Built for physicians and medical practices

A doctor sees 180 established patients a month and depends on 32 referring physicians who nobody has called in six weeks.

Physicians, specialty practices, and small clinical groups run patient relationships and referring-physician relationships that fit neither a sales CRM nor a pure EHR. Patient communication outside the clinical encounter, referral source cultivation, physician liaison outreach, and marketing to the patient panel all need a CRM shape with HIPAA guardrails. Strkr's physician practice configuration models the pieces natively under a signed BAA so the practice does not route PHI through tools that cannot carry it legally.

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What this audience is actually dealing with

The pains that bring buyers here.

Physician practices rarely find a CRM shaped for their motion. Marketing automation tools cannot carry PHI legally. EHRs handle the clinical encounter but miss everything outside it. Specialty tools exist but tend to run narrow. Here are the pains that come up.

HIPAA compliance is non-optional

Patient names, DOBs, procedure types cannot route through a generic CRM.

HIPAA requires covered entities to sign Business Associate Agreements (BAAs) with any vendor touching PHI. Generic CRMs refuse to sign the BAA, which means the practice technically cannot store patient names, DOBs, procedure types, or clinical context in them. Practices often ignore the rule until an audit arrives. Strkr is HIPAA compliant with a signed BAA so patient relationships live in the system legally.

Referral pipelines are relationships

A specialty practice depends on 20 to 60 referring physicians who need cultivation.

A specialty practice (cardiology, orthopedics, dermatology, ophthalmology) typically depends on 20 to 60 primary care physicians, urgent care centers, and other specialists for referral volume. The relationship needs cultivation: physician liaison visits, speaker programs, clinical updates, referral acknowledgment letters. Generic CRMs cannot shape the physician liaison motion. Strkr's referring-physician module runs the roster with cultivation workflow.

Patient communication outside the EHR

Appointment reminders, post-visit follow-up, marketing to the panel.

The EHR handles the clinical encounter. Patient communication outside the encounter (appointment reminders, post-visit follow-up, recall campaigns, procedure prep instructions, satisfaction surveys, educational content) lives in CRM territory. Running the communication through an EHR portal alone misses the patients who do not use the portal. Strkr's patient communication layer handles email, SMS, and portal messaging under HIPAA controls.

Scope of practice and prescribing authority

MD, DO, NP, PA, PT, LCSW all have different authority.

A practice staffed with MDs, DOs, nurse practitioners, physician assistants, physical therapists, and licensed clinical social workers runs different scope of practice per credential. Patient routing, consultation handoffs, and marketing claims respect the scope. Strkr's scope-of-practice module carries the credential and authority per clinician so routing and consultation handoff follow the rules.

Physician liaison outreach is marketing

The liaison team visits 30 practices a quarter and nobody tracks the conversations.

Physician liaisons visit referring practices in person: dropping lunches, delivering clinical updates, cultivating referral relationships. The conversations typically live in each liaison's head or a legal-pad notebook. Strkr's physician liaison module runs structured outreach cadence per account with activity capture, conversation notes, and referral volume attribution.

Patient reviews and reputation management

A single bad Google review on the physician drops new patient inquiries.

Patient reviews on Google, Healthgrades, Vitals, and ZocDoc drive new patient inquiries directly. A single negative review on the lead physician can drop inquiries 15 to 25 percent for a quarter. Strkr's reputation workflow captures reviews, routes response drafts for physician approval, and surfaces patterns in review sentiment for the practice administrator.

The physician practice data model

How Strkr models patients, referrers, and outreach.

A physician practice CRM has to carry patient relationships under HIPAA, referring physician cultivation, physician liaison outreach, and the overall practice marketing. Strkr's physician practice configuration ships the pieces modeled natively with a signed BAA.

Patient record (HIPAA)

Demographics, procedure history, communication preferences.

Each patient record carries demographics, insurance information, procedure history (as pulled from the EHR), appointment history, communication preferences (email, SMS, phone, portal), consent records (TCPA for SMS, marketing opt-in), and family relationship references for the practice context. PHI access is scoped by role with the audit log capturing every view.

Referring physician record

Practice, specialty, referral volume, cultivation state.

Each referring physician record carries practice affiliation, specialty, NPI number, referral volume by quarter, last liaison visit, upcoming visit, specific clinical interests (research topics, procedure specialties), personal preferences (lunch orders, speaker interests). The record scores cultivation state on a 0 to 100 scale for the quarterly review conversation.

Physician liaison territory

Referring physicians grouped for the liaison responsible.

Physician liaison territories group referring physicians by geographic area, specialty focus, or priority tier. Each liaison owns a territory with the cultivation cadence (quarterly visit minimum, speaker program invites, clinical update distribution). The territory assignment persists through staff turnover with handoff workflow when a liaison leaves.

Referral record

Each incoming referral tracked from source to visit.

Each inbound referral captures the referring physician, patient (under HIPAA controls), referral reason, scheduled appointment date, actual visit date (back from the EHR), outcome tier (procedure performed, consultation only, no-show, declined to schedule). The referral analytics roll up to the referring physician record for the cultivation conversation.

Patient communication campaign

Recall, procedure prep, satisfaction, educational.

Patient communication campaigns carry recall campaigns (12-month cardiology recheck, 2-year dermatology skin check, annual mammogram), procedure prep instructions (colonoscopy prep, surgery prep, imaging prep), post-visit satisfaction surveys, and educational content. Each campaign respects communication preference, consent status, and HIPAA minimum necessary scope.

Appointment reminder flow

EHR appointment data drives SMS and email reminders.

The EHR integration surfaces upcoming appointments. Strkr sends appointment reminders via SMS (through Strkr Messaging), email, and portal message based on patient preference. No-show prediction models flag at-risk appointments for an additional confirmation call. The reminder flow runs HIPAA-compliant with the audit log tracking every outbound message.

Clinical update distribution

Research findings, procedure updates, outcomes data for referrers.

Clinical update distribution sends curated content to the referring physician roster: new procedure capabilities, outcomes data from the practice, research publications, speaker program invitations. The distribution respects the referrer's stated clinical interests. Open and click engagement tracks per referrer for the liaison follow-up conversation.

Reputation and review workflow

Google, Healthgrades, Vitals, ZocDoc monitored.

Review monitoring pulls Google, Healthgrades, Vitals, ZocDoc, and Yelp reviews into Strkr for the practice administrator. Response drafts for approval route to the physician for review before posting (critical for medical practice reputation because physician response has HIPAA implications). Sentiment analysis surfaces patterns in review content for the practice-level conversation.

HIPAA audit trail

Every PHI access, consent event, communication logged.

The HIPAA audit trail captures every PHI access with user identity, timestamp, patient identifier, and scope of access. Consent events (TCPA for SMS, marketing opt-in, HIPAA authorization for specific uses) log with the executed form attached. Outbound communications (SMS, email, portal messages) log with content. The audit trail satisfies HIPAA audit requirements for Office for Civil Rights review.

The physician practice motion

What runs weekly, monthly, quarterly.

A physician practice runs cadences that mix clinical operations (handled in the EHR) with relationship cultivation (handled in CRM). Here is the typical rhythm for a specialty practice or clinical group running on Strkr.

Daily: appointment reminders

Tomorrow's schedule triggers reminders tonight.

Daily appointment reminders fire for the next day's schedule: SMS reminders through Strkr Messaging, email reminders, portal messages. Preference-based routing respects the patient's stated communication preference. No-show prediction surfaces high-risk appointments for a confirmation call. The reminder flow runs HIPAA-compliant with audit logging.

Weekly: referring physician review

Liaison reviews cultivation state per account.

Weekly liaison review covers the referring physician roster for the territory: upcoming visits, overdue cultivation, declining referral volume signals, upcoming speaker programs. The liaison picks two to three accounts for intervention this week (relationship repair, specific clinical conversation, speaker invitation). Strkr's cultivation score surfaces the triage priorities.

Monthly: patient recall campaign

Due-for-recheck patients receive campaign messages.

Monthly patient recall campaigns run per clinical protocol: 12-month cardiology recheck, 2-year dermatology skin check, annual mammogram follow-up, 6-month orthopedic post-op check-in. The campaign sends through preferred channel (SMS, email, portal) with HIPAA minimum-necessary scope and TCPA-compliant consent. Response captures appointment scheduling.

Monthly: new patient inquiry triage

Google, Healthgrades, and ZocDoc inquiries routed.

New patient inquiries from Google My Business, Healthgrades, ZocDoc, Vitals, and the practice website flow into Strkr for the front desk triage. Insurance verification, intake form distribution, and appointment scheduling route through structured workflow. The intake-to-scheduled rate feeds the practice growth reporting.

Quarterly: physician liaison review

Territory performance against targets.

Quarterly liaison review covers territory performance: visit cadence per account, referral volume trends, speaker program participation, specific cultivation wins. The practice administrator reviews with each liaison and the medical director. Strkr's territory reporting runs the review with the data on screen.

Annually: practice growth planning

New service lines, hiring, referrer development.

Annual practice growth planning covers new service line evaluation, physician hiring (which specialty, which market), referring physician development priorities, marketing budget allocation, satisfaction target setting. The administrator and medical director run the plan with Strkr's historical analytics informing the direction.

Integration with the clinical operations stack

EHR, scheduling, telehealth, patient portal, revenue cycle.

A physician practice runs an EHR, scheduling platform, patient portal, telehealth tool, and revenue cycle management. Strkr integrates with the common pieces so the practice does not duplicate the data entry.

EHR integration

Epic, Cerner, athenahealth, eClinicalWorks, Allscripts, DrChrono.

EHR integrations surface demographics, appointment history, procedure history, and encounter notes (where available) into Strkr for the relationship-management context. Writeback is limited by EHR capability and HIPAA scope. Common integrations include Epic MyChart via FHIR, Cerner PowerChart, athenahealth athenaOne, eClinicalWorks, Allscripts Professional, DrChrono. KMS-encrypted credential storage with the integration debugger surfacing every sync event.

Scheduling platform

Appointment booking from the practice website.

Patient-facing scheduling platforms (Zocdoc, Solv, Luma Health, QGenda for physician scheduling) tie into Strkr for the new patient inquiry flow. New appointments trigger the intake sequence and the pre-visit communication cadence. Scheduling preferences and no-show predictions flow back for the practice operations view.

Telehealth integration

Doxy.me, VSee, Zoom for Healthcare visits linked.

Telehealth visit scheduling and completion flow between Doxy.me, VSee, Zoom for Healthcare, and the Strkr patient record. Pre-visit intake forms, post-visit satisfaction surveys, and follow-up appointment scheduling run through Strkr with the telehealth encounter linked.

Patient portal integration

MyChart, FollowMyHealth, athenaPatient surfaced in Strkr.

Patient portal communications (MyChart, FollowMyHealth, athenaPatient, Phreesia) surface in Strkr for the practice communication timeline. The practice sees portal messages alongside SMS and email so one patient timeline exists rather than three. Portal activation campaigns target patients not yet enrolled.

Revenue cycle management

Insurance verification, prior auth, patient balance.

RCM integrations (Change Healthcare, Availity, Waystar, athenaCollector) feed insurance verification status, prior authorization status, and patient balance owed into the Strkr patient record. The front desk sees the full financial picture during check-in without pulling three separate tools.

SMS messaging under HIPAA

TCPA-compliant SMS through Strkr Messaging.

SMS appointment reminders, recall campaigns, and patient communication run through Strkr Messaging with TCPA consent capture, HIPAA minimum-necessary content scope, and audit logging per message. The BAA covers the SMS platform. Carrier delivery runs through Strkr Messaging without exposing carrier identity to the practice-facing surface.

Review platform integration

Google, Healthgrades, Vitals, ZocDoc monitored.

Review monitoring integrations pull reviews from Google My Business, Healthgrades, Vitals, ZocDoc, Yelp, and RateMDs into Strkr for the practice administrator. Response drafts route through physician approval before posting. Sentiment analysis surfaces patterns for the practice-level improvement conversation.

Physician recruiting (ad hoc)

When the practice is hiring new physicians.

Physician recruiting ties into Strkr for practices actively hiring: candidate pipeline, locum tenens scheduling, interview coordination, credentialing status, employment agreement workflow. The recruiting workflow runs separately from the standard patient and referrer workflows so the data domains stay clean.

HIPAA audit and compliance

PHI access logging and consent attestation.

The HIPAA audit trail logs every PHI access, every consent form execution, every outbound communication with PHI content, every data export. Office for Civil Rights reviews and internal compliance audits run against the audit trail. Role-based access controls limit PHI exposure to minimum-necessary scope per user. Encryption at rest and in transit covers HIPAA technical safeguards.

Head-to-head

Strkr versus a sales CRM or an EHR-only approach.

Physician practices typically land on either a sales CRM (that cannot carry PHI legally) or try to force the EHR to carry relationship cultivation (which it was not designed for). Here is how Strkr compares to both.

Feature Strkr Sales CRM or EHR-only approach
HIPAA compliance with signed BAA Compliant with BAA available Sales CRM refuses BAA; EHR is clinical-only
Patient communication outside clinical encounter Native with HIPAA minimum-necessary scope Workarounds that typically violate compliance
Referring physician cultivation Native with liaison territory and cultivation workflow Not modeled in sales CRM or EHR
Physician liaison outreach tracking Native with structured visit cadence Legal pad or spreadsheet
EHR integration (Epic, Cerner, athena) Native bidirectional sync Separate systems with manual re-entry
Review and reputation workflow Native with physician-approved response flow Separate reputation tool
Scope of practice awareness MD, DO, NP, PA, PT, LCSW differentiated Generic contact without credential context
TCPA-compliant SMS at scale Native through Strkr Messaging Separate SMS tool with manual consent tracking
Fully loaded monthly cost Roughly $70-90 per seat with physician practice pack EHR add-ons at $150+ per provider or compliance exposure
How teams use Strkr

How physician practices run Strkr.

Physician practices moving to Strkr collapse the sales-CRM-plus-marketing-tool-plus-spreadsheet stack into one HIPAA-compliant tenant. Here are specific motions from medical practices on the platform.

Orthopedic specialty group, 11 surgeons, 180 referring PCPs

Referral volume rose 23 percent after structured liaison cadence.

An 11-surgeon orthopedic specialty group had been running physician liaison outreach informally with referral volume declining 8 percent year-over-year. Nadeen, the practice administrator, moved liaison outreach into Strkr with structured cultivation cadence (quarterly visit minimum, clinical update distribution, speaker program invitations) and cultivation scoring per referrer. Referral volume rose 23 percent over three quarters, which the medical director attributed primarily to the discipline of touching every referrer on schedule rather than the squeaky-wheel pattern.

Dermatology practice, 4 physicians, high-volume aesthetic focus

Patient recall revenue rose $340K from structured campaigns.

A four-physician dermatology practice with heavy aesthetic volume had been running patient recall through email that frequently went to spam. Chandra, the office manager, moved recall into Strkr with SMS through Strkr Messaging for consented patients, email for non-consented, and portal messaging for enrolled patients. Patient recall revenue rose roughly $340K annually (showing up as recovered elective procedure volume), which paid for the platform cost many times over.

Cardiology group, 7 cardiologists, hospital-affiliated

HIPAA audit survived with zero findings.

A hospital-affiliated cardiology group faced annual HIPAA audit review from the hospital compliance office. The prior pattern had been 8 to 15 findings per audit on inadequate PHI access logging and informal patient communication. Oluwaseun, the compliance officer, moved patient communication and PHI access into Strkr with full audit logging. The next audit cycle produced zero findings, which the hospital compliance team cited as the cleanest audit the group had completed in five years.

Ophthalmology practice, 6 physicians, LASIK and premium IOL focus

New patient conversion rose from 42 percent to 61 percent.

A six-physician ophthalmology practice doing LASIK and premium IOL consultations was converting 42 percent of new patient inquiries to scheduled consultations. Yolanda, the marketing director, moved the inquiry pipeline into Strkr with structured intake follow-up (immediate SMS acknowledgment, insurance verification call, pre-consult educational content distribution). Conversion rose to 61 percent over two quarters, which translated to roughly 220 additional scheduled consultations annually with the practice's consultation-to-procedure rate.

Behavioral health group, 14 clinicians, mixed MD and LCSW

Scope-of-practice routing eliminated inappropriate referral handoffs.

A behavioral health group with MDs, nurse practitioners, PAs, and LCSWs had been running inappropriate internal referrals where patients needing medication management got routed to LCSWs (who cannot prescribe) and patients wanting therapy got routed to MDs (whose practice is medication). Kavya, the clinical director, moved intake routing into Strkr with scope-of-practice awareness per clinician. Inappropriate handoffs dropped to near zero, which the clinical director translated into roughly 15 percent faster time-to-appropriate-care across new patients.

Run a physician practice on a CRM that signs the BAA and knows the motion.

Start a 14-day Strkr trial with the physician practice configuration enabled. HIPAA compliance with signed BAA, referring physician cultivation, patient communication under HIPAA, EHR integration, TCPA-compliant SMS, review workflow, scope-of-practice routing. See what one tenant feels like for the full practice motion.

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Common questions

What buyers in this bucket ask most.

Is Strkr HIPAA compliant for physician practice use?

Yes. Strkr is HIPAA compliant with a signed Business Associate Agreement available for all physician practice customers. The BAA covers all Strkr services touching PHI (patient records, communication, SMS through Strkr Messaging, email through the native SMTP flow, integrations with EHRs and patient portals). HIPAA technical safeguards include encryption at rest and in transit, role-based access controls scoped to minimum necessary, audit logging on every PHI access, and session timeout for inactive users. HIPAA administrative safeguards include workforce training requirements, incident response procedures, and periodic access review. For practices with heavy aesthetic and elective work (dermatology, plastic surgery, LASIK, bariatric) where marketing to the patient panel is a core workflow, the BAA explicitly covers the marketing campaigns with PHI minimum-necessary scope. Strkr is also pursuing SOC 2 Type II certification which continues through 2026-Q4 for additional security attestation. GDPR and CCPA compliance covers international and California patients.

What EHR integrations ship for physician practices?

Native integrations for the common ambulatory EHRs: Epic (via MyChart FHIR APIs for the ambulatory practice shape), Cerner PowerChart (now Oracle Health), athenahealth athenaOne, eClinicalWorks, Allscripts Professional and TouchWorks, DrChrono, Kareo (now Tebra), Practice Fusion, NextGen, Greenway Health, AdvancedMD, SimplePractice (behavioral health specific), TherapyNotes (behavioral health specific). The integration surfaces demographics, appointment history, procedure history, and encounter notes (where available) into Strkr for the relationship-management context. Writeback capability varies by EHR vendor; Epic FHIR writes are limited by scope. For hospital-affiliated practices using an enterprise EHR, the integration surfaces the ambulatory practice slice without exposing the enterprise-wide clinical data. KMS-encrypted credential storage with the integration debugger surfacing every sync event.

How does Strkr handle TCPA consent for SMS appointment reminders?

TCPA compliance for SMS requires express written consent from the patient before promotional or appointment reminder messages. Strkr's consent workflow captures the consent through the intake form (with the specific TCPA language), the patient portal, or the paper intake stored as a signed document. The consent record stamps the patient profile with the executed consent date and scope (appointment reminders, recall campaigns, marketing content). SMS messages respect the consent scope with the audit log tracking every outbound message. For patients who opt out via STOP keyword, the opt-out stamps the profile immediately and blocks future messaging. For practices moving from paper-based consent to digital capture, the backfill workflow handles the transition without re-consenting existing patients.

How does the referring physician cultivation workflow work?

Each referring physician record carries practice affiliation, specialty, NPI number, referral volume by quarter, last liaison visit, upcoming visit, specific clinical interests, personal preferences, and cultivation state (scored 0 to 100). The physician liaison owns a territory of referring physicians with structured cultivation cadence (quarterly visit minimum, clinical update distribution, speaker program invitations). Weekly liaison review surfaces overdue cultivation, declining referral volume signals, and upcoming visit targets. The liaison visits capture structured notes (clinical discussion, specific interest surfaced, next-step commitments). Quarterly review ties referral volume trends to cultivation activity for the practice administrator conversation. For practices without a dedicated liaison role, the physicians themselves run the cultivation with the same structured cadence (particularly in specialty practices where the physician relationships drive the referrals).

Can the practice send marketing to the patient panel under HIPAA?

Yes with the appropriate consent and HIPAA scope. Marketing communications using PHI require patient authorization under HIPAA (except for narrow exceptions like appointment reminders and treatment-related communications that fall under the HIPAA Privacy Rule exceptions). Strkr's marketing campaign module captures patient authorization through the digital or paper intake with the authorization record stamped on the profile. Campaigns respect the authorization scope with minimum-necessary PHI exposure (typically patient name and procedure interest, not clinical detail). For aesthetic and elective practices where marketing to the patient panel is a core workflow (dermatology aesthetic services, LASIK, bariatric, cosmetic dentistry, plastic surgery), the authorization workflow runs through intake with specific scope agreed. For practices sending educational content without PHI (newsletter, blog content, general practice updates), authorization is not required because no PHI flows in the message.

How does Strkr handle scope of practice for mixed-credential teams?

Each clinician record carries credentials (MD, DO, NP, PA, PT, OT, LCSW, LPC, LMFT, DNP, PsyD, PharmD) and specific authorities (prescribing authority, scope of practice limitations per state, supervision requirements for PAs and some NP configurations). Intake routing respects the scope so patients needing medication management route to prescribers rather than therapists, patients wanting therapy route to therapists rather than medication-focused prescribers. For practices with supervisory relationships (PA supervised by MD, resident supervised by attending), the supervision chain surfaces in the clinical workflow for countersignature and oversight. Marketing communications respect scope so a message about medication management does not route to a LCSW's patient panel. For practices crossing state lines (telehealth, multi-state operations), the per-state scope rules apply to the patient encounter.

Also built for

Related audiences.

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