Fill your schedule. Keep it full.
The My Medical Records CRM (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.
Patient pipeline
Nothing slippingD. Okafor
Web form · 1h
R. Mendez
Missed call · 3h
S. Patel
Forms sent
L. Nguyen
Card on file
T. Brooks
Mar 14 · 2:30
A. Silva
Mar 16 · 9:00
See mmrCRM in a minute
Most practices start with a spreadsheet. Take your practice to the next level.
What no-shows cost you
Every empty slot is a lost opportunity. 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.
mmrCRM practices average a 3.5% no-show rate. Here's how
- 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 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 is designed to rebook it.
How we keep this honest: mmrCRM's 3.5% average no-show rate 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
Revenue you keep
$3,575/ monthNothing is sent unless you start the chat.
From the first call to the chart, in one system
mmrCRM is the Electronic Health Record (EHR), the phone system and the inbox, in one login — and it runs two ways: on its own, or as an add-on to Charm EHR with two-way sync, where you keep charting in Charm. It captures every inquiry, follows up until the patient books, runs intake and scheduling, and charts the visit. Forward your practice line to mmrCRM and every call pops the caller's record so staff answer it right in the app; connect your Google Workspace account and your email lands in the same unified inbox. E-prescribing and claims are coming soon — until then, you keep those two where you do today.
Already using Charm EHR? See exactly what mmrCRM adds to Charm →
A provider or clinician? See how you'll work in mmrCRM →
Everything your front office needs, in one place
Every conversation in one thread
HIPAA-compliant calls, texts, emails, voicemails, and website chats in one view — no more toggling between apps.
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.
Automatic follow-ups
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.
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.
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.
Works with your current stack
Full two-way Charm EHR sync — appointments, no-shows, and patient status flow back automatically — plus Spruce Health for HIPAA-secure texting and fax, Google Workspace for email, and Google Meet for video visits. Phones come from us: forward your practice line and every call pops the caller's record and is answered right in the app. We connect all of it during setup.
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.
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 compliant
Encrypted infrastructure built for Protected Health Information.
BAA included
Every practice gets a signed BAA — no negotiation.
Crisis safeguards
Built-in crisis detection, Do-Not-Contact, and consent management.
Role-based access & audit log
Every role sees only what it needs, and every record view and change is written to an audit log you can review.
Not another generic CRM with a healthcare skin
Generic CRMs make you do the work. mmrCRM ships with healthcare built in.
Live in four steps
Connect
You get the EHR, the phone system and one unified inbox, or keep Charm EHR and we connect it with two-way sync. Forward your practice line to us — every call pops the caller's record and is answered in the app — and we connect your Google Workspace account for secure email. HIPAA-secure texting and fax run on Spruce Health.
Import
We bring in your open inquiries and referral sources, so nothing starts from zero.
Automate
We switch on reminder and follow-up sequences, tuned to how your practice books.
Grow
Your schedule fills, no-shows drop, and your front desk gets back to patients instead of chasing.
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 seatFrequently asked questions
We already use Charm EHR. Do we keep it?
Yes. mmrCRM runs two ways: on its own as the EHR, phone system and inbox, or as an add-on to Charm with two-way sync, so Charm stays your chart. The Charm setup, what syncs and what it costs are on the Charm add-on page.
I'm a solo clinician, not an organization. Is this for me?
Yes. A single provider gets the same chart, inbox, phone line and automations; the price is per user, so it scales down to one (see mmrCRM pricing). See also mmrCRM for providers and clinicians.
Is mmrCRM an EHR?
Yes. mmrCRM is the EHR, the phone system and the unified inbox in one login — it captures the inquiry, follows up, runs intake and scheduling, and charts the visit. It also runs as an add-on to Charm EHR, with two-way sync, if you'd rather keep charting in Charm. E-prescribing and claims are coming soon.
Do I replace my current EHR?
Only if you want to. mmrCRM runs on its own as your EHR, or as an add-on to Charm EHR with two-way sync — appointments, no-shows and patient status flow between the two while you keep charting in Charm. E-prescribing and claims are coming soon; until then, you keep those two where they are.
Which tools does it work with?
mmrCRM integrates fully with Charm EHR — see the Charm EHR page for exactly what the two-way sync covers. Texting and fax run on Spruce Health (HIPAA-secure), email comes through your Google Workspace account into one unified inbox, and video visits run on Google Meet. Phones come from us: forward your practice line and every call pops the caller's record and is answered in the app. On any other EHR, mmrCRM runs on its own 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 designed to rebook it starts on its own. The calculator above uses mmrCRM's 3.5% average 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 the health record itself 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).