Every Patient Interaction in One Place
Purpose-built CRM that ties together calls, appointments, notes, and history. Know your patients before you pick up the phone.
Context at your fingertips
When a patient calls, your team sees their complete history instantly. No more asking patients to repeat themselves.
Automatic HIS/EHR Sync
Mediflo CRM integrates directly with your facility’s medical records system (HIS/EHR) — today Unison, Gabos, MONI, Kamsoft, myDr, MEDYC and FELG Dent (dental); mMedica coming soon; Glasson (optical stores) available from December 2026. Patient data, appointments and notes sync in the background, with no manual import or export. When a patient calls, the system already knows who they are — no double entry, no switching between systems.
Patient & Contact Management
Comprehensive patient profiles with contact details, preferences, communication history, and custom notes.
Custom Fields
Add any field your workflow requires: insurance provider, referring doctor, chronic conditions, preferred contact method.
Fits the profile of your facility
Works for single practices, multi-specialty clinics and clinic networks. Adjust the patient record fields to your own setup.
Call History Integration
Every call is automatically linked to the patient's profile. See who called, when, what was discussed, and how the call was scored.
Contact Timeline
A chronological view of every interaction: calls, appointments, tasks, notes, and system events.
Tagging & Segmentation
Tag contacts with custom labels for segmentation. Filter patients by tags, create targeted outreach lists, and track cohorts over time.
The full patient picture
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
Use cases
Frequently asked questions
Answers to the questions we hear most often about this product.
Can I import existing patient data?
Yes. We support CSV imports and can help you migrate data from your existing CRM or spreadsheets.
Does the CRM integrate with the contact center?
Seamlessly. When a patient calls, their CRM profile pops up automatically on the agent's screen.
Is the CRM GDPR-compliant?
Absolutely. The CRM includes consent management, data export capabilities, right-to-deletion workflows, and full audit trails.
Can I customize fields and layout?
Yes. You can add custom fields, rearrange the profile layout, and configure which fields are required or optional.
Ready to take the load off your team?
Book a demo, or start a 14-day pilot on your own number — 0 zł, no card. Connecting the number and the HIS usually takes 2–5 business days.
No credit card • No commitments • 7-day support