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 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.
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.
Multi-Business Support
Works for medical clinics, B2B organizations, and B2C companies. Configure the CRM layout for your specific industry.
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
Find answers to common questions about this product.
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