Healthcare CRM & Patient Pipeline | Solum Health
Healthcare CRM That Never Drops the Ball
Annie gives you one automated pipeline that tracks every patient from referral to scheduled visit, so nothing falls through the cracks.
Patients
Active Patients: 1,247
| Patient | Phone | Status | Insurance | Stage | Created |
|---|---|---|---|---|---|
| MRMaria Rodriguez | (555) 012-3456 | Active | Aetna PPO | Scheduled | Feb 20, 2026 |
| JCJames Chen | (555) 234-5678 | Pending | UHC HMO | Intake | Feb 19, 2026 |
| SKSarah Kim | (555) 345-6789 | Active | BCBS PPO | Verified | Feb 18, 2026 |
| DWDavid Wilson | (555) 456-7890 | Inactive | Cigna | Lapsed | Feb 17, 2026 |
| LPLisa Patel | (555) 567-8901 | Active | Medicare B | Scheduled | Feb 16, 2026 |
| RTRobert Torres | (555) 678-9012 | Active | Tricare | Auth Pending | Feb 15, 2026 |
| ANAmy Nguyen | (555) 789-0123 | Active | Humana PPO | Verified | Feb 14, 2026 |
Everything You Need to Manage Patients
Centralized Patient Pipeline
No more hunting through spreadsheets, sticky notes, or multiple systems. See every patient's journey from referral received to appointment scheduled in one unified, real-time pipeline your whole team can access.
Automated Status Tracking
Tired of manually updating patient statuses? Annie moves patients through your pipeline automatically as intake, verification, and scheduling steps are completed, so your board stays up to date without your team touching it.
Multi-Location Support
Running multiple locations shouldn't mean multiple disconnected systems. Manage patients across every practice site from one dashboard, with location-level filters and centralized reporting.
Real-Time Collaboration
Stop playing phone tag with your own team. Notes, statuses, and tasks are shared across the practice in real time, so everyone from front desk to clinical staff is always on the same page.
Smart Alerts
Patients stalling in your pipeline means lost revenue and delayed care. Annie sends automatic alerts when a patient hasn't progressed, a follow-up is overdue, or an action is needed, so nothing slips through the cracks.
EHR Sync
Double data entry wastes time and introduces errors. Annie syncs patient data directly with your EHR, including demographics, insurance, and clinical notes, so your records are always complete and up-to-date.
How It Works
Referral Comes In
Annie captures the referral via phone, fax, or portal and creates a patient record automatically.Data Is Collected
Patient information, insurance details, and clinical requirements are gathered and verified.Pipeline Moves Forward
The patient automatically advances through intake, verification, and scheduling stages.Patient Is Scheduled
Once all steps are complete, the patient is scheduled and your EHR is updated, hands-free.
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Ready to Automate Your Front Office?
Let Annie handle your intake, insurance, and authorizations 24/7.