Clinic CRM for Patient Recalls, Outreach and Corporate Health Accounts

A clinic CRM handles the admin side of patient relationships: who is due for a recall, which employer has staff booked for health checks, and where new patients come from. Describe what you track to Mythex and it builds the CRM on a real database with staff roles, while clinical notes stay in your clinical record system.

Who it's for

Clinics that run recalls from a spreadsheet exported once a year, manage corporate health check clients by email, and cannot say whether new patients come from search, referrals or employers.

What you can build

Patient contact details and preferred doctor
Recall dates for annual checks and vaccination boosters
A monthly list of patients due for recall
Corporate accounts with employees booked for checks
Referral source for each new patient
Contact preferences and consent for reminders

Recall, not records

Keep this CRM for outreach and admin. Each patient has contact details, preferred doctor, contact preferences and recall dates, such as an annual health check or a vaccine booster. Diagnoses, results and clinical notes stay in your clinical system. That separation keeps it clear which record is the source of truth and limits what sensitive data sits in a second place.

Contact and preferences only
Recall type and due date
No clinical notes

Monthly recall lists

Each month, the CRM lists patients due for each recall type with a contact button. Staff send a reminder through an email or SMS provider you connect, and record the outcome: booked, declined or no reply. A recall run in quiet weeks fills the diary and supports good care at the same time.

Corporate health accounts

Employers who buy health checks for staff need their own account: contract dates, the HR contact, the employees eligible and who has booked. Give the HR contact a simple view of bookings and attendance, without any clinical results. Invoice the employer from the same record.

Contract and HR contact
Eligible employees and bookings
Attendance only, no results

Mistakes to avoid

Do not put symptoms or results in free-text notes; staff tend to, so leave no field that invites it. Do not send recalls to patients who opted out of reminders. And limit access by role, so reception sees contact details while only managers export lists. Check the health data rules where you practise.

A prompt to start from

Make a patient admin CRM for my medical clinic, with no clinical notes. Patients have contact details, preferred doctor, contact preferences and recall dates (annual health check, vaccination boosters). Each month list patients due for each recall with the outcome (booked, declined, no reply). Corporate accounts have contract dates, an HR contact and eligible employees with booking and attendance status. Record the referral source of new patients and limit exports to managers.

Questions

Should clinical notes go in the CRM?

No. Use the CRM for contact details, recalls and outreach, and keep clinical notes in your clinical record system. It avoids two conflicting records.

Can it send recall reminders?

Yes, through an email or SMS provider you connect with your own account. Patients who opted out are excluded.

Is it HIPAA compliant?

Mythex does not claim HIPAA or other health certifications. Keep the CRM to admin data and check the rules that apply where you practise.

Do I need technical skills?

No. Describe the fields and lists you want and Mythex builds the CRM. Change it by chatting.

What does it cost?

The Free plan needs no card and gives daily credits to build and publish. Pro is $25/month and adds a custom domain, code editing and export.

Templates to start from

Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
Customer Health Dashboard Template — Churn scoring with explainable charts
Account Health Dashboard Template — Renewal view with risk scores
Wellness Studio Website Template — Practitioner directory with live search
CRM Dashboard Template — Contacts, pipeline, and deal tracking