Trusted By

Matt tailbot
freyr
Onemedall
zoetis
pharmaplace
Callondoc

Patient Care Challenges We Fix with Custom Healthcare CRM Software

Most of the healthcare teams lose revenue, patients and operational control when care data is inaccurate. Bacancy builds custom healthcare software that solve the root cause, not just the surface symptom.

Fragmented Patient Data Across Systems

Fragmented Patient Data Across Systems

When EHR, billing and lab data reside in separate silos, providers lose clinical context. We consolidate all
patient records into one unified CRM platform to make accurate decisions.

Poor Patient Retention and Follow-Up

Poor Patient Retention and Follow-Up

Lack of follow ups and generic communications drives patients to competitors. We design automated patient engagement workflows that keep patients engaged and stay connected at every stage.

HIPAA Compliance Gaps in Patient Communication

HIPAA Compliance Gaps in Patient Communication

Unstructured communication channels that expose PHI lead to audit failures. We create role-based access controls, HIPAA-compliant messaging, and full audit trails to keep each patient interaction secured.

No Visibility Into Referral and Care Pipelines

No Visibility Into Referral and Care Pipelines

Manual Referral tracking leads to lost revenue and delayed care. We build automated referral pipelines that give your team real-time visibility from first contact to completed care delivery.

Disconnected Marketing and Patient Acquisition

Disconnected Marketing and Patient Acquisition

With siloed marketing tools, it becomes difficult to track which campaigns actually convert patients. We connect every campaign to revenue by integrating CRM with your marketing stack.

Slow Reporting and Operational Blind Spots

Slow Reporting and Operational Blind Spots

Manual data pulls delay insights that affect staffing, revenue and quality of care. We build real time dashboards so your team works on accurate data daily.

Key Features We Build in Custom Healthcare CRM Software

Patient relationship management isn't a feature, it's the foundation of your entire care operation. Bacancy engineers every module of your healthcare CRM software around your workflows, your patient population and your regulatory environment.

Unified Patient Profile Management

Unified Patient Profile Management

For every client, we build 360-degree patient profiles that aggregate EHR, billing, lab and engagement history data into a single centralized, queryable record.

HIPAA-Compliant Patient Communication

HIPAA-Compliant Patient Communication

Build a BAA compliant encrypted messages, automated reminder workflows and consent management tools for all of the patient-facing channels your team works through.

EHR and EMR Integration via FHIR R4

EHR and EMR Integration via FHIR R4

Get your CRM system directly connect to Epic, Cerner, Athenahealth and Allscripts through certified FHIR R4 and HL7 pipelines, which enable real-time data flow.

Patient Portal and Self-Service Access

Patient Portal and Self-Service Access

Bacancy build patient portals that enable them to book appointments, view care plans, access their medical records and send reminders without calling your front desk.

Revenue Cycle and Billing Integration

Revenue Cycle and Billing Integration

We connect your CRM system with billing and claims operations to ensure complete tracking of all patient financial activities without need for any manual reconciliation process.

AI-Powered Patient Risk Scoring

AI-Powered Patient Risk Scoring

Develop your predictive models that can analyze patients’ behavior with their appointment history to identify patients who are likely to stop their medical care.

Care Coordination and Task Automation

Care Coordination and Task Automation

Build a healthcare coordination systems that automatically distribute responsibilities to team members and tracks task progress in real time.

Marketing Automation and Patient Acquisition

Marketing Automation and Patient Acquisition

Our automation experts integrate campaign management, lead scoring and population segmentation tools directly into your CRM to grow patient volume.

Project Snapshot

Bacancy built a MedPrecison, a fully functional healthcare CRM that consolidates scheduling, communication, care coordination, and analytics in one HIPAA-compliant system. It demonstrates how health systems can shift from reactive, manual patient management to a proactive, data-driven approach, reducing administrative overhead and improving patient retention from the very first quarter.

project snapshot

Healthcare CRM Projects We Have Delivered

From multi-state primary care networks to federally qualified health centers, Bacancy has built and launched healthcare CRM software across diverse clinical environments. Each engagement below reflects real outcomes, real integrations and real scale.

Patient Engagement CRM for Mercy General Care Network

Industry: Industry: Healthcare

Tech Stack: Tech Stack: React, Node.js, PostgreSQL, AWS

Mercy General, a care network had no unified patient engagement view. Follow-ups were manual, referrals were lost and no system flagged disengaged patients. Bacancy built a custom healthcare CRM software platform with care workflows, referral tracking and AI risk scoring integrated directly into their Epic EHR. Within six months, over 10,000 lapsed patients were re-engaged and retained.

38% higher patient retention in two quarters
14k+ patients reactivated

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Patient Engagement CRM for Mercy General Care Network

Medical CRM for a Behavioral Health Practice Group

Industry: Industry: Healthcare

Tech Stack: Tech Stack: React Native, Python, MySQL, Azure

A behavioral health group managing 6,000 patients used spreadsheets to track treatment plans and appointment follow-ups. Therapists spent 35% of their time on admin work instead of care. Bacancy built a patient relationship management system with treatment tracking, automated reminders, and a therapist dashboard integrated with their existing EMR. Administrative overhead dropped immediately after launch.

35% less admin time per patient
92% therapist satisfaction (90 days)

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Medical CRM for a Behavioral Health Practice Group

Care Gap and Retention CRM for a Community Health Network

Industry: Industry: Healthcare

Tech Stack: Tech Stack: React, Node.js, MongoDB, GCP

A federally qualified health center serving 45,000 annual patients had a 31% patient dropout rate after initial visits. The care team had no system to track follow-through on care plans or flag chronic patients before conditions escalated. Bacancy built a CRM with automated care gap alerts, population health dashboards, and multi-channel outreach integrated with Central Health.

31% to 9% Dropout rate cut (2 quarters)
$320K+ annual revenue recovered

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Care Gap and Retention CRM for a Community Health Network

Why Health Systems Trust Bacancy to Build Their Patient Relationship Management Platform

We don't treat healthcare like any other software vertical. As a healthcare software development service provider, our engineers have delivered healthcare CRM software for ambulatory networks, behavioral health groups, FQHCs, and digital health startups, each with different compliance requirements, integration stacks, and patient populations. That cross-environment depth is what lets us move fast without compromising clinical accuracy, data governance, or regulatory compliance.

50+

Healthcare CRM Implementations

We Delivered across ambulatory networks, behavioral health groups, FQHCs and regional health systems on AWS, Azure, and GCP.

EHR Integration

Interoperability Across Systems

Certified FHIR R4 and HL7 engineers with hands on Epic, Cerner, Athenahealth and eClinicalWorks experience across diverse network setups.

2.5x

Improved Care Team Productivity

Optimized workflows and automation reduce manual workload that allows providers to focus more on patient care.

10x

Faster Data Accessibility

We unify clinical and operational data into a single source of truth, enabling instant insights for care teams and administrators.

3x

Faster CRM Feature Delivery

Our modular architecture and reusable healthcare data components reduce development cycles without compromising security, accuracy, or compliance.

HIPAA Ready

Built In Compliance

Get End-to-end data protection with access controls, encryption layer and continuous compliance monitoring embedded from day one.

What Healthcare Leaders Are Saying

Jonathan P.

Trinity Hospital

“Our patient retention numbers were flat for three years. After Bacancy built our CRM, we tracked and re-engaged over 12,000 patients in the first quarter alone. The referral pipeline module alone paid for the entire build.”

Michael R.

RMA Hospital

“The integration between our Cerner EHR and the CRM Bacancy built is flawless. Patient data syncs in real time, and our coordinators stopped spending their mornings reconciling records by hand. It has completely changed how we run every clinic.”

Amanda C.

St. Joseph Medical Center

“We went from chasing patients to staying ahead of them. Bacancy’s population health dashboards let us act on care gaps 30 days before they become missed visits. The ROI showed up within the first 60 days of launch.”

Frequently Asked Questions

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What makes healthcare CRM software different from a standard CRM?

Healthcare CRM software is designed for clinical environments where HIPAA compliance, patient safety, and PHI security are essential. It integrates with EHR/EMR systems that support care coordination, track referrals and unify patient data in real time.

How long does it take to build a custom healthcare CRM?

At Bacancy build a healthcare CRM, it most likely takes 14 to 18 weeks, depending on the features you want. While advanced systems with AI, automation and population health dashboards, it takes 24 to 32 weeks, that dependends on complexity and integration needs.

Will the CRM integrate with our existing EHR system?

Yes, Bacancy will help you integrate FHIR R4 and HL7 simply with leading EHR systems like Epic, Cerner, and Athenahealth. The integration will provide real time data with accurate patient records across care teams and systems without the need for manual data reconciliation.

Is the CRM HIPAA-compliant from day one?

Yes, at Bacancy every healthcare CRM is designed as a fully HIPAA-compliant solution from the start. It includes PHI encryption, role based access controls, audit logs, BAA support and secure data processing. It ensures that patients’ data is secured at every stage of development and system use.

Can the CRM scale as our patient volume grows?

Yes, the systems use a microservices architecture to handle increasing patient numbers and operational requirements. It undergoes load testing before its actual release and supports additional processing. The system provides infrastructure scaling capabilities during its post launch hypercare period to maintain ongoing performance stability.

What kind of support does Bacancy offer after launch?

We provide continuous monitoring, security updates, performance optimization and feature enhancements. Our engineers support you and enable healthcare teams to maintain system reliability while evolving the CRM and adapting to changing clinical workflows.