CRM for clinics and dental practices

Patient-record CRM with EMR sync, e-Recepta, RODO consent log and NFZ-ready billing — the operational spine of your practice.

NFZ ready

eRecepta sync

RODO compliant

See packages

Healthcare pain points

01Patient history scatteredEMR has the clinical record, the booking tool has the schedule, the billing app has payments — and your front desk pieces it together by hand.

02Consent management is manualEvery RODO update means another paper form. No timestamped audit trail for the regulator.

03NFZ reporting eats MondaysMonthly NFZ submissions are a copy-paste exercise from 4 different tools.

04No view of patient lifetime valueYou don't know which patients drive 80% of revenue, or who lapsed and is worth a recall campaign.

Healthcare scenarios

01Unified patient recordDemographics, visits, prescriptions, payments, consents — one screen, with EMR write-back.

02Consent + RODO audit logEvery consent capture, every PII access — timestamped, exportable, regulator-ready.

03NFZ + private billingBoth insurance flows in one tool. Bulk NFZ submission with one click; KSeF B2B invoices for partners.

04Recall + recurring careAuto-recall lists for hygiene visits, vaccinations, routine check-ups. Targets with WhatsApp + SMS.

What's included

Core modules

PatientsEMR syncSchedulePaymentsConsentsNFZ billing

Integrations

KAMSOFTMediportaeRejestracjaeReceptaZUSNFZKSeF

ROI for clinics

−60%admin time per visitAuto-fill from EMR, one-click invoice, automated consents — front desk focuses on patients.

100%RODO audit-readyEvery PII access logged. Subject-access requests answered in minutes, not days.

NFZsubmissions automatedMonthly NFZ batches generated automatically. One review, one click, done.

Healthcare case studies

We're piloting clinic CRM with two private dental practices in Warsaw and Wrocław. See related multi-tenant work in our portfolio.

Healthcare CRM FAQ

Is this RODO / GDPR compliant?

Yes — EU-only hosting, encrypted PHI, signed DPA, full PII audit log. Designed with Polish RODO at the core.

EMR integrations?

KAMSOFT, Mediporta, eRejestracja via official APIs. Custom EMR — typically 2–3 weeks of integration work.

Does it handle NFZ reporting?

Yes — monthly NFZ batches generated and submitted from the CRM. Manual review before submission.

eRecepta workflow?

The CRM captures the request and pre-fills the eRecepta system. Physician one-click approves.

Multi-clinic support?

Yes — clinic-level data isolation, group-level rollups, central patient database optional.

Time to deploy?

6–8 weeks including EMR integration, RODO sign-off, staff training and historical data migration.

Need a voice agent for the front desk?

Add our AI Agent to handle inbound bookings, reminders and prescription refills 24/7 in 4 languages.

Explore AI Agent for healthcare

Healthcare

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