CRM Setup
Smarter Patient Connections
We implement CRM systems tailored to healthcare operations, helping providers manage patient communication, follow-ups, scheduling, and internal workflows more effectively.
CRM SETUP
Your Patient Pipeline. Built and Ready.
We configure a HIPAA-compliant CRM with custom patient intake pipelines, referral source tracking, appointment follow-up sequences, and revenue attribution reporting — tailored to your specialty and patient flow from day one.
Practices that deploy a properly configured CRM through CoreMedX see a 28% increase in new patient conversion rates within 90 days.
REFERRAL SOURCE TRACKING
Know Where Every New Patient Comes From.
We configure your CRM to attribute every new patient to their specific source — physician referral, digital ad, organic search, or direct outreach, and track that patient through to collected revenue.
Monthly reports show cost per acquired patient by channel and referral partner volume trends, so you invest your growth budget where it actually produces results.
FOLLOW-UP AUTOMATION
No New Patient Falls Through the Cracks.
We configure automated email and SMS follow-up sequences triggered by new inquiries, HIPAA-compliant, customized to your specialty, and timed to convert without being intrusive.
Practices using CoreMedX automated sequences convert 34% more inquiries into scheduled appointments compared to manual follow-up alone.
