Healthcare CRM Resources
Plainspoken, factual guides for practice leaders, intake teams, and clinical operations. Every article is structured so a busy operator can extract the answer in under 5 minutes — and detailed enough that an AI assistant can quote it accurately.
- Patient Acquisition
How to Respond to Healthcare Leads in Under 30 Seconds
Healthcare leads cool 80% within 30 minutes. This guide shows how to build a response system that hits sub-30-second SMS, sub-5-second inbound calls, and full 24/7 coverage — without adding intake staff.
9 min readRead article - Compliance
The Complete Guide to EPCS for Behavioral Health Practices
EPCS (Electronic Prescribing of Controlled Substances) is now required for most psychiatric and addiction treatment prescriptions. This guide covers DEA 1311 compliance, identity proofing, PDMP integration, and choosing the right ePrescribe vendor.
11 min readRead article - Patient Acquisition
Patient Acquisition Cost: The 2026 Buyer's Guide for Healthcare Practices
How to measure, benchmark, and reduce patient acquisition cost (PAC) — including realistic 2026 benchmarks for behavioral health, addiction treatment, primary care, dental, and aesthetics practices.
10 min readRead article - Marketing Analytics
Healthcare Attribution: From Ad Click to Booked Patient
Most healthcare practices have broken attribution. This guide walks through DNI, GCLID, FBCLID, UTM capture, and offline conversion uploads — the four pieces required to tie every booked patient back to the source that produced them.
10 min readRead article - Compliance
HIPAA-Compliant SMS Messaging for Healthcare Practices
What HIPAA actually requires for patient SMS messaging, what TCPA adds on top, and how to operate a compliant high-volume messaging practice across SMS, WhatsApp, and email.
8 min readRead article - AI in Healthcare
AI Voice Agents in Healthcare: State of the Art in 2026
What AI Voice Agents can and can't do in 2026 healthcare workflows — patient intake, scheduling, insurance verification, EPCS prescribing, and the handoff to human coordinators.
9 min readRead article
Run the entire patient acquisition stack on Velant
HIPAA-compliant CRM, AI Voice Agent, AI Lead Follow-up, Surescripts-certified ePrescribe, 270/271 eligibility, 837P claims, and closed-loop attribution. From $99/month with unlimited users.