Healthcare Intake CRM for monday.com
Stop losing patients between referral and first appointment. Our HIPAA-compliant CRM tracks every prospect, automates follow-ups, and hands off cleanly to your EHR — so nothing falls through the cracks.
- Track every patient from referral through authorization to first appointment
- HIPAA-compliant by default — BAA-ready with audit trails built in
- Live dashboards: conversion rate, team workload, referral sources
- Direct EHR sync — Epic, Cerner, Healthie, Athenahealth & more