The healthcare CRM that
triages patient inquiries for you.
TriageCRM is a medical practice CRM that automatically prioritizes, scores, and routes incoming patient inquiries based on referral source, service type, and case value. Built for healthcare practice owners — doctors, dentists, therapists, and specialists — who want to qualify potential patients without manual intervention.
Used by dental practices, therapy groups, med spas, chiropractic offices, and more.
How does this healthcare CRM help your practice?
From the moment a patient inquiry arrives to the booked appointment, this medical practice CRM automates your intake workflow.
Automatic Inquiry Triage
Define rules that automatically prioritize, tag, and route patient inquiries by service type, referral source, and case value.
Inquiry Scoring
Composite scoring based on referral source quality, service value potential, contact completeness, and inquiry recency.
Provider Caseload Balancing
Round-robin assignment distributes patient inquiries evenly across providers and intake coordinators.
Patient & Client Management
Rich profiles, custom fields, activity timelines, and CSV import for your patient and referral contact database.
Intake Pipeline Dashboard
Kanban boards, metrics cards, and charts for full visibility into your patient intake pipeline.
Secure & Multi-Tenant
Role-based access, complete data isolation, and security controls designed for healthcare practices.
How does patient inquiry triage work?
- 1
Inquiries arrive
New patient inquiries flow in from your website forms, phone calls, physician referrals, or CSV import. Every inquiry is scored instantly.
- 2
Triage rules fire
Your triage rules evaluate each inquiry — routing surgical consults to the right coordinator, flagging physician referrals as urgent, and tagging by service type.
- 3
Your team responds faster
Your intake team sees a prioritized queue and knows exactly which patients to call back first. High-value cases never fall through the cracks.
Triage rules built for healthcare
Create rules that match how your practice actually works. Route physician referrals to your surgical coordinator, flag high-value cosmetic consults for immediate callback, or auto-tag inquiries by service type.
- Route by service type: cosmetic, medical, surgical, wellness
- Prioritize by referral source: physician, existing patient, web inquiry
- Flag urgent cases for same-day callback
IF
source EQUALS PHYSICIAN_REFERRAL
serviceType EQUALS SURGICAL_CONSULT
THEN
Set priority to CRITICAL
Add tag Surgical Consult
Assign to Surgical Coordinator
Built for healthcare practices like yours
TriageCRM works for any healthcare practice that receives patient or client inquiries from multiple sources.
Dental Practices
Separate $15K cosmetic cases from routine cleanings. Auto-prioritize by service type and route to the right coordinator.
Therapy & Counseling
Auto-match clients to therapists by specialty, flag crisis language, and balance caseloads with round-robin.
Med Spas & Aesthetics
Score consultation requests by treatment value, track marketing campaign ROI, and convert more high-value clients.
Chiropractic
Auto-flag PI and auto accident cases, distinguish referral sources, and track patient conversion by case type.
Physical Therapy
Priority-flag surgeon referrals, route by PT specialty, and track multi-step intake from inquiry to authorization.
And More
Dermatology, pediatrics, psychiatry, optometry, veterinary, speech therapy, occupational therapy, dietitians, and functional medicine.
Frequently asked questions
What is TriageCRM?
TriageCRM is patient inquiry triage software for healthcare practices. It automatically prioritizes, scores, and routes new patient inquiries so your team responds to the highest-value cases first. Learn more about patient inquiry triage.
How does patient inquiry scoring work?
TriageCRM calculates a composite score (0-100) based on four factors: referral source quality (physician referrals score highest), service value potential, contact completeness (including insurance information), and inquiry recency. Read our inquiry scoring guide.
Can TriageCRM route patient inquiries to the right provider?
Yes. TriageCRM supports round-robin assignment that distributes inquiries evenly across providers, as well as rule-based routing to specific team members based on service type, referral source, or case complexity.
What types of healthcare practices use TriageCRM?
TriageCRM is used by dental practices, therapy and counseling groups, chiropractic offices, med spas, physical therapy clinics, dermatology offices, pediatric practices, and many other healthcare providers.
Is TriageCRM HIPAA compliant?
TriageCRM is built with healthcare data security in mind, featuring multi-tenant isolation, role-based access controls, session management, and encrypted data storage. Read our HIPAA compliance guide for details.
Ready to triage patient inquiries smarter?
Start using TriageCRM today and never miss a high-value patient inquiry again.
Get Started Free