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Industry · Healthcare
Patients, partners, and referrals — in one place.
HIPAA-aligned relationship tracking for practices, clinics, and health-tech. Intake flows, partner pipelines, and referral tracking that doesn't get in the way of care.
The work
Where healthcare teams lose hours every week.
Referrals that lose the trail
Faxed, emailed, or called in — and lost between intake and scheduling.
Patient acquisition outside the EHR
Marketing leads aren't patients yet. The CRM has to handle 'not yet'.
How prodash helps
Built around the way healthcare actually runs.
Intake flows
Forms, demographics, insurance — captured once, mapped to the right place.
Referral pipeline
Where referrals come from, where they get stuck, and what closes the loop.
Workflow templates
The flows we'd set up on day one.
1Referral → Scheduled
Trigger
New referral
Outcome
Insurance check, demographics intake, and an appointment booked or a reason logged.