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How a customer relationship management tool (CRM) can help physicians regain control and beat burnout

Marissa Caudill, MD
Physician
March 14, 2025
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As physicians, we dedicate our lives to helping others. We spend years training to diagnose, treat, and care for patients with a dream of feeling valued and helpful. Then, one day we find ourselves feeling increasingly overwhelmed by administrative work, struggling to keep up with patient communication, and feeling disconnected from the people we set out to serve. The reality is that many of us are caught in a system that gives us little control over how we practice medicine. We see patients in rushed appointments, depend on insurance reimbursements, get pressure to perform for Press Ganey reviews, and rarely have the time or tools to build deeper relationships with the people who need us most. No wonder we are burning out at increasing rates.

One of the biggest causes of physician burnout is lack of control. We went into medicine to make a difference, but we end up feeling like we are running on a hamster wheel, constantly responding to demands of the systems we work in instead of shaping our own path. The good news is that there is a way to take back control. By creating our own systems that allow us to connect with patients on our own terms, offer services beyond the limits of insurance, and grow our practices in ways that align with our values, we can find more joy, fulfillment, and success in our work.

A CRM, or customer relationship management tool, is one of the most powerful ways to bring back meaning and connection in your practice. Traditionally, CRMs have been used in business to keep track of leads, automate communication, and streamline operations. But in medicine, a CRM can be much more. It can help us create meaningful connections with our patients, reach more people with valuable health information, and build a practice that grows in a way that feels right to us. With the right CRM, physicians can send personalized newsletters, keep patients up to date on the latest research, automate check-ins, provide encouragement, empower patients to handle their scheduling, ensure timely patient follow-ups, and market their work and their practice, all while freeing up more time for what truly matters.

Many doctors feel uncomfortable with the idea of marketing, but at its core, marketing is simply about connection. It is the way we let people know who we are, what we offer, and how we can help them. Without it, patients may never find the treatments that could change their lives. A HIPAA-compliant CRM marketing tool is something that helps you shine your light more brightly so you can be of service to more people.

I have been using a HIPAA-compliant CRM for over a year now, and it has been a total game-changer for me. As a child psychiatrist turned parent coach, it has allowed me to reach more people and have a greater impact, all while making my communication easier over time instead of harder. It is like an automated machine versus a hand crank—total game-changer! And with new AI features, it just keeps getting better. It hosts my courses, educational video library, schedules my social media content on autopilot, and keeps track of all my communication with patients and parents I coach.

When doctors have the right systems in place, they are free to focus on the work that truly matters. They can spend more time with patients, build deeper relationships, and grow their practices in ways that bring them joy. They can also create more financial stability by offering services beyond insurance, ensuring that they are compensated fairly for their expertise. And most importantly, they can reconnect with the sense of purpose that brought them into medicine in the first place. If you would like to talk more about the tools I am using or get my thoughts on what could help you automate your practice (I have tried many!), please reach out to me!

Marissa Caudill is a child psychiatrist and entrepreneur. Clinically, she works as The Parent Doctor, empowering parents to support their kids in order to reverse the teen mental health crisis. Follow her on Facebook and Instagram, listen to The Parent Doctor podcast, or join her free monthly book summary club for practical insights. She is also the founder and CEO of Super Doc Tech, a HIPAA-compliant all-in-one CRM tool with features like AI receptionist, webchat, missed call text back, and much more. Super Doc Tech supports physicians interested in offering education and support beyond insurance and clinic limitations to their patients and followers by providing software, amazing support customized for physician’s needs, and an inspirational and growth-mindset-focused community for docs who think “outside the box.” 

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