HIPAA compliant CRM
100% HIPAA compliant! Onpipeline™ meets the physical and technical safeguards required by HIPAA and provides you with a signed BAA.
We are committed to delivering great CRM tools while ensuring data security.
CRM Platform for Your Patient Acquisition
and Operational Needs
Patient Engagement
Streamlined Operations
Privacy & Security
Competitive Pricing
Centralize
By using a comprehensive data management system, your staff can easily access and store patient records from multiple sources in one centralized location.
Customize
With our easy to use CRM your organization have the option to add custom fields to best fit needs. You can obtain views to deliver personalized experiences, access patient demographics, patient information, activities, conversations, phone calls, emails, etc.
Patient Intake
A Pipeline will help you visualize your process and will show you where your opportunities are. Each stage brings qualified leads to the next phase, keeping in the previous stage those who have not passed the process.
A visual pipeline makes goals easier to achieve by breaking any process down into trackable tasks. It can make the difference in your bottom line.
Comprehensive View
As a result of having a single sales and service solution that integrates with your internal systems, your teams will be able to have a comprehensive, holistic view of your customers. This solution will provide teams with a comprehensive understanding of customers’ wants, needs, and preferences.
Lead Management
You can capture new leads directly from your website or 3rd parties (agents) into your Healthcare CRM and automatically create tasks to follow up, send welcome emails, etc.
With Onpipeline you can receive new leads by integrating external sources. Furthermore, you can create unlimited Web Forms to collect new Leads (with referral management, your company logo, colors and styling options to match your branding).
Your marketing team will be able to collect leads from a variety of popular forms, including WordPress Forms (WPForms), JotForm, Gravity Forms, Facebook Leads, and Google Leads.
Appointment Booking
Save time spent on making appointments over phone and emails with our online appointment booking software for Healthcare organizations.
Doctors can establish their availability and allow patients to make appointments at any time of day or night by utilizing their online booking system.
Patients can receive an automated reminder via email or text message (SMS). You can also customize the reminders to include any information you would like, such as time, date, location, etc.
Patient Details
Keep all essential patient information organized and accessible in a single, streamlined view. Easily manage details about your customers and prospects, including their interactions with your business, appointment history, preferences, and more.
With custom fields, you can tailor contact management to fit your specific needs.
Integrate CRM with EHR
We provide API and Widgets to organizations that want to connect their Healthcare CRM to EHR.
The ability to add custom fields to the CRM database allows integrations with external systems and content personalization. Our API is very simple to use even for a mid-level developer. For any technical needs or information, please know our team is available to provide support.
Save time with Automations
Automate and simplify processes across front and back-office. You can save time on recurring tasks like manually sending emails or creating follow-up activities.
For example, you will be able to send an email when a new contact is added, create an event when the deal is moved into a specific stage, automatically reassign a deal to another owner based on certain conditions, etc.
Privacy & Security
Our policy ensures the confidentiality, integrity and availability of the CRM data we store. Our policies make sure we provide all members of our team with the best tools and practices.
Every day we look for new technologies and we work to add new solutions that can guarantee the security of our customers’ data.
Frequently Asked Questions
What is Healthcare CRM?
A Healthcare CRM is designed specifically for healthcare providers, improving patient relationships, simplifying administration, and enhancing care. Unlike general CRMs, it includes features like scheduling, history tracking, and compliance with regulations such as HIPAA.
Onpipeline, a HIPAA-compliant Healthcare CRM, offers customization to store and manage patient data, making it adaptable to various healthcare practices.
What are the benefits of Healthcare CRM?
From a sales perspective, a Healthcare CRM provides significant long-term benefits. It streamlines sales processes, helping to track leads, patient interactions, and opportunities more effectively. By analyzing patient data, it enables healthcare organizations to tailor their sales strategies, drive customer engagement, and improve conversion rates.
How does Onpipeline handle patient privacy?
Onpipeline ensures patient data security with strong policies and practices. The platform protects CRM data confidentiality, integrity, and availability by preventing unauthorized access and breaches. All team members receive regular training on data security and privacy regulations.
Onpipeline continuously updates its technology to stay ahead of security threats and comply with data protection laws. With ongoing improvements,
How do I obtain a BAA?
Once you have an account with us, even during the trial period, simply provide your information in the billing section (this does not require a subscription). After completing this, send a request to our support team to receive a signed Business Associate Agreement (BAA). Please note that the Advanced Plan is required for the BAA to be valid.
How does Onpipeline support HIPAA compliance?
Onpipeline provides compliance measures, but the responsibility for maintaining HIPAA compliance also depends on how the platform is used within your organization. This includes implementing appropriate access controls, conducting regular staff training, and ensuring that all workflows involving protected health information (PHI) comply with HIPAA standards.
Can I integrate with EHR?
Onpipeline allows integration of a Medical CRM with Electronic Health Records (EHR) systems. It provides APIs and Widgets specifically designed to help organizations connect their Healthcare CRM with EHR systems effectively.
Free for 30 days!
No contract and no credit card required. Fully operational account. You can try and confirm the same settings by placing an order, or simply let the trial period expire.
Get startedOnpipeline™ is a Sales CRM Platform designed to manage customers and sales from anywhere.
Should you have any questions about features, pricing or anything else, please contact us
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