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Healthcare CRM Software with Claims Management (2026)

Last updated: April 2026

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Healthcare CRM Software Key Features

    Based on 189 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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Devices supported

Organization types

User rating

27 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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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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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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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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LeadSquared logo

Marketing automation and sales execution platform

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HIPAA compliant Healthcare CRM and marketing automation to automate patient intake, syncs with EMR, with Mobile CRM for onsite caregiving.

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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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Private Practice Software logo

Healthcare practice and patient management tool

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Private Practice Software (PPS) is a practice management software for private healthcare organizations of all sizes, including solo practitioners, large clinics, and hospitals. The patient management software creates treatment notes, manages appointments, generates marketing reports and more.

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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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AbbaDox logo

We Simplify Healthcare IT.

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AbbaDox is a healthcare software provider specializing in radiology workflow solutions. The company’s comprehensive cloud-native platform helps outpatient imaging centers optimize their operations throughout the entire patient journey.

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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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iClinic logo

Medical practice management solution with EMR

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iClinic is a medical practice management solution that is available in Portuguese and offered in Brazil. The platform is designed to help businesses with teleconsultation, online marketing, calendar management, and electronic medical records.

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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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Medstar HIS logo

Hospital and healthcare information management system

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MedStar HIS is an advanced comprehensive health information and management system, which integrates all the HIS systems, processes, and machines into an intelligent information system to derive operational efficiency and assist organizations in decision-making through MIS & analytics, enabling hospitals and doctors to serve patients better.

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AgentCubed logo

Lead management and CRM solution for insurance businesses

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AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications.

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Health Portal Solutions logo

Integrated Portals for Insurance & Healthcare Payers

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Health plan administration involves many moving parts. We help Healthcare Payers organize their data, vendors, and business processes behind one login so they can efficiently manage the different pieces of the health plan in one place.

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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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Navix Health logo

Cloud-based medical scheduling software for healthcare

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Navix Health is a cloud-based platform designed to help mental health professionals streamline clinical documentation, management, and claim submission.

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Carbon Health logo

All-in-one, cloud based care management platform for clinics

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Carbon Health is an all-in-one, cloud-based care platform for health clinics and practices wanting to connect to patients via video calls and native mobile apps

Read more about Carbon Health

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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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TIMS Medical logo

Revenue cycle management solution for HME and DME providers

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Designed for home medical equipment (HME) and durable medical equipment (DME) providers, TIMS Medical is a business management solution that helps manage the revenue cycle by synchronizing data in real-time across the platform.

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