Healthcare CRM Software for Modern Practices
Outbound patient communication, tightly integrated with your EHR. Automate form and visit reminders, insurance + payment nudges, and post-visit follow-ups on a HIPAA-compliant platform.
Designed for healthcare teams
For admins
Fewer phone calls and manual reminders save hours of weekly admin work.
For clinicians
Walk into visits with complete histories and fewer no-shows.
For owners/operators
Gain visibility into outreach outcomes and ROI.
Why healthcare needs a purpose-built CRM
Generic CRMs weren’t built for PHI or clinical workflows. Morf focuses on operational outbound communication — integrated with your EHR — so the right message reaches the right patient at the right time.
Reduce admin work
Automate reminders and operational outreach (forms, visits, billing.)
Keep patients engaged
Use patient context from your EHR to personalize communication.
Track patient activity
See a history of all outbound communication to your patients in one place.
Automation & Data Connections
Automate outbound SMS/email based on events in your EHR — then track delivery, clicks, and impact on no-shows and collections.
EHR-driven triggers
Appointment booked/changed, forms incomplete/complete, insurance/CC update needed, statement ready, payment failed.
Operational cadences
Confirmations, reminders, post-visit follow-ups, billing nudges, recalls – all configured with sending rules and audit logging.
Tracking & reporting
Sync data to your analytics platform or data warehouse to track no-show rate, conversion, and ROI.
Outbound Patient Communication & HIPAA-Ready Forms
Automate outbound SMS/email that links to high-converting, flexible forms, all integrated with your EHR.
Unified patient profiles
One secure profile that connects forms, notes, and communication history.
Smart scheduling
Appointment booking, reminders, and follow-ups to keep patients on track.
Built-in messaging
Outbound SMS and email tied directly to EHR patient context.
Automated workflows
Intake, billing updates, and care reminders triggered automatically.
Integrations that work for you
Morf comes with pre-built integrations into popular healthcare tools like Healthie and PracticeQ. Plus, it’s flexible enough to connect with any EHR, scheduler, or billing platform, so your CRM adapts to your stack.
Morf Health FAQs
1
Is Morf a sales CRM or lead pipeline tool?
No. Morf isn’t a sales CRM. It automates patient communication for forms, appointments, insurance, billing, and follow-ups — while your EHR remains the source of truth.
2
Does Morf support two-way messaging or chat?
Morf focuses on outbound operational communication (SMS/email) triggered by events in your EHR. It’s not a two-way chat/inbox replacement. If you need conversational messaging, we’ll help you connect the right tool.
3
Does Morf show messaging analytics like send, delivered, and opens?
Morf focuses on automating outbound operational messaging and can integrate with your analytics tools, so you can easily report on no-shows, conversions, and ROI.
4
Can we still measure ROI from reminders and follow-ups?
Yes. Morf emits the right events so your analytics/BI tools can tie outreach to outcomes (e.g., completed forms, kept appointments, payments). Reporting is done in an analytics-specific tool, not Morf.
Schedule a free trial with Morf
Keep your patient data secure
HIPAA Compliant
Complete control and security of your patient health information
FHIR Compatible
Map your data to the FHIR standard for interoperability
Flexible data backfills
Seamlessly swap out vendors and replay historical data