About TriageCRM

TriageCRM is patient inquiry triage software built for healthcare practice owners. We automatically prioritize, score, and route new patient inquiries using configurable rules and composite scoring. Founded in 2025, our mission is to help healthcare practices respond faster to their highest-value patient inquiries.

What problem does TriageCRM solve?

Healthcare practice owners receive patient inquiries from multiple sources — website forms, phone calls, physician referrals, Psychology Today, Google Ads, social media, and more. Every inquiry feels urgent, but the reality is that some cases are worth 10-50x more than others. A $15,000 cosmetic surgery consult and a $200 routine visit look identical in your inbox.

Without a system to prioritize, your front desk treats every inquiry the same. High-value surgical consults wait in the same queue as routine wellness visits. Physician referrals — the patients with the highest conversion rates — don't get the fast callbacks they need. Meanwhile, the first practice to respond wins the patient.

TriageCRM applies the concept of medical triage to your patient intake workflow. Just as emergency rooms prioritize patients by severity, TriageCRM automatically prioritizes inquiries by value, urgency, and fit. Your team always knows what to work on next, powered by composite inquiry scoring and round-robin provider assignment.

10x

Faster inquiry prioritization

100%

Inquiries triaged automatically

0

Patient inquiries falling through cracks

What are TriageCRM's core values?

Speed to response

In healthcare, the first practice to call back wins the patient. Every feature is designed to reduce your response time to high-value inquiries.

Automation first

Your front desk and intake coordinators are too valuable for repetitive triage decisions. Automate the sorting so they can focus on patient relationships.

Data-driven intake

Inquiry scoring, referral source tracking, and response time dashboards ensure every decision is backed by real data, not gut feelings.

Security by default

Multi-tenant isolation, role-based access, session management, and encrypted storage — built for the security requirements of healthcare practices.

Questions about TriageCRM

Who built TriageCRM?

TriageCRM was built to solve the patient inquiry prioritization problem for healthcare practice owners who were losing high-value cases to slow response times and manual intake workflows.

Why is TriageCRM focused on healthcare?

Healthcare practices face a unique problem: every inquiry feels urgent, but some are worth 10-50x more than others. A $15K cosmetic case and a $200 routine visit look the same in your inbox. TriageCRM applies medical-triage-style prioritization to your patient intake workflow.

Is TriageCRM free?

Yes, TriageCRM offers a free Starter plan with up to 100 patient inquiries, 200 contacts, and 3 triage rules. Paid plans start at $29/user/month. See our pricing page for details.

Ready to triage patient inquiries smarter?

Join healthcare practices using TriageCRM to fill their schedules faster.

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