CRM for Healthcare
HIPAA-compliant patient relationship management that streamlines referrals and communications.
Healthcare organizations face unique challenges: strict compliance requirements, complex referral networks, and the need to balance operational efficiency with patient care. We build CRMs that handle the compliance so your team can focus on patients.
Challenges We Solve
Common pain points in healthcare, and how a custom CRM eliminates each one.
The Challenges
- HIPAA compliance requirements for patient data
- Disconnected referral tracking and follow-up
- Manual appointment reminders and no-show management
- Difficulty measuring patient satisfaction and retention
Our Solutions
- HIPAA-compliant data storage and access controls
- Automated referral tracking with source attribution
- Smart appointment reminders reducing no-shows by 40%
- Patient satisfaction surveys and NPS tracking
Compliance Built In
HIPAA compliance isn't an add-on; it's foundational. Our healthcare CRMs include role-based access controls, audit logging, encrypted data storage, and BAA-ready infrastructure.
- End-to-end encryption for patient data
- Role-based access with audit trails
- Automated compliance reporting
- Secure patient communication portals
- BAA-ready cloud infrastructure
Referral Network Management
Track referral sources, measure conversion rates, and automate thank-you communications. Know exactly which physicians and partners are driving patient volume and manage those relationships proactively.
Healthcare CRM Insights
Practical guides and best practices for healthcare CRM implementations.
What Our Clients Say
“The patient recall system is brilliant. Automated reminders go out at exactly the right intervals and our hygiene schedule is consistently full for the first time ever.”
Patricia Okafor
Practice Manager, Bright Smile Dental Group
Houston, TX
“HIPAA compliance was non-negotiable. They built it into the foundation, not as an afterthought. Our patient follow-up workflow went from 12 manual steps to 3 automated ones.”
Dr. Robert Chen
Practice Administrator, Meridian Family Medicine
Portland, OR
“Patient retention increased 28% since we implemented automated appointment reminders and personalized follow-up sequences through our custom CRM.”
Dr. Angela Foster
Medical Director, Coastal Women's Health
Jacksonville, FL
“Managing 8 locations used to be a nightmare. Now every therapist, every patient, every insurance claim is tracked in one system. The reporting alone saves us 20 hours a week.”
James Russo
CEO, Allied Physical Therapy
Denver, CO
“We needed a system that handled intake, insurance verification, and therapist scheduling in one place. Off-the-shelf options couldn't touch what we got built custom.”
Lisa Goodwin
Director of Operations, Summit Behavioral Health
Nashville, TN
“Patient journey from first visit to maintenance care, fully mapped. Automated reactivation campaigns bring back patients we would have lost. Revenue up 30%.”
Hannah Blake
Clinic Administrator, Summit Chiropractic & Wellness
Salt Lake City, UT
“Medicare billing integration and patient recall system built for Australian healthcare. Our GPs love it because it actually understands how Australian practices work.”
Sarah Thompson
Practice Manager, Coastal Family Medical
Gold Coast, QLD
“Bilingual patient communication, culturally competent intake forms, and community health worker tracking. They built a CRM that understands our community.”
Rosa Martinez
Director, Esperanza Community Health
San Antonio, TX
Ready to Transform Your Healthcare CRM?
Book a free discovery call and we'll walk you through a solution tailored to your specific challenges.