Top 10 Best Patient CRM Software of 2026

Salesforce Health Cloud is a comprehensive CRM platform tailored for healthcare, enabling providers to manage patient relationships, care coordination, and engagement with a unified 360-degree patient view. It integrates seamlessly with EHR systems, wearables, and other data sources to support personalized care plans, longitudinal records, and compliance with HIPAA and other regulations. Advanced AI features like Einstein for Health provide predictive analytics and automation to enhance patient outcomes and operational efficiency.

Microsoft Cloud for Healthcare, powered by Dynamics 365, is a robust CRM platform tailored for healthcare providers, payers, and life sciences organizations to manage patient relationships, streamline care coordination, and enhance engagement. It integrates patient service management, appointment scheduling, care team collaboration, and AI-driven insights via Copilot for Healthcare. The solution leverages the Microsoft ecosystem, including Teams, Power Platform, and Azure Health Data Services, to deliver personalized patient experiences while ensuring HIPAA compliance and data security.

athenaOne by athenahealth is a comprehensive cloud-based EHR and practice management platform with strong patient CRM capabilities, including a patient portal for self-scheduling, secure messaging, bill pay, and health record access. It integrates patient engagement tools with clinical workflows to enhance communication, retention, and satisfaction. Designed for healthcare providers, it leverages data analytics to personalize patient interactions and streamline front-office operations.

Epic Systems is a leading enterprise electronic health record (EHR) platform with robust patient CRM capabilities through its MyChart patient portal and integrated tools for engagement, scheduling, and communication. It enables healthcare providers to manage patient relationships at scale, offering features like secure messaging, appointment reminders, billing portals, and personalized care coordination. Designed primarily for large-scale implementations, it excels in integrating patient data with clinical workflows for comprehensive relationship management.

Oracle Health, formerly Cerner, offers a comprehensive cloud-based platform for healthcare providers, with patient CRM capabilities embedded in its electronic health records (EHR) and patient engagement suite. It facilitates patient relationship management through secure portals, automated communications, personalized outreach, and analytics-driven insights to improve retention and satisfaction. The solution leverages Oracle's robust database technology for handling vast patient data securely while integrating clinical, operational, and marketing workflows.

NextGen Healthcare is a comprehensive EHR and practice management platform with robust patient CRM features, including a patient portal for self-scheduling, secure messaging, and access to health records. It integrates patient data across clinical, financial, and engagement workflows to improve relationship management and outcomes. Tailored for ambulatory care, it supports population health management and telehealth to enhance patient retention and satisfaction.

eClinicalWorks is a comprehensive cloud-based EHR and practice management platform with integrated patient CRM features, including patient portals, automated messaging, appointment scheduling, and relationship tracking via its Healow patient engagement suite. It enables healthcare providers to manage patient interactions, demographics, communications, and follow-ups in a unified system. While robust for clinical workflows, its CRM tools emphasize retention and engagement within medical practices.

Veradigm provides a comprehensive patient CRM solution within its healthcare IT ecosystem, focusing on patient engagement, outreach, and relationship management for providers. It enables automated communications via SMS, email, and portals, appointment reminders, and personalized care plans integrated with EHR data. The platform leverages the Veradigm Network for secure data exchange and analytics to improve patient retention and outcomes.

Kareo is a cloud-based platform primarily designed for independent medical practices, offering patient CRM capabilities integrated with EHR, practice management, and billing tools. It provides a secure patient portal for appointment scheduling, online payments, record access, and automated reminders to enhance patient engagement and retention. While strong in operational efficiency, its CRM features support patient acquisition through targeted marketing and communication workflows.

Practice Fusion is a cloud-based electronic health record (EHR) platform that doubles as a patient CRM solution, enabling practices to manage patient demographics, appointments, secure messaging, and care coordination. It offers tools for scheduling, automated reminders, patient portals, and basic reporting to streamline patient relationships and engagement. While primarily an EHR, its patient management features make it suitable for CRM needs in smaller practices.