Features
Everything your team needs
to manage patient relationships.
EVOQ Healthcare CRM brings patient enquiries, relationships, follow-ups, communication, and engagement into one connected workspace. Give every team member the context they need to understand each relationship, stay on top of every next step, and keep the patient journey moving.
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CRM features
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Patient data & relationships
01Know the patient beyond the enquiry.
Keep the information your team needs to understand each patient relationship in one place. Build a clear relationship view without turning your CRM into a clinical records system.
Patient profiles
Keep essential patient and contact information organized and accessible.
Contact management
Manage patient contacts and related information from a single workspace.
Patient notes and preferences
Capture relevant notes, preferences, and relationship details for more informed interactions.
Family and relationships
Connect related patients and family relationships where needed.
Custom fields
Capture the information that matters to your organization with configurable fields.
Integrations
Keep patient relationships connected across the journey.
Healthcare CRM works alongside the applications and systems that manage other parts of the healthcare experience.
Healthcare Practice Management
Connect patient relationships with providers, schedules, services, appointments, and operational workflows.
Learn moreBooking Engine
Connect enquiries and patient relationships with online appointment booking.
Billing
Connect patient relationships with invoices, payments, and outstanding balances.
Learn moreCampaigns
Use CRM context to support targeted patient campaigns and outreach.
Learn moreSurveys
Connect patient feedback with the broader relationship history.
Learn moreLoyalty
Connect loyalty activity with patient relationships and returning patients.
Learn moreHealthcare systems and integrations
Connect EVOQ with healthcare and business systems through supported integrations and APIs.
Configuration
Adapt patient records, stages and fields to how your organization works.
Every healthcare organization has its own services, teams, patient journeys, and ways of working. Configure the CRM around the information you capture, the stages you manage, and the activities your teams need to follow.
Configurable fields
Capture information specific to your organization.
Role-based access control
Control access according to team roles and responsibilities.
Workflow configuration
Adapt CRM processes to your patient journey.
Reports & dashboards
Create visibility around the information your teams need to monitor.
API access
Extend the CRM through supported APIs and integrations on eligible plans.
File & document management
Keep relevant relationship documents organized alongside CRM information.
Your patient relationships, clearly connected.
From the first enquiry to the next interaction, give your team the context they need to build stronger, more consistent patient relationships.