Healthcare CRM

If you run a private practice and need an uncomplicated CRM that isn’t going to break the bank, you’re in luck! Jotform’s free online Healthcare CRM Template is the perfect tool to help you collect and manage patient information in one secure, easy-to-access space. To get started, simply embed the attached form in your website and watch submissions appear in the spreadsheet automatically! Using our drag-and-drop Form Builder, you can easily customize the form to register new patients, schedule appointments, and more.

Customizing your Healthcare CRM Template to meet your exact needs doesn’t require any coding or technical knowledge. In just a few clicks, you can choose new label colors and names, add columns for additional patient or appointment details, create new tabs to store even more information for your practice. Don’t forget to upgrade to one of our HIPAA-friendly plans to help keep sensitive health data protected according to industry standards! With an easy-to-use Healthcare CRM, you’ll be able to keep track of patient info with ease and stay organized without taking away time better spent saving lives.