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Healthcare CRM Software with Charting (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

Integrated with

Pricing model

Devices supported

Organization types

User rating

40 software options

Bigin by Zoho CRM logo

Pipeline-centric CRM system for small businesses

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Maintain up-to-date information about patients, store valuable insights, and provide better customer experiences with Bigin—a HIPAA-certified CRM. From multichannel communication and foolproof automation to a centralized database for all patient data, Bigin has all the features you need!

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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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BestoSys logo

Practice management and growth software for Medical & dental

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Campaign management, landing page integration, lead management, lead nurturing with auto-CRM rules, cloud telephony integration,

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Caspio logo

Build online database applications without coding.

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Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.

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BestNotes logo

Cloud based electronic health records solution for clinics

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BestNotes is a cloud based electronic health record management solution for the behavioral health and substance abuse industry. Features include: scheduling, patient portal, audit-compliant documentation, medication administration, outcome tracking, e prescribing, lab tracking, and reporting

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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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MidexPRO logo

Cloud-based Private Practice Management Software

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The intuitive Practice Management software that facilitates your medical practice. Used by groups of Consultants, Secretaries, and Billing companies alongside individual businesses. Cloud-Based and Mobile optimised with integrations and features to assist daily functions and efficiency.

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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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NutriAdmin logo

CRM and meal planning system for nutritionists & dietitians

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NutriAdmin is a client relationship management (CRM) solution for nutritionists, dietitians and therapists, with features spanning Electronic Medical Record management, meal planning, shopping list creation, nutritional analysis, questionnaires, online payment, appointment scheduling, and reporting

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OneHash CRM logo

World's 1st FaaS(FOSS+SaaS)

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A 100% smart SaaS-based, Robust, Scalable, Economical, & Fully- Featured platform with CRM, ERP, HCM, Project Management, Helpdesk solution, sales automation solution with built-in integrations available at $99/month for Unlimited Users.

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Oracle Health Ambulatory Suite logo

AI-powered solutions transforming outpatient care

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Integrated, AI-powered cloud suite helping to streamline outpatient workflows, EHR, patient engagement, analytics, and revenue management.

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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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Intelligent Medical Software logo

Intelligent technology that adapts to your practice.

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Intelligent Medical Software is an electronic medical records (EMR) suite of solutions designed to help healthcare businesses. Key features include chronic care management, health maintenance, clinical flow charts, a care portal, claims scrubbing, e-faxing, and clinical decision support.

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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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OperaDDS logo

Communication software for dental practices

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OperaDDS is an all-in-one HIPAA compliant intra-office communication & case collaboration software designed specifically for dental practices

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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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Clinicea logo

The best Clinics across the world trust only Clinicea.

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We're the best all-in-one, cloud-based, clinic management platform for growing, ambitious clinics.

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InfluxMD logo

Sales & marketing solution for healthcare professionals

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Influx MD is an all-in-one sales and marketing solution designed for healthcare professionals from solo, group or hospital medical programs, with a built-in CRM

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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

Read more about Aline

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Synchromedics logo

Occupational Medicine CRM/EHR

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Occupational Medicine Health Portals, CRM and EHR connects clinics to employers worldwide.

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Zenith CRM logo

CRM, Auto Call, AI Dialer, Call Center Software.

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Experience streamlined growth with Z-CRM, your AI-enhanced, cloud-based CRM and call center solution. Boost efficiency, automate communication, and personalize to fit your brand, all while keeping data secure and operations scalable. Welcome to round-the-clock productivity.

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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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ChilliDB logo

Client management system for nonprofit organizations

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ChilliDB is a customer relationship management solution designed to help Australian semi-government authorities, nonprofit organizations & councils automate processes related to client administration, membership renewal, event planning, service delivery, professional development & needs assessment.

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AtlasOne logo

Healthcare organisations, Trade, Professional Services

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Unlock self-service bookings, provider and customer lead surveys and forms, data-driven insights and lots more.

The software provides customizable online booking, staff scheduling, client management, customer surveys and assessments, electronic health records, data reporting, document uploads, and

Read more about AtlasOne

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