CRM features built for medical practices
TriageCRM is a healthcare CRM with automatic triage rules, composite inquiry scoring, round-robin provider assignment, intake pipeline dashboards, patient contact management, and multi-tenant security — all designed to help medical practices respond to the right patients faster.
What are automatic triage rules?
Triage rules are conditional automation rules that evaluate patient inquiry attributes (referral source, service type, case value) and automatically execute actions (set priority, assign intake coordinator, add tag) when conditions are met. Rules fire automatically when inquiries are created or updated.
- Route by service type: cosmetic, surgical, medical, wellness
- Prioritize by referral source: physician, existing patient, web inquiry
- Full audit log of every rule evaluation
Learn more: What Is Patient Inquiry Triage?
IF
source EQUALS PHYSICIAN_REFERRAL
serviceType EQUALS SURGICAL_CONSULT
THEN
Set priority to CRITICAL
Add tag Surgical Consult
Assign to Surgical Coordinator
How does patient inquiry scoring work?
Every patient inquiry gets a score from 0 to 100, calculated automatically from four weighted dimensions. Your team always knows which inquiries deserve the fastest response.
- Referral source quality (physician referrals score highest)
- Service value potential (cosmetic, surgical, specialty)
- Contact completeness (insurance info, phone, service request)
- Inquiry recency (fresh inquiries convert best)
Deep dive: How to Score Patient Inquiries by Value
What else is included?
Intake Pipeline Dashboard
Kanban boards for visual intake pipeline management with drag-and-drop status changes from inquiry to booked appointment.
Activity Timeline
Full audit trail of every action taken on a patient inquiry: notes, status changes, assignments, and triage events.
CSV Import
Bulk import patient contacts and inquiries with automatic column mapping and preview before committing.
Service-Type Tagging
Flexible tagging for inquiries and contacts. Tags like "Cosmetic Consult", "Surgical Referral", or "PI Case" can be auto-applied by triage rules.
Response Time Alerts
Real-time notification bell with mark-as-read, so your intake team never misses a high-priority patient inquiry.
Round-Robin Provider Assignment
Automatically distribute patient inquiries evenly across providers and intake coordinators. Learn how →
Feature questions
What are triage rules in a healthcare CRM?
Triage rules are conditional automation rules that evaluate patient inquiry attributes (referral source, service type, case value) and automatically execute actions (set priority, assign intake coordinator, add tag) when conditions are met.
How does patient inquiry scoring work?
Patient inquiry scoring calculates a 0-100 score from four weighted dimensions: referral source quality (0-25), service value potential (0-30), contact completeness (0-25), and inquiry recency (0-20). Read the full guide.
What is round-robin provider assignment?
Round-robin provider assignment distributes incoming patient inquiries to team members in a rotating sequence. TriageCRM assigns inquiries to the member with the fewest active assignments. Learn more.
Can I route patient inquiries by service type?
Yes. TriageCRM triage rules can route inquiries based on any attribute including service type, referral source, case value, and more. For example, cosmetic consults go to your cosmetic coordinator while surgical referrals go to your surgical scheduler.
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