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CRM & Patient Management
Unified patient pipeline from referral to scheduled visit with automated follow-up sequences, workflow triggers, multi-location support, and real-time status tracking.
What is CRM & Patient Management?
Unified patient pipeline from referral to scheduled visit with automated follow-up sequences, workflow triggers, multi-location support, and real-time status tracking.
Product typePatient Engagement & Care
PricingCustom pricing based on practice size. · Free
Deployment
APINot available
What teams use CRM & Patient Management for
Patient intake automation
Insurance verification
Prior authorization automation
Insurance discovery and monitoring
Patient pipeline management
Waitlist and cancellation management
Integrations and access
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
Platforms
IntegrationsAPI and webhooks
Languages
Support
What reviewers say
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Enterprise readiness
Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.
SOC 2 Type II
HIPAA
FIPS 140-2
AES-256 Encryption at Rest
TLS 1.3 in Transit
FIPS 140-2 Key Management Service
Automatic Key Rotation
Role-Based Access Control (RBAC)
Least-Privilege Access
Multi-Factor Authentication Enforced Internally
Quarterly Access Reviews
Immutable Audit Logs
Automated Anomaly Detection
Real-Time Security Alerts
Third-Party Penetration Testing
Automated Vulnerability Scanning
99.9% Uptime SLA
Multi-Region Infrastructure
Automated Failover
Daily Encrypted Backups
Point-in-Time Recovery
Annual Disaster Recovery Testing
Zero-Downtime Deployments
Data retention:
Benchmarks and comparisons
Independent benchmarksStructured task results are being verified.
Side-by-side comparisonsComparison workspaces will be available in a later release.
