Patients (healthcare CRM)

Why use this

Open Patients when you run a healthcare CRM and need patient records with the right fields and compliance posture.

Benefits:

• Run a healthcare CRM with the right record shape
• Track patient activity without a generic CRM workaround
• Meet healthcare-specific privacy expectations
• Keep patient and contact records cleanly separated

What this is

Patients is the healthcare-flavored CRM for patient records, with PHI-safe fields and visit history rollups.

Who can access it

Owner, admin, member, viewer, agency, founder.

What it does

• Patient demographics and contact.
• Linked visits, appointments, notes.
• Optional HIPAA-tier PHI fields.

How to use it

1. Open /patients.
2. Search, filter, create.
3. Click into a patient for visit history.

Rules and limits

• PHI fields require HIPAA tier enabled.