Medical Practice CRM for Intake and Marketing Teams
Velant helps medical practices capture leads, automate follow-ups, and track conversion from first inquiry to appointment.
- ✓HIPAA-compliant
- ✓Unlimited users
- ✓Pay only for usage
- ✓Surescripts-certified
01
Capture every inquiry across channels
Track calls, forms, and referrals in one CRM so teams never lose lead context.
- Source attribution for campaigns and referrals
- Unified inbox for SMS, calls, and email
- Tasking and ownership for intake teams
02
Automate follow-up without losing control
Velant keeps outreach consistent with templates, timing rules, and escalation.
- Multi-step sequences with quiet hours
- Pipeline visibility and next-step guidance
- Reporting on response speed and outcomes
03
Designed for healthcare compliance
Velant supports HIPAA-aligned workflows and audit-friendly reporting for healthcare organizations.
FAQ
Questions, answered.
Still deciding? Talk to a specialist and we’ll map Velant to your exact intake and admissions workflow.
Speak to a specialistIs Velant designed for medical practices?
Yes. Velant supports intake, admissions, and marketing workflows for healthcare providers.
Can we track call and SMS performance?
Yes. Velant ties telephony and messaging to the CRM record.
Does Velant replace our EHR?
No. Velant complements your EHR and focuses on lead and intake workflows.