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Healthcare CRM Software with Patient Portal (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

26 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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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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Users also considered
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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Users also considered
Saúde Vianet logo

Clinic management system

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The Vianet Health Application is a complement to the management platform for small and medium-sized clinics and offices, offering an extension to a range of products, such as diary, billing, financial, electronic patient records and telemedicine.

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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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Users also considered
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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Users also considered
NexHealth logo

Patient engagement platform for medical and dental practices

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NexHealth is a patient engagement and experience management platform for medical and dental practices. Features include EHR and practice management system integration, online scheduling, digital forms, appointment reminders, payments, video consultations, reporting, two-way messaging, and more.

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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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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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Users also considered
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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Users also considered
GipoNext logo

The all-in-one software solution for clinics

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GipoNext is a 100% cloud-native clinic management software to digitize the whole patient journey.

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Users also considered
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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Users also considered
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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Users also considered
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

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Users also considered
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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Users also considered
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

Users also considered
Genamet logo

All-in-one clinic management software in the cloud

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Genamet is a comprehensive Clinic Management Software that enables users to streamline their processes by digitizing their workflow, thereby improving accessibility and efficiency.

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Users also considered
MNprogram logo

Sales management software for legal and medical industries

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MNprogram is a cloud-based system designed to help businesses in legal, medical, healthcare, and other industries manage sales, customers, billing, accounting, and more. It enables supervisors to automate employee scheduling, run marketing campaigns, and store documents in a centralized repository.

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Users also considered
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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