Compassionate care, organized.
A secure healthcare CRM built for healthcare organizations — purpose-built for behavioral health & recovery teams — charting, care coordination, patient engagement, billing and compliance in one secure platform.
BAA-Supported Platform · Designed to Support HIPAA Compliance Efforts · 42 CFR Part 2 controls.
MediCRM Academy · Training RecHIPAA-Aligned Safeguards
PHI encrypted in transit & at rest
42 CFR Part 2 Controls
Substance-use privacy protections
BAA Available
Business Associate Agreement
Org-Level Isolation
Separation at the database layer
One platform for the entire care journey
Most CRMs are built for sales pipelines. MediCRM is built around clinical relationships — so front desk, clinicians, billing and patients all work from the same record.
Front desk
Scheduling, intake, reminders and secure patient messaging in one queue.
Clinical teams
Charting, SOAP/DAP notes, assessments, level-of-care and e-signatures.
Billing
Authorizations, claims, superbills and CMS-1500 tied to the visit.
Patients
A secure portal for self-booking, forms, documents and messaging.
Built for behavioral health & recovery organizations
From psychiatry practices to community health teams, MediCRM adapts to how your programs actually deliver care. Explore the workflows tailored to your organization.
AI-assisted notes that respect the record
Structured SOAP/DAP/BIRP templates plus an AI summarizer that turns session details into clean, reviewable notes.
- Note templates & co-signatures
- PHQ-9 / GAD-7 & LOCUS/CANS/ANSA
- Clinician review before it's final
Coordinate across your team — and across organizations
Secure clinical messaging, tasks and consent-gated Care Circles keep everyone aligned around the patient.
- Encrypted clinical threads
- Consent-gated cross-org Care Circles
- Referrals with closed-loop tracking
1
connected platform
4
care roles served
100%
org data isolation
24/7
audit logging
Customer proof
Trusted by behavioral-health teams
"MediCRM replaced four disconnected tools. Our clinicians spend less time charting and more time with clients."
Dr. Alicia Romero
Clinical Director · Cornerstone Behavioral Health
"MediCRM replaced four disconnected tools. Our clinicians spend less time charting and more time with clients."
Dr. Alicia Romero
Clinical Director · Cornerstone Behavioral Health
"Onboarding was painless and the audit trail gives us real peace of mind at survey time."
Marcus Whitfield
Executive Director · New Horizons Recovery
"Onboarding was painless and the audit trail gives us real peace of mind at survey time."
Marcus Whitfield
Executive Director · New Horizons Recovery
"Self-scheduling and automated reminders cut our no-shows dramatically in the first month."
Dana Lee, LMFT
Owner · Harbor Counseling
"The reporting packages make our county submissions a click instead of a week of spreadsheets."
Priya Shah
Operations Manager · Bright Path Wellness
"The reporting packages make our county submissions a click instead of a week of spreadsheets."
Priya Shah
Operations Manager · Bright Path Wellness