The obvious answer to this question might be “make it as easy to use as possible.” However, it’s often true that the more features and integrations a piece of software boasts, the more complex it can be to use. Additionally, you may want your medical CRM to be built with the option to add more features in future as your list of services expands. This could therefore add further levels of complexity, which detracts from how intuitive the software proves for end users.
It can be a deft balancing act, but one way to address it is to make a list of which job roles might need to use which parts of the system, and scope out how much training they would require.
For example, if you primarily need a CRM for healthcare marketing, then that training would be limited to your marketing team. A multi-headed system meanwhile might present a larger logistical challenge where training is concerned, to go along with the greater technical challenge of multi-system integrations. Nonetheless, the best healthcare CRM software tends to be modular, meaning different departments can train on the specific area they’ll need for their role. It’s probably only your IT team who might need a full overview for troubleshooting purposes, so we’d suggest starting with them, then rolling out the training as it’s needed across the rest of your business.