In our independent editorial review of retail CRM solutions, learn about the top options along with their primary use cases.
Healthcare CRMs are platforms that help medical practice employees securely and efficiently manage patients and other duties in a central location. The top healthcare CRMs store medical data, schedule appointments, process payments, and are HIPAA compliant to keep patients' information private. After evaluating over a dozen options, we’ve developed a list of the six best healthcare CRMs to help you choose the right one for your practice.
Here are the top six healthcare CRMs and their primary use cases:
Every healthcare CRM on this list is in compliance with the Healthcare Insurance Portability and Accountability Act (HIPAA) or offers integrations to use HIPAA-compliant intake forms. This ensures that electronic health records (EHR) are encrypted and secure. Failure to comply with HIPAA can result in substantial fines; a breach of sensitive patient information may lead to criminal charges or civil action lawsuits against your practice.
To determine the best CRM software for healthcare professionals, we broke our evaluation criteria into six weighted categories, each of which contained more specific subcriteria. Next, we assigned subcriteria scores to determine the best CRM in each individual category as well as the overall best healthcare CRM. Our research and evaluation also helped us determine a primary use case for each software that scored highly enough to make our list.
Note: All per-user prices are with a one-year commitment unless noted.
Overall, we found the best CRM for healthcare to be Salesforce Health Cloud, which also came out on top in the Core Features, Customization & Apps, and Expert Score categories. The second-place winner, Pipedrive, beat out the competition in the other three categories: Cost, Ease of Use, and Customer Support. Keep reading to see how all of our top healthcare CRMs ranked in every category.
The primary features below come standard with the best healthcare CRM software on the market:
HIPAA compliance is key when searching for a healthcare CRM. In your practice, electronic health records (EHR) must be encrypted and secure so you don't experience data breaches, which could lead to fines or even criminal charges. If the CRM you choose isn't fully HIPAA compliant, it must offer integrations for HIPAA-compliant forms and/or allow you to add a Business Associate Addendum (BAA) to your terms.
Patient outreach tools can help you remind patients of their future appointments as well as respond to potential new patients' messages via automated email, phone, or SMS messages.
Through online scheduling, patients can schedule appointments through an online calendar showing availability in real time.
Healthcare CRMs must allow you to send invoices to patients and collect their payments via secure online portals.
Physician management functionality allows you and your physicians to avoid large patient care or engagement gaps.
Whether you’re a private practice or part of a much larger network, a secure and reliable industry-specific CRM is a must. The right healthcare CRM software will help you stay connected with patients, acquire new customers, and streamline essential tasks like payment and scheduling. Incorporate any of these top healthcare CRMs today and watch your medical practice succeed.