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Healthcare CRM Software with HIPAA Compliant (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

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Devices supported

Organization types

User rating

59 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!

Read more about Bigin by Zoho CRM

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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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Spotler CRM logo

The Powerful CRM for Growing Teams

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Spotler CRM is designed for growing teams, making it easy to set up and simple to use. All your data is in one place helping you effectively manage your contacts and share information, enabling great team collaboration, improved customer relationships and increased sales.

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Liine logo

AI-powered call tracking, marketing analytics and ad optimiz

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AI-powered call tracking, marketing analytics and ad optimization platform built for multisite healthcare, dental and vet practices

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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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vcita logo
Category Leaders

Appointment scheduling and reminder solution

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vcita is an all-in-one business management app designed with small businesses in mind, helping teams manage clients, schedule, billing and administration. The platform includes a CRM to manage client records, online scheduling to book appointments and manage team calendars, billing and invoicing tools, and a client portal for customers to book, pay, and communicate with the business.

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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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Creatio CRM logo
Category Leaders

New era CRM to manage all customer and operational workflows

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AI-powered healthcare CRM for seamless patient experiences. Healthcare CRM Creatio is designed for large healthcare providers to automate patient engagement, streamline care coordination, and optimize operations with no-code customization.

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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

Read more about NutriAdmin

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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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servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

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With FreeAgent CRM for Healthcare better inform your team to effectively engage and manage patients.

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Solutionreach logo

Patient engagement platform for practices of all sizes

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Solutionreach is a patient engagement platform designed for healthcare practices of all sizes, including primary care, multi-unit operations, and specialty practices. With this solution, healthcare teams can access a comprehensive set of capabilities including website management, online scheduling, reputation management, follow-up surveys, patient portal, telehealth, and more.

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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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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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Ripple logo

Patient recruitment and management for clinical trails

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Ripple is a SaaS platform that automates patient recruitment, administrative tasks, and reporting activities for contract research organizations and academic centers that are conducting clinical research and trials, as well as translational and social studies.

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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.

Read more about Eldermark

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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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Vital Interaction logo

Patient engagement platform for the healthcare industry

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Vital Interaction is designed to help businesses in the healthcare industry manage patient data, business intelligence, and workflow automation. It enables professionals to enhance patient satisfaction, run drip and reactivation campaigns based on current procedural terminology (CPT) and international classification of diseases (ICD) codes, and handle appointments.

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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.

Read more about Intelligent Medical Software

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AgileEMR logo

Customizable practice management software for therapists

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AgileEMR is an Electronic Medical Records (EMRs) software specifically designed to meet the needs of physical, occupational, and speech therapy practices. Key features of the software include documentation, task management, scheduling, reporting, and customizable templates.

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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

Read more about OperaDDS

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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

Read more about Health Cloud

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