Turn more referrals into booked patients.
Capture leads, follow up, book appointments, and manage communication from one simple system.
- Capture and track every referral
- Call, text, and email in one place
- Automate booking and follow up
- Manage forms, reviews, and payments
No need for costly, separate subscriptions. It's all in one.
Everything below is included in CRM + Automations. One login, one bill, one connected system.
HubSpot
CRM and pipeline
Salesforce
Contact database
Calendly
Scheduling
Google Calendar
Appointments
Jotform
Intake forms
DocuSign
Electronic signatures
Birdeye
Reviews and reputation
Mailchimp
Email marketing
Texting and calls
Patient communication
CRM + Automations
Leads, conversations, calls and texts, appointments, forms, documents, payments, reviews, and AI automations in one HIPAA compliant system.
Product names and logos are shown only as examples of separate tools agencies commonly pay for. Patheown is not affiliated with, endorsed by, or sponsored by these companies.
The essentials your agency needs, all in one place.
Capture every referral
Keep leads, referral sources, and opportunities organized in one pipeline.
Communicate from one inbox
Call, text, and email without switching between separate apps.
Book and follow up automatically
Send confirmations, reminders, and follow up that reduce missed appointments.
Common questions about CRM + Automations.
Is Patheown HIPAA compliant?+
Yes. BAA is signed before any data is shared. End to end encryption, audit logging on every action, and tenant isolation are standard for both home health and healthcare deployments.
Which tools can CRM + Automations replace?+
CRM + Automations combines lead tracking, calling, text, email, calendars, forms, documents, payments, and review requests in one system.
Will it replace our existing EHR or EMR?+
No. Your EHR or EMR remains the clinical system of record. Patheown manages the growth, communication, and administrative workflows around it and can connect approved data where appropriate.
See CRM + Automations live in your agency.
Tailored to your real intake, branches, and EHR. No pressure. No generic deck.