Customer Relationship Management



As the platform was developed, it became apparent that our tools would satisfy the needs of a full-scale CRM. HealtheFirst can be used to schedule, track and manage the client’s journey from a cold lead all the way thru maturity. We do this thru our robust client management suite of tools that fosters collaboration and engagement amongst your team. We provide you with a complete picture of the client notes, services, and other data. These comprehensive views allow you to deliver a more proactive and personalized client experience.


Everything You Need

Client Management

The client is the focal point of your organization, and so it should be with your software. Using custom profile fields, you’ll be able to set up and capture client data the way you see fit. All actions within the solution flow thru the client profile. Features include custom statuses, plans, history, documentation, and audit trails to give you insight into the client journey.


Services Management

Complete and accurate tracking and documentation of clients is vital. Using HealtheFirst, you’ll be able to setup curated workflows specific to your process that will track the client thru their unique journey. Capturing every level of interaction, including meetings, follow-ups, reviews, and communication, with unique tracking numbers for each interaction. We build efficiency throughout the process using automated documentation, tracking bars, color schemes, and summary level data.

Workforce Management and Payroll

Keeping your workforce on track and up to date when you’re operating 24/7 can be a difficult task. We’ve organized our CRM process so that maintaining accurate tracking and delivery of client activities is easy. Never fall behind with real-time updates, plan management, team management and communication, client and service searches, notifications, and alerts to make sure you’re staying on top of all of your clients. We tie it all together with a robust payroll engine.

Reporting and Reimbursement

Capturing client interaction, plans, and activities is important, but being able to generate and view reports is vital to a successful operation. With a single platform capturing your client records and data, you’ll be able to search, filter, and build custom reports based on the information you want to see. Easily view and/or export pertinent data for analytics, planning, billings, and audits.

Our Story

How We Got Here

HealtheFirst was created as an effort to build a user-friendly platform to help automate case and project management which has since evolved into an adaptable facilitation tool to empower efficient and effective operations across a broad range of organizations and businesses. HealtheFirst was a collaborative project supported by healthcare, business, design, and technology professionals who shared the vision to help leaders and teams focus on what is truly important to successful outcomes.


Encounters Made Easy 

Complete and accurate tracking of encounters and cases is vital, which is why we’ve equipped HealtheFirst with all of the functionality you need to outline and capture data at every level of interaction. 

Put guardrails on the process by building custom forms to walk nurses through each step in the process, from documenting patient aliases and alert codes, to logging visit types and phone calls.  This ensures that all of the necessary data is recorded and reportable, while having it all tied to the appropriate authorization number and patient profile.


Other Valuable Features

  • Managing relationships with referring providers.
  • Track where customers come from.
  • Manage leads and sources of referrals.
  • Deliver thanks and maintain relationships thru communication.
  • Know and execute performance indicators.
  • Track losses from frustrated clients and referrers.
  • Reduce no-shows and improve loyalty.
  • Better understand customers’ communication preferences.
  • Use email and phone messages to stay atop upcoming appointments.
  • Better coordination of service delivery and client journey.


Run at 100% Efficiency

Keeping your shift workers on track and up to date when you’re operating 24/7 can be a difficult task. We’ve organized our encounter management process so that maintaining accurate tracking and delivery of encounters is easy.  Encounter follow-up times, straight-forward shift-change reports, unique “collision” alerts for open encounters, and so many more tools are waiting to help your team excel.

Contact Us Today!

Don’t wait to learn how HealtheFirst can help optimize your business.