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Patient CRM

Every patient's complete story, in one profile

Vitals, prescriptions, billing history, engagement data, and lifecycle stage — one 360° view that keeps your team aligned.

360°

Patient profiles

5 roles

Access control

HIPAA

Aligned infra

Key Capabilities

What Patient CRM does for you

Complete Medical Profiles

Vitals, diagnoses, prescriptions, lab reports, and visit notes — structured and searchable.

Lifecycle Tracking

Know when a patient is at-risk of churning and trigger re-engagement campaigns automatically.

HIPAA-Aligned & Secure

Row-level isolation, end-to-end encryption, 5 access roles — your patient data stays yours.

How It Works

Set up in minutes, not weeks

1

Patients are added automatically

Every booking creates a patient profile. Import existing patients from CSV in minutes.

2

Records update after each visit

Doctors add notes, prescriptions, and vitals directly. All timestamped and audit-logged.

3

Analytics surface the insights

See lifetime value, visit frequency, outstanding balances, and re-engagement opportunities.

Who It's For

Built for your specialty

Growing practicesMulti-doctor clinicsSpecialistsChronic care providers
Works Best With

Related features

Patient CRM — included in every plan

Ready to try Patient CRM?

Start free. No credit card. Live in 15 minutes.