Healthcare CRM software
- patient record + chat + EHR - one source
Healthcare CRM software powered by AI - captures every patient touchpoint across WhatsApp, the patient portal, and email. Built for independent and group medical practices (not enterprise hospital systems). Conversational intake replaces paper forms, insurance verification routes to billing (never patient), recall cadence automated per service window, lapsed patients reactivated. Writes structured patient-engagement records ready for export to Phreesia, Klara, or your CRM. Read-side EHR via Athenahealth + Epic FHIR. HIPAA BAA / GDPR DPA on Pro+ plans. Never diagnoses, never recommends procedures.
Mercer Family Practice
Replied in 38 seconds · 14:32 Tue
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Paper intake = 6 wasted minutes per visit
Patients fill 4-6 pages in waiting room, staff transcribe into EHR - admin time bleeds out of every visit
Insurance verification = 24h roundtrip
Patient calls, billing calls back, copay surprise at desk - friction at every step, never resolved in one touch
Recall via email at 12% reply rate
Annual physicals + 6-month dental drop off - email noise floor too high, patients miss the prompt
1,400 dormant patients on chronic-care plans
12+ months lapsed, care continuity broken, patients drift to retail-clinic alternatives - and we don't know to chase
Trusted by businesses already using Seekadu
What a primary-care Thursday looks like with healthcare CRM software on the line.
The same patient touchpoints arrive. The difference is what happens when intake is pre-captured, insurance routes to billing, recall runs on WhatsApp, and clinical questions always reach a practitioner.
Without Seekadu
Tomorrow's chart not prepped
5 new patients tomorrow, each with paper intake to fill in waiting room. Dr Patel sees them cold, loses 15 min per visit reviewing paper.
Without Seekadu
Tomorrow's chart not prepped
5 new patients tomorrow, each with paper intake to fill in waiting room. Dr Patel sees them cold, loses 15 min per visit reviewing paper.
With Seekadu
Conversational intake captured
AI runs intake via WhatsApp 24h ahead with chief complaint, meds, allergies, insurance. Charts ready by 08:00 Thursday.
Without Seekadu
Insurance quote leak
Patient asks about coverage in chat. Without guardrails, AI could quote a co-pay that turns out wrong → PHI / compliance issue.
Without Seekadu
Insurance quote leak
Patient asks about coverage in chat. Without guardrails, AI could quote a co-pay that turns out wrong → PHI / compliance issue.
With Seekadu
Routed to billing, never to patient
AI captures member ID, runs Phreesia eligibility, surfaces tier to billing team. Patient told 'team will confirm at visit'. Zero leak.
Without Seekadu
200 recalls due, all on email queue
Annual physicals due for 200 patients this month. Email recall gets 12% reply. 176 patients miss the prompt.
Without Seekadu
200 recalls due, all on email queue
Annual physicals due for 200 patients this month. Email recall gets 12% reply. 176 patients miss the prompt.
With Seekadu
WhatsApp recall at 38% reply
AI runs the cadence via WhatsApp with one-tap rebook. 76 patients re-engage, chronic-care continuity preserved.
Without Seekadu
1,400 dormant chronic-care patients
Last visit 14+ months ago. Care plans broken. Drift to retail clinic. Patients lost, care fragmented.
Without Seekadu
1,400 dormant chronic-care patients
Last visit 14+ months ago. Care plans broken. Drift to retail clinic. Patients lost, care fragmented.
With Seekadu
Reactivation outreach
AI segments by last-visit reason + condition, sends tailored 'time for your follow-up?' WhatsApp. 6.4% reactivate → 89 patients back on care plans.
Want this practice day for your clinic?
What your healthcare CRM software actually knows.
Sits alongside Phreesia or Klara. Healthcare CRM software reads your provider roster + specialism + availability rules, insurance carriers + verification workflow, recall cadence per service, intake form fields, and escalation protocols - and converts every patient touchpoint into an enriched, billing-routed, recall-tagged patient record. Read-side EHR integration with Athenahealth + Epic via FHIR. Never diagnoses, always escalates clinical questions to a practitioner.
Intake fields per specialism
Chief complaint format + current meds + allergies + surgical history + insurance + emergency contact - captured pre-visit.
Provider roster + availability
Per-provider specialism (primary care / cardiology / dermatology / pediatrics), territory + working-hours, recall ownership.
Insurance verification workflow
In-network carriers, Phreesia / Klara / Availity / Change Healthcare integration, billing-team routing, no patient-facing co-pay quotes.
Recall cadences per service
Annual physical, 6-month dental, 3-month chronic care, post-op follow-up - per-service WhatsApp cadence + rebook flow.
HIPAA + escalation protocols
BAA / DPA in place, PHI encrypted, region-pinned storage, every clinical question escalates to a practitioner - never AI.
Seekadu AI
Trained
Intake fields
GP · Derm · Cardio · Peds
Provider roster
GP · Derm · Cardio · Peds
Insurance carriers
Aetna · BCBS · UHC · Cigna
Recall cadences
Visit · Telehealth · Refill · Lab
Patient panel
Per provider
Escalation rules
GP · Derm · Cardio · Peds
Languages
30+ auto-detect
HIPAA BAA / GDPR DPA
On Pro · Scale · Custom
Every patient touchpoint - captured + routed safely.
From a Wednesday-evening conversational intake to a 14-month lapsed-patient reactivation - healthcare CRM software handles every patient moment with HIPAA-aware guardrails and full CRM write-back.
Paper intake replaced with conversational pre-appointment capture.
New-patient intake forms run 4-6 pages and patients dread them. The AI runs the intake conversationally 24-48h before the appointment - chief complaint, medications, allergies, prior surgeries, insurance, emergency contact - and writes the enriched intake to your CRM and EHR (read-side). Practice managers see a fully-prepared chart at visit start.
- Conversational intake via WhatsApp or patient portal 24-48h pre-appointment
- Captures chief complaint, medications, allergies, surgical history, insurance
- Writes enriched intake records - export-ready for Phreesia, Klara, or your CRM
- Read-side EHR integration: Athenahealth + Epic via FHIR (with patient consent)
- Never diagnoses, never minimises symptoms, escalates clinical Qs to practitioner
Intake captured · Chart prepped · Insurance verified · Dr notified
Where does your healthcare CRM software live?
How healthcare CRM software moves intake-prep + recall + reactivation.
Illustrative - outcome ranges modelled on our pilot medical practices and published industry benchmarks (Phreesia, Klara, Athenahealth, MGMA). Individual results vary.
Additional patients seen per day from pre-visit conversational intake automation
Recall conversion via WhatsApp vs 12% baseline on email-only campaigns
Lapsed-patient reactivation rate on 12+ month dormant chronic-care cohorts
100%
Charts prepared at visit - no waiting-room intake
<60s
Insurance verification latency vs 24h baseline
0
PHI-leak incidents - coverage never quoted to patient
8+ lang
Auto-detected for diverse patient panels
What medical practices on Seekadu typically see.
Illustrative profiles modelled on real outcome ranges across our pilot practices - names and exact figures composite, not individual patient quotes. Never reflects clinical outcomes.
Dr. Priya Patel
MD, Mercer Family Practice · 4 providers · Birmingham AL
Paper intake was killing us - patients arrive, fill out 6 pages in the waiting room, we lose 15 minutes per visit reviewing. The AI runs it conversationally 24h ahead via WhatsApp. I walk into the room with a fully-prepared chart. We see 4 more patients per day on the same staff.
+4 patients/day
Capacity gain
pre-visit intake done
100%
Charts prepared at visit
no waiting-room intake
−15 min/visit
Admin time per visit
intake reviewed pre-visit
15 min
Setup
to first enriched intake
Dr. Liam O'Sullivan
Owner, Dublin Family Clinic · 8 providers · Dublin
We had 1,400 patients who hadn't been in for 14+ months. Most had chronic conditions where annual follow-up matters clinically. The AI re-engaged 6.4% of them in 3 months - that's 89 patients back on care plans. Continuity of care lifted, and the practice retained €68k in revenue.
6.4%
Lapsed-patient reactivation
90 days
89
Patients back on care plans
from 1,400 dormant
+€68k/yr
Revenue retained
reactivated cohort
100%
Care-continuity restored
chronic-condition cohort
Dr. Sofia Reyes
Director, Reyes Cardiology · 3 providers · Madrid
Insurance verification used to mean patients calling us, billing calling them back, copays surprising people at the desk. The AI captures the member info, runs eligibility via Phreesia, routes the result to billing - never quotes a co-pay to the patient. Cleaner experience, zero PHI-leak risk, billing team manages the message.
<60s
Insurance verification latency
vs 24h baseline
0
PHI-leak incidents
no patient-facing coverage quotes
+45%
Patient satisfaction CSAT
verification flow
100%
Verifications routed to billing
via Phreesia integration
Dr. Hannah Klein
MD, Bremen Allgemeinmedizin · 12 providers · Bremen
Recall via email gets 12% reply rate. Recall via WhatsApp gets 38%. The AI handles the whole cadence - annual physicals, 6-month diabetes recalls, post-op follow-ups - writes outcomes to my CRM. I went from drowning in recall admin to having a clean recall queue every Monday morning.
+38%
Recall conversion rate
WhatsApp vs 12% email
+€42k/yr
Recall revenue lift
post-launch
−8h/wk
Admin time on recalls
automated cadence
8 lang
Auto-detected
German / English / Turkish
Dr. Marcus Tanaka
Founder, Tanaka Family Health · 6 providers · São Paulo
Referral attribution used to be a guessing game - we knew leads were coming from somewhere but couldn't tell GBP from insurance directory from PCP referrals. The AI captures source in chat, writes campaign tag, gives me clean source ROI. We doubled spend on the channel that was actually working.
100%
Referral sources captured
in chat, written to CRM
+2x
Growth spend efficiency
source-ROI clarity
+R$84k/yr
Revenue from re-allocated spend
post-attribution
0
Source-attribution guesses
since launch
Dr. Priya Patel
MD, Mercer Family Practice · 4 providers · Birmingham AL
Paper intake was killing us - patients arrive, fill out 6 pages in the waiting room, we lose 15 minutes per visit reviewing. The AI runs it conversationally 24h ahead via WhatsApp. I walk into the room with a fully-prepared chart. We see 4 more patients per day on the same staff.
+4 patients/day
Capacity gain
pre-visit intake done
100%
Charts prepared at visit
no waiting-room intake
−15 min/visit
Admin time per visit
intake reviewed pre-visit
15 min
Setup
to first enriched intake
Dr. Liam O'Sullivan
Owner, Dublin Family Clinic · 8 providers · Dublin
We had 1,400 patients who hadn't been in for 14+ months. Most had chronic conditions where annual follow-up matters clinically. The AI re-engaged 6.4% of them in 3 months - that's 89 patients back on care plans. Continuity of care lifted, and the practice retained €68k in revenue.
6.4%
Lapsed-patient reactivation
90 days
89
Patients back on care plans
from 1,400 dormant
+€68k/yr
Revenue retained
reactivated cohort
100%
Care-continuity restored
chronic-condition cohort
Dr. Sofia Reyes
Director, Reyes Cardiology · 3 providers · Madrid
Insurance verification used to mean patients calling us, billing calling them back, copays surprising people at the desk. The AI captures the member info, runs eligibility via Phreesia, routes the result to billing - never quotes a co-pay to the patient. Cleaner experience, zero PHI-leak risk, billing team manages the message.
<60s
Insurance verification latency
vs 24h baseline
0
PHI-leak incidents
no patient-facing coverage quotes
+45%
Patient satisfaction CSAT
verification flow
100%
Verifications routed to billing
via Phreesia integration
Dr. Hannah Klein
MD, Bremen Allgemeinmedizin · 12 providers · Bremen
Recall via email gets 12% reply rate. Recall via WhatsApp gets 38%. The AI handles the whole cadence - annual physicals, 6-month diabetes recalls, post-op follow-ups - writes outcomes to my CRM. I went from drowning in recall admin to having a clean recall queue every Monday morning.
+38%
Recall conversion rate
WhatsApp vs 12% email
+€42k/yr
Recall revenue lift
post-launch
−8h/wk
Admin time on recalls
automated cadence
8 lang
Auto-detected
German / English / Turkish
Dr. Marcus Tanaka
Founder, Tanaka Family Health · 6 providers · São Paulo
Referral attribution used to be a guessing game - we knew leads were coming from somewhere but couldn't tell GBP from insurance directory from PCP referrals. The AI captures source in chat, writes campaign tag, gives me clean source ROI. We doubled spend on the channel that was actually working.
100%
Referral sources captured
in chat, written to CRM
+2x
Growth spend efficiency
source-ROI clarity
+R$84k/yr
Revenue from re-allocated spend
post-attribution
0
Source-attribution guesses
since launch
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Practice questions, answered.
Everything practice managers + clinical leads ask before switching on healthcare CRM software.
Book a demo for your practice →Enrich every intake. Route every insurance. Reactivate every lapsed patient.
Healthcare CRM software - sits alongside Phreesia or Klara. Read-side EHR via Athenahealth + Epic FHIR. Conversational intake replaces paper, insurance routes to billing, recall runs on WhatsApp. HIPAA BAA / GDPR DPA on Pro and Enterprise plans. Never diagnoses, never recommends procedures, always escalates clinical questions to a practitioner.
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