The Claritas Rx Patient Services Omnichannel CRM combines customized case management with patient-level data for seamless care coordination. With better insight into the patient journey, brands can develop their strategies and concentrate outreach efforts to ensure patients start and stay on treatment.
Empower field and partner teams to collaborate securely, efficiently, and resolve issues quickly
Features
- Comprehensive tools for managing patient records, case activities, providers, and related workflows
- Integrated, secure solutions to connect teams, patients, and providers across multiple channels
- Real-time analytics, reporting, and AI-powered insights to drive better care and operational decisions
- Strong regulatory compliance, advanced data protection, and seamless integration with healthcare systems and tools
- Dynamic tools for team structure, territory management, and efficient resource allocation
Benefits
- Make informed decisions on the next-best actions with current patient data
- Always know travel and logistics status
- Streamline patient care plan coordination
- Develop strategies to enhance field team productivity
- Resolve bottlenecks in the patient journey with faster partner collaboration
Empower Your Case Managers with Patient-Level Insights
The CRM unifies case management and patient data, giving clear visibility into case status and helping reimbursement teams quickly prioritize urgent cases. It maintains HIPAA-compliant protection of PHI while providing easy access to Accounts, HCPs, and patient information. When combined with our Patient Watchtower, it delivers instant insight into patient journeys and supports direct, timely field engagement.
Configurable Service Workflows Tailored to Your Brand
The case management workflows are tailored to fit your brand’s needs, simplifying task management and communication like never before. Teams can monitor task progress and document communications within a framework that fosters accountability and efficiency. Utilizing our workflows promotes consistency, efficiency, and transparency, ensuring all efforts are aligned with your program’s goals.
Efficient Partner and Practice Engagement
Together, Patient Services Omnichannel CRM and Patient Watchtower enable more efficient partner and practice engagement. Say goodbye to multiple phone calls and unanswered emails for a single patient case—teams can send messages directly from the system, and partners receive a secure email link to view and respond in real time.
With this feature, 98% of users receive responses within 24 hours of contacting their partners.
Frequently Asked Questions
Claritas Rx’s Patient Services Omnichannel CRM is a purpose-built platform that unifies patient interactions, case management, and program workflows across channels (phone, email, portal, text, fax, and partner systems) so teams can manage the full patient journey from a single, integrated workspace.
The CRM captures and surfaces all key touchpoints in one place, allowing coordinators to see a complete history of outreach and responses, trigger next-best actions, and communicate through the patient’s preferred channels while maintaining consistent messaging and documentation.
Yes. The solution is designed to ingest and share data with hubs, specialty pharmacies, copay vendors, and other partners, so case teams have near real-time visibility into referrals, benefits, authorizations, fills, and adherence activities without logging into multiple systems.
The CRM streamlines workflows with configurable case routing, task queues, alerts, and automation (for example, triggered follow-ups based on status changes or risk signals), enabling teams to focus on high-need patients instead of manual tracking and spreadsheet management.
Program leaders can track KPIs such as time to first touch, time to therapy, abandonment risk indicators, channel effectiveness, and case resolution trends, using dashboards and reports to optimize staffing, refine outreach strategies, and demonstrate the impact of patient services on access and adherence.
Better Together
Claritas Rx Patient Services Omnichannel CRM and Patient Watchtower™ work together as a single, connected operating layer for patient services—linking deep journey intelligence with coordinated front-line action across partners and teams.
By unifying cross-partner journey insights with configurable workflows, tasks, and omnichannel communications, brands can move from simply reporting issues to proactively resolving them—getting the right cases escalated, the right stakeholders engaged, and every touchpoint tied back to its impact on access, time-to-therapy, and persistence.
Using Claritas Rx’s Patient Services Omnichannel CRM and Patient Watchtower together, clients achieved an average 98% response rate within 24 hours from their specialty pharmacy and hub partners—demonstrating the platform’s ability to accelerate patient support and streamline communication across care teams.
What Our Customers Say
"We've taken a leap towards seamless case management. Our workflows are streamlined, and there is a greater level of transparency and efficiency within our team."
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Claritas Rx Ascend® Suite of Solutions
Foundational Data Aggregation
Streamline the process for how you can directly work with validated, clean, curated data across a variety of disparate data sources.
Access Analytics
Optimize your operational performance by leveraging our standard and custom reports specifically tailored for Market Access teams.
Patient Watchtower™
Predict patient risk, track progress, and optimize care with our analytics tool. Not just observing, but enhancing patient experience at every step.
Performance Benchmarking
Gain valuable insights to compare competitor fill rates, physician adoption, or alerts for when patients will likely stop treatment with another brand.