Patient CRM is the single source of truth for every patient interaction at your clinic — every call, text, email, appointment, treatment, payment, and review — auto-tagged, auto-scored, and segmented for action.
What it does
Most clinics have data scattered across the EHR, the booking tool, the phone system, the email tool, and ad-hoc spreadsheets. Patient CRM stitches it all into one record per patient — with a timeline view of everything that’s ever happened, plus tags and scores that make every other agent in your stack smarter.
How it works
Step 1 — Pull from every channel
Native connectors to your EHR, phone system, SMS, email, ads, web forms, and payments — auto-deduped against patient identity.
Step 2 — Auto-tag & auto-score
Tags by service interest, lifecycle stage, channel preference, no-show risk, and lifetime value. Scores update in real time.
Step 3 — Power every agent
Every other Enzo agent reads from CRM data — that’s how reminders know risk, how acquisition knows lookalikes, how aftercare knows the right protocol.
What you’ll see in 90 days
- One unified record per patient across every channel
- Top 100 patients by revenue visible in one click
- Smart segments for campaigns (e.g., “Botox patients due in 30 days, prefer SMS”)
- Foundation for every other agent in your stack
Setup & onboarding
Live in 10–14 days.
- Days 1–4. Map your data sources (EHR, phones, SMS, email, ads, payments).
- Days 5–10. Connect, dedupe, and import historical data.
- Days 11–14. Build your initial segments and dashboards.
Common questions
Will it replace our EHR?
No — your EHR stays the system of record for clinical data. CRM sits alongside for marketing, ops, and patient lifecycle.
Can we export our data?
Yes — fully exportable, no lock-in. You own the data.
HIPAA?
Yes. BAA included. PHI access-logged.
Pricing
$299/month. Includes connectors, deduping, dashboards, and unlimited records. Cancel anytime.
Who this is not for
This agent isn’t a fit if:
- Solo practices with fewer than ~50 patients/month — a spreadsheet is fine.
- Clinics not ready to commit 4–6 weeks to up-front data hygiene.
- Practices on closed EHRs with no API access (rare; we usually find a workaround).
Troubleshooting
Duplicate patient records appearing
Run dedupe. The usual cause is phone-number formatting variance (415-555 vs +14155551234).
Tags not auto-applying
Tagging-rule logic — verify in the CRM admin that conditions match real data.
Reports show wrong revenue numbers
Sync lag with the payments source. Refresh the integration manually.
Notifications too noisy
Adjust per-role alert preferences in user settings.
Pair this with
These agents are designed to work alongside this one — clinics typically activate them together:
- No-Show Recovery — Automated win-back sequences that fire the moment an appointment is missed — recovers 30–50% of revenue that would otherwise be lost.
- AI Workflow Automation — "When X happens, do Y." No-code automations that connect every tool — eliminating the copy-paste tax your staff pays daily.
- AI Scribe — Claude-powered SOAP notes + ICD-10/CPT coding generated from the visit conversation — cuts provider documentation time by 60–80%.
Ready to put this agent to work?
Add it to your plan in 60 seconds, or book a strategy call to map the right combination for your practice.