HIPAA-compliant customer relationship management (CRM) software is critical for healthcare organizations. This is because attracting and retaining new patients or clients needs to be a top priority for services to stay relevant and competitive. We identified the top five CRMs that comply with the latest patient privacy rules to help your practice or health-related service become more customer- or patient-centric.
(Best Overall) Companies that want to engage patients, collaborate across their entire organization, and increase employee productivity
Senior living facilities and post-acute care, such as hospice or nursing homes
Healthcare practices of all sizes and verticals wanting a straightforward user experience
Physicians and doctors running private practices or multi-provided practices
Enterprise-level health organizations looking for a high-level of customization
How We Evaluated HIPAA-compliant CRMs
Patients have begun to treat healthcare like any other business, reviewing doctors online and searching for cheaper or more natural alternatives to medications. These newly empowered healthcare recipients make strategic, well-researched decisions in ways that weren’t possible 10 years ago. However, regulations such as the Health Insurance Portability and Accountability Act (HIPAA) mean CRM systems designed for the healthcare industry must have more built-in encryption or other security measures for electronic health records (EHRs) stored within their systems beyond what is required by other CRM types.
In order to be considered, a CRM had to specify it was HIPAA compliant, but to determine the best CRM software for the healthcare industry, we also compared the following:
- Features and specific use cases related to patient management, such as patient portals and appointment setting
- Testimonials by healthcare organizations
- Encryption features to properly handle electronic health records (EHRs)
- Ease of use and software interface
Salesforce Health Cloud: Best Overall HIPAA-compliant CRM
Salesforce Health cloud allows providers to “zoom out” and see a holistic view of patient data. For example, you can see a patient’s current conditions, medications, and appointment history on a single screen. This 360-degree view results in a patient-centered experience and customized care plans that “wow” customers.
Simple, easy-to-use design
While there is a more affordable version of Salesforce for small business, you must upgrade in order to get health-related functionality
Easy to train on, short learning curve
Perfect for companies that are growing and scaling
Pricing for Health Cloud starts at $300.00 per user, per month. They do not offer a free version, but they do offer a 30-day free trial.
- Appointment scheduling
- Care planning
- Patient education
- Personal health record
What Users Think About Salesforce Health Cloud
Users find Salesforce Health Cloud easy to use and enjoy its simple design. They appreciate the time, energy, and resources they save on training since it’s easy to implement and learn. Because of the breadth of integrations, organizations rely on Salesforce when they eventually need to scale. Salesforce is a pricier option, and users found it to be more expensive than other software as a service (SaaS) competitors.
Enquire CRM: Best HIPAA-compliant CRM for Senior Living Centers
Enquire CRM is quickly cornering the market on senior living. It seamlessly integrates with existing business platforms, which helps established organizations that rely heavily on their legacy systems. Enquire uses customized reporting and business intelligence tools to increase admission rates, measure overall performance, and create exceptional customer experiences. They offer a high level of workflow and terminology customization, saving time and increasing productivity.
Marketing capabilities and features
Inability to create highly customized reports
Ease of use
Setup process not easy
Enquire CRM does not provide pricing on their website. You must reach out directly and speak to a sales representative.
- Admissions management
- Billing and invoicing
- Medication tracking
- Incident management
- Event and activities planning
- Meal and nutrition management
What Users Think About Enquire CRM
Users enjoy their marketing capabilities and ease of use. They found that it helped keep their team unified and compliant with entering consistent, accurate information into their database. Also, they enjoyed reviving older leads with automation features like follow-up scheduling. When it comes to reporting, while there were several templated, pre-existing reports, users didn’t find customized reporting to be intuitive or straightforward.
NexHealth: Best HIPAA-compliant CRM for Ease of Use
NexHealth is a front-runner in this space, allowing healthcare providers to offer online scheduling, appointment reminders, and digital waiting lists. Their telehealth platform enabling video visits is one of its most distinguishing features. NexHealth is a patient engagement platform that integrates directly with EHR and other practice management systems. Digital reporting, forms, and payments allow organizations to put the patient experience front and center, and its flexible and straightforward client-forward user interface makes it perfect for healthcare practices of all sizes and verticals to connect with their patients.
Aids patient communication
Inability for patients to make partial payments
Facebook and Google survey feature
Limited customizability of patient appointment reminder features
NexHealth starts at $350.00 per month. There is a “freemium” version. NexHealth also offers a free 30-day trial.
- Patient portal
- Appointment scheduling
- Mobile access
What Users Think About NexHealth
Users love the effectiveness of this product in aiding patient communication. They mostly found value in the survey feature that boosts Google and Facebook review scores, effectively “upping” their social media reputation and presence. Also, customer support was a selling point, as users report excellent experiences with seeking assistance with their software.
PatientPop: Best HIPAA-compliant CRM for Growing Practices
PatientPop is an end-to-end practice growth platform for medical practices looking to streamline their practice’s management and growth. It’s wildly popular with smaller medical practices that want automation of time-consuming front-office tasks while boosting online presence and reputation. However, it also supports multiple locations, making it a great option for those who want to serve patients in several geographic areas.
Boosts online presence
Flexibility in calendar appointment integration
Highly customizable interface
Supports more than one location
For pricing, you must reach out directly to PatientPop.
- Electronic medical record (EMR) and EHR
- Patient registration
- Physician scheduling
- Patient scheduling
What Users Think About PatientPop
PatientPop users enjoy the well-designed interface that focuses on growing their practice rather than tedious administrative tasks. They agree that they saw tangible results in boosting their online presence and general growth of their practice. Practices without extra time or workforce appreciated the platform’s ability to streamline tasks working off a clean, easy-to-navigate interface efficiently. Some users wish there was more flexibility in calendar appointment integration, but it certainly isn’t a deal-breaker.
Caspio: Best HIPAA-compliant CRM for Customization
Caspio is a “low-code” HIPAA-compliant CRM software known for its adaptability. Low-code refers to a platform’s ability to customize and integrate additional features without knowing how to write code. Caspio allows healthcare providers maximum collaboration, patient management, and personalized patient care with one easy-to-use platform. However, it is also an excellent choice for enterprise-level organizations that offer services for more than one industry, like those who may also provide healthcare savings or financial advising services.
Easy to customize without coding
Advanced hosting capabilities for databases, user authentications, and web deployments
Pricing structure not the best for small businesses since basic plan doesn’t give access to APIs
Easy to create apps
Caspio pricing starts at $100.00 per month. You can save $25 by paying annually versus monthly. There is a free version. They also offer a free trial.
- Caspio is Family Educational Rights and Privacy Act (FERPA)- and General Data Protection Regulation (GDPR)-compliant in addition to meeting HIPAA requirements
- Deployment management
- Workflow management
- Drag-and-drop assembly
- Business process automation
- Web and mobile app development
What Users Think About Caspio
Caspio is a fan favorite of organizations that are actively growing and need support while doing so. Those who don’t know how to code love this app’s ability to help organizations excel in competitive industries. Users loved that Caspio allowed them to host databases, user authentications, web deployments, and all actions. Organizations that had app ideas were able to get them up and running in as little as 15 minutes.
HIPAA-compliant CRMs are essential for organizations that need to stay competitive by attracting and retaining new customers. Software that complies with patient privacy rules is a must for business survival and overall health. The right HIPAA-compliant CRM can help your organization provide transparent, convenient, and personalized healthcare to patients.
Healthcare-specific CRMs like those listed in this article will help handle EHRs with the proper encryption and compliance. By implementing a secure CRM, you ensure a superior customer experience through organization and efficiency.