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Healthcare CRM

The healthcare CRM that answers every patient call.

Patients book with whoever picks up. MapleConnect answers every call and web inquiry in seconds, keeps the schedule confirmed with reminders, and brings overdue patients back with recall campaigns - CRM, AI voice, SMS, email, and online booking in one system.

  • No credit card to start
  • Free plan available
  • Free guided migration

One system runs your whole front office: the CRM holds every patient and inquiry, AI voice answers the phone, SMS and email carry reminders and recalls, and online booking keeps the schedule full.

  • CRM & pipelines
  • AI voice agents
  • SMS & email
  • Online booking
  • Automations

What a healthcare CRM is really for.

A healthcare CRM is software that organizes patients, prospective patients, and referral sources into pipelines, then automates the communication a front desk never has time for: instant replies to new inquiries, confirmations and reminders before visits, and recalls when patients fall overdue. The mechanics matter in a clinic because the phone rings hardest exactly when the desk is busiest, and every unanswered call is a patient who books somewhere else.

MapleConnect is an AI-native healthcare CRM built for that reality. When an inquiry arrives from your website, an online directory, or a missed call, it responds by text and email in seconds, offers open appointment slots, and sends intake forms once the visit is booked. Before each appointment it runs confirmations and reminders; after a gap it runs recall campaigns to patients who are due back - automatically, without the desk keeping a list.

It stays firmly on the front-office side of the line. MapleConnect handles capture, response, scheduling, reminders, and a logged record of every touch. Diagnosis, treatment, prescriptions, and the clinical record stay with your providers and your EHR, and privacy obligations stay with your practice and its counsel - the CRM supports that work with consent capture, opt-outs, and activity logs, and it never gives medical advice on your behalf.

The problem

Where patients slip away between visits.

None of these look like emergencies from inside the clinic. They are missed calls and skipped follow-ups - and each one is a patient who quietly ends up somewhere else.

  • The phone rings hardest at check-in

    Peak call volume lands exactly when the desk is greeting patients, verifying details, and collecting copays. Callers who hit voicemail rarely leave a message; they dial the next practice on the search results.

  • No-shows hollow out the schedule

    An unconfirmed appointment is a coin flip. Manual reminder call-arounds are the first task dropped on a busy day, so empty slots surface at 9 AM when it is too late to fill them.

  • Recalls live on a list nobody owns

    Annual physicals, follow-ups, and screenings come due on a spreadsheet or a postcard pile. Patients do not feel overdue - they just do not come back until something is wrong.

  • New-patient inquiries go stale overnight

    A prospective patient who fills out your web form at 9 PM and hears back tomorrow afternoon has usually booked elsewhere. Response speed, not reputation, decides where they land.

A working day

One day at the front desk, without the scramble.

A representative working day with MapleConnect running the practice line. AI moments happen without staff touching them; your moment is the one only a clinician can do.

  1. 7:12 AM
    AI does this

    Overnight inquiries already answered

    A web form from 9:40 PM and a missed call from after close both got a text back within seconds. One has already picked a slot; the other is on a follow-up cadence until they reply.

  2. 8:00 AM
    AI does this

    Today’s schedule confirms itself

    Reminder texts reach every patient on the book. Two reply to reschedule; both are offered open slots and moved without a single phone call from the desk.

  3. 10:30 AM
    You do this

    You see patients

    The exam room is the part no software touches. You practice medicine with a full front-office history on one timeline - every call, message, and booking - instead of asking the desk what happened.

  4. 12:45 PM
    AI does this

    The lunch rush gets answered

    While the desk is at half strength, the AI voice agent takes the calls: two reschedules handled, one new patient booked, and a billing question logged as a message for staff.

  5. 3:20 PM
    AI does this

    Recall campaign goes out

    Patients due for annual visits get a text with a booking link. Replies book straight onto the calendar; anyone who booked drops out of the cadence automatically.

  6. 6:40 PM
    AI does this

    After hours, the line still works

    An evening caller reaches the AI voice agent, asks about new-patient availability, and books Thursday morning. The record is on your pipeline before the clinic opens.

What you get

Patient communication, built for clinic reality.

Six capabilities mapped to the jobs a practice actually struggles with - the phone, the schedule, and the patients you have not seen in a year.

Instant response to every inquiry

Web forms, directory listings, and missed calls get a text and email reply in seconds, with open slots offered right away - so the patient books with you before trying the next practice.

AI voice answering for the practice line

An AI voice agent answers around the clock: books and reschedules visits, captures new-patient details, and takes structured messages. Anything clinical routes to your care team, never answered by the AI.

Online booking with reminders built in

Patients pick real open slots from a booking link. Confirmations go out at booking, reminders before the visit, and a reply reschedules instead of no-showing - without the desk dialing anyone.

Recall and reactivation campaigns

Patients due for annuals, follow-ups, and screenings enter automated recall sequences by text and email. Replies book directly, and lapsed patients get a respectful re-engagement cadence.

One record per patient relationship

Every call, text, email, form, and appointment sits on a single contact timeline, so anyone at the desk can pick up a conversation cold - no sticky notes, no asking who spoke to them last.

Reviews and referral capture

After visits, patients get a review request at the right moment, and referral inquiries from other providers are captured and worked like any other pipeline - so your reputation compounds.

Hear it work

A new-patient call the desk never missed.

An illustrative lunch-hour call answered by the AI voice agent while the desk checks patients in (not a recording). Clinical questions always route to the care team - the assistant books, it never advises.

Voice callIllustrative transcript
AI agent

Thank you for calling Lakeside Family Clinic, this is the virtual assistant. How can I help you today?

Caller

Hi, I just moved to the area and I’m looking for a family doctor. Are you taking new patients?

AI agent

We are, and I can get you set up right now. Can I start with your first and last name?

Caller

Priya Raman.

AI agent

Thanks, Priya. What’s the best mobile number and email for you? We’ll text your confirmation and your new-patient forms.

Caller

This number works for texts, and my email is priya.raman@email.com.

AI agent

Got it. Is this visit for a general check-up, or is there something specific you’d like the doctor to look at?

Caller

Mostly a check-up, but I’ve been getting headaches lately - could that be blood pressure?

AI agent

That’s a question for the clinician, so I’ll note it on your visit rather than guess. For scheduling, I have Thursday at 10:40 AM or Friday at 2:15 PM - which works better?

Caller

Thursday at 10:40 works.

AI agent

You’re booked for Thursday at 10:40 AM. I’ve texted your confirmation and new-patient forms - arriving ten minutes early helps. Anything else I can do?

Caller

No, that covers it. Thank you.

The shift

The same front desk, two ways to run it.

Before

  • Calls hit voicemail during the check-in rush, and most callers never leave a message.
  • Reminders are a manual call-around the desk does whenever it finds a spare hour.
  • Recalls sit on a spreadsheet and a postcard pile that nobody officially owns.
  • Evening web inquiries wait until tomorrow afternoon for a first reply.
  • Patient conversations live in five places: the phone log, two inboxes, and memory.

With MapleConnect

  • Every call is answered - by the desk or the AI agent - and every caller becomes a record.
  • Confirmations and reminders run automatically, and a text reply reschedules the visit.
  • Recall campaigns fire on schedule, and replies book straight onto the calendar.
  • New inquiries get a text back in seconds, at 9 PM the same as 9 AM.
  • One timeline per patient holds every call, text, email, form, and booking.

Playbooks

Playbooks a practice can run from week one.

Automations shaped for a clinic front office, not blank templates. Each one is a trigger, a short sequence, and an outcome you can see on the schedule.

New-patient speed-to-lead

Trigger A web form, directory inquiry, or missed call from an unknown number arrives

  1. Instant text and email reply with open slots and a booking link
  2. Unanswered inquiries re-touched on a polite, persistent cadence
  3. On booking, confirmation and intake forms go out by text automatically

The prospective patient books with the practice that answered first - yours.

No-show defense

Trigger An appointment is booked or approaches on the calendar

  1. Confirmation sent at booking, reminders timed ahead of the visit
  2. A reply reschedules the patient onto a real open slot, no phone tag
  3. Still-unconfirmed visits are flagged so the desk can fill the slot

A schedule the desk can trust by 8 AM instead of discovering holes at 9.

Recall and reactivation

Trigger A patient comes due for an annual, follow-up, or screening - or lapses

  1. Recall message goes out by text and email with a booking link
  2. Gentle re-touches continue for patients who do not respond
  3. Anyone who books drops out of the cadence automatically

Due patients come back onto the calendar instead of onto a postcard list.

Honest scope

What it handles - and what stays clinical.

Healthcare is regulated, licensed work. MapleConnect is deliberate about which side of that line it operates on.

Front office, not the chart

MapleConnect captures inquiries, answers the line, schedules, reminds, and logs every touch. Diagnosis, treatment, prescriptions, results, and the clinical record stay with your providers and your EHR - the CRM fills the schedule, it never practices medicine.

Supports your privacy work, never replaces it

Consent can be captured and recorded, opt-outs are honored across SMS and email, and every message is logged. That supports your privacy program; HIPAA and state obligations remain defined by your practice, its agreements, and its counsel. Many practices keep clinical detail in the chart and use the CRM for scheduling and front-office communication.

The AI takes messages, not risks

The voice agent books, reschedules, and captures details. Symptoms, medications, results, and anything else clinical are noted and routed to a human on your care team. It does not triage and it does not advise - that boundary is built in, not configured.

Pricing

Flat pricing. The whole team works.

Per-seat pricing punishes a practice for having a front desk. MapleConnect is flat: providers, desk staff, and the office manager work the same system at one monthly price.

Essential

$199/mo flat

The full CRM plus automation - priced flat, not per seat.

Most popular

Professional

$299/mo flat

The most popular plan: deeper automation and campaigns.

Premium

$399/mo flat

Everything, including native AI voice agents on your line.

Start on the free plan and upgrade when the pipeline pays for it. See full pricing

Healthcare FAQ

Healthcare CRM questions,
answered plainly.

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A healthcare CRM is software that organizes patients, prospective patients, and referral sources into pipelines and automates the communication between visits: instant replies to inquiries, appointment confirmations and reminders, and recalls when patients come due. MapleConnect adds AI to that core - an AI voice agent on the phone line and agentic follow-up that runs until the patient books.
Your EHR holds the clinical record and your practice management system runs billing and claims. A healthcare CRM works everything before and between visits: capturing inquiries, answering the phone, confirming appointments, running recalls, and requesting reviews. MapleConnect runs that front office alongside your existing systems - it does not replace the chart.
By making confirmation the default instead of a chore: a confirmation at booking, reminders timed ahead of the visit, and a reply that reschedules the patient onto a real open slot instead of losing them. Visits that stay unconfirmed are flagged so the desk can fill the slot - all without manual call-arounds.
No, and that boundary is deliberate. The AI answers the phone, books and reschedules appointments, captures new-patient details, and takes structured messages. Symptoms, medications, results, and anything clinical are noted for your care team and routed to a human. It never triages and never gives medical advice.
No software makes a practice HIPAA compliant on its own, and a vendor who promises that is overpromising. MapleConnect supports the operational side - consent capture, opt-outs honored across SMS and email, and a logged history of every message - while your obligations stay defined by your practice, its agreements, and its counsel. Many practices keep clinical detail in the EHR and use the CRM for scheduling and front-office communication.
Yes - the automation matters most when there is no large admin team. Instant inquiry response, reminders, recalls, and phone answering run without extra staff, and there is a free plan to organize contacts and pipeline before you commit to anything. Flat pricing means adding a front-desk hire later does not raise the bill.
Yes - migration is guided and free. Contact records, notes, and pipelines come across from your existing CRM or spreadsheets, and the team helps you set up stages and recall cadences that match how your practice actually schedules. Clinical records stay in your EHR, where they belong.
MapleConnect uses flat monthly pricing rather than per-seat pricing: a free plan to start, then flat plans from $199 per month, with AI voice agents included on the Premium plan. The whole practice - providers, desk staff, office manager - works on one price, and the full breakdown is on the pricing page.

Somewhere right now, a patient is calling and hanging up.

Be the practice that answers. Free plan to start, flat monthly pricing after, and free guided migration from whatever your desk uses today.

See Pricing
  • No credit card to start
  • Free plan available
  • Free guided migration