New Webinar: Implementing a Patient Services CRM

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In today’s complex healthcare landscape, patient services teams are expected to deliver seamless, personalized support across every channel.

Join patient access experts Tricia Sterling and Karishma Desai to explore how omnichannel CRM strategy can unify your operations, improve engagement, and drive better outcomes from first contact to ongoing support.

Whether you’re evaluating CRM platforms for the first time or looking to optimize an existing implementation, this webinar gives you the strategic foundation to move forward with confidence. Tricia will draw on real-world examples and industry best practices to help you avoid the most common pitfalls and build a system that actually works for patients and teams alike.

Attend this webinar to:
  • Define Omnichannel CRM: Understand what omnichannel CRM means in the context of patient services  and its role in modernizing operations to meet today’s patient expectations.
  • Identify Key Integration Points: Map the critical touchpoints across phone, digital, and in-person channels  and learn how to connect them into a seamless, consistent patient experience.
  • Evaluate Best Practices: Walk away with a practical framework covering change management, data governance, and stakeholder alignment,  the three pillars of a successful CRM implementation.

Register for this Webinar

Complete the form below to register. You'll receive a confirmation email with joining details.

Speakers

Tricia Sterling

Tricia Sterling – Executive Director, Patient Experience

Tricia brings deep expertise in helping pharmaceutical and specialty health organizations transform their patient services operations. With a track record of guiding teams through end-to-end CRM implementations, she specializes in bridging the gap between technology strategy and frontline patient engagement.

Karishma Desai

Karishma Desai – Associate Director, Data Strategy at Claritas Rx

Karishma Desai is an Associate Director of Data Strategy. She serves as a Subject Matter Expert (SME) at Claritas Rx, leveraging her experience working directly with various clients in the specialty and rare disease industry. With a background in data analytics, pharmaceutical supply chain, and health informatics, she offers a distinct perspective and actionable insights within the life sciences space. Karishma holds a dual MBA and Master’s in Healthcare Leadership & Management from UT Dallas and a BS in Public Health from UT Austin.

Ready to Transform Patient Access?

See how Claritas Rx can help your organization remove barriers and improve patient outcomes