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Healthcare CRM + EHR for San Francisco, CA Practices

Velant is the all-in-one AI healthcare platform purpose-built for San Francisco practices in telehealth, behavioral health, psychiatry, and more. One HIPAA-compliant CRM + EHR with telephony, ePrescribe (EPCS), insurance billing, and sub-30-second AI lead follow-up — unlimited users from $99/month.

See Velant for your San Francisco practice

Book a walkthrough tailored to San Francisco telehealth workflows — we'll show you the lead-to-admission journey end-to-end.

Built for the San Francisco healthcare market

The Bay Area is the highest commercial-insurance-density market in the country with strong tech-employer PPO coverage — Velant's telehealth + AI follow-up are tuned for the high-expectation patient experience this market demands. Velant fits the operating reality on the ground — unlimited users (no per-seat fees as your team grows), HIPAA-aligned workflows out of the box, and an AI Voice Agent that answers every inbound call 24/7 so you never lose another lead to voicemail.

  • Serving San Francisco healthcare practices across telehealth, behavioral health, psychiatry, aesthetics
  • Local coverage: Palo Alto, Berkeley, Oakland, and surrounding CA markets
  • HIPAA-aligned workflows with BAA available on request
  • Surescripts-certified ePrescribe (EPCS) — all 50 states, controlled substances supported
  • Real-time insurance eligibility (270/271) for commercial, Medicare, and Medicaid payers

Why San Francisco practices switch to Velant

Most San Francisco practices are paying for 6–8 disconnected tools: a generic CRM, an EHR, a phone system, an SMS tool, a scheduling tool, an ad analytics tool, plus a billing clearinghouse. Velant collapses all of that into one platform with unlimited users — and adds AI capabilities (AI Voice Agent, AI Booking Agent, AI Co-Pilot, AI Lead Follow-up) that none of those individual tools have.

  • One platform, one login — replaces 6–8 separate vendors
  • AI Voice Agent: 24/7 autonomous patient intake calls
  • AI Lead Follow-up: under 30-second SMS response on every new lead
  • Closed-loop attribution: see exactly which Google or Meta ad produced each booked patient
  • Built-in EHR + clinical notes + insurance billing included on AI Advanced and Enterprise

Pricing that scales with your San Francisco practice

Velant has no per-seat fees. A 3-provider San Francisco practice pays $499/month on AI Advanced — including the EHR, ePrescribe-ready add-on, insurance billing, AI follow-up, and unlimited team members. Add more providers, intake coordinators, billers, or front-desk staff at zero additional license cost.

  • Core: $99/mo — CRM, communications, attribution, unlimited users
  • AI Pro: $299/mo — adds AI workflows, quiet hours, DNC management
  • AI Advanced: $499/mo — adds AI Voice Agent, AI Booking Agent, EHR + billing INCLUDED
  • Enterprise: Custom — SSO/SAML, multi-location governance, priority SLA
  • One-time implementation: $1,000 (onboarding + configuration)

Get started in San Francisco this week

Velant onboarding is typically 1-2 weeks for San Francisco practices — including tracking number setup, intake pipeline configuration, EHR data import, payer enrollment, and team training. Most teams are running live AI follow-up within 7 days of signing.

FAQs

Is there a HIPAA-compliant healthcare CRM serving San Francisco, CA?

Yes — Velant is a HIPAA-aligned healthcare CRM + EHR platform serving San Francisco and the broader California healthcare market. Built-in ePrescribe (EPCS), insurance billing, telehealth video, and AI follow-up are all included. Unlimited users from $99/month.

Can Velant handle insurance billing for San Francisco payers?

Yes. Velant supports real-time eligibility verification (270/271), electronic claim submission (837P), ERA/835 reconciliation, payer enrollment, and claim appeals for commercial, Medicare, Medicare Advantage, and Medicaid payers operating in San Francisco and California.

Does Velant work for telehealth, behavioral health, psychiatry, and more practices in San Francisco?

Yes. Velant is purpose-built for telehealth, behavioral health, psychiatry, aesthetics practices and includes vertical-specific workflows for each — including EPCS for prescribing, IOP/PHP intake workflows, HIPAA telehealth, and closed-loop ad attribution.

How fast can a San Francisco practice respond to leads with Velant?

Under 30 seconds. Velant's AI Voice Agent and AI Lead Follow-up send an SMS or WhatsApp acknowledgement and queue an outbound call within seconds of any form submission, ad click, or inbound call — 24/7 including nights, weekends, and holidays.

What does Velant cost for a San Francisco healthcare practice?

Velant has no per-seat fees. Core is $99/month, AI Pro is $299/month, AI Advanced is $499/month (includes EHR + billing), Enterprise is custom. A typical 3-provider San Francisco practice runs $499–$700/month total including usage and ePrescribe.

How long does Velant take to implement in San Francisco?

Most San Francisco practices are running on Velant within 7-14 days: tracking number setup, intake pipeline configuration, EHR data import (if migrating), payer enrollment, and team training. One-time implementation fee is $1,000.