HIPAA eCommerce

Healthcare CRM Software: 26 HIPAA-Compliant CRM Solutions for 2024

Updated September 13  |  10 min read
Key Takeaways
  • HIPAA stands for the Health Insurance Portability and Accountability Act of 1996. HIPAA regulations set standards for data security for every healthcare business and all healthcare professionals.
  • HIPAA-compliant CRM software allows healthcare organizations to store their patient data and contact management in one central location. It can also assist healthcare professionals with business intelligence.
  • The software helps streamline processes, improve patient satisfaction, and optimize resources by providing real-time visibility into patient profiles and records.
  • HIPAA-compliant CRM software also helps to improve communication between providers and patients by providing secure messaging capabilities that adhere to HIPAA regulations.
  • The needs of every provider in the healthcare industry are different, so HIPAA-compliant CRM software must be customized to make sure it meets those specific needs.
CRM health systems can help improve patient service and increase HIPAA compliance.

The advantages of Customer Relationship Management (CRM) platforms are well-known in every industry, and this includes healthcare. Selecting the right healthcare CRM software can be challenging...but it doesn't have to be.

When considering a healthcare CRM system, one must keep in mind that HIPAA compliance is of utmost importance. No matter what healthcare CRM system you choose, always make sure that it can be made HIPAA compliant through any means necessary.

To assist in your decision-making process, we've compiled a list of the numerous advantages and disadvantages that a healthcare CRM platform can provide to healthcare businesses. We hope that this information will assist you in selecting the best healthcare CRM software for your business.

A healthcare CRM system is an excellent step toward better business process management.

What Is a Healthcare CRM System?

A healthcare CRM system's primary function is to keep track of patients' medical records, prescription data, appointments, and communication history. Healthcare CRM can manage contacts of doctors and other medical professionals, as well as track referral networks.

But the scope of healthcare CRM systems extends beyond managing current patients and contacts:

  • Healthcare CRM software places significant importance on marketing and sales. It helps clinics and medical professionals to find new patients and grow their practices.
  • It can also be utilized for customer support, creating online resource centers, generating tickets, and tracking issues.
  • It offers a unified dashboard for all forms of communication, whether from potential or returning patients.
  • Some HIPAA-compliant CRM systems can assist with online reputation management. They can track engagement with your clinic across social media and review sites. This allows you to address any criticisms while promoting positive reviews to the top.
Medical CRM software can lead to increased patient satisfaction with healthcare professionals.

What Is HIPAA-Compliant Software?

HIPAA compliance is a crucial aspect of ensuring the privacy and security of patient and client information and communication in the healthcare industry. Its primary objective is to facilitate the seamless flow of medical information while keeping it secure and protected from potential fraud or theft.

HIPAA-compliant software ensures that healthcare companies and institutions can safely exchange records, while also regulating healthcare insurance limitations. It is an essential component of protecting sensitive patient information and ensuring that it is handled with the utmost care and security.

Failure to comply with HIPAA regulations can result in serious consequences for healthcare providers and institutions, including legal liabilities and reputational damage.

Therefore, it is vital for healthcare organizations to implement and maintain HIPAA-compliant websites, apps, databases, and other software technologies to safeguard the privacy and security of patient data.

Patient acquisition can be streamlined with HIPAA-compliant CRM software.

The Most Common Features of Healthcare CRM Software

Healthcare CRM solutions are essential for any medical office. It provides solutions to common tasks such as referral management, patient relationship management, medical data management, payer management, clinic reputation management, treatment sales pipelines, patient engagement, new patient acquisition, and appointment scheduling tools.

  • Referral management: Referral management helps keep track of referrals from outside healthcare providers for better coordination among physicians.
  • Treatment sales pipelines: Treatment sales pipelines track progress on treatments and projects being worked on.
  • Patient relationship management: Patient relationship management is essential in creating a positive experience for patients and maintaining trust between the practice and its clients.
  • New patient acquisition: New patient acquisition involves marketing tools that allow clinicians to reach out to potential new patients while ensuring the practice remains compliant with laws and regulations.
  • Payer management: Payer management ensures that payments are collected timely while reducing administrative costs associated with collecting payments.
  • Clinic reputation management: Clinic reputation management keeps track of reviews and ratings so users can take corrective measures if needed.
  • Patient engagement: Patient engagement includes providing educational material to patients regarding their conditions so they can become more involved in their care.
  • Appointment scheduling tools: Appointment scheduling tools help streamline communication between providers and patients leading to better outcomes.
  • Medical data management: Medical data management records all necessary information about the patient’s treatment which helps in making informed decisions.
The best HIPAA-compliant CRM software can help a healthcare business with patient management.

Features to Look For in a HIPAA CRM

If you're in the healthcare industry and handling patient data, you need a CRM (customer relationship management) solution that meets HIPAA security regulations.

HIPAA-compliant CRM software helps protect patients' privacy and sensitive data while also allowing care providers to manage their patient relationships effectively. Here are some features to look for in a HIPAA-compliant CRM:

  1. Security Alerts: The CRM should have the ability to detect and alert you of potential security breaches, such as unauthorized access attempts or unusual activity.
  2. Communication Between Related Parties: The CRM should enable secure communication between providers and patients or between providers and other authorized parties, such as insurance companies or labs.
  3. Integrating Existing Tools: The CRM should have the ability to integrate with existing tools, such as electronic health record systems (EHR integration), billing systems, or appointment scheduling systems.
  4. Automation: The CRM should have the ability to automate routine tasks, such as sending appointment reminders, following up on missed appointments, or sending out patient surveys.
  5. Tracking Patient Information: The CRM should provide a secure and centralized location for tracking information, such as medical history, prescriptions, and test results.
  6. Security and Confidentiality: The CRM should have strong security measures in place, such as data encryption, access controls, and audit trails, to ensure that patient data is kept confidential and secure.
  7. Data Backup: The CRM should regularly back up data to prevent data loss in case of system failures or disasters.
  8. Access Restrictions: The CRM should allow care providers to restrict access to PHI based on roles and permissions, ensuring that only authorized personnel have access to sensitive information.
  9. Scalability: The CRM should be scalable and flexible enough to accommodate growth and changes in the healthcare organization.

By considering these features, medical providers can find a HIPAA-compliant CRM that helps them improve patient care while meeting regulatory requirements.

What Are the Best Healthcare CRM Solutions?

There are many offerings of Healthcare CRM software, each one with positives and negatives. Some may need additions in order to reach full HIPAA compliance.

Not all of them will have the specific needs of every organization in the healthcare industry, so make sure to vet them well before choosing. Because such needs are different for everyone, the following are presented in no particular order.

Onpipeline Healthcare CRM

Onpipeline Healthcare is medical CRM software to assist with HIPAA regulations.

Onpipeline Healthcare CRM is a cloud-based CRM platform built specifically for healthcare providers. It provides features such as patient scheduling, practice management, and e-prescribing capabilities. With Onpipeline Healthcare CRM, users can access powerful analytics tools to gain insight into patient data, maximize productivity and streamline operational processes.

Pros:

  • Patient scheduling capabilities for improved organization.
  • Practice management features for enhanced control.
  • E-prescribing capabilities for greater convenience.
  • Powerful analytics tools for deeper insights.
  • Streamlined operational processes.

Cons:

  • Limited customization options may be a disadvantage to some organizations.
  • Expensive monthly subscription fees may be prohibitive to some organizations.
  • May require additional investments in IT infrastructure.

Leadsquared Healthcare CRM

Leadsquared Healthcare is a popular customer relationship management software.

Leadsquared Healthcare CRM is a cloud-based customer relationship management (CRM) platform tailored to the healthcare industry. It offers advanced features such as patient data management, practice management, e-prescribing, and health record integration.

With Leadsquared Healthcare CRM, users can access powerful analytics tools to track patient history, maximize productivity and streamline operational processes.

Pros:

  • Patient data management capabilities for improved accuracy.
  • Practice management features for enhanced control.
  • E-Prescribing capabilities for greater convenience.
  • Integration with health records for better access.
  • Powerful analytics tools for deeper insights.

Cons:

  • Limited customization options may be a disadvantage to some organizations.
  • High cost of some features may be prohibitive to some organizations.
  • May require additional investments in IT infrastructure.

IMS by Meditab

IMS is a popular HIPAA-compliant CRM software to assist with HIPAA compliance for a healthcare provider.

Meditab IMS is an advanced CRM software solution designed to help businesses maximize their customer relationships. It provides three core modules: Interaction Management, Business Intelligence, and Marketing Automation. With these modules, users can track customer interactions and use insights to generate smarter marketing campaigns that lead to better customer outcomes.

Pros:

  • Easy to use with an intuitive user interface.
  • Automates marketing campaigns.
  • Customizable reporting features.
  • Integrates with other applications.

Cons:

  • Limited support for non-enterprise customers.
  • Costly subscription fees for enterprise customers.
  • Limited integrations with third-party software solutions.

Salesforce Health Cloud

Salesforce Health Cloud is popular HIPAA-compliant CRM software for healthcare professionals.

Salesforce Health Cloud is a cloud-based CRM system designed to meet the needs of organizations providing healthcare. It provides robust functionality and customization capabilities, allowing organizations to effectively manage patient relationships, services, and operations. With Salesforce Health Cloud, users gain access to powerful analytics tools, automation capabilities, and integrated mobile apps that allow them to quickly respond to changing demands in the healthcare industry.

Pros:

  • Robust functionality for managing patient relationships and services.
  • Powerful analytics tools for deeper insights.
  • Automation capabilities for improved efficiency.
  • Mobile apps for greater accessibility.
  • Highly customizable system.

Cons:

  • Required additional investments in certain areas.
  • Can be difficult to maintain due to its complexity.

OperaDDS

OperaDDS is customer relationship management software for healthcare professionals.

OperaDDS is an enterprise-grade solution designed to help healthcare practitioners better manage their patient relationships. It provides a comprehensive suite of features, including appointment notifications and scheduling, e-prescriptions, and lab orders, automated insurance claims processing, patient recall campaigns, and analytics.

Pros:

  • Easy setup and user-friendly interface.
  • Variety of tools for managing patient information.
  • Automates administrative tasks such as insurance forms.
  • Integrates with EHR systems for easy access to data.

Cons:

  • Complex system that can be difficult to configure.
  • Expensive subscription fees for enterprise customers.
  • Limited support for third party applications.

Zendesk for Healthcare

Zendesk for Healthcare his HIPAA-compliant sofware for a medical practice.

Zendisk for Healthcare is a cloud-based CRM system designed specifically for healthcare organizations. It offers advanced features such as electronic health records, appointment scheduling, patient communications and billing capabilities. The platform also provides tools for reporting and analytics, allowing a healthcare organization to track patient histories and manage operations more efficiently.

Pros:

  • Advanced EHRs for comprehensive patient information.
  • Appointment scheduling for improved organization.
  • Patient communication tools for better engagement.
  • Billing capabilities for streamlined payment processing.
  • Robust reporting and analytics tools.

Cons:

  • High cost of some features may be prohibitive to some organizations.
  • Can be challenging to configure due to its complexity.
  • May require additional investments in IT infrastructure.

PatientPop

PatientPop can help with marketing automation and data security for most healthcare organizations.

PatientPop is an all-in-one patient relationship management solution designed to help medical practices engage and retain more patients. It features appointment scheduling, automated marketing campaigns, a search engine optimization (SEO) dashboard, and customized patient surveys.

Pros:

  • Intuitive user interface makes setup and navigation easy.
  • Automates administrative tasks such as appointment scheduling and recall campaigns.
  • Tracks key performance metrics with customizable reporting tools.
  • Integrates with third-party applications including electronic health records (EHRs).

Cons:

  • Expensive subscription fees for enterprises customers.
  • Limited support for non-enterprise customers.

HIPAA CRM

HIPAA CRM helps a medical practice to become HIPAA compliant.

HIPAA CRM is an electronic medical record system designed exclusively for healthcare providers that provide secure access to critical patient ePHI. This system allows medical staff to store, view, and update patient information in one centralized platform. With a combination of automated workflows and secure access rules, the HIPAA CRM offers a streamlined solution that meets all regulatory requirements for HIPAA-compliant data.

Pros:

  • Automate tedious tasks such as authorizations and approvals.
  • Streamline workflow processes and reduce administrative overhead.
  • Leverage powerful reporting and analytics tools to identify trends and improve patient care.
  • Securely store patient information and exceed industry-standard security regulations.

Cons:

  • Initial setup can be expensive due to hardware requirements.
  • Specialized hardware and software may need additional installation or maintenance.
  • Complex data migration could result in data loss or corruption if not implemented correctly.

Mercury Healthcare

Mercury Healthcare is HIPAA-compliant CRM software for better HIPAA-compliant security.

Mercury Healthcare is an all-in-one healthcare information system that provides secure access to client records, scheduling, billing, and medical workflow functions. Mercury is designed specifically for healthcare providers that need to securely store and manage large volumes of data in compliance with regulations.

With a combination of powerful analytics and automated workflows, Mercury helps streamline operations while still ensuring patient privacy and security.

Pros:

  • Automate tedious tasks such as authorizations and approvals.
  • Streamline workflow processes and reduce administrative overhead.
  • Leverage powerful reporting and analytics tools to identify trends and improve patient care.
  • Securely store patient info exceeding industry-standard security regulations.

Cons:

  • Initial setup can be expensive due to hardware requirements.
  • User access must be managed properly or security can be compromised.
  • Complex data migration could result in data loss or corruption if not implemented correctly.

PlayMaker Health

PlayMaker Health helps ensure compliance with the Health Insurance Portability and Accountability Act (HIPAA compliance).

PlayMaker Health is a comprehensive health information platform designed for healthcare providers who need to securely store and manage sensitive patient information. This system allows medical staff to access the full range of patient records, create custom reports, and share data across departments.

With intuitive dashboards, powerful analytics capabilities, and automated workflows, PlayMaker helps medical professionals stay organized and compliant with industry regulations.

Pros:

  • Automate tedious tasks such as authorizations and approvals.
  • Data sharing capabilities across different departments.
  • Generate automated reports quickly with comprehensive patient information.
  • Easy-to-use interface allowing users to spend less time on training.

Cons:

  • Initial setup can be expensive due to hardware requirements.
  • Specialized hardware and software may need additional installation or maintenance.
  • User access must be managed properly or security can be compromised.

Caspio

Caspio is HIPAA compliant software for sensitive patient data.

Caspio is a cloud-based health information platform that allows healthcare providers to securely store, manage and share patient records with other organizations. This system allows medical staff to access the full range of patient records, create custom reports, and keep up with changing regulatory requirements.

With its intuitive interface and powerful analytics capabilities, Caspio helps streamline operation while still ensuring patient privacy and security.

Pros:

  • Automate tedious tasks such as authorizations and approvals.
  • Streamline workflow processes- reducing administrative overhead.
  • Generate automated reports quickly with comprehensive patient information.
  • Easy-to-use interface allowing users to spend less time on training.

Cons:

  • Initial setup can be expensive due to hardware requirements.
  • Specialized hardware and software may need additional installation or maintenance.

Happy Charting

Happy Charting is a popular HIPAA-compliant CRM that has helped many healthcare organizations.

Happy Charting is a comprehensive healthcare CRM platform for medical practices. It's designed to help medical offices improve patient satisfaction, reduce operational costs and increase efficiency.

Pros:

  • Streamlines communication between medical offices and patients.
  • Automates administrative tasks such as appointment reminders and follow-up care.
  • Helps coordinate healthcare services between different providers.
  • Offers analytics and reporting features to track performance and trends.

Cons:

  • Initial setup cost can be high depending on the size of the practice/organization.
  • Requires some technical knowledge to optimize the platform for best results.
  • Missing certain features like financial management which may be important depending on the organization's needs.

Pega

Pega HIPAA-compliant software and healthcare industry consulting.

Pega is a healthcare CRM platform that provides users with tools to help manage patient relationships and streamline operations. It offers features such as automated appointment reminders, integrated financial management, analytics and reporting capabilities, and customizable interfaces. It also includes features that assist organizations in meeting their HIPAA compliance requirements, including automated workflow processes and audit trails. Pega utilizes the latest security protocols, such as encryption and authentication, to ensure that data remains confidential and secure.

Pros:

  • Automates administrative tasks such as appointment reminders and follow-up care.
  • Integrates financial management for easy billing.
  • Offers analytics and reporting capabilities to track performance.
  • Customizable interface for better user experience.
  • Includes automated workflows and audit trails to help organizations stay HIPAA compliant.

Cons:

  • Cost can be prohibitive depending on the size of the practice/organization.
  • Requires technical knowledge for setup and operation.

Kea-CRM

Kea-CRM is a HIPAA-compliant CRM helping with contact management HIPAA-compliant security.

Kea-CRM is a HIPAA-compliant healthcare CRM system that helps healthcare organizations manage patient information and improve communication with patients. It offers features such as contact detail storage, appointment scheduling, case management tracking and reporting, automated email campaigns, customizable HTML forms, and more.

Pros:

  • Improved patient relations through better communication.
  • Access to real-time data for quick decision making.
  • Automated email campaigns for engagement and marketing.
  • Streamlined case management to support patients more effectively.

Cons:

  • Initial cost for setup and maintenance.
  • Difficulty working with multiple software systems to integrate patient EMR/EHR.

Influx MD

Influx MD is a HIPAA-compliant CRM with health care industry consulting

Influx MD is a HIPAA-compliant CRM system that helps health organizations manage patient data and improve communication. It offers features such as contact detail storage, appointment scheduling, case management tracking and reporting, automated appointment reminders, customizable HTML forms, and more.

Pros:

  • Improved patient relations through better communication.
  • Access to real-time data for quick decision making.
  • Automated appointment reminders for enhanced engagement.
  • Enhanced reporting capabilities for better insights.

Cons:

  • Initial cost for setup and maintenance.
  • Difficulty working with multiple software systems to integrate patient data.
  • Potential security risks associated with storing sensitive information.

Insightly

The Insightly logo, a well-known HIPAA CRM helps ensure HIPAA compliance.

Insightly is a cloud-based customer relationship management (CRM) system that is designed to help businesses manage their customer interactions. It is a good tool for those looking for HIPAA-compliant solutions to store and manage medical data.

The platform comes with robust data security features, including two-factor authentication, encryption of sensitive data fields, and password protection. In addition, Insightly offers a number of other features such as custom fields, workflow automation, advanced reporting capabilities, and task management that make it easy to keep track of PHI.

The platform also includes a mobile app that allows users to stay connected with customers on the go.

Pros:

  • Robust security features.
  • Lets you customize with custom fields.
  • Includes workflow automation for greater efficiency.
  • Has advanced reporting capabilities and task management.
  • Increases engagement by having a mobile app.

Cons:

  • The free plan is limited to just two users and basic project management.
  • Marketing and customer service modules require separate software and cost extra.
  • Doesn't have modules specifically designed for patient management, insurance billing, or treatment tracking.

Zoho CRM

The Zoho logo, one of the best HIPAA-compliant CRM options.

Zoho CRM is a comprehensive customer relationship management (CRM) suite that is well-suited to organizations looking for HIPAA compliance. It enables users to manage their customer data in a secure environment, while also making it easy to access that data whenever necessary.

With Zoho CRM, businesses can manage customer relationships in an organized and efficient manner. The system allows users to store customer information securely and access it quickly, enabling them to better serve customers and ensure their privacy is protected.

Zoho also provides an intuitive user interface for managing PHI, and offers features such as multi-factor authentication, encryption of data at rest, role-based access control, and audit trails for tracking changes in the system.

Pros:

  • Manage customer data securely and easily.
  • Provides tools to help you better serve customers.
  • Automated workflows available on all plans.
  • Analytics and reports.
  • Multiple integrations available.
  • Includes a mobile app.

Cons:

  • Only top tier paid plans get AI.
  • Limited custom fields and modules.
  • Most integrations are only with other Zoho applications, not third-party apps.

Mend

Mend helps ensure HIPAA compliance.

Mend is a HIPAA-compliant CRM provider for healthcare organizations. It offers comprehensive protection for PHI and provides its users with the tools and features they need to remain compliant with relevant HIPAA laws.

Mend is designed to ensure that HIPAA-covered entities are able to securely store, access, and share PHI.

The software platform has been designed with medical providers in mind, allowing them to focus on patient care while taking advantage of the latest technologies such as AI-driven insights and real-time data analytics. It also provides automated workflows so that users can easily manage their data and track their progress with ease.

Pros:

  • Securely manage PHI.
  • Built for healthcare with appointment scheduling, telehealth, and patient management.
  • Uses the latest tech like AI.
  • Real-time data analytics and automated workflows.
  • User-friendly interface.

Cons:

  • Useful features like EHR integration and patient appointment requesting are only available in the more expensive Enterprise plan.
  • Can't use the CRM to deploy email marketing campaigns or run ads.

Enquire

Enquire is HIPAA-compliant software for CRM and lead management.

Enquire is a HIPAA-compliant customer relationship management (CRM) software provider that helps organizations comply with federal HIPAA law.

The company offers a range of services designed to help companies meet HIPAA standards, including medical record storage, secure patient communication, and privacy risk assessments. Enquire also provides user-friendly features such as automated patient reminders, appointment scheduling, referral management, and electronic health record (EHR) integration.

Enquire's HIPAA compliance suite includes an extensive set of security policies and procedures that ensure data confidentiality and integrity. These policies cover everything from user access control to physical security measures.

Enquire's CRM platform is fully integrated with its other services, making it easy for organizations to manage data securely while still providing the best possible service to their customers.

Pros:

  • Secure medical record storage and patient communication.
  • Automated patient reminders.
  • Multiple ways to engage customers (email, phone, live chat, text).
  • Appointment scheduling and referral management.
  • EHR integration.
  • Marketing tools for creating social media posts, email campaigns, and landing pages.

Cons:

  • Expensive per-user pricing plans.
  • Optimizes more for senior care than for managing all types of patients.
  • Requires a CRM setup process with an added setup fee.

NexHealth

NexHealth is HIPAA-compliant software with patient payment portals

NexHealth provides an effective HIPAA-compliant healthcare CRM software. This platform is designed to ensure data security and keep PHI confidential.

The software offers a wide range of features that are intuitive and easy to use. It can be used to track patient and client records, appointment scheduling, and follow-up reminders. It also offers secure messaging and integrated billing solutions.

NexHealth ensures data security through encryption technology and access control measures that allow care providers to restrict access to only those with permission. It also has an audit log feature that allows administrators to monitor user activity on the system. This helps reduce the risk of a potential data breach. Furthermore, it has a built-in alert system for monitoring suspicious activities on the platform.

Pros:

  • Patient record management.
  • Online appointment scheduling.
  • Automated follow-up reminders.
  • Secure patient messaging.
  • Billing integrations for online payments.
  • Analytics and reporting.

Cons:

  • Limited customization options for forms.
  • Limited integration options.
  • No mobile app.

Freshsales

Freshsales helps a healthcare provider achieve HIPAA compliance.

Freshsales is a HIPAA-compliant CRM that is designed to help businesses manage their customer relationships. It offers features such as patient records management, data backup and security, and automated follow-up reminders. The software has been tested and verified to meet the stringent requirements of HIPAA compliance.

With Freshsales, businesses can ensure that all PHI is secure and confidential while still regarding patient satisfaction and providing an efficient customer experience.

The software also includes comprehensive reporting capabilities, allowing businesses to track customer engagement metrics such as open rates and response times. This helps them better understand their customers' needs and tailor their services accordingly.

Pros:

  • Patient records management.
  • Data backup and security.
  • Automated follow-up reminders.
  • Comprehensive reporting.
  • Workflow automation.
  • Communication tools include phone, live chat, text, and email.
  • Patients can book appointments through a chat widget.

Cons:

  • Not a CRM specifically built for healthcare, so missing healthcare-specific features.
  • Customizing modules requires additional expense.
  • Some useful features are only offered on the Enterprise plan.

SimplePractice

SimplePractice connects with HIPAA-compliant database software for HIPAA compliance.

SimplePractice is a HIPAA-compliant CRM that offers patient management and automated data backup. Its user-friendly interface allows providers to quickly and easily enter PHI, set up automatic reminders, track progress notes, store documents securely, and more.

The platform helps streamline workflows by automating data backup so that no manual intervention is needed to back up patient and client records. It also allows users to assign tasks to staff members, create customized forms for patients to complete before their appointment, and even manage insurance claims with integrated billing features.

SimplePractice provides extensive security measures like encryption for confidential data and two-factor authentication for extra protection. SimplePractice also has a free mobile app available for both Android and iOS mobile devices, that provides access to patient records from anywhere. With its comprehensive features and robust security protocols, SimplePractice is an excellent choice for those looking for HIPAA-compliant healthcare CRM software.

Pros:

  • Automatic reminders.
  • Easily track progress notes and enter PHI.
  • Automatic data backup.
  • Task management tools.
  • Integrated billing features.
  • Free mobile app.

Cons:

  • No free plan.
  • Lacks outreach and social media marketing tools.
  • Requires a learning curve.

JotForm Tables

The JotForm Tables log, a popular HIPAA-compliant CRM.

This software allows for the secure management of patient information, ensuring that data is kept safe and private. JotForm Tables provides real-time insights into patient data which allows for quick decision-making when it comes to health care.

The software offers customizable forms and templates that can be tailored to fit any office’s particular needs. These forms can also be easily shared with other care providers if needed. JotForm Tables also offers an easy-to-use interface so that anyone can quickly learn how to use the program without having to spend too much time on training.

The main benefit of using JotForm Tables is its ability to securely store information while still providing access to necessary resources in a timely manner. The data stored within this system is encrypted and secured so that only authorized personnel are able to access it safely and securely. This helps ensure that all information remains confidential and private at all times.

Pros:

  • Real-time insights.
  • Customizable forms and templates.
  • Easy to share information with other care providers.
  • Drag-and-drop form builder.
  • Secure data storage.
  • Integrations available.

Cons:

  • Inefficient customer service.
  • Some experienced issues with the export process not breaking up fields properly.
  • Some interface features are less intuitive.

Monday.com

The Monday.com logo, a well-known healthcare CRM software that can be made HIPAA compliant.

Monday.com is a cloud-based work operating system that allows organizations to manage and automate their work processes. While Monday.com is not explicitly marketed as a HIPAA-compliant CRM, it is possible to configure the platform to meet HIPAA requirements.

To be HIPAA-compliant, Monday.com offers an enterprise plan that provides enhanced security features, including two-factor authentication, single sign-on (SSO), data encryption at rest and in transit, and audit logs. The enterprise plan also allows customers to sign a business associate agreement (BAA), which is a legal document required by HIPAA that outlines the responsibilities of both parties in handling PHI.

With these security features and the ability to sign a BAA, healthcare organizations can use Monday.com to manage their patient relationships and related data. For example, healthcare providers can use the platform to track patient information, schedule appointments, send patient surveys, and communicate with patients or other providers securely.

Pros:

  • Enhanced security features, including audit logs.
  • Enterprise plan includes BAA documentation.
  • Appointment scheduling.
  • Patient information tracking.
  • Patient communication tools.
  • Highly customizable.

Cons:

  • Must configure the platform to healthcare needs.
  • Limited third-party integrations.
  • Per-user pricing.

Keap

The Keap log, a popular HIPAA CRM platform.

Keap is a HIPAA-compliant CRM that allows care providers to easily manage their patients and patient data. It is important for providers, who store sensitive health information, to be in compliance with HIPAA rules.

Keap helps them to do this by providing tools such as automated reminders, secure messaging capabilities, and appointment scheduling. They also have built-in templates for contracts and business associate agreements, so providers can quickly create and maintain HIPAA-compliant documents.

Keap also provides a suite of tools for marketing campaigns that allow providers to target their messages to specific audiences. This gives them the ability to tailor their communications and increase the effectiveness of their campaigns. Additionally, it’s easy for medical care providers to stay in touch with their patients through email campaigns or automated text messages.

Pros:

  • Automatic reminders.
  • Secure messaging.
  • Appointment scheduling.
  • Built-in templates for contracts and BAAs.
  • Marketing tools.

Cons:

  • Non-intuitive user interface and tools.
  • Limited capabilities for email and text.
  • Limited integrations.

Freshworks

The Freshworks logo, one of the best HIPAA-compliant CRMs for healthcare services.

Freshworks is a HIPAA-compliant CRM designed to help healthcare businesses comply with the US health privacy law. It is used by covered entities such as hospitals, clinics, and healthcare networks to protect patient data against unauthorized access. Freshworks enables HIPAA-covered entities to securely manage and store information in compliance with HIPAA.

The software comes with features such as secure access control, data encryption, and breach notification. Access control allows users to set up strong passwords and limit user access to sensitive data.

Data encryption prevents unauthorized users from accessing confidential PHI while enabling authorized users to securely receive and transmit this data. The breach notification feature sends emails or text messages when a security breach occurs, alerting administrators of any potential threats to HIPAA compliance.

Pros:

  • Secure access control and data encryption.
  • Data encryption.
  • Automatic breach notification.
  • Centralized data hub for scheduling and patient data.
  • Marketing tools.
  • More afforable than some other options.

Cons:

  • Sub-par customer support.
  • Limited integrations.

Integrating the Best CRM for Healthcare Organizations

No matter the healthcare CRM solution you choose, Clarity can integrate it with your existing software. Maybe you need data migration from your current software—even if it was proprietary—to a new one. Or you might need to integrate with an ERP or EHR system; we can help with that, too.

Clarity developers are integrations experts when it comes to HIPAA compliance. We'll ensure your data integrates seamlessly with your existing medical software.

Ready to make it happen? Get in touch for a free consultation or demo to find out more about your options.

Clarity Ventures can provide you with top-tier integrations to healthcare CRM solutions.

FAQ

 

A Customer Relationship Management (CRM) system is a tool used in health organizations to improve the way patient data and other information is collected, stored, and accessed.

The system helps to streamline communication between providers and patients, manage patient care more efficiently, reduce paperwork and administrative costs, and provide better outcomes for both providers and patients.

 

Customer Relationship Management (CRM) plays a critical role in the healthcare industry. Hospitals and other care organizations are able to use the technology to improve patient outcomes and increase operational efficiency.

CRM solutions helps to automate processes such as scheduling appointments, managing patient records, billing, collecting data on patient history, and more. It also gives providers insights into patient satisfaction levels, helping them make further improvements to the quality of care they provide.

 

HIPAA stands for the Health Insurance Portability and Accoutability Act of 1996. It is a way to ensure that healthcare professionals adhere to data security protocols. HIPAA-compliant software and integrated CRM systems guide healthcare companies concerning HIPAA compliance for a hospital, medical practice, or pharmacy.

The three primary rules found in HIPAA regulations include:

The first rule is the Privacy Rule, which establishes national standards for protecting the privacy of individually identifiable health information held by covered entities and their business associates.

The second rule is the Security Rule, which requires covered entities to implement reasonable and appropriate administrative, physical, and technical safeguards to protect electronic protected health information (ePHI) from unauthorized access, use, or disclosure.

The third rule is the Breach Notification Rule, which requires covered entities to notify individuals, the Department of Health and Human Services, and, in some cases, the media, in the event of a data breach affecting 500 or more individuals.

 

Doctors and healthcare organizations use a variety of CRM (Customer Relationship Management) systems to manage patient relationships and improve patient outcomes. Some popular CRM platforms used by doctors and medical professionals include Salesforce Health Cloud, Zoho CRM, and Kareo.

Ultimately, the CRM system chosen by doctors will depend on their specific needs, budget, and HIPAA compliance requirements.

 

Yes, Salesforce is HIPAA (Health Insurance Portability and Accountability Act) compliant and provides a HIPAA-compliant CRM software solution called Salesforce Health Cloud.

Salesforce Health Cloud is a cloud-based CRM platform designed for healthcare providers that include features such as patient relationship management, care coordination, and secure messaging.

Salesforce Health Cloud meets HIPAA requirements by providing robust security controls, encryption, access controls, audit trails, and disaster recovery measures to protect electronic protected health information (ePHI) from unauthorized access, use, or disclosure.

Salesforce also provides HIPAA Business Associate Agreements (BAA) to their customers, which outline their responsibilities as a HIPAA-compliant service provider.

 

HIPAA-compliant CRM software offers significant advantages for healthcare organizations in managing patient relationships while ensuring the confidentiality and security of sensitive health information. This unique blend of customer relationship management (CRM) functionalities with adherence to the Health Insurance Portability and Accountability Act (HIPAA) regulations provides a tailored solution for the healthcare industry.

  • Enhanced Patient Trust: HIPAA-compliant CRM software ensures the secure handling of patient data, instilling confidence in patients regarding the confidentiality of their health information. This trust is crucial for maintaining strong doctor-patient relationships.
  • Streamlined Communication: The CRM system facilitates efficient communication within healthcare teams. Care providers can share patient data securely, enabling collaborative decision-making and improving the overall quality of care.
  • Compliance Assurance: With built-in features aligning with HIPAA regulations, the software helps healthcare providers maintain compliance effortlessly. This includes secure storage, transmission, and access controls for protected health information (PHI).
  • Personalized Patient Engagement: CRM tools enable healthcare providers to personalize patient interactions based on their medical history and preferences. This personalization improves patient engagement and satisfaction.
  • Efficient Workflow Management: The software optimizes administrative processes, such as appointment scheduling and billing, resulting in improved operational efficiency. This allows healthcare professionals to focus more on patient care.
  • Data Security Measures: HIPAA-compliant CRM systems incorporate robust security measures, including encryption and access controls, safeguarding patient data from unauthorized access or breaches.

The advantages of HIPAA-compliant CRM software extend beyond efficient patient relationship management, addressing critical concerns related to data security and regulatory compliance in the healthcare sector.

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Stephen Beer is a Content Writer at Clarity Ventures and has written about various tech industries for nearly a decade. He is determined to demystify HIPAA, integration, enterpise SEO, and eCommerce with easy-to-read, easy-to-understand articles to help businesses make the best decisions.