Feature · Patient CRM

Patient CRM

Every patient lives in one record — visits, dependents, insurance, notes, and follow-ups — not a stack of spreadsheets.

Front desk and clinicians share the same thread, so the next person who picks up the phone already has context.

Household links, searchable history, and plan facts sit beside the person — ready before the clinician walks in.

01 · Deep dive

What this feature actually is

Patient CRM is a first-class surface in the HeyMed practice OS — the same place your calendar, CRM, messages, money desk, and agents live.

Every patient in one record — visits, dependents, insurance, notes, and follow-ups — not a stack of spreadsheets.

Clinics adopt it to retire bolt-on tools that force staff to copy context between tabs. Every screenshot on this page uses fictional Lumen SAMPLE data — no real patient information on marketing surfaces.

HeyMed keeps brand and product language simple: agent, robot, or AI — never third-party model names in owner-facing UI.

02 · How it works

From ask to done — one loop

Built as a real surface in the practice OS — not a brochure paragraph.

01 · One patient threadContact, history cues, and follow-ups live together.
02 · Household linksDependents and related patients without a second card file.
03 · Ready for the next visitSearchable history before the clinician walks in.

03 · In the clinic

A day with Patient CRM

How front desk, clinicians, and agents touch the same truth.

01
One patient thread
Contact, history cues, and follow-ups live together.
02
Household links
Dependents and related patients without a second card file.
03
Ready for the next visit
Searchable history before the clinician walks in.

04 · Product illustrations

See the surface

UX-style illustrations — fictional Lumen only. Each tile echoes the real product layout without photo screenshots.

Patient profile Illustrated CRM record — tabs, info cards, insurance widgets.

Patient list — SAMPLE — **Patient list** Directory UI with search, filters, and soft status pills.

Visit thread — SAMPLE — **Visit thread** Timeline of visits, notes, and bills on one patient.

Shared desk — SAMPLE — **Shared desk** Front desk and clinicians on the same thread.

05 · What you get

Included with this building block

Lives in the same practice OS shell as schedule, CRM, and messaging
Peach clinical UI with a robot helper on the detail page
SAMPLE-safe demos with fictional Lumen data only
Designed for multi-specialty medical practices — not a dental-only sidecar
Works with waitlist → office onboarding when your clinic is ready

06 · Why clinics care

Robust, reliable, and in the same OS

Less retypingFront desk and clinicians stop copying between tools.
Insurance next to the personPlan facts sit with the visit, not a sticky note.
SAMPLE-safe demosFictional Lumen data — no real PHI on marketing surfaces.

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