Patient CRM
Patient CRM products are designed to manage and improve the relationships between healthcare providers and their patients. These platforms go beyond traditional CRM functionalities by incorporating healthcare-specific features such as appointment scheduling, patient communication tools, treatment plan tracking, and integration with EHRs. Patient CRM systems aim to enhance patient engagement, streamline communication, and facilitate better care coordination by providing a comprehensive view of each patient’s interactions, preferences, and medical history.
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Tellescope
Claimed
Tellescope
Company Info
Founded: 2020
Headcount: 1-10
Customers
Verified Customers: 10
Customers Served: Digital Health Provider, Ambulatory Practice
Product Overview
Security and Compliance Certifications: HIPAA, SOC 2 Type 2
Tellescope serves as a HIPAA-compliant digital health platform, combining CRM capabilities with patient management, including multi-channel communication, care coordination, and progress tracking. It integrates with a variety of healthcare tools and provides additional workflow automation for provider organizations.
Welkin Health
Claimed
Welkin Health
Company Info
Founded: 2013
Headcount: 11-50
Customers
Verified Customers: 6
Customers Served: Digital Health Provider, Ambulatory Practice
Product Overview
Security and Compliance Certifications: HITRUST CSF, HIPAA, SOC 2 Type 2
Welkin Health provides a customizable EHR and care management platform, focusing on automation and coordination of care. It offers features like API-first design, HIPAA-compliant communication tools (including email, phone, video, SMS/MMS, and in-app chat), and secure patient management.
Epic
Epic Cheers
Company Info
Founded: 1979
Headcount: 10000+
Customers
Verified Customers: 1
Customers Served: Hospital / Health System
Product Overview
Security and Compliance Certifications: HIPAA
Epic Cheers is a CRM platform designed for healthcare organizations using Epic. It helps providers manage patient outreach, engagement, and communication by integrating data from Epic to personalize interactions. The platform includes tools for scheduling, marketing, patient feedback, and care coordination, allowing healthcare organizations to improve patient experience and retention. Epic Cheers is primarily used by hospitals and health systems to enhance patient relationships, automate outreach, and track engagement metrics.
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Equiva
Equiva
Company Info
Founded: 2012
Headcount: 11-50
Customers
Verified Customers: 14
Customers Served: Hospital / Health System, Ambulatory Practice
Product Overview
Security and Compliance Certifications: HIPAA, SOC 2 Type 2
Equiva offers a Health Relationship Management (HRM) platform that provides digital tools to engage patients throughout the care journey, both in clinical settings and at home. The platform includes patient-facing applications on tablets, mobile devices, and TVs that deliver personalized education, remote monitoring, telehealth, and communication tools. It is designed to help healthcare providers improve outcomes, reduce staff workload, and foster continuous patient engagement.
Keap
Keap
Company Info
Founded: 2001
Headcount: 201-500
Customers
Customers Served: Digital Health Provider, Ambulatory Practice
Product Overview
Security and Compliance Certifications: GDPR, SOC 2 Type 2, PCI DSS
Keap offers CRM and marketing automation software tailored for small businesses, including those in health and wellness, with configuration available to become HIPAA-compliant.
Kustomer
Kustomer
Company Info
Headcount: 51-200
Customers
Verified Customers: 2
Customers Served: Digital Health Provider, Ambulatory Practice
Product Overview
Security and Compliance Certifications: GDPR, ISO 27001, HIPAA, SOC 2 Type 2
Kustomer is a HIPAA-compliant CRM Platform for integrating service tickets, customer interactions, and patient data. It supports multiple communication channels and incorporates AI into its workflows. Note: It was at one point no longer HIPAA compliant, but has since re-certified.
Phase Zero
Phase Zero
Company Info
Founded: 2020
Headcount: 1-10
Customers
Customers Served: Digital Health Provider, Ambulatory Practice
Product Overview
Security and Compliance Certifications: HIPAA, SOC 2 Type 2
PhaseZero offers a unified, AI-powered platform for healthcare communications, integrating emails, calls, and texts.
Salesforce
Salesforce (Health Cloud)
Company Info
Founded: 1999
Headcount: 5001-10000
Customers
Verified Customers: 6
Customers Served: Digital Health Provider, Ambulatory Practice, Hospital / Health System, Health Plan, Life Sciences
Product Overview
Security and Compliance Certifications: HIPAA, SOC 2 Type 2
Salesforce Health Cloud is a HIPAA-compliant healthcare CRM platform for patient data, care coordination, and patient engagement through omnichannel support.
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Zoho
Zoho CRM
Company Info
Founded: 1996
Headcount: 5001-10000
Customers
Verified Customers: 13
Customers Served: Ambulatory Practice, Hospital / Health System, Digital Health Provider
Product Overview
Security and Compliance Certifications: GDPR, HIPAA, SOC 2 Type 2, PCI DSS
Zoho CRM offers a HIPAA-compliant, customizable solution for managing patient data, with features like automated process enhancement and patient engagement tools.