7 Best CRM Software for Medical Practices (2026)

This guide compares the 7 best CRM software options for medical practices in 2026. In healthcare, a "CRM" is usually a patient engagement platform that sits on top of the EHR and handles reminders, recalls, two-way texting and reviews. Any tool that touches patient information must be HIPAA compliant and sign a BAA.

Each entry below says what the platform does, where it falls short, and how it is priced. SchedulingKit is included only to explain why a general scheduling tool does not fit.

The 7 Best CRM Software Options for Medical Practices

1. SchedulingKit — Not Suitable for Patient Data

SchedulingKit is general-purpose appointment scheduling software. It is included here because medical practices often ask about it, so to be clear: SchedulingKit is not HIPAA compliant and does not sign BAAs. It has no EHR integration, clinical records, insurance verification or claims. Practices should not use it to schedule patients or store patient information.

It may be appropriate for non-clinical bookings that involve no health information, such as a practice's community workshop or a vendor meeting. For patient engagement, choose a healthcare-specific platform below.

Pricing: Free plan (1 team member). Standard $12, Pro $20, Business $36 per seat per month. See pricing.

2. Weave — Best Patient Communication Platform

Weave combines phones, two-way texting, reminders, reviews and payments for healthcare and dental practices, with integrations into many practice management systems.

Pricing: Quote-based.

3. NexHealth — Best for EHR-Synced Online Booking

NexHealth syncs with EHR and practice management systems to offer online booking, reminders, forms and payments, and provides an API for healthcare developers.

Pricing: Quote-based.

4. Solutionreach — Best for Recall and Reactivation

Solutionreach focuses on patient reminders, recall campaigns, two-way texting and surveys for medical and dental practices.

Pricing: Quote-based.

5. Luma Health — Best for Patient Access in Larger Organizations

Luma Health offers scheduling, referral management, intake and messaging for health systems and larger groups that need patient access at scale.

Pricing: Quote-based.

6. Tebra (formerly Kareo and PatientPop) — Best for Practice Marketing Plus Practice Management

Tebra combines EHR, billing and patient engagement, including the practice-growth tools that came from PatientPop, such as websites, online booking and reputation management.

Pricing: Quote-based.

7. DrChrono — Best for iPad-Based EHR Workflows

DrChrono is an EHR and practice management system with mobile-friendly charting, patient scheduling, intake and billing.

Pricing: Quote-based.

How to Choose the Right CRM for Medical Practices

1. Require a BAA. Confirm the vendor signs a Business Associate Agreement before any PHI enters the system.
2. Check EHR integration. Reminders, recalls and online booking only work well if they sync with your EHR's schedule.
3. List the channels you need. Two-way texting, phones, forms and payments vary by vendor.
4. Ask about implementation. Healthcare integrations can take weeks; ask for a realistic timeline.

Example Workflow: Annual Recall in a Primary Care Practice

1. The engagement platform reads the EHR and flags patients who are due for an annual physical.
2. It sends each patient a text with a link to book, and the booking writes back to the EHR schedule.
3. Booked patients get reminders before the visit; patients who do not book get a follow-up message or a call from the front desk.
4. After the visit, the platform sends a review request.

Everything runs inside vendors that have signed a BAA with the practice.

Frequently Asked Questions

Is SchedulingKit HIPAA compliant?

No. SchedulingKit is not HIPAA compliant and does not sign BAAs. It should not be used for patient scheduling or patient records.

What is the difference between an EHR and a patient CRM?

An EHR stores clinical records and runs the practice's core workflows. A patient CRM or engagement platform handles communication such as reminders, recalls, texting and reviews, usually synced to the EHR.

How long does it take to set up a patient engagement platform?

Expect a few weeks, depending on EHR integration, template setup and staff training.