A small-clinic CRM with HIPAA mode on from day one.
Patient flow from referral to billed, insurance and prior-auth tracking, and appointment reminders that don’t leak the visit reason. Built for small practices and telehealth providers who need the rigor without the enterprise EMR.
Your patient flow on day one
Fresh medical tenants boot with these stages. Rename, reorder, or add — but you’re not starting from an empty template.
- Referral
- Intake
- Verification
- Scheduled
- Visit
- Billed
No-show is tracked separately, not as a final stage.
What’s in the Medical Starter pack
Everything below is turned on the first time you log in.
- HIPAA Mode — PHI audit logging, stricter session timeouts, mandatory access justifications. On from the first login.
- Patient Intake — Structured intake forms, chief-complaint capture, consent-to-treat workflow.
- Insurance Tracking — Per-patient payer, policy number, prior-auth numbers, and expiry alerts.
- Appointment Reminders — SMS and voice reminders with HIPAA-appropriate opt-in language.
- Advanced Reporting — Scheduled CSV/PDF exports on your cadence.
Pre-built task templates: Insurance verification · Intake form distribution · 24h appointment reminder — each with HIPAA-aware checklists.
Every patient contact tracks what you need for a compliant visit.
Out of the box, every patient contact has fields for:
- Patient ID
- Insurance provider
- Policy number
- Prior-auth number
- Date of birth
About HIPAA
HIPAA mode changes how PhoneCentral CRM behaves — audit logging, session handling, access control. It doesn’t replace a BAA or a compliance program. If you’re a covered entity, we’ll walk through the BAA with you before the beta starts.
A look at the patient view
Request medical beta access.
We onboard medical practices one at a time so we can walk through HIPAA posture and the BAA with you before you load any patient data.