Healthcare CRM for medical practices

Fill your schedule. Keep it full.

mmrCRM captures every inquiry, follows up until the patient books, and keeps reminding them until they show up — so your front desk can stop chasing and get back to patients.

HIPAA compliantBAA includedLive in 1 day
Your patient pipeline

Patient pipeline

Nothing slipping
New inquiry6

D. Okafor

Web form · 1h

R. Mendez

Missed call · 3h

Intake4

S. Patel

Forms sent

L. Nguyen

Card on file

Scheduled9

T. Brooks

Mar 14 · 2:30

A. Silva

Mar 16 · 9:00

The one-minute overview

See mmrCRM in a minute

From the spreadsheet most practices start with to a front office where follow-up, reminders and insurance checks run on their own.

No-show calculator

What no-shows cost you

Every empty slot is a visit you already booked and still lost. Put in your numbers to see what that costs each month — and how much of it you keep once mmrCRM is doing the reminding.

Your schedule

Three numbers from your calendar. Drag to match your practice — the result updates as you go.

500
$110
10%

How mmrCRM gets you to 3.5%

  • Reminders that send themselvesText and email reminders go out ahead of every visit, on the schedule you set.
  • One-tap confirm or reschedulePatients answer the reminder instead of simply not showing up.
  • Waitlist backfillWhen someone cancels, the opening is offered to patients on your waitlist.
  • No-show follow-upA missed visit starts a follow-up sequence that works to rebook it.

How we keep this honest: mmrCRM's 3.5% is fixed — it isn't a slider, so the result can't be tuned upward. A kept visit is credited once, at your average revenue per visit, never the follow-up care it leads to. And if you're already at or below 3.5%, it shows nothing to recover.

Every month

Lost to no-shows today50 visits at 10%$5,500
Still lost with mmrCRM17.5 visits at 3.5%$1,925

Revenue you keep

$3,575/ month
$42,900 a year · 390 visits kept
65% recovered35% still missed

Nothing is sent unless you start the chat.

Where mmrCRM fits

The bridge between the first call and your EHR

mmrCRM layers on top of your EHR — you keep charting, prescribing, and submitting claims exactly where you do today. It owns everything that happens before a patient is in your EHR — capture, follow-up, intake, and scheduling — then syncs the booked appointment across automatically.

Already on Charm EHR? See exactly what mmrCRM adds to Charm →

What's inside

Everything your front office needs, in one place

Unified inbox
CallDana R. — missed callVoicemail · 0:422m
SMSMarcus T.Is Dr. Kim taking new patients?5m
WebNew web inquiryChat widget · insurance question8m

Every conversation in one thread

HIPAA-compliant calls, texts, emails, voicemails, and website chats in one view — no more toggling between apps.

Patient pipeline
New4
Intake2
Scheduled5

See every inquiry from first touch to booked

A visual kanban board that shows exactly where every patient is: New Inquiry → Intake In Progress → Scheduled. Nothing falls through.

Follow-up sequence
SMSDay 0 — Welcome text
WaitDay 2 — no reply yet
EmailDay 3 — Ready to book?
TaskDay 5 — Call the patient

Follow-up that runs itself

Sequences send texts and emails and create staff tasks on autopilot. Patients who go quiet get nudged, staff who need to act get reminded, and the sequence stops the moment the paperwork is in.

AI chat · online 24/7
Hi! Are you accepting new patients?
Yes — what insurance do you take?
We accept most major plans. Can I grab your name to get you booked?

Capture leads around the clock

An AI-powered chat widget on your website answers common questions, collects contact info, and detects crisis situations — day or night.

Intake checklist
Contact infoComplete
Insurance cardMissing
Consent formNot signed
Card on fileComplete

Know exactly what's missing

See at a glance who's missing paperwork, who hasn't added a credit card, and who still needs consent forms signed.

Connected for you
EHRCharm EHRTwo-way appointment & patient sync
TextingSpruce HealthHIPAA-secure SMS & voice
EmailGoogle WorkspacePractice email & Meet video visits
FaxNotifyreInbound & outbound fax

Works with the stack you already run on

Full two-way Charm EHR sync — appointments, no-shows, and patient status flow back automatically — plus Spruce Health for HIPAA-secure texting and calls, Google Workspace for email, Google Meet for video visits, and Notifyre for fax. We connect all of it during setup.

Tools it replaces
Adobe Sign — e-signaturesBuilt in
Zoom — video visitsBuilt in
Embed Social — reviewsBuilt in
WiseStamp — email signaturesBuilt in
BambooHR community — team directoryBuilt in
Jotform — intake formsBuilt in

One login instead of six

E-signatures, video visits, review requests, email signatures, intake forms, and team messaging are all built in — so Adobe Sign, Zoom, Embed Social, WiseStamp, BambooHR community, and Jotform can go.

Referral sources
DADr. Alvarez12 referrals
SRSunrise Recovery8 referrals
WBWebsite21 referrals

Track referral sources and partners

Track referral sources, therapists, facilities, and partners in a dedicated pipeline. Know who's sending you patients and who needs a follow-up.

HIPAA

HIPAA compliant

Encrypted infrastructure built for Protected Health Information.

BAA

BAA included

Every practice gets a signed BAA — no negotiation.

Safety

Crisis safeguards

Built-in crisis detection, Do-Not-Contact, and consent management.

Audit

Role-based access

Role-based permissions with full audit logging.

Why mmrCRM

Not another generic CRM with a healthcare skin

Generic CRMs make you do the work. mmrCRM ships with healthcare built in.

Feature
Generic CRM
mmrCRM
Workflow setup
Generic CRMYou build from scratch
mmrCRMIntake workflows built in
Patient concept
Generic CRMNo concept of a "patient"
mmrCRMPatient pipeline with intake status
EHR connection
Generic CRMNo EHR integration
mmrCRMDirect EHR sync
HIPAA texting, email & phone
Generic CRMBolt-ons, BAA unclear
mmrCRMBuilt in, covered by our BAA
Clinical safeguards
Generic CRMNone
mmrCRMCrisis detection, Do-Not-Contact, consent
Time to go live
Generic CRMWeeks to months
mmrCRMAbout a day
Getting started

Live in four steps

1

Connect

We link your EHR, phone system, and email. Major telephony providers work out of the box.

2

Import

We bring in your open inquiries and referral sources, so nothing starts from zero.

3

Automate

We switch on reminder and follow-up sequences, tuned to how your practice books.

4

Grow

Your schedule fills, no-shows drop, and your front desk gets back to patients instead of chasing.

Free biweekly webinar · Wednesdays, 1 PM ET

Not ready for a demo? Come to a webinar instead. Every other Wednesday we walk through the Charm automations worth turning on first and where practices most often leave revenue on the table — then take questions live. Free, 45 minutes, recorded.

Save my seat
Questions

Frequently asked questions

How is mmrCRM different from my EHR?

Your EHR manages patients you already have. mmrCRM manages everything before that — capturing inquiries, following up, tracking intake, and scheduling — then syncs the booked appointment into your EHR automatically.

Do I replace my EHR?

No. mmrCRM layers on top of your EHR — you continue to chart, prescribe, and submit claims in your EHR exactly as you do today. mmrCRM handles the pre-appointment pipeline and hands the booked patient off to your EHR.

Which EHRs and tools does it work with?

Today mmrCRM integrates fully with Charm EHR — see the Charm EHR page for exactly what the two-way sync covers. It also connects to Spruce Health for HIPAA-secure texting and calls, Google Workspace for email, Google Meet for video visits, and Notifyre for fax. On another EHR, mmrCRM runs standalone and you move data across by hand where needed — recording patient payments, for example.

How does mmrCRM cut no-shows?

Reminder sequences go out by text and email ahead of every visit, patients can confirm or reschedule in one tap, and a cancelled slot is offered to patients on your waitlist. When a visit is missed anyway, a follow-up sequence works to rebook it. The calculator above assumes a 3.5% no-show rate with all of that running.

How is it different from Zoho or HubSpot?

Generic CRMs are built for sales teams and need weeks of custom setup to fit a practice. mmrCRM ships with healthcare workflows — intake, consent, referrals, no-shows — and direct EHR integration already built in.

How long does setup take?

About a day. Our team connects your channels, imports your data, and builds your automations with you — there's no IT project on your side.

Is it HIPAA compliant?

Yes. mmrCRM is HIPAA compliant, with a signed BAA for every practice, encryption at rest and in transit, role-based access, and full audit logging.

Does it work with our website?

Yes. The AI chat agent embeds on your site to capture leads 24/7, and web forms flow straight into your unified inbox and pipeline.

Which tools can we retire after switching?

Because so much is built in, most practices retire a handful of separate tools — including Adobe Sign (e-signatures and consent), Zoom (video visits, handled by Google Meet), Embed Social (review capture), WiseStamp (email signatures), BambooHR community (team directory), and Jotform (intake forms).

Get started

Stop losing patients before they book.

See mmrCRM on your own workflow in a 20-minute demo.

HIPAA compliant · BAA included · Live in 1 day