Patient Relationship Manager
Complete patient CRM with appointment scheduling, treatment history, and automated follow-ups.
The Patient Relationship Manager is a comprehensive healthcare CRM solution designed specifically for medical practices, clinics, and healthcare providers. Built with patient privacy and HIPAA compliance in mind, this template provides everything you need to manage patient relationships, streamline appointment scheduling, and improve patient outcomes.
Unlike generic CRM solutions, this template understands the unique needs of healthcare providers. From tracking treatment history and medication records to managing insurance information and automated appointment reminders, every feature has been designed with healthcare workflows in mind.
Whether you're running a small private practice or a multi-location clinic, this template scales with your needs while maintaining the security and compliance standards your patients expect.
Why Choose Patient Relationship Manager?
Discover how this template can transform your healthcare operations
Reduce No-Shows by 40%
Automated SMS and email reminders ensure patients never forget their appointments. Configurable reminder schedules let you set the perfect timing for your practice.
Save 10+ Hours Per Week
Eliminate manual data entry and paperwork. Patient intake forms, appointment scheduling, and follow-up communications are all automated.
Improve Patient Satisfaction
Give patients a modern experience with online booking, secure messaging, and easy access to their health information through the patient portal.
Stay Compliant
Built-in audit trails, role-based access controls, and data encryption help you maintain HIPAA compliance without extra effort.
Make Data-Driven Decisions
Built-in analytics show appointment trends, no-show rates, revenue by service type, and patient acquisition sources.
Full Code Ownership
Export your complete codebase anytime. No vendor lock-in means you control your patient data and can host anywhere.
Who Should Use This Template?
This template is designed for healthcare professionals and organizations of all sizes
Private Medical Practices
Solo practitioners and small medical practices looking to modernize patient management without the complexity of enterprise healthcare systems.
Dental Clinics
Dental offices needing appointment scheduling, treatment planning, and patient communication tools tailored for dental workflows.
Specialist Clinics
Specialty practices like dermatology, orthopedics, or cardiology that need to track specialized treatment protocols and patient histories.
Multi-Location Healthcare Groups
Healthcare organizations managing multiple locations that need centralized patient data with location-specific access controls.
How to Get Started
Go from template to production in four simple steps
Start with the Template
Click 'Use This Template' to instantly create your own copy. The visual builder opens with all components pre-configured and ready to customize.
Customize for Your Practice
Use the drag-and-drop editor to adjust layouts, add your branding, and configure workflows specific to your specialty. No coding required.
Configure Your Data
Set up your appointment types, service categories, and custom fields using the visual schema editor. Define staff roles and access permissions.
Deploy and Go Live
One-click deployment to production. Import existing patient data, connect your email/SMS providers, and start scheduling appointments.
Features Included
Common Use Cases
Built With Modern Tech
Integrations
Frequently Asked Questions
Everything you need to know about the Patient Relationship Manager template
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Ready to Build Your Healthcare Solution?
Start building with Patient Relationship Manager today. Full source code included, deploy in days not months.
No credit card required. Export your code anytime.