Built for healthcare organizations under HIPAA

The healthcare CRM that handles referrals, intake, authorization, and compliance in one place.

Healthcare organizations balance patient flow, insurance verification, authorization, and compliance under HIPAA. Strkr ships a HIPAA-compliant CRM with BAA on request, retrieval scope limited to non-PHI fields by default, and the operational workflow that healthcare admin teams need.

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What this audience is actually dealing with

The pains that bring buyers here.

A healthcare organization running a specialty clinic, a DME supplier, a behavioral health practice, or a telehealth service lives in a reality where patient flow is a sales-adjacent motion but the data is PHI. The standard sales CRM is not HIPAA compliant. The healthcare-specific tools often lack the operational workflow that modern teams need. The pain points below are what Strkr onboarding hears from healthcare organizations.

HIPAA compliance gap

The generic CRM that cannot hold PHI legally.

HubSpot, Pipedrive, and Zoho are not HIPAA compliant without an Enterprise-tier upgrade. The free and mid tiers cannot hold patient data legally. Strkr is HIPAA compliant with a BAA available on request without the Enterprise-tier upgrade most CRMs require. The AI calls run with retrieval scope limited to non-PHI fields by default.

Referral tracking

The 42 referrals this week with no visibility on which converted.

A specialty clinic receives 42 referrals per week from primary care physicians, hospital case managers, and self-referral. The clinic needs to track which referrals converted to a scheduled visit, which no-showed, and which went to a competitor. Strkr referral pipeline models the referral source, the referral stage, and the conversion outcome.

Insurance verification queue

The 180-patient verification backlog.

Before a patient visit the clinic verifies insurance coverage, in-network status, deductible, and copay. Most clinics run the verification queue in a spreadsheet with manual carrier portal lookups. Strkr insurance verification workflow carries the verification task with carrier assignment, verification status, and verification artifact attached to the patient record.

Prior authorization management

The DME request waiting on carrier auth for 14 days.

A durable medical equipment supplier waiting on carrier prior authorization for a CPAP, wheelchair, or oxygen concentrator order has 14-day or longer approval cycles. Most CRMs cannot track the authorization request through its lifecycle. Strkr authorization workflow carries request date, carrier, status, approval or denial, and resubmission tracking.

Intake coordination

The intake form that lands in email, not in the CRM.

Patient intake forms land in email, PDFs, or paper. The admin team retypes into the EMR and the CRM separately. Strkr intake form integration pulls completed forms (JotForm, Formstack, custom) into the patient record with field mapping. The EMR integration (Athena, Epic, DrChrono, Kareo, Cerner) handles the clinical data flow.

Patient outreach at scale

Reminder cadence, no-show follow-up, satisfaction survey.

A clinic running 42 patient visits per day needs reminder cadence (24-hour SMS, same-day confirmation), no-show follow-up, and post-visit satisfaction survey. Strkr automates each with Strkr Messaging for SMS at 2 cents per segment and Strkr AI drafted personal notes for high-touch outreach.

The healthcare data model

Objects shaped like healthcare operations.

Strkr ships a tunable healthcare schema with Referrer, Patient, Insurance Policy, Authorization, Visit, Intake Form, and Compliance Event as first-class objects. The admin can rename or extend anything. The PHI-sensitive fields scope access through the role model.

Patient object

Demographics, insurance, referral source, PHI scoping.

A patient record carries demographics, insurance details, referral source, assigned provider, visit history, and PHI scoping tags. The role model gates access to PHI fields so the sales operations role can run referral analytics without PHI exposure.

Referrer object

Primary care, specialist, hospital case manager, self.

A referrer in Strkr is the source of the patient (primary care physician, specialist practice, hospital case management, self-referral, online inquiry, insurance plan referral). The referrer record carries contact details, referral volume, conversion rate, and relationship quality.

Insurance policy object

Carrier, plan, verification status, in-network.

The insurance policy ties to the patient with carrier, plan name, member ID, group number, verification status, verification date, in-network flag, deductible, out-of-pocket maximum, and copay structure.

Authorization object

Request, carrier, status, approval, resubmission.

Prior authorization requests tie to the patient and the service with request date, carrier, submitted documentation, status (pending, approved, denied), approval or denial date, and resubmission tracking for denials.

Visit object

Scheduled, confirmed, arrived, no-show, completed.

Visit records tie to the patient with scheduled date, visit type, assigned provider, status (scheduled, confirmed, arrived, no-show, completed, canceled), and EMR tie for the clinical record.

Intake form object

Form type, submission date, mapped fields.

Intake forms attach to the patient record with form type, submission date, and the mapped fields pulled into Strkr for operational workflow. The clinical fields flow to the EMR through the EMR integration.

Compliance event

HIPAA audit trail record.

Compliance events capture every record read, record write, email send, document access, and AI call with user, timestamp, and context. The event stream feeds the audit log for the HIPAA audit trail.

Patient flow and intake coordination

From referral to scheduled visit in under 7 days.

A specialty clinic running an efficient patient flow lands referrals to scheduled visits in under 7 days. Strkr workflow handles the handoff between referral intake, insurance verification, authorization request, and visit scheduling. The cards below walk the stages.

Referral intake

Phone, fax, portal, email, self-referral.

The referral intake captures the referral source, the patient details, the referral reason, and the urgency. Strkr intake flow routes to the right coordinator with the first-touch SLA for callback.

Insurance verification

In-network check and benefit summary.

The verification coordinator runs the insurance verification against the carrier portal or the Change Healthcare API. The verification result (in-network, out-of-network, deductible, copay) attaches to the patient record.

Prior authorization

If required, submit and track.

For services requiring prior authorization the coordinator submits the request through the carrier portal with required documentation. Strkr tracks the request status with reminders on open authorizations past the SLA.

Visit scheduling

Right provider, right time, right prep.

The scheduler matches the patient to the right provider based on specialty, location, and acuity. The scheduled visit syncs to the EMR and the Strkr record carries the visit prep (new patient paperwork, pre-visit instructions, insurance confirmation).

Pre-visit reminder

SMS at 24 hours, confirmation request.

Strkr Messaging fires a 24-hour reminder SMS at 2 cents per segment with the appointment time, provider, location, and prep instructions. Confirmation reply handling routes response to the scheduler.

No-show follow-up

Same-day outreach for no-shows.

For no-shows the system fires an outreach workflow with a Strkr AI drafted note asking what happened and offering a reschedule option. The outreach captures no-show reason data for operational improvement.

Post-visit survey

Satisfaction and NPS survey.

After the visit Strkr fires a post-visit survey with satisfaction and NPS questions. Low scores route to the practice manager for review. The feedback feeds the quality improvement workflow.

How Strkr AI drafts in a healthcare voice

The AI jobs that fit healthcare operations.

Healthcare teams spend hours per week on patient outreach, referrer thank-you notes, insurance appeal letters, and intake summaries. Strkr AI drafts in a professional healthcare voice with retrieval scope strictly scoped to non-PHI fields by default. The AI Enhancement module is a $49 per month add-on with 5,000 Strkr AI calls included and $0.012 per call overage. The buyer never picks a model.

Referrer thank-you

The post-referral acknowledgment.

For referring providers Strkr AI drafts the thank-you note referencing the referral and the patient outcome where appropriate. The practice manager approves and sends. Referrer relationship quality improves meaningfully with consistent acknowledgment.

Pre-visit instruction note

The customized prep for the patient.

For scheduled visits Strkr AI drafts a pre-visit prep note with specific instructions for the visit type (fasting, medication, specific documents, timing). The note sends through email or SMS depending on patient preference.

No-show reschedule note

The warm follow-up without judgment.

For no-shows Strkr AI drafts the follow-up note asking what happened and offering reschedule options. The tone preserves the patient relationship.

Insurance appeal letter

The denial response with medical necessity.

For denied authorizations Strkr AI drafts the appeal letter with the medical necessity statement, the carrier-specific appeal process, and the required documentation references. The practice manager reviews and submits.

Patient education summary

The plain-language condition and treatment note.

For new patient diagnoses Strkr AI drafts a plain-language education summary covering the condition, the recommended treatment, and the next-step expectations. The provider reviews before sending.

Operations handoff note

The shift-change summary.

For shift-change handoff Strkr AI drafts the operations summary with open authorizations, verification queue, scheduled visits for tomorrow, and open patient follow-ups. The incoming shift takes over with the picture in hand.

Head-to-head

Strkr vs Salesforce Health Cloud, Veeva, Luma Health, Weave.

Healthcare organizations typically evaluate Strkr against Salesforce Health Cloud (enterprise), Veeva (life sciences focus), Luma Health (patient communication), or Weave (SMB practice management). The comparison below is Strkr on the capability band.

Feature Strkr Typical healthcare CRM
HIPAA BAA availability On request without Enterprise upgrade. Enterprise tier typical gate.
Referral tracking with source attribution Native with referrer object. Varies.
Insurance verification workflow Native with carrier portal tie. Separate verification tool.
Prior authorization tracking Request lifecycle with resubmission. Separate authorization tool.
EMR integration Athena, Epic, DrChrono, Kareo via webhook. Varies by platform.
SMS and MMS native Strkr Messaging at 2 cents SMS. Separate SMS tool typical.
AI drafted patient outreach Available on AI Enhancement add-on. Varies.
Pricing per seat Twenty-nine to 119 per month flat. Three hundred to 450 per month typical.
Open API REST, GraphQL, HMAC-signed webhooks. Enterprise APIs.
How teams use Strkr

Five healthcare playbooks.

The patterns below are what Strkr onboarding sees across healthcare deployments from specialty clinics to multi-location practices.

Pattern A

The 11-provider specialty orthopedic practice.

An 11-provider specialty orthopedic practice ran a legacy practice management system plus spreadsheets for referral tracking. Referral-to-scheduled-visit conversion ran at 68 percent with no visibility on the drop-off reasons. Strkr onboarding ran a 20-business-day migration with HIPAA BAA on file, referral pipeline tracking, insurance verification workflow, and the Athena EMR integration. Referral-to-visit conversion lifted to 82 percent in the following six months.

Pattern B

The DME supplier serving 42 referring practices.

A DME supplier for CPAP, wheelchair, and oxygen equipment served 42 referring practices with 180 to 240 orders per month. The prior authorization backlog ran 180 open requests. Strkr onboarding ran a 18-business-day migration with the authorization workflow, carrier portal integration, and Strkr AI drafted appeal letters. Authorization approval rate lifted and average days-to-approval dropped.

Pattern C

The behavioral health group practice.

A behavioral health group practice with 24 therapists running intake coordination for a 220-patient weekly schedule needed intake form coordination, insurance verification, and HIPAA-compliant communication. Strkr onboarding ran a 14-business-day migration with the intake form integration, verification workflow, and Strkr Messaging for appointment reminders. No-show rate dropped meaningfully.

Pattern D

The telehealth-focused specialty practice.

A telehealth-focused specialty practice serving patients across 12 states needed state-specific licensing tracking, telehealth-platform integration (DrChrono, Doxy, Updox), and HIPAA-compliant SMS reminders. Strkr onboarding configured the state licensing on the provider record, the telehealth platform integration through the standard webhook spec, and Strkr Messaging for the reminder cadence.

Pattern E

The multi-location primary care group.

A multi-location primary care group with 11 locations and 180 providers ran Epic as the EMR and a legacy CRM for referral tracking. Strkr onboarding ran a 32-business-day migration with Epic staying as the EMR and Strkr handling the referral tracking, patient outreach, and the cross-location visibility that Epic did not surface cleanly.

Run healthcare operations on a HIPAA-compliant CRM shaped for the industry.

Book a 30 minute call. We will walk through the HIPAA posture, the referral and authorization workflow, the EMR integration options, and the patient outreach with your actual patient flow and payer mix.

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Common questions

What buyers in this bucket ask most.

Is Strkr HIPAA compliant and does the BAA come without the Enterprise tier?

Yes. Strkr is HIPAA compliant with a BAA available on request without the Enterprise-tier upgrade most CRMs require. The BAA covers the standard HIPAA business associate obligations. The AI calls run with retrieval scope limited to non-PHI fields by default and the admin can tune the scope per record type. The audit log captures every record read, record write, email send, document access, and AI call with 90-day default retention tunable per tenant. The role model scopes PHI access so operational roles (referral analytics, insurance verification, scheduling) can run without PHI exposure.

Does Strkr integrate with Athena, Epic, DrChrono, Kareo, Cerner, or other EMR systems?

Yes. Strkr integrates with major EMR systems through the standard webhook spec with HMAC signing and the published OpenAPI spec. The common setup keeps the EMR as the system of record for clinical data (encounters, diagnoses, procedures, prescriptions) and Strkr handles the operational workflow (referrals, insurance verification, authorization, intake, patient outreach). For Athena Health, DrChrono, Kareo, and eClinicalWorks the integration lands in one to three weeks. For Epic and Cerner the integration runs three to eight weeks depending on the implementation complexity. The data flow runs bi-directional for patient demographics with clinical data staying in the EMR.

Can Strkr handle insurance verification and prior authorization workflow?

Yes. The insurance verification workflow carries verification task with carrier assignment, verification status, verification artifact attached to the patient record, in-network status, deductible, and copay. For carriers with portal access the verification runs through the portal with the result captured. For carriers with API access (Change Healthcare, Availity) the verification can run automated. Prior authorization tracking carries request date, carrier, submitted documentation, status, approval or denial, and resubmission for denials. Strkr AI drafts the appeal letter for denied authorizations.

How does Strkr handle patient outreach for appointment reminders and no-show follow-up?

Strkr Messaging ships native SMS and MMS with A2P 10DLC brand and campaign registration included. The reminder cadence (24 hours before, same-day confirmation) runs on configured workflows at 2 cents per SMS segment. No-show outreach fires same-day with Strkr AI drafted follow-up asking what happened and offering reschedule. Post-visit satisfaction surveys fire with configurable NPS or custom-question structure. STOP and HELP keyword enforcement is live for compliance (STOP, UNSUBSCRIBE, QUIT, CANCEL, END, OPTOUT, STOPALL, ARRET, REVOCAR plus HELP, INFO, AIDE). Per-contact consent context attaches to every send.

Can referring providers see visibility into their referrals through Strkr?

Yes. For practices offering referring-provider portal visibility Strkr can share referral status with the referring provider through a configured partner portal with HIPAA-appropriate scope. The referring provider sees referrals submitted, referral-to-visit conversion for their referrals, and visit outcomes where the practice chooses to share. For practices without a formal referring-provider portal the Strkr AI drafted thank-you note and periodic referrer-level summary serves the same relationship-management goal without a technical portal build.

What does Strkr cost for a healthcare practice or specialty clinic?

Strkr runs flat per seat at $29 on Starter, $59 on Pro, and $119 on Scale per user per month, with a 14-day trial. For an 11-provider practice with 6 operational staff (total 17 seats) on Pro the monthly spend runs $1,003 for seats plus $49 for the AI Enhancement add-on. HIPAA BAA is included on request. The EMR integration, referral tracking, insurance verification, authorization workflow, and patient outreach are included in the seat price. Strkr Messaging is a usage add-on at 2 cents per SMS segment and 5 cents per MMS. Scale tier at $119 adds SSO (SAML and OIDC through Clerk), Verified Domains, and regional data residency for enterprise healthcare compliance posture.

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Related audiences.

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