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Healthcare CRM Software with Self Service 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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66 software options

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Carepatron logo
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Bitrix24 logo

All in one business management workspace

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Build online database applications without coding.

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Thryv logo
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vcita logo
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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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MidexPRO logo

Cloud-based Private Practice Management Software

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ShiftCare logo

Home care software for agencies and care teams

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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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Field Service Management Software

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servis.ai logo

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

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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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ServiceOS logo

Field service management solution

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ServiceOS is designed to automate countless interactions for you. From crew management and job scheduling to invoicing and payments. The future is now and taking your business to the next level has never been easier.

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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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AbbaDox logo

We Simplify Healthcare IT.

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