Purpose-built CRM that ties together calls, appointments, notes, and history. Know your patients before you pick up the phone.
When a patient calls, your team sees their complete history instantly. No more asking patients to repeat themselves.
Mediflo CRM integrates directly with the medical records systems (HIS/EHR) at your facility — currently Unison, with more integrations in development. Patient data, appointments, and notes sync in the background — no manual import, no export, no double-entry. When a patient calls, the system already knows who they are.
Comprehensive patient profiles with contact details, preferences, communication history, and custom notes.
Add any field your workflow requires: insurance provider, referring doctor, chronic conditions, preferred contact method.
Works for medical clinics, B2B organizations, and B2C companies. Configure the CRM layout for your specific industry.
Every call is automatically linked to the patient's profile. See who called, when, what was discussed, and how the call was scored.
A chronological view of every interaction: calls, appointments, tasks, notes, and system events.
Tag contacts with custom labels for segmentation. Filter patients by tags, create targeted outreach lists, and track cohorts over time.
Every call, appointment, and note tied to a single patient profile. Context before the conversation even starts.
Maria Nowak
+48 600 *** 234
Calls
24
Appointments
8
Last contact
Today
Incoming call
4:12 min
Appointment confirmed
Dr. Kowalski, Mar 5
Note added
Test results to send
Find answers to common questions about this product.
Start a free trial or book a demo with our team. Production in days.
No credit card • No commitments • 7-day support