GuardenerAI for healthcare practices is a CRM that runs beside your EHR and handles everything around the clinical record: enquiries, referrals, recalls, bookings and billing. It is for clinics, private practices and specialist groups that want one system for the front desk and the business side of the practice, not a second clinical record.
Your EHR handles the clinical record. Everything around it (referrals, enquiries, recalls and the money) usually ends up in spreadsheets and inboxes. GuardenerAI is the system for that half, held to the same standard as the clinical one.
Web enquiries land as leads, validation rules hold manual entries to your standard, and duplicate rules flag anyone already on file for review and merge. The front desk works from one record, not five versions of the same person.
An action plan lays the recall down as dated tasks on the record, or a marketing journey sends the reminder by email or SMS to the patients you add to it. The assistant drafts the wording; your team decides what goes out.
The assistant works inside your own access-controlled workspace, with the same roles as the person asking, so summarising a real document is a normal Tuesday rather than a leap of faith.
Invoice the patient or the referring practice from the same system, see payments on their record, and keep a double-entry ledger behind it once accounting is switched on for your workspace.
Start from the Healthcare Providers starter template in Settings, then adjust anything. Everything a template adds stays editable.
Referring practices, partner clinics and facilities. The template adds a Healthcare section to every company record, and every field stays editable.
Referring clinicians and your own providers, with a Healthcare section on the person record.
New patient enquiries from your website form, worked from New to Contacted to Qualified before they become persons.
Add a Referrals object with lookups to the referring provider and the person, so every referral is tracked from arrival to first visit.
Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.
Encrypted, audit-logged, isolated per tenant, with default-deny roles. HIPAA and BAA support are on our roadmap, not yet delivered, and we say so plainly here rather than letting you discover it later. GuardenerAI is a CRM, not an EHR: it sits beside your clinical system instead of replacing it.
Read the security details →Start free in an afternoon, or have us walk you through it with data that looks like yours.
Also built for dental practices, therapy and counselling and veterinary clinics. See every industry.
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