HIPAA-compliant CRM implementation for healthcare providers

CRM solutions in healthcare must work within your existing business infrastructure, supporting workflow automation and team coordination to help you turn your patients into loyal customers. At Edenlab, we implement a HIPAA-compliant Creatio CRM that integrates with your EHR, HIS, LIS, and other systems.

Expertise that powers your success

We specialize in healthcare and speak your language

Edenlab works exclusively with healthcare organizations. We know your business processes: scheduling, billing, referrals, and patient communication. That’s why we can seamlessly automate workflows that match your real needs and anticipate hidden challenges in medical practice.

Integration and data are our strongest sides

We’ve built national systems that connect thousands of providers. That includes integrations with EHRs, billing tools, analytics platforms, and other HIEs. With Creatio, you’ll get a system that manages data cleanly and moves it smoothly across your tech stack without friction.

Powerful CRM customization backed by Creatio expertise

Edenlab is an official healthcare CRM implementation partner of Creatio by Terrasoft. We’ve customized it for enterprise healthcare clients, adapting every element to fit your unique goals. You get both the quick launch of a ready-made solution and the flexibility of custom healthcare CRM development, within a fully HIPAA-compliant setup.

Turn your patients into loyal clients through smarter CRM communication

Up to 73% of patients fail to show or cancel their visits. In many cases, it’s caused by missed communication, disconnected touchpoints, and a lack of long-term loyalty management. A modern custom healthcare CRM management platform helps you build relationships with patients and partners, turning every interaction into an opportunity to deliver value and earn trust.

Patient acquisition and onboarding

Creatio supports a structured onboarding process that helps new patients schedule visits, complete forms, and begin care without unnecessary delays.

Patient retention and reactivation

Creatio helps maintain long-term engagement by tracking patient activity and prompting timely follow-ups when interest or participation drops.

Reducing no-shows

Automated reminders and flexible rescheduling options help decrease the no-show rate, giving employees more predictability and patients more control.

Patient-centered communication

Access to patient preferences and care context allows for outreach that is relevant and respectful, supporting stronger patient-provider connections.

Seamless care coordination

Shared tasks and workflows help teams stay organized and responsive without relying on disconnected tools or repeated handoffs.

Tracking and improving relations with patients and partners

By consolidating all touchpoints, hospital CRM software gives your team a shared view of patient history, referrals, and outreach, improving coordination at every level.

Patient insights for better service and competitive edge

Built-in dashboards highlight patterns in patient behavior and engagement, helping you improve care experience and operational efficiency.

Marketing and sales process optimization

Outreach and referral flows are fully integrated with service delivery, allowing you to grow in ways that stay true to how you operate.

What custom medical CRM development brings to the table (that your EHR doesn’t)

Patient profiles

Gives your team fast, structured access to patient information, including outreach history, marketing touchpoints, and referrals.

Patient management

Track every non-clinical interaction in one place. Unlike EHRs, healthcare CRM products help you manage communications, handoffs, and engagement over time.

Referral and partner management

Track referrals, partners, and affiliates in one place. CRM for hospitals helps you grow and manage these networks without messy spreadsheets or scattered tools.

Team management

Assign tasks, track handoffs, and manage team workflows across departments. Helps non-clinical teams coordinate better without cluttering the clinical record.

Sales and marketing automation

Build campaigns, track lead sources, and measure performance, functionality that simply doesn’t exist in an EHR or HIS environment.

Feedback collection

Automate surveys and collect structured feedback after visits, procedures, or interactions. Use it to improve services and address concerns before they escalate.

Appointment scheduling

Coordinate schedules across multiple teams and channels. Unlike EHRs, CRM software lets you personalize reminders and optimize based on availability, preferences, or marketing rules.

Loyalty program management

Loyalty programs are no longer optional; they’re a strategic asset. Creatio supports built-in loyalty programs with bonuses, rewards, and tiered levels. The system also integrates with external loyalty platforms to match existing strategies.

Intelligent analytics

Visualize patient journeys across the marketing funnel, campaign performance, and engagement trends. CRM analytics focus on experience and growth instead of just care outcomes.

Integration with EHR/HIS/LIS and marketing tools

With our healthcare CRM software development services, you can seamlessly connect to EHR, HIS, LIS, and third-party marketing platforms. This approach fills the gaps between care delivery, communication, and growth operations without creating system overlap.

Third-party integrations that extend your CRM’s value

Patient portals

We extend Creatio to connect with patient portals, giving users a consistent experience across scheduling, messages, and document access.

Chatbots

Using Creatio’s flexibility, we implement chatbot for appointment requests, FAQs, or feedback collection, while keeping conversations traceable.

Doctor dashboards

Custom dashboards give clinicians visibility into outreach activity and patient engagement, built on Creatio and adapted by Edenlab to fit your specific workflows.

Out-of-the-box capabilities of Creatio, we can adapt to your specific needs

Smarter patient and partner management

When a new patient or referral enters your system, Creatio automatically checks existing records and links related profiles. It prevents duplicates and ensures clinicians and administrators always work with complete, up-to-date information.

Integrated modules for contracts, services, and workflows

From managing referral agreements to maintaining service catalogs or care programs, Creatio offers configurable tools that Edenlab adapts to your internal logic. Every form and process reflects how your organization actually works.

Process automation with no-code tools

From intake routing to financial approvals, Creatio’s no-code process designer lets you build and adjust workflows without developer time, so your operations stay agile as needs evolve.

Adaptive patient segmentation

Creatio groups patients or referral partners based on their interaction history – for example, appointment frequency, service type, or response to reminders. This helps you design personalized communication and optimize follow-up strategies.

Campaigns that evolve with patient behavior

Automated communication sequences adjust dynamically, for example, if a patient opens an appointment reminder but doesn’t confirm, they’ll receive a personalized follow-up. This keeps engagement consistent without manual effort.

Unified performance tracking across teams

Sales, outreach, and operations dashboards are easy to configure and update. Whether you’re tracking response times, conversion rates, or campaign performance, insights stay accessible and actionable.

How we support the evolution from basic marketing tools to platform-driven CRM

From siloed data to unified patient profiles

Then: CRM and EHR/HIS lived in separate systems. Patient data was fragmented across tabs and teams.

Now: With our medical CRM development, data from portals, call centers, labs, and wearables comes together in one clear view. This way, staff get instant context, such as automatically assigning a care coordinator when a patient is discharged from the hospital.

From generic outreach to context-aware journeys

Then: Communication was limited to batch emails or SMS blasts.

Now: With our medical CRM software development services, you can trigger timely, personalized interactions based on care milestones, lab results, and risk scores across channels like SMS, email, and app notifications.

From basic security to a privacy-first, HIPAA-compliant system

Then: CRM tools offered little more than open access to patient records with minimal safeguards.

Now: Our CRM software development for healthcare enforces HIPAA compliance by design with role-based access, consent-driven sharing, and encryption that protects PHI at every interaction.

Integration-focused CRM implementation, built to connect with your EHR, HIS, and LIS

Business analysis

As a healthcare CRM software development company, we begin by exploring your workflows, integration needs, and growth plans. This helps us define where flexibility is required and which connections bring the most value.

System customization, integration, and deployment

We adapt Creatio CRM to match your operational structure and priorities. The system is configured and implemented within your existing infrastructure.

Workflow setup and team training

If needed, we help design CRM workflows around your internal processes. Then we train your team to use the system effectively in their daily work.

Ongoing support

After launch, we continue to support your team. This includes monitoring performance, fine-tuning workflows, and updating CRM integrations as your ecosystem changes.