Patient CRM software for healthcare that keeps every call, appointment, treatment, and payment in one searchable patient record.
No setup fees · 14-day go-live · cancel any time · HIPAA BAA HIPAA BAA included
Every patient tagged with where they came from — Google ad, Instagram, referral, walk-in, partner clinic. Stop guessing where revenue actually originates.
Same patient with two phone numbers? Different name spelling? Auto-merged into one record. The CRM stops growing duplicate patient files behind your back.
Lead → consult booked → consult done → patient → repeat → dormant. Every patient sits in a stage; conversions tracked between each. The funnel finally has numbers.
Predicts who’s likely to convert from consult to package — and who’s at risk of going dormant. Targets your follow-up where it actually pays back.
High-LTV, dormant 6+ months, new this quarter, by treatment type, by provider, by source — segments you can actually act on, not vanity dashboards.
Every visit, every photo, every charge, every reminder, every chart note — in one patient view. The front desk stops chasing across systems.
VIP, allergic to penicillin, prefers Dr. Vega, opt-out of SMS, Spanish only — the metadata your team needs to handle each patient right.
Keeps your CRM and EHR in lock-step. Update in one, see it in the other within seconds. No nightly batch jobs, no “wait, which one’s right?”
Auto-greeting on every patient’s birthday and treatment anniversary — with a targeted offer based on their treatment history. Cheapest revenue you can capture, on autopilot.
Segmented campaigns built in. Send the Botox-due-for-touch-up email only to patients who got Botox 10+ weeks ago. Campaign-ready — no separate marketing tool needed.
Practices on Enzo Patient CRM grow lifetime value, recover dormant patients, and double the conversion of every campaign — because the data finally works.
Segmented campaigns hit the right patients with the right offer. Average LTV more than doubles within 12 months.
Every interaction in one timeline — calls, treatments, payments, photos, scores. The next conversation starts informed.
Source attribution alone pays for the CRM — practices stop spending on channels that don’t convert. Every other agent compounds the return.
Spot high-value, reactivation-ready, and at-risk patients before the opportunity disappears into a messy database.
Segmentation helps your team send the right message to the right patient at the moment they are most likely to act.
Front desk, providers, ops, and marketing all work from the same patient story instead of four conflicting versions of it.
Cleaner patient data makes reminders, chat, follow-up, and automation work harder because the whole system runs on a better source of truth.
No setup fees. No per-patient charges. Cancel any time. HIPAA BAA included on every plan.
Healthcare-native patient CRM software for medical, dental, aesthetic, and specialty practices. Every patient record — calls, texts, visits, treatments, payments, photos, consents — in one place. Auto-tagging, predictive scoring, smart segmentation, bidirectional EHR sync, and built-in email + SMS campaigns. One flat monthly price — unlimited patients and contacts.
$299
Get started — $299/moGrowth gets expensive when your team is working from partial records, weak follow-up, and disconnected tools. Patient CRM turns your data into a real operating system for the clinic.
Everything we get asked on every demo call.
Yes. The AI uses a frontier voice model (sub-300ms latency, natural intonation, mid-sentence interruption handling). You pick the voice and the personality — calm, energetic, formal, warm — and we train on your brand tone. Most patients don’t realize they’re talking to AI unless told.
We support 30+ practice management systems out of the box: Dentrix, Open Dental, Eaglesoft, Athenahealth, Epic, eClinicalWorks, Jane, SimplePractice, Nexhealth and more. For everything else we use Zapier/Make or direct API. Tell us your stack on the kickoff call and we’ll confirm in two minutes.
The agent has clear hand-off triggers: anything safety-related (suicide ideation, severe pain, allergic reactions) escalates immediately to your on-call team. Billing disputes, refund requests and complaints are routed to the right inbox with a full transcript. The agent never argues or makes legal/medical claims it shouldn’t.
Yes. We sign a BAA before go-live, encrypt audio and transcripts in transit and at rest, never train shared models on your data, and offer one-click data export. Voice, transcripts and bookings live in a dedicated environment for your practice.
14 days from kickoff call. Week 1: integrations and voice training. Week 2: testing, soft launch on overflow + after-hours, then full takeover on day 14. We don’t move you to your main line until you’ve signed off.
Every call is recorded and transcribed. You see flagged calls daily on your dashboard with the reason flagged (low confidence, escalation triggered, unhappy patient). We retrain the agent weekly based on those flags. Provider sign-off is required for any clinical-adjacent output.
Month-to-month. Cancel any time with 30 days’ notice. Annual plans get a pro-rata refund. We’ll export every transcript and booking record within 7 days. Zero lock-in.
Generic answering services take a message and email you. Ours books the appointment, verifies insurance, collects deposits, and texts confirmations — autonomously. Most clients break even on missed-call recovery alone in the first 30–45 days.
A loaded receptionist runs $3.5–5.5k/month and covers 40 hours/week. AI Voice Receptionist is $499/mo flat and covers 24/7/365 with unlimited concurrent calls. The Math: most clinics pay back the agent within 3 booked appointments.
Yes — most clinics start here, then add Smart Booking, Digital Intake, and Aftercare for $1,199/mo (the Front Desk system). Or grab Enzo OS Complete (all 24 agents across Front Desk, Operations, Growth and Revenue) at $2,999/mo.