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It’s difficult to find the right CRM that meets your needs and is compatible with your practices. Here are a few of our favorite, HIPAA-compliant options.
The “healthcare crm companies” is a list of five CRMs that are HIPAA-compliant. They are detail oriented and have great customer service.
The Health Insurance Portability and Accountability Act of 1996 (HIPAA) establishes privacy and security requirements for health and wellness providers. It also includes the technologies that these individuals use, such as customer relationship management (CRM) software. These standards are met by the top HIPAA-compliant CRMs, which also feature means to handle operations such as patient record management, marketing, and patient care assistance.
We looked at a number of HIPAA-compliant and wellness industry-specific CRM software choices and came up with the following top five:
- Overall, Caspio is the best option for big enterprises seeking for greatest customisation.
- PatientPop is a great option for healthcare organizations searching for easy-to-use telehealth products.
- CRM enquire is a great alternative for firms that provide assisted care services.
- NexHealth is a good option for healthcare professionals searching for a simple and secure way to accept payments.
- Salesforce Health Cloud is a service provided by Salesforce. is a good option for healthcare and life sciences firms looking for enhanced CRM functionality.
Caspio is the best HIPAA-compliant software overall.
Caspio
3.64 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.
What We Enjoy
- There is a free option available.
- Provides low-code customization options
- Users may create data management apps for medical services as well as administrative tasks.
What Isn’t There
- Only the Grow plan offers turnkey HIPAA compliance.
- Application for mobile devices
- Customer assistance is available 24 hours a day, 7 days a week
Caspio Pricing in a Nutshell
- Limited alternatives are available for free.
- $100 per month to investigate
- Monthly cost of construction: $200
- $400 per month to grow
- Corporate: a distinct quote
- 14-day free trial
*Pricing is based on yearly billing; however, monthly billing is possible at a higher cost.
Caspio’s key selling point is its ability to mass customize products. Organizations may use a low-code approach to create HIPAA-compliant apps that include built-in applications for charting data, generating online forms, booking appointments, mapping, and much more.
Despite the ability to create certain Application for mobile devicess through the Caspio platform, Caspio itself doesn’t have a Application for mobile devices to manage CRM activities. For businesses looking for a mobile HIPAA-compliant CRM, we would recommend CRM enquire or NexHealth as viable options.
Caspio’s Highlights
Home page for the Caspio application design (Source: Caspio)
- Point-and-click tools may be used to create HIPAA-compliant database applications.
- Users may create a system for tracking medical equipment and inventories.
- Appointment scheduling and reminder apps that are HIPAA compliant may be integrated.
- Design for business process automation that is simple to use
Pay a visit to Caspio.
Best for Telehealth Solutions is PatientPop.
PatientPop
3.30 OUT OF 5 I I I I I I I I I I 1 Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.
What We Enjoy
- Basic marketing tools such as online form appointment scheduling, email templates, and automated blog updates are included in the free plan.
- The navigation interface is simple and easy to use.
- HIPAA-compliant, configurable, and mobile-friendly digital patient registration
What Isn’t There
- Text messaging, digital faxing, and email marketing are all included in this low-cost service.
- Customer service through live chat
- Effortless calendar synchronization
A Quick Look at PatientPop’s Pricing
- Free: Only telehealth marketing functions are available.
- Standard: $150 per month, per license
- Pro: Each quote is given individually.
PatientPop provides consumers with more current options than other HIPAA-compliant CRMs, notably via its virtual telemedicine technologies. Patients may arrange virtual appointments, keep informed in the tele-waiting room, and communicate with their healthcare professionals in a high-definition (HD) two-way video conference using PatientPop.
PatientPop makes video conferencing for medical visits simple. If consumers have problems, they may only contact customer care by phone or email, and only during business hours. We choose Salesforce Health Cloud is a service provided by Salesforce. for more robust customer support, which is accessible on all channels throughout longer hours.
PatientPop’s Advantages
Dashboard for PatientPop (Source: Dribbble.com)
- HD video telemedicine tools with two-way communication
- More than 60 electronic medical record (EMR) systems have been integrated.
- Tools for producing and monitoring internet reviews are built-in to the software.
- Search engine optimization tools are included on the platform (SEO)
Visit PatientPop for more information.
CRM enquire is ideal for Assisted Living Facilities.
CRM enquire
3.27 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.
What We Enjoy
- Referral management tools built-in
- Application for mobile devices interface is easy to navigate
- Calendar synchronization with Outlook and Google
What Isn’t There
- Pricing information that is transparent
- Live chat customer service
- Tool for creating reports that is easy to use
CRM enquire Pricing at a Glance*
- CRM enquire: Quoted individually
Compared to the other HIPAA-compliant CRMs on this list, CRM enquire was specially designed for assisted living service businesses like home health care, hospice, and senior living facilities. This is reflected in its marketing automation features for managing referrals, digital marketing campaigns, and insights on prospective residents.
Many built-in solutions allow CRM enquire users to keep in contact with residential and nonresidential patients, including a live chat channel through the website, inbound call answering, and outbound follow-up calls.
Many of the customer reviews for CRM enquire suggest there are issues generating reports within the platform. For more intuitive report generation solutions, we recommend Caspio, which can generate fully customizable reports easily through point-and-click functionality.
CRM enquire Features
CRM enquire Pipeline View. Source: GetApp
- Call terminology that may be used to monitor phone conversations and procedures
- Transition from live chat to a phone call that can be converted.
- Tools for creating popup forms that allow website visitors to sign up for newsletters, events, or the live chat portal.
- Calling, emailing, or messaging prospects is simple with one-click communication.
Visit CRM enquire
NexHealth is the most HIPAA-compliant payment processing CRM on the market.
NexHealth
Overall Score: 3.02 OUT OF 5 iOur score is based on our experts’ weighted analysis of hundreds of comparable items and services.
What We Enjoy
- There are no extra charges for third-party integrations.
- Marketing, administrative duties, and healthcare service operations are all covered by this comprehensive solution.
- User-friendly Application for mobile devices
What Isn’t There
- Pricing for plans that are clear
- When a patient cancels an appointment, the calendar is automatically synced.
- Invoicing for partial payments is possible.
A Quick Look at NexHealth’s Pricing
- Obtain: Quoted on a case-by-case basis
- Keep in mind that each quote is unique.
- Individual quotations are a source of delight.
The easy-to-use built-in interface for making and receiving payments is NexHealth’s most remarkable feature in compared to other HIPAA-compliant CRMs. NexHealth users may send bills to patients by SMS or email, allowing them to view the amount outstanding and make a payment by clicking a link.
Patients are still receiving notifications for canceled appointments owing to calendar synchronization issues, according to NexHealth users. We propose PatientPop to healthcare organizations searching for a better coordinated and automated procedure for scheduling management tasks.
Features of NexHealth
Payment invoice sent via email from NexHealth (Source: SoftwarePundit)
- Built-in features include the ability to send invoices and collect payments by email or text message.
- Many practice management systems (PMS) are supported, including Cloud 9 Software, Curve Dental, Eaglesoft, and others.
- Managing canceled appointments and “no shows” using automation tools
- Patient SMS messaging that is HIPAA compliant
- Create and distribute automated surveys for Google, Facebook, and Yelp reviews.
Visit NexHealth for more information.
Salesforce Health Cloud is a service provided by Salesforce. is the best option if you need advanced features.
Salesforce Health Cloud is a service provided by Salesforce.
2.83 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.
What We Enjoy
- Design and functionality are similar to those of other Salesforce products.
- Live chat, phone, and email are all options for contacting customer assistance.
- Interface display, tasks, healthcare event timelines, healthcare team responsibilities, and more may all be customized to a large extent.
What Isn’t There
- Low-cost strategy
- To explore and use, the user interface is simple and intuitive.
- Full web application capabilities on the Application for mobile devices
Salesforce Health Cloud is a service provided by Salesforce. Pricing at a Glance
- Enterprise: $300 per month for each user
- Unlimited: $450 per month for each user
- 30 day free trial
*Pricing is based on a 12-month billing cycle.
Through its health cloud edition, Salesforce Health Cloud is a service provided by Salesforce. offers healthcare and life sciences businesses an array of advanced capabilities like disease contact tracking, data model creation, program management for life science trials, and tools to evaluate determinants of health ramifications based on social or environmental factors.
Although Salesforce Health Cloud is a service provided by Salesforce. is a HIPAA-compliant CRM that offers organizations plenty of state-of-the-art functionality, the interface is by no means intuitive, and operating the platform involves a steep learning curve. For businesses that want a CRM that is HIPAA compliant and much easier to use, we recommend looking at PatientPop or NexHealth.
Salesforce Health Cloud is a service provided by Salesforce. Features
Salesforce Health Cloud is a service provided by Salesforce. contact tracing feature (Source: Salesforce)
- Cross-referencing, combining reports, and showing information history are all built-in advanced reporting capabilities.
- Patient history may be seen inside the platform thanks to integration with EHRs.
- Utilization management capabilities assist healthcare professionals to decrease human intervention times by automating choices based on medical policy and service level agreements (SLAs).
- To show the possible spread of illnesses and infections, contact tracing methods are used.
- Possibility of creating data models based on clinical trial and insurance data
Visit Salesforce Health Cloud for more information. is a service provided by Salesforce.
How Did We Pick the Top HIPAA-Compliant CRMs?
To find the top HIPAA-compliant CRMs, we looked at overall product cost as well as having a high level of HIPAA-compliant security requirements. Medical billing features, electronic health record (EHR) administration, and appointment scheduling tools should all be included in the CRM, as well as easy platform use and responsive customer service.
Caspio is the greatest overall solution, according to our study, because of the platform’s mass customisation possibilities for laying out the interface, configuring the database presentation, and constructing unique CRM apps.
The following tabs provide insight into our selection process for the best HIPAA-compliant CRM:
30% of the overall score
Price was the most strongly weighted while analyzing the top HIPAA-compliant CRMs, since it is often one of the most significant criterion for any small organization. We looked at the availability of free plans, different subscription choices, and whether or not monthly pricing was an option.
20% of the overall score
We looked for features that were specifically designed to help with healthcare or life sciences business operations, such as tools for marketing campaigns, integrations with electronic medical record (EMR) systems, and reporting capabilities for visualizing and improving operations, in addition to being HIPAA compliant.
20% of the overall score
Any application’s features are only as useful as its usability. As a result, the technical competence necessary to set up the HIPAA-compliant CRM software, the knowledge required to manage the platform, and the general intuitiveness of the interface were examined.
20% of the overall score
Comprehensive support and service may help users avoid problems while using the platform. Customer service hours and availability of assistance by phone, live chat, and email were considered while evaluating help and support.
10% of the overall score
We reviewed what other users had to say about each HIPAA-compliant CRM, taking into account how consumers feel based on their evaluations to acquire insight into product popularity, simplicity of use, and overall value for the price.
*Percentages based on total score
The “onpipeline healthcare crm” is a HIPAA-compliant CRM. It has been designed with the needs of hospitals in mind, but it can also be used for other types of businesses.
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