5 Best HIPAA-compliant CRMs for Healthcare

Cody Cromwell
Written by
Last update:

How We Evaluated HIPAA-compliant CRMs

When evaluating the various CRM systems available on the market, we immediately thought of HIPAA compliance.

For our evaluation, we contacted HIPAA-compliant consultants before deciding which one we wanted to take a closer look at. In the end, the list we compiled of the 5 best HIPAA-compliant CRMs is filled with some of the latest and most innovative solutions on the market.

In addition to looking at their functionality, we also analyzed whether or not they are user-friendly, the level of customer support they offer, and their overall compatibility with various industry applications.

In the process of researching the best HIPAA-compliant CRMs, we found that integrating them into an enterprise’s user workflow isn’t always simple. Some of these systems depend on the enterprise’s IT department to get everything up and running. Others are more developer friendly.

HIPAA-compliant CRMs can handle your company’s intake, demographics, and marketing needs, while also linking to your other systems to automate and streamline your process of interacting with patients.

Salesforce Health Cloud: Best Overall HIPAA-compliant CRM

Salesforce Health Cloud is an integrated platform that helps health professionals and patients to collaborate. It is a cloud-based application, backed by a robust dataset of over a trillion health records to help you make better, faster decisions. Salesforce Health Cloud offers business and healthcare apps that can be used in different areas of healthcare, such as the care coordination, quality of care, wellness and patient engagement.

Currently, several more than 700 hospitals and healthcare systems are using Salesforce Health Cloud to record patient information. Salesforce Health Cloud has a HIPAA-compliant platform that generates, stores, manages and protects complete medical records. The platform can be used by medical practitioners, nurse practitioners, physician assistants, and medical assistants to record patient’s information.

The information collected through the mobile app has been made accessible through Salesforce’s other mobile apps such as Salesforce Chatter, Salesforce1, Salesforce1 Service Cloud, and Salesforce Customer Insight. The platform also offers a tool for healthcare staff to use it to record the chart and patient data much faster and more efficiently than before.

Outlook: Salesforce Health Cloud is a suitable solution for any healthcare business that has a need to access, create, and share patient information.

Pricing

The most important feature to look for in a CRM is the ability to link to other systems. If you are a clinic or medical facility, knowing you have visibility across your system, and that other systems can be integrated into your CRM, is critical. You also need to make sure that you can write to all of the systems you use in a normal working day – and if you are having trouble writing to any one system, you want to know about it immediately.

In terms of a price point, you might be thinking, ‿I’ll just get something cheap.” There is nothing wrong with that! However, I recommend you consider either going with a hosted option (we’ll discuss a few of those in the next section) or investing a little more money in a quality solution.

The examples that follow will give you a good idea of what you can get for the money.

Features

Healthcare professionals are no strangers to HIPAA compliance, but CRM specialists may not be equally aware of the necessary security protocol to keep patient information safe. The discussion in official meetings, around conference tables, and online emanates about the risks associated with third-party sharing of protected health record (PHR) identifiers. From patient charts to insurance claims, systems of record can funnel information from one location to another and store this sensitive health information.

Though virtually all organizations in the current health care system use this technology for the exchange of clinical information, this transfer of information does not operate on a single access point. As an example, patient charts stored in a nursing home may be accessed by physicians in the clinic’s emergency waiting room; or a clerk at insurance company could access an individual’s medical records stored in another office.

This reality creates the potential for exposure to anyone with access to the facility’s wireless network, the second-to-second turnover of personnel, or a user’s gaffe that results in inadvertent action. Even your most secure passwords can be exposed if an unsecured connection is made.

Following are the five most sought-after features for creating HIPAA-compliant systems of record:

Appropriate Logging and Management to Ensure HIPAA Compliance

What Users Think About Salesforce Health Cloud

The Salesforce Health Cloud attracts all kinds of users to its services, from the novice to the pro. The Salesforce Health Cloud offers a different solution for healthcare professionals because of its flexibility of customization which allows for specific workflow for all the different cases.

There are a lot of solutions on the market for healthcare organizations and they all have their different pros and cons. Salesforce Healthcare Cloud addresses this by allowing users to customize the system to fit their specific needs.

Salesforce is used in places that range from small practices and large multi-state practices to hospitals and laboratories. Healthcare and medical institutions make use of Salesforce to create a unique workflow that can be tailored to any type of case. With Salesforce, providers can customize their system based on their needs. If they have a high volume of patients or high patient satisfaction customers, they can easily update their system.

With 365 days of the year, doctors can work with sales and marketing to build a business in the Healthcare industry. Healthcare organizations can create their own custom Health Cloud solution by selecting objectives. With 6 objectives behind Salesforce Healthcare Cloud, companies ensure their users are always able to optimize their use of the system so that users no longer have to spend a lot of time struggling with a system that does not fit their needs.

Enquire CRM: Best HIPAA-compliant CRM for Senior Living Centers

Pricing

The most important feature to look for in a CRM is the ability to link to other systems. If you are a clinic or medical facility, knowing you have visibility across your system, and that other systems can be integrated into your CRM, is critical. You also need to make sure that you can write to all of the systems you use in a normal working day – and if you are having trouble writing to any one system, you want to know about it immediately.

In terms of a price point, you might be thinking, ‿I’ll just get something cheap.” There is nothing wrong with that! However, I recommend you consider either going with a hosted option (we’ll discuss a few of those in the next section) or investing a little more money in a quality solution.

The examples that follow will give you a good idea of what you can get for the money.

Features

Healthcare professionals are no strangers to HIPAA compliance, but CRM specialists may not be equally aware of the necessary security protocol to keep patient information safe. The discussion in official meetings, around conference tables, and online emanates about the risks associated with third-party sharing of protected health record (PHR) identifiers. From patient charts to insurance claims, systems of record can funnel information from one location to another and store this sensitive health information.

Though virtually all organizations in the current health care system use this technology for the exchange of clinical information, this transfer of information does not operate on a single access point. As an example, patient charts stored in a nursing home may be accessed by physicians in the clinic’s emergency waiting room; or a clerk at insurance company could access an individual’s medical records stored in another office.

This reality creates the potential for exposure to anyone with access to the facility’s wireless network, the second-to-second turnover of personnel, or a user’s gaffe that results in inadvertent action. Even your most secure passwords can be exposed if an unsecured connection is made.

Following are the five most sought-after features for creating HIPAA-compliant systems of record:

Appropriate Logging and Management to Ensure HIPAA Compliance

What Users Think About Enquire CRM

According to website reviews, most customers feel that Enquire is one of the most reliable and cost effective CRM systems available for healthcare industry. Other users laud the system’s functionality and clarity, stating that it has helped them improve their efficiency and bottom line.

The business management software has a four/five star rating on each of its platforms: Enquire CRM, Enquire CRM PRO, and Enquire web app. Customers who rated this product most positively complimented its reliability, user-friendly functionality, and industry-specific features.

Of the Enquire CRM five star ratings, the most common compliment was its simplicity. Customers found that the system user interface was easy to navigate and it was logically designed so that all data could be accessed in one location, making it easy to use from any device.

Many reviewers also lauded the software’s ability to manage information regarding both patients and insurance. Some reviewers said it was extremely useful in processing electronic claims and its ability to display costs in both dollars and percentages allowed for better accounting.

Enquire CRM Features

Enquire CRM base has over 90 powerful features such as scheduling appointments, handling patient check-ins, maintaining patient lists, and producing practice report cards. It is designed to easily handle all of your office needs and save time so you can focus on your patients.

NexHealth: Best HIPAA-compliant CRM for Ease of Use

NexHealth‒s HIPAA-compliant solution is designed for healthcare providers who don’t want to spend time dealing with different solutions while still wanting to handle their patient information efficiently. This approach ensures that they can only store and manage documents and records in one place without risk of data breaches. They can manage patient information on this single platform, which includes everything from electronically receiving and sending patient information to filing patient notes. As a result, NexHealth has become a popular solution among healthcare providers that don’t want to concern themselves with what type of cloud solution they use for their organization’s data.

With this cloud-based patient information storage and management solution, anyone from administrative staff to medical staff can access patient information, reports, and billing from a single location. They also receive alerts and forms that allow them to use their HIPAA-compliant solution as part of their administrative workflow.

This HIPAA-compliant solution also integrates with other health system apps, automated workflows, and enterprise resource planning systems to help healthcare providers see all of a patient’s information across all care sites. Finally, they can use this app to create a patient database and uses its smart discovery features to help them build a comprehensive medical record that can be used to share information between different providers, systems, and care sites without compromising patient privacy.

Pricing

The most important feature to look for in a CRM is the ability to link to other systems. If you are a clinic or medical facility, knowing you have visibility across your system, and that other systems can be integrated into your CRM, is critical. You also need to make sure that you can write to all of the systems you use in a normal working day – and if you are having trouble writing to any one system, you want to know about it immediately.

In terms of a price point, you might be thinking, ‿I’ll just get something cheap.” There is nothing wrong with that! However, I recommend you consider either going with a hosted option (we’ll discuss a few of those in the next section) or investing a little more money in a quality solution.

The examples that follow will give you a good idea of what you can get for the money.

Features

Healthcare professionals are no strangers to HIPAA compliance, but CRM specialists may not be equally aware of the necessary security protocol to keep patient information safe. The discussion in official meetings, around conference tables, and online emanates about the risks associated with third-party sharing of protected health record (PHR) identifiers. From patient charts to insurance claims, systems of record can funnel information from one location to another and store this sensitive health information.

Though virtually all organizations in the current health care system use this technology for the exchange of clinical information, this transfer of information does not operate on a single access point. As an example, patient charts stored in a nursing home may be accessed by physicians in the clinic’s emergency waiting room; or a clerk at insurance company could access an individual’s medical records stored in another office.

This reality creates the potential for exposure to anyone with access to the facility’s wireless network, the second-to-second turnover of personnel, or a user’s gaffe that results in inadvertent action. Even your most secure passwords can be exposed if an unsecured connection is made.

Following are the five most sought-after features for creating HIPAA-compliant systems of record:

Appropriate Logging and Management to Ensure HIPAA Compliance

What Users Think About NexHealth

When choosing a Customer Relationship Management System (CRM), it’s helpful to consider what others have said about it. On TrustRadius, we have thousands of reviews listed for most popular software companies, giving you valuable insights to assist your software selection.

You can count on our reviews to be informative, unbiased, professional and free of sales pitches. Our reviewers are not paid by review sites to recommend one product over the other. Instead, each review is written by a TrustRadius member from a business perspective, allowing you to find out whether our members think a company is a good business partner.

We generally post reviews from TrustRadius’s 7,000+ professional reviewers. However, some companies choose to post their own reviews as well. For example, UserVoice has kindly shared its reviews with us on this list and we’re including them here so you can explore reviews from real customers.

NexHealth is currently undergoing an overhaul and will be relaunched as CliniConnect in early 2017.

PatientPop: Best HIPAA-compliant CRM for Growing Practices

PatientPop is a patient-centric care management system which features an omnichannel platform that simplifies the care process and drives actionable insights easier than ever.

With its innovative approach to record management and data importation, this HIPAA-compliant software is the ideal CRM for growing practices. It includes a centralized store for medical records, EDI adapter, features a patient and physician self-service tool. It offers a personalized patient portal for real-time communication, mobile app, chat support and a mobile trip ticket capabilities.

PatientPop is also a social media marketing platform for physician practices that provides comprehensive marketing and image refinement tools to enhance an image. It is designed to help build a physician practice’s reputation and foster a solid relationship with patients and providers. It will also help growth through enhancement and expansion of physicians’ social media footprint and potential patient base.

This HIPAA-compliant CRM also helps in streamlining the business processes by reducing administrative duties and job-work, and enabling front office staffs and social workers to spend more time on patients.

The integrated communication tools enables to increase their network of relationships and create a niche. The integrated marketing tools allows creating and implementing custom email marketing and social media campaigns, as well as analyzing the performance of each individual campaign.

Pricing

The most important feature to look for in a CRM is the ability to link to other systems. If you are a clinic or medical facility, knowing you have visibility across your system, and that other systems can be integrated into your CRM, is critical. You also need to make sure that you can write to all of the systems you use in a normal working day – and if you are having trouble writing to any one system, you want to know about it immediately.

In terms of a price point, you might be thinking, ‿I’ll just get something cheap.” There is nothing wrong with that! However, I recommend you consider either going with a hosted option (we’ll discuss a few of those in the next section) or investing a little more money in a quality solution.

The examples that follow will give you a good idea of what you can get for the money.

Features

Healthcare professionals are no strangers to HIPAA compliance, but CRM specialists may not be equally aware of the necessary security protocol to keep patient information safe. The discussion in official meetings, around conference tables, and online emanates about the risks associated with third-party sharing of protected health record (PHR) identifiers. From patient charts to insurance claims, systems of record can funnel information from one location to another and store this sensitive health information.

Though virtually all organizations in the current health care system use this technology for the exchange of clinical information, this transfer of information does not operate on a single access point. As an example, patient charts stored in a nursing home may be accessed by physicians in the clinic’s emergency waiting room; or a clerk at insurance company could access an individual’s medical records stored in another office.

This reality creates the potential for exposure to anyone with access to the facility’s wireless network, the second-to-second turnover of personnel, or a user’s gaffe that results in inadvertent action. Even your most secure passwords can be exposed if an unsecured connection is made.

Following are the five most sought-after features for creating HIPAA-compliant systems of record:

Appropriate Logging and Management to Ensure HIPAA Compliance

What Users Think About PatientPop

We’re taking a look at patient-facing CRMs that can also serve as a good patient engagement tool, for free.

Not only do they communicate with the patients, but they also help in creating valuable and romantic patient-physician relationship. In order to choose the best product, we have shown the comparison of various products, based on variety of reviews gathered by the users.

In the following review, we have listed and discussed the best products, their short, side and long-term features and benefits, and their reviews.

Here are the best 5 CRMs for patients:

HealthcareCRM (HLTHCRM)

The product of the company named HealthLeads, HealthcareCRM helps to present the data and information required for the proper treatment of patients in a more visible manner. The patient can see the doctor’s information and details regarding the visits, appointments, payment, and other activities significantly faster.

It has a feature called Talk to Me that helps in communicating with the physicians in a better way. The patients can get details about their treatment and whole history, as it has the maps and details of all the encounters of the patient with the physician.

It has a full-featured mobile app.

Caspio: Best HIPAA-compliant CRM for Customization

Caspio offers an unlimited feature set, a wide variety of reports by different criteria, and the ability to customize the CRM to fit your needs. The best way to use the CRM is to customize it to your organization’s needs in a HIPAA-compliant manner and then create reports based on custom criteria.

I found the reports to my liking and the fact that there were no dependencies on plug-ins to be refreshing.

Caspio is easy for non-technical users to use, and it has a clean CRM interface that’s friendly for novices. The biggest strength of this CRM is its support for integration with other systems. The CRM also offers real-time analytics.

Although I thought this was a great CRM, it wasn’t the absolute best CRM for me because there were some configuration issues that I could not understand in the interface.

Simply put, this CRM is a great solution for those with custom needs, it’s very customizable, and has great support. If you’re a large organization and have the resources to customize the system, Caspio is a great choice.

Pricing

The most important feature to look for in a CRM is the ability to link to other systems. If you are a clinic or medical facility, knowing you have visibility across your system, and that other systems can be integrated into your CRM, is critical. You also need to make sure that you can write to all of the systems you use in a normal working day – and if you are having trouble writing to any one system, you want to know about it immediately.

In terms of a price point, you might be thinking, ‿I’ll just get something cheap.” There is nothing wrong with that! However, I recommend you consider either going with a hosted option (we’ll discuss a few of those in the next section) or investing a little more money in a quality solution.

The examples that follow will give you a good idea of what you can get for the money.

Features

Healthcare professionals are no strangers to HIPAA compliance, but CRM specialists may not be equally aware of the necessary security protocol to keep patient information safe. The discussion in official meetings, around conference tables, and online emanates about the risks associated with third-party sharing of protected health record (PHR) identifiers. From patient charts to insurance claims, systems of record can funnel information from one location to another and store this sensitive health information.

Though virtually all organizations in the current health care system use this technology for the exchange of clinical information, this transfer of information does not operate on a single access point. As an example, patient charts stored in a nursing home may be accessed by physicians in the clinic’s emergency waiting room; or a clerk at insurance company could access an individual’s medical records stored in another office.

This reality creates the potential for exposure to anyone with access to the facility’s wireless network, the second-to-second turnover of personnel, or a user’s gaffe that results in inadvertent action. Even your most secure passwords can be exposed if an unsecured connection is made.

Following are the five most sought-after features for creating HIPAA-compliant systems of record:

Appropriate Logging and Management to Ensure HIPAA Compliance

What Users Think About Caspio

Caspio is a HIPAA-compliant CRM that you can use to manage every aspect of your practice. It is available in cloud-based as well as on-premise versions.

The company was founded in 2007 and has really been building a product series that healthcare providers of different sizes can utilize to manage their practices. In fact, it’s easy to see Caspio as a digital version of your practice management software. While fundermental analysis is definitely something to consider, the system is currently being used in hundreds of practices across the country.

One of the things that users like about Caspio’s HIPAA-compliant CRM is the fact that it’s extremely comprehensive and allows them to manage every aspect of their practices, from scheduling to billing, while providing compliance and safety guarantees. It’s essential that providers know that Caspio is HIPAA compliant to ensure that they are handling sensitive information correctly.

Another thing users like about this CRM is that it really focuses on efficiency, automation, and productivity. This is a much-needed improvement for practices that are already challenged with how much data they have to manage and that clients want them to do more with less.

Another advantage of Caspio is that it is designed to work as a platform of its own. This means that you can build and customize interfaces.

Bottom Line

This reviews are for all the healthcare CRM solutions that are available in the market. What is CRM? who has or will use these solutions? and what are the issues these solutions resolve? Read the article to know the HIPAA-compliant healthcare CRM solutions.

CRM is broad catchphrase used to describe a range of solutions that aim to promote communication and collaboration between those working in the enterprise. It’s a bit like a portmanteau of CRM and DMS since these solutions are used to simultaneously manage and coordinate customer information, but a CRM remains a customer-focused initiative.

CRM solutions developed by corporations, governments, NGOs, and universities all face similar challenges even if they often implement different technologies to do so. These challenges include finding new and better ways to understand their customers, responding quickly to customer needs, and providing tailored solutions for these needs. Of course, these challenges differ based on the specific nature of each solution, but by and large, it’s an attempt to build an overall enhanced customer and user experience.