes multiple touch points over several different mediums to move an audience to act. Imagine your organization has decided to try and acquire new patients through a New Mover campaign. You want to reach individuals who have moved into your service area within the past 60 days and are in need of new care institutions. You want to reach those recipients at least three times, but you don’t want to manually execute the campaign on three separate occasions.

Patientology allows you to create a campaign that’s triggered to drop automatically so you can “set it and forget it”. This is done in the application through a Tea Flow, our multi-step marketing automation platform. This approach allows for flexibility in how you communicate, so your message is tailored to the recipient based on their actions (or inactions). For example, you can set your Tea Flow up so the second and/or third touch points only reach the recipients if they have not responded to your initial message(s).


Measure the impact of your efforts

Stakeholders are knocking down your door, demanding tangible results that prove your work is making a difference on the bottom line. You need to bring those results to a planning meeting, as you’re requesting an increase in your budget for the following year.

Lucky for you, Patientology allows you to measure your success at a much more granular level through Success Criteria. Success Criteria greatly extend the power and flexibility of service line matching. Where service line matching was based on a relatively broad set of underlying clinical codes, Success Criteria are defined at a much more granular level. Success Criteria can be defined including any combination of service lines, clinical codes (ICD-9 & ICD-10, CPT, DRG), facilities, patient types (Inpatient, Outpatient, ED, Clinic) and physicians/providers.

When your campaign results include Success Criteria, you can walk into the meeting with confidence, knowing your request for more funding is backed by hard data that can tell your story, prove your worth and secure those dollars.

These are just a few examples of how you can use Patientology to develop effective consumer engagement strategies. Contact us to learn more, and download the full Top 5 Patientology Use Cases document here.