One connected platform

Services built for modern clinical care

From intake to recovery mentorship, MediCRM coordinates the full continuum of behavioral-health care in one HIPAA-ready system.

Client Relationship Management

A unified 360° view of every client — demographics, history, risk levels and engagement in one secure record.

  • Complete client profiles
  • Intake & status tracking
  • Engagement history
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Clinical Documentation

Consistent, compliant clinical records with structured notes and locked, amendment-only editing.

  • SOAP / DAP / BIRP notes
  • Locked clinical notes
  • AI-assisted drafting
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Scheduling & Secure Messaging

Appointments, reminders and staff availability with encrypted, HIPAA-ready communications.

  • Calendar & availability
  • Automated reminders
  • Encrypted messaging
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Psychiatry & Medication Management

Support psychiatric evaluation and medication oversight — with AI drug-interaction safety checks.

  • Medication histories
  • Psychiatric assessments
  • Interaction safety checks
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Therapy & Counseling

Document sessions, treatment plans and progress with integrity-protected clinical notes.

  • Session documentation
  • Treatment goals & care plans
  • Outcome tracking
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Addiction Recovery

Recovery-focused care with substance-use history, risk levels and milestones — 42 CFR Part 2 aware.

  • Recovery milestones
  • Risk assessments
  • Care-team coordination
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Mentorship Programs

Pair clients with recovery mentors, set goals and log every mentorship session.

  • Mentor assignment
  • Goal management
  • Progress monitoring
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Outcome Tracking & Recovery Management

Measure treatment and recovery progress to prove effectiveness and improve care delivery.

  • Program outcomes
  • Recovery progress
  • Engagement metrics
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Compliance Monitoring

Role-based access, audit trails and consent-aware workflows keep you audit-ready every day.

  • Audit trails
  • PHI protection
  • Consent-aware workflows
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Data Migration Services

Securely bring existing data into MediCRM from Excel, CSV, EHR exports and legacy CRMs.

  • Data mapping & validation
  • Test imports
  • Production deployment
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Implementation Support

A structured 6-phase rollout: Discovery, Configuration, Migration, Training, Go-Live, Optimize.

  • Guided configuration
  • Team training
  • Go-live support
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Customer Success Program

A journey from implementation to strategic growth that maximizes adoption and long-term value.

  • Dedicated success manager
  • Quarterly reviews
  • Adoption guidance
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See MediCRM in your workflow

Tell us about your program and we'll tailor a walkthrough to your team.