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Patient CRM

Every patient, every detail, every interaction - in one place.

A complete patient relationship management system built for healthcare. Track demographics, insurance, communication history, households, and more - with field-level PHI encryption and HIPAA compliance baked in.

Everything you need for Patient CRM.

Comprehensive Patient Profiles

Each patient gets a rich profile page with tabs for appointments, call history, activity timeline, insurance, payments, and messages. See the full picture at a glance - no digging through multiple systems.

Demographics, contact info, and preferences
Appointment history and upcoming visits
Call log with AI conversation transcripts
Activity timeline of all interactions

Household & Family Management

Link family members together into households. See all members at a glance, manage group appointments, and communicate with heads of household for streamlined coordination.

Automatic household grouping
Head-of-household designation
Family relationship tracking
Household-level communication

Insurance Management

Store primary and secondary insurance details with verification status tracking. Know instantly whether coverage is verified, pending, expired, or not on file.

Primary and secondary insurance records
Verification status tracking
Plan name, member ID, group ID storage
Effective date and expiration tracking

New Patient Tracking & Sources

See exactly where your new patients come from - AI calls, website, referrals, walk-ins, or online booking. Track acquisition trends and measure what's working.

Source attribution (AI call, website, referral, etc.)
New patient analytics dashboard
First visit and acquisition date tracking
Source-level performance comparison

HIPAA-Compliant Data Security

Patient data is protected with field-level PHI encryption at rest. Audit logging tracks every access to sensitive records. Built for healthcare from the ground up.

Field-level encryption for PHI (DOB, SSN, insurance)
Access audit logging for compliance
CSV import with data validation
Bulk operations with confirmation safeguards

1 / 5

Hear from practices that use FrontDesk to deliver better experiences every day.

"FrontDesk has completely transformed how we handle patient calls. We never miss an appointment request now, and the AI receptionist sounds so natural that patients don't even realize it's automated!"

SM

Dr. Sarah Mitchell

Owner, Bright Smile Dentistry

"The instant text follow-ups after every call are a game changer. Our booking rate went up 40% in the first month. The setup was incredibly easy too."

JR

James Rivera

Practice Manager, Rivera Family Medicine

"As a veterinary clinic we need after-hours coverage desperately. FrontDesk picks up every call, books appointments, and even answers common questions about our services. Worth every penny."

ET

Dr. Emily Tran

Veterinarian, Pawsitive Care Animal Hospital

360°

Patient view — every call, text, appointment, form, and payment in one unified timeline per patient.

FAQ

Frequently asked questions

Everything you need to know about Patient CRM.

Everything — contact details, appointment history, call recordings, text conversations, form submissions, payments, insurance info, and custom notes. All in one place per patient.

Link family members under one household. See all family appointments together, share contact information, and manage the whole family's care from one view.

Yes. FrontDesk uses field-level PHI encryption, role-based access controls, audit logging, and HIPAA-compliant infrastructure. We sign a BAA with every practice.

Yes. The new patient pipeline shows every lead from first contact to first appointment. Track which channels bring in the most new patients and where leads drop off.

Yes. Search by name, phone, email, insurance, last visit date, appointment type, or custom tags. Build saved filters for patient segments you access frequently.

FrontDesk can sync patient data with popular practice management systems, keeping your records consistent across platforms without manual data entry.

See FrontDesk in action.

Discover how FrontDesk can help your practice never miss a call again.

Ready to never miss a call again?

Stop losing revenue to busy signals. Turn every missed call into a booked appointment, 24/7.

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