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Healthcare CRM Software with Care Plan Management (2026)

Last updated: April 2026

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Healthcare CRM Software Key Features

    Based on 190 user opinions, we identified 6 features that are important for any product in Healthcare CRM Software

  • Appointment Management

    Manage various aspects of appointments including booking, rescheduling, canceling

    Average user rating

    4.8

  • Billing & Invoicing

    Create, manage, and send invoices or bills to customers

    Average user rating

    4.6

  • Mobile Access

    Access software remotely via mobile devices

    Average user rating

    4.6

  • HIPAA Compliant

    Compliant with HIPAA, which sets standards for sensitive patient data protection

    Average user rating

    4.8

  • Activity Dashboard

    Dashboard to view the status of ongoing processes, identify current incidents and track past activities

    Average user rating

    4.7

  • Document Management

    Store, manage, and track all electronic documents in a centralized location

    Average user rating

    4.4
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Features

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Devices supported

Organization types

User rating

20 software options

Carepatron logo
Category Leaders

The healthcare workspace for small teams and their clients.

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All your healthcare work in one place: Notes, Clients records, Appointments, Billing, Payments, Transcription, Communication & more.

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ECP logo

Cloud-based assisted living management software

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ECP is an assisted living software designed for senior living communities and long-term care facilities. The platform includes electronic medication administration records, electronic health records with automated care plan generation, customer relationship management for lead capture, billing functionality, and move-in tracking tools. The software integrates with pharmacy partners and offers reporting capabilities for compliance management.

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ShiftCare logo

Home care software for agencies and care teams

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A cloud-based management platform that helps care and support providers increase efficiency and save time on admin.

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HUMHEALTH logo

Humhealth is a group of programs that supports RPM, CCM etc.

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Humhealth provides your care team the right remote patient monitoring devices, chronic care management services, annual wellness visit (AWV), behavioral health integration (BHI) services, principal care management (PCM), transitional care management (TCM), remote therapeutic monitoring (RTM).

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TynetOnline logo

Electronic health record (EHR) and medical billing solution

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Tynet Online Allows home healthcare agencies automate their workflow, increase their productivity and compliance. Since 2006 our EMR Application has helped over 700+ home health, Pediatric and Hospice agencies across the USA become very profitable

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Eldermark logo

Software Built for the Business of Senior Living

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Eldermark NEXT CRM boosts senior living ROI by improving sales and marketing operations. Enhanced lead targeting, automations, and integrations with care software, reduce costs and grow your occupancy. Its mobile-friendly design supports effective marketing and streamlined admissions management.

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splose logo

AI Practice Management Software for Allied Health

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splose is the most powerful AI practice management software, hands down. It harnesses the power of automation and AI to put time back into the hands of healthcare professionals around the globe so they can focus on what they do best – caring for people.

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Health Cloud logo

Patient relationship management software in the cloud

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Salesforce Health Cloud is a collaborative, all-round healthcare CRM and patient management software for healthcare providers, payers, and patients

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Aline logo

Senior living software for better outcomes.

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Aline optimizes your referral management while empowering your teams to reduce patient admission times, optimize occupancy rates, and automatically aggregate all referrals in one place — allowing for quick responses, reduction of data entry and the ability to capture the outcome of ev

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isosconnect logo

Practice management for growing independent businesses/

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Practice management tool to grow your independent practice.

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Medicat logo

Optimizing Student Health and Wellness with EHR Software

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Medicat is the leading provider of EHR software for clinics within the education and public health spheres. Our integrated solution optimizes health, counseling, and sports medicine workflows, plus helps you manage immunization compliance, thus allowing you to be more efficient and effective.

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ReferralMD logo

Patient engagement software with appointment scheduling

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ReferralMD is a patient engagement software that helps healthcare organizations manage referrals, e-consults, scheduling and other operations on a centralized platform. Administrators can build speciality-based workflows to receive, send, review, monitor, and track inbound and outbound referrals.

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CareDesk logo

AI patient access platform with Kara AI voice agent

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CareDesk is a purpose-built healthcare CRM that centralizes patient interactions, automates follow-up workflows, and integrates with leading EHR systems to help practices manage relationships and improve care coordination.

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TurnPoint logo

Community care software for homecare service providers

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TurnPoint Care is a community care logistics solution which helps home & health care services manage invoicing, staff scheduling, payroll, & clinical records

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One Time Home Health Care logo

Home Care Management Solution

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One Time Home Health Care is a home Care CRM solution that helps businesses manage electronic visit verification, patient coordination, billing, payroll, and more.

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Exeevo Omnipresence logo

Cloud CRM Platform for the Life Sciences Industry

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Exeevo Omnipresence is one multichannel CRM solution created specifically for the life sciences industry. Its use cases include Marketing, Commercial, Field CRM, Medical Affairs CRM, Event management, Content Management, Expert and Patient Engagement.

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Steer Health logo

POWERING THE NEXT GENERATION OF AI-ENABLED CARE EXPERIENCES

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Steer Health's Plug & Play Suite of Digital Healthcare Tools to Grow Your Practice, Reduce Costs and Improve Outcomes.

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aTouchAway logo
(0)

Home health care and patient communication platform

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aTouchAway is a home health care system that helps caregivers streamline communication across patients, care team members, and anyone else in the circle of care through secure video conferencing, messages, and group chat capabilities. Healthcare professionals can send and receive videos, images, and files as attachments in text messages or group chats according to requirements.

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Welkin Health logo
(0)

Care management purpose-built for healthcare

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Welkin Health is care management software for healthcare organizations. It features an API-first platform that automates care delivery through customizable care plans, multi-channel communication tools, and integrations with leading health systems. The software coordinates patient care journeys by logging visit details, assessments, tasks, and communications on integrated patient profiles.

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Seelver logo
(0)

Senior residence management solution

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Seelver is a management software for senior residences. It offers features for commercial and marketing management, financial reporting, quality management with HAS standards integration, managing resident life and activities, and more. Seelver aims to help senior residences improve their daily operations and service quality.

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