5 best healthcare CRM platforms to integrate with eClinicalWorks

Walk into almost any modern medical practice today, and you will find a digital system running in the background managing patient records, appointments, and supporting day-to-day clinical operations. 

These platforms, known as electronic health records (EHRs), have become the backbone of everyday healthcare operations. 

One of the most widely used platforms for this purpose is eClinicalWorks, a cloud-based EHR solution used by healthcare providers around the world. 

However, delivering effective healthcare now goes beyond managing patient records inside the clinic. Providers are also expected to maintain consistent communication with patients before and after visits. 

These broader interactions collectively form the patient journey. It represents every step a patient takes while interacting with a healthcare provider, from scheduling an appointment to receiving ongoing care and support. 

To manage these interactions more effectively, many healthcare organizations complement their EHR systems with a healthcare CRM (Customer Relationship Management platform for healthcare). 

In this article, we’ll explore how these integrations work and highlight some of the best healthcare CRM platforms that integrate with eClinicalWorks to improve the patient journey for your practice. 

What does a healthcare CRM add to eClinicalWorks? 

If a healthcare practice is already using eClinicalWorks, a common question comes up: why add a healthcare CRM at all? 

After all, eClinicalWorks already handles many important tasks. It stores patient medical records, tracks diagnoses and prescriptions, and helps practices manage everyday operations like scheduling appointments and documenting visits. The platform also includes patient engagement tools such as appointment reminders and patient portal messaging. 

For many clinics, these features cover the basics of communication with patients. 

However, as practices grow, patient communication often becomes more complex. Clinics may want to run preventive care campaigns, send follow-up instructions to hundreds or thousands of patients, manage referral relationships with other providers, or track patient feedback over time. 

This is where healthcare CRM platforms come into the picture. 

A healthcare CRM excels in organizing and scaling patient communication and engagement. Instead of acting as a medical record system, it helps practices coordinate outreach across many patients and communication channels. 

For example, a CRM can help organizations: 

• Send automated messages to large patient groups 

• Run outreach campaigns for preventive care or wellness programs 

• Track referrals and relationships with other providers 

• Collect patient satisfaction surveys and feedback 

• Manage communication across email, SMS, and other channels 

When the two systems are connected, information recorded in the EHR can trigger communication workflows in the CRM. A completed appointment, for instance, could automatically start a follow-up message, care reminder, or feedback request. 

Together, these systems help practices manage the patient experience more smoothly across every care stage. 

Why integrate a healthcare CRM with eClinicalWorks 

1. Reduced manual work

Without integration, staff may need to manually copy patient information between systems. For example, patient details recorded in eClinicalWorks might also need to be entered into a separate communication or marketing platform. When the systems are integrated, patient demographics, appointment schedules, and visit updates can automatically sync from the EHR to the CRM, reducing duplicate data entry. 

2. Improve patient communication

When events such as appointment bookings or completed visits are recorded in eClinicalWorks, that information can be synced to the CRM. The CRM can then automatically send messages to patients, such as appointment reminders, pre-visit instructions, or post-visit follow-ups through channels like SMS or email. 

3. Reduce missed appointments

When an appointment is scheduled in eClinicalWorks, the integration can send that information to the CRM. The CRM can then trigger reminder messages before the visit, helping patients remember their appointments and reducing no-show rates. 

4. Improve care coordination

After a consultation is documented in the EHR, the CRM can automatically send follow-up instructions, medication reminders, or care check-ins. This helps providers maintain communication with patients between visits. 

5. Gain better operational insights

By combining engagement data from the CRM with scheduling and clinical data from eClinicalWorks, healthcare organizations can analyze trends such as appointment attendance, patient engagement levels, and communication effectiveness. This information can then be used to improve care delivery and other operations. 

Key features to look for in a healthcare CRM 

Not every CRM is designed for healthcare. When evaluating a CRM to integrate with eClinicalWorks, it is important to look for features that support healthcare workflows, patient communication, and data security. 

Here are some of the most important capabilities to consider. 

1. Strong integration capabilities

The most important requirement is the ability to integrate with your EHR. A healthcare CRM should support interoperability standards such as HL7 or FHIR, and provide API-based integrations, allowing systems to exchange healthcare data reliably. These integrations make it possible to sync patient demographics, appointment data, and clinical events between the CRM and the EHR without manual data entry.

2. Multi-channel communication tools

Healthcare CRMs should support multiple ways to communicate with patients. This often includes SMS, email, voice calls, mobile notifications, and patient portal messaging. Using several channels ensures patients receive reminders, follow-ups, or educational information through the method they prefer.  

3. Patient journey automation

Many healthcare CRMs allow clinics to design automated workflows for patient engagement. For example, an appointment scheduled in the EHR can trigger reminders, pre-visit instructions, and post-visit follow-ups automatically. Automation helps reduce manual work for staff while ensuring consistent patient communication.  

4. Appointment scheduling and reminders

The CRM should be able to sync with appointment data from eClinicalWorks. This allows automated reminders, confirmations, and rescheduling messages to be sent based on the clinic’s schedule. 

5. Patient segmentation

Segmentation tools allow clinics to group patients based on criteria such as demographics, medical conditions, appointment history, or engagement behavior. This makes it easier to send targeted communication or preventive care campaigns. 

6. HIPAA compliance and data security

Because healthcare systems handle sensitive patient information, the CRM platform must meet strict healthcare regulations like HIPAA. Important features include encryption, access controls, audit logs, and a signed Business Associate Agreement (BAA) with the vendor.  

7. Analytics and reporting

Finally, good CRM systems provide reporting tools that combine engagement and operational data. With these analytical tools, clinics can track patient engagement, appointment attendance, communication effectiveness, and other performance indicators to improve patient experience and operational efficiency. 

5 Best healthcare CRM platforms that can integrate with eClinicalWorks 

1. LeadSquared 

LeadSquared is a cloud-based, fully HIPAA-compliant healthcare CRM that helps clinics manage patient inquiries, appointments, and engagement workflows. It integrates with eClinicalWorks to sync patient information and appointment data, reducing manual data entry. The platform supports multi-channel communication and automation, enabling healthcare teams to guide patients through their entire care journey, from first contact to follow-up care. 

Pros 

• Automates patient journeys including inquiry capture, appointment scheduling, reminders, and post-visit follow-ups. 

• Supports communication via SMS, email, phone, and messaging apps. 

• Captures patient inquiries from multiple sources and consolidates them in a single queue. 

• Syncs appointment and patient data with EHRs for smoother workflows. 

• Provides analytics to track patient engagement, appointment trends, and operational performance. 

• Helps coordinate outreach and follow-ups across teams efficiently. 

Cons 

• Does not replace an EHR; clinical records still need to be managed in systems like eClinicalWorks. 

• Implementation and customization may require time and technical setup.

Pricing

• Pro – $60 per user/ month  
• Super – $100 per user/ month 
• Enterprise: Custom pricing based on organization size, integrations, and support needs. 

2. Clearwave

Clearwave is a patient engagement and revenue platform that helps healthcare practices automate scheduling, check‑ins, eligibility verification, communication, and payments. Its tools are designed to reduce front‑desk workload, accelerate patient throughput, and improve patient experience by enabling self‑service scheduling and registration on kiosks, mobile devices, or tablets. Clearwave can integrate with systems like eClinicalWorks, allowing key patient and appointment data to flow between platforms and support consistent workflows. 

Pros 

• Combines scheduling, registration, insurance eligibility, communications, and payments on one platform, reducing the need for multiple tools. 

• Enables patient‑led self‑service for booking and check‑in, which can cut wait times and manual data entry. 

• Automated reminders and multichannel communication (text, email, voice) help keep patients informed and reduce no‑shows. 

• Eligibility verification features streamline insurance checks and reduce claim rejections. 

• Point‑of‑service payment capture improves collections and accelerates revenue cycles. 

• Analytics and dashboards provide insights on engagement, collections, and operational performance. 

Cons 

• Not a traditional CRM; its focus is more on patient engagement, check‑ins, and revenue capture than on long‑term relationship management. 

• Pricing and implementation costs are typically customized and not publicly listed. 

Pricing 

• Custom subscription pricing based on practice size, patient volume, and deployment scope. 

3. Dash by Relatient 

Dash is a patient engagement and scheduling platform developed by Relatient, a company specializing in healthcare communication and patient engagement solutions. Dash combines intelligent scheduling, self‑service appointment booking, patient communication, and digital check‑in tools in one solution. It integrates with eClinicalWorks using APIs and HL7 to exchange key patient and appointment data, enabling clinics to automate outreach, reminders, and check‑in workflows while supporting patients across their entire care journey. 

Pros 

• Helps clinics automate scheduling and self‑service appointment booking for patients, reducing administrative workload.  

• Supports personalized, multi‑channel patient communication (SMS, email, chat) to keep patients informed and engaged.  

• Bidirectional data exchange with eClinicalWorks ensures patient and appointment data sync automatically between systems.  

• Omnichannel engagement to reduce no‑shows and improve patient satisfaction across the care journey.  

• Includes tools for real‑time chat and inbound communication routing to help answer patient questions quickly.  

Cons 

• Focuses heavily on scheduling and engagement rather than full CRM lifecycle functions like marketing automation or deep segmentation.  

• Some features may require configuration or training to align with specific practice workflows.  

• Pricing and implementation details are typically customized and not publicly listed. 

Pricing 

• Custom pricing based on practice size, deployment scope, and feature set (requires consultation). 

4. Luma Health

Luma Health is a patient engagement and “patient success” platform that helps healthcare practices improve scheduling, communication, and operational workflows. The platform supports things like patient self‑scheduling, automated reminders, waitlist management, mobile intake and check‑in forms, two‑way messaging, and feedback collection, all designed to reduce administrative burden and keep patients engaged throughout their care journey. Luma Health offers bidirectional integration with eClinicalWorks, allowing appointment, patient, and referral data to sync between the EHR and the engagement system, so communication and actions are tied directly to clinical events.  

Pros 

• Offers robust self‑scheduling and smart waitlist features that let patients book, cancel, and rebook appointments based on live eClinicalWorks availability.  

• Automates reminders and confirmations via SMS, email, and other channels, improving attendance and reducing manual outreach.  

• Provides digital check‑in and mobile intake forms that pre‑populate data from the EHR to reduce patient effort and front‑desk work.  

• Supports two‑way patient messaging and chat workflows to keep communication timely and responsive.  

• Includes tools for post‑visit feedback and surveys to collect patient sentiment and drive quality improvements.  

Cons 

• Not a full CRM in the traditional marketing automation sense; its core focus is on patient engagement and workflow automation rather than deep lead conversion or segmented campaign analytics.  

• Some of the more advanced features (like smart waitlists or referral automation) may require configuration and staff training to get the most value.  

• Pricing and implementation costs are often customized and not publicly listed, requiring direct consultation for exact details. 

Pricing 

• Custom pricing tailored to organization size, feature needs, and deployment scope. 

5. Salesforce Health Cloud

Salesforce Health Cloud is an enterprise‑grade healthcare CRM built on the Salesforce platform and designed specifically for the healthcare and life sciences industries. Health Cloud supports integration with electronic health records through industry standards like FHIR and APIs, enabling data exchange such as patient demographics, appointment details, and clinical information between eClinicalWorks and the CRM. 

Pros 

• Provides a 360° view of each patient, combining clinical, demographic, and engagement data in one unified profile. 

• Helps care teams coordinate across functions by tracking tasks, care plans, referrals, and team communication. 

• Supports FHIR‑based interoperability, allowing integration with major EHR systems and standardized data exchange. 

• Strong analytics and reporting, including dashboards and predictive insights to monitor operational performance. 

• Designed with HIPAA compliance and enterprise‑grade security to protect sensitive patient information. 

Cons 

• Because it is an enterprise CRM system, setup and configuration can be complex and may require significant technical expertise or implementation partners. 

• It is generally more expensive than many standalone healthcare CRMs, with pricing tiers geared toward larger organizations. 

• Some features may require additional configuration or custom development to fully match specific workflows in smaller practices. 

Pricing 

• Enterprise Edition – around $350 per user/month (billed annually) 

• Unlimited Edition – around $525 per user/month (billed annually) 

• Agentforce‑enhanced Editions – around $750 per user/month (billed annually) 
  (Custom pricing may vary depending on contracts and add‑ons) 

Choosing the right healthcare CRM for eClinicalWorks 

If your practice already uses eClinicalWorks, you know how central it is for clinical workflows and patient data. A healthcare CRM can take that foundation further—helping your team engage patients more effectively across their entire care journey. 

By integrating ECW with healthcare CRM, you can turn your existing data into actionable patient communication, automated touchpoints, and personalized experiences. 

Different CRMs support different priorities. 

Salesforce Health Cloud works well for large systems that need advanced analytics and care coordination. Luma Health and Dash by Relatient excel at patient engagement and self-service workflows. Clearwave focuses on streamlining check-ins, insurance eligibility, and payments. LeadSquared is designed for structured intake, workflow automation, and managing the patient lifecycle—making it easy to bring eClinicalWorks data into patient engagement, reminders, and follow-up workflows. 

The key is choosing a platform that complements your existing ECW setup and fits your team’s workflow. When done well, a CRM integration creates a smoother experience for both staff and patients. 

If you are curious to see how a healthcare CRM like LeadSquared can streamline your workflows and enhance patient engagement alongside eClinicalWorks, feel free to book a quick demo today to see it in action. 

Frequently Asked Questions (FAQs)

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