A doctor wearing a white coat and stethoscope sits at their desk and uses a tablet to review patient triage information from their hospital's CRM.

Adding Nurse Telehealth Protocols to your CRM

Customer relationship management (CRM) tools are often used by marketing and sales teams to grow new business. Healthcare organizations can benefit from them too, and have been using them increasingly for patient engagement. These systems can be used to send targeted outreach to educate and empower your patients on how to manage their own health, and to guide them along personalized plans for care. Salesforce is one such system and it focuses on the healthcare space. These CRM systems do not usually have clinical decision tools built in. TriageLogic can integrate that clinical capability with a CRM to convert it into a full clinical call center tool. Read on to learn more.


Healthcare CRMs are meant to augment both the quality and continuity of care that patients receive by providing them with additional information to monitor their own health. But what if patients have questions about that information, start to show different or worsening symptoms, or need help with their medication? TriageLogic’s MyTriageChecklist software offers solutions for all of these and more: 1) Schmitt-Thompson protocols that allow responding telehealth nurses to quickly determine the appropriate dispositions for patient care based on symptom severity; 2) protocols that determine telehealth eligibility and appointment setting; 3) customizable care instructions for specific symptoms or medication requests; and 4) the ability to integrate with remote patient monitoring (RPM) devices for the review of their data. All call interactions are easy to document, store securely in the cloud, and share with referred physicians or other healthcare professionals where applicable.   

Nurse Triage On Call

If managing patient calls ever becomes too burdensome for your nurses — especially with the rise in calls related to COVID — then it may make more sense to outsource telehealth triage and its patient call management to a third-party provider. Our nurse triage call center is available 24/7 and provides the same services listed above. Our ability to incorporate any customized instructions you may have allows us to become an extension of your practice. You still have access to the same information, reporting, and other resources that make nurse triage truly effective in improving patient health outcomes.

CRM Integration

We wouldn’t be surprised if your team already uses a CRM like Salesforce in order to stay connected with your patients. If you think that the triage solutions above would benefit your care, but you also want to maintain your CRM, rest assured that MyTriageChecklist can integrate with it as well as many in-house EMRs

Scheduling a Demo

We would love to show you how MyTriageChecklist can benefit your continuity of care! When you’re ready, give us a call to schedule a demo.

About TriageLogic

TriageLogic is a URAC-accredited, physician-led provider of top-quality nurse telehealth technology, remote patient monitoring, and medical call center solutions. Founded in 2007, the TriageLogic Group now serves more than 9,000 physicians and covers over 25 million lives nationwide.

Learning Center: courses and videos, learn more about telephone triage

Download E-Book “Revolutionizing Care – Technology and Telehealth Nurses in Remote Patient Care”

Download E-Book “A Provider’s Guide To Remote Patient Monitoring”

Download E-Book “Telehealth Trends During COVID-19”

DOWNLOAD E-BOOK “Telephone Nurse Triage Handbook”