Build Patient Intake & Healthcare CRM with AI

Build vs subscribe

What clinics and health systems build first

Nobody is replacing Epic or Cerner, and we will not pretend otherwise. The build target is the ring of point solutions around the EHR, each billing per provider, each holding PHI.

Patient intake

Forms, consents, insurance card capture, routing to the right queue. What Phreesia charges per provider per month for is, for your specific workflows, a two-week AI build with the safeguards included.

Prior authorization tracking

The fax-and-portal purgatory between order and approval. A built tracker shows every pending auth, payer, age, and owner in one place, and your denials team stops living in spreadsheets.

Healthcare CRM and outreach

Recalls, referrals, campaign outreach. A healthcare CRM you build fits your service lines and referral patterns instead of a generic pipeline with HIPAA duct tape.

Denials and RCM dashboards

Where the money leaks: denial patterns by payer, code, and provider. Built dashboards read your clearinghouse exports and answer in seconds what monthly reports answer in weeks.

PHI stays in your tenancy

BYOC deployment covered by your existing cloud BAA. No new business associate, no new PHI custodian, no new breach-notification surface.

Safeguards by construction

Access control, audit controls, integrity, transmission security: §164.312 mapped per app, evidence current with every change. Your privacy officer sees it in one screen.

What stays, the EHR, the clearinghouse, the lab interfaces. Systems of record and regulated interfaces are not the build target.
The per-provider math, satellite tools commonly run per provider per month, multiplied across intake, messaging, and scheduling vendors. One built suite on your cloud ends the meter.
HL7/FHIR reality check, built apps read and write through your existing interfaces and exports; we will tell you plainly when a workflow needs interface work versus when it reads a daily extract.

The safeguards come from the platform: secret and vulnerability scanning on every build, and compliance evidence that stays current between audits.

The stack you rent

The ring of vendors around your EHR

Each solves one workflow. Each bills monthly. Each holds PHI. Each is a row on your BAA list and a name in your next breach tabletop.

Intake and check-in vendors

Per-provider pricing for forms and card capture. The workflow is yours; the product is generic; the PHI is in their cloud.

Messaging and engagement vendors

Reminders, recalls, two-way texting, priced per message or per provider. Useful, replaceable, and rarely worth a PHI custodian relationship.

The portal sprawl

Payer portals, auth portals, referral portals. Staff swivel-chair between them all day. A built tracker is the one screen that watches all of it.

FAQ

Questions from practices and health systems

Are you suggesting we replace our EHR?

No. Epic, Cerner, athenahealth and their peers are systems of record with regulatory and interface depth no two-week build touches. The build target is the satellite ring: intake, prior auth tracking, outreach, dashboards, the tools that bill per provider for one workflow each.

Is AI-built patient intake software actually HIPAA-safe?

It is when the platform enforces the safeguards. On Clarista every intake app gets SSO with unique user IDs, immutable audit logs, enforced encryption, and PHI flagging with stricter scanning. That covers the technical safeguards under §164.312; your BAAs and administrative policies complete the program, and we say that plainly rather than overclaiming.

Can we build prior authorization software ourselves?

Tracking and workflow, yes, and it is one of the highest-value builds: a single screen showing every pending auth by payer, age, and owner, fed by your portal exports and staff updates. Full electronic auth submission depends on payer integrations; we are honest about which payers support that.

What does a healthcare CRM build look like?

Your service lines, your referral sources, your recall rules, built as screens in about two weeks. It runs in your tenancy under your existing cloud BAA, so patient outreach data gains no new custodian.

Who signs off on security?

Your privacy and security officers get per-app evidence: access records, audit logs, scan results, change history. Most teams find sign-off faster for a built app than for a new vendor BAA cycle.

Stop paying per provider per month for forms and reminders