HealthThe CRM for the patient access journey
SellioCRM Health turns the CRM into an administrative relationship hub for healthcare: patient records and 360º view, scheduling with waitlist, provider directory, eligibility and coverage, prior authorizations, service desk and ombudsman, reactivation campaigns and population management. Deliberately administrative: the clinical record stays in your clinical system, and privacy is designed into the core, not bolted on. FHIR R4 aligned, with eligibility over TISS and X12 through neutral adapters.
100% administrative, never an EHR
The central object is the patient access journey: capture, scheduling, coverage, authorization, service and return. Clinical notes, reports and images stay in the clinical system, the CRM references and never copies.
Privacy by design
Every column has a data class, sensitive data is encrypted per patient and revealed on demand, and every read of protected data lands in an immutable access log, including break-glass emergency access.
The full journey, lead to return visit
From acquisition by source and specialty to scheduling, from eligibility to authorization, from service to reactivation campaign. One continuous line, no disconnected systems.
Interoperable from birth
A FHIR R4 aligned model and eligibility through TISS and X12 via neutral adapters: your market standard plugs in without locking you to a vendor.
Everything inside
Real product modules, ready on day one. No empty promise: every item below exists and operates today.
Patients and 360º view
Administrative patient records with master identifiers, protected sensitive data and everything the front desk needs in one place.
- 360º view with open pipeline, interactions and activity trend
- Identifiers from multiple systems (master patient index)
- Sensitive data encrypted per patient, revealed on demand with a record of who read it
- Legal guardian and consents by purpose and channel
- Required documents checklist: pending, received, verified, rejected, expired
- Patient portal access granted in one click
Scheduling and waitlist
Slot generation, in-person or telehealth booking and a waitlist that fills gaps on its own.
- Slot generation by practitioner, date and duration
- Booking with confirmation, completion and cancellation
- Telehealth with a video link on the appointment
- Waitlist with priority and automatic filling of freed slots
- No-show risk indicator
Provider directory
Organizations, practitioners and services in a living directory, with a portal so providers see what concerns them.
- Organizations by kind and city
- Practitioners with council and registration number
- Service catalog by category
- Provider portal with login grant and revocation
- Copyable access link to send to the practitioner
Eligibility and coverage
Coverage per patient, holder and dependent, with eligibility checks and an auditable history.
- Coverage with payer, plan and member number
- Holder and dependent, with active, inactive or suspended status
- Eligibility check with a result: eligible, ineligible, needs authorization or unknown
- Check history and stale result alerts
- Pendencies highlighted before the visit
- TISS and X12 through neutral eligibility adapters
Prior authorizations
The authorization queue under control: procedure, priority, deadlines and appeals, with KPIs right on the screen.
- KPIs for total, open, overdue and approval rate
- Request by patient and procedure, routine or urgent
- Full flow: draft, submitted, pending info, in review, approved, partially approved, denied, appealed
- Authorization number recorded on approval
- Appeal with justification
- Overdue items highlighted so no deadline slips
Communications and reactivation
A communication policy with a technical consent gate and recall campaigns that bring patients back.
- Communication policy with quiet hours, timezone and a daily send cap
- Nothing goes out without a valid consent for that purpose and channel
- Rule-based reactivation campaigns: days inactive and channel
- Honest preview before sending: who is contactable, without consent, opted out, in quiet hours or capped
- Opt-out stops sending immediately
Service desk and ombudsman
Requests, complaints and ombudsman cases with priority, escalation and satisfaction surveys.
- Categories: request, complaint, ombudsman, information, appeal and compliment
- Priorities and an open, in progress, pending, resolved, closed flow
- One-click escalation
- NPS on case closing
- KPIs for volume, open, overdue and satisfaction
Acquisition and population management
Where patients come from, what each source costs and where your network leaks referrals.
- Acquisition by source and by specialty, with average cost per lead
- Total investment and leads in the period
- Referrals: conversion and average days to convert
- Leakage by specialty to stop network loss
- Population panel with healthy, watch and at-risk patients
Governance built in
Industry rules enforced in the engine, not in a slide deck.
HIPAA, GDPR and LGPD posture
Operation under BAA and DPA, with per-column data classes (public, internal, personal, protected health information) driving masking, export and retention.
Immutable access log
Every read of protected data is written to an append-only log: who read, which reference, the declared purpose and whether it was break-glass emergency access.
Technical consent gate
Communication only leaves with a valid consent per purpose and channel. Opt-out, quiet hours and the daily cap are enforced by the engine, not by good intentions.
Per-patient encryption
Sensitive data is encrypted with a per-patient key. Revealing it requires an explicit action and is recorded.
Plus the whole SellioCRM
The vertical adds to the complete platform, in the same system and with no extra subscriptions.
SellioCRM Real Estate
From lead to keys: live inventory board, hard-locked reservations, payment simulator, contracts, credit, mortgage transfer, construction and handover in one place.
Learn more →SellioCRM Financial Services
Parties, KYC, screening and households, with a decision trail that survives an audit.
Learn more →SellioCRM Legal
Matters, deny-by-default ethical walls, conflict checking, jurisdiction-aware deadlines, fees, time, invoices and trust accounting.
Learn more →Put the patient journey under control
Free for your whole operation. It stays free as long as infrastructure usage always stays below US$20 a month; once you go over, you pay the month's consumption.
Create free account