What is Patient CRM?

Patient CRM is a HIPAA-compliant module built for life science and pharmaceutical organizations to manage patient data, coordinate care teams, and support patients throughout the full arc of their treatment program.

Patient CRM is built around the Patient Journey, a configurable feature that tracks a patient from initial intake, through their treatment process, and to the completion of their treatment. It provides a consolidated view of the patient, enabling coordination between stakeholders and optimizing therapeutic outcomes while protecting sensitive patient information and complying with HIPAA regulations.

Once the Patient Journey is configured, Patient CRM users can process patient intake forms, create patient records, and manage the patient’s progression through each Business Admin-defined step. This structure allows for a standardized experience, ensuring Patient Journeys are run in a controlled, consistent manner.

Your Flightpath

Your Flightpath includes everything you need to understand how to use Patient CRM.