See the inquiry
Organize available calls, texts, forms and chat in a connected workflow.
Healthcare CRM & practice software
Healthcare CRM for Medical Practicesin Roseville & Sacramento
KloudMD, our HIPAA-compliant healthcare CRM, comes with a Business Associate Agreement (BAA) for covered services and is included at no extra cost in Growth (from $1,499/month) and Authority. Brand Lift 360 configures it for medical and aesthetic practices in Roseville and Greater Sacramento, bringing calls, messages and website inquiries into one workflow your staff can follow.
KloudMD, configured and managed by Brand Lift 360.
Features and integrations follow your selected plan.
Appointment Request · Podiatry Practice
Appointment-request example with office selection and practice contact information.
Put the conversation in context
See Who Needs a Response
Separate inboxes make it easy to lose track of a request. A healthcare CRM gives your staff a place to see the conversation, its owner and the next action.
We connect the tools in your plan, assign response responsibilities and test follow-up with your team.
Explore the softwareKnow the next action
Set ownership, status and follow-up rules around your practice.
Review the outcome
Connect available source and appointment data while keeping unknown sources visible.
Your team retains clinical decisions. Automated tools support administrative workflows, with appropriate handoff to a person.
Before you sign
What a HIPAA-Compliant CRM Must Have
A healthcare CRM stores names, phone numbers and appointment requests, so it handles protected patient information. Ask any vendor to show you each of these before you sign.
We walk through how KloudMD handles them for the workflows in your plan, and confirm the covered services and staff access before setup.
A signed BAA
A Business Associate Agreement covering the services that touch patient information.
Role-based access
Individual logins, with each staff member seeing only what their role needs.
Encryption
Patient information protected in transit and at rest.
An audit trail
A record of who viewed or changed patient information, and when.
Approved messaging
Texts and emails that include patient details sent through approved, secure channels.
Your data, exportable
A way to export your practice's records. With Brand Lift 360, your data and a CRM export stay yours.
This checklist is general guidance, not legal advice. Your practice remains responsible for its own HIPAA compliance program.
Connected practice software
Tools for Your Front Office.
One Connected Workflow.
Explore the tools your team needs for calls, messages, appointments and follow-up. We confirm features and integrations with your practice before setup.
Voice AI
AI voice can support routine administrative calls, overflow and after-hours inquiries. We configure the practice knowledge, permitted actions and staff handoff around the way your office works.
Explore Voice AIAI Chat
Help website visitors get routine practice information and reach the right team through a configured AI chat experience. We connect the conversation with the follow-up workflow in your plan.
Explore AI ChatAI Tools & Automation
Use administrative AI assistance and configured automation to keep inquiries, tasks and follow-up organized. Brand Lift 360 helps define the workflow, permissions and points where a person reviews the result.
Explore AI Tools & AutomationEMR Integrations
Bring your EHR or scheduling system into the conversation before choosing an automation. We verify the exact platform, access and required functions so the connection supports the work your practice needs.
Explore EMR IntegrationsPractice Phone
Coordinate practice calling with the conversation and follow-up tools your staff use. We configure routing, access and the supported call workflow around the people responsible for answering.
Explore Practice PhoneTwo-Way Texting
Give your staff a coordinated way to send and receive permitted practice messages. We configure ownership, templates and follow-up so replies reach the team responsible for the next step.
Explore Two-Way TextingCall Intelligence
Use available call summaries, categories and review tools to understand the conversations reaching your practice. We help your team turn observations into practical follow-up and coaching priorities.
Explore Call IntelligenceTeam Chat
Keep internal conversations organized around the people doing the work. Team chat can bring direct and group communication into the practice software your staff use throughout the day.
Explore Team ChatScheduling
Connect appointment requests and supported booking functions with your practice’s provider, location and visit rules. We configure the pathway around your actual scheduling process.
Explore SchedulingReminders & Recall
Support visits and follow-up with configured administrative reminders. We plan timing, channels and staff handling around the appointment data and contact permissions available to your practice.
Explore Reminders & RecallReview Workflows
Build a practical process for requesting honest feedback and reviewing public responses. We connect the timing and follow-up with your practice’s workflow while respecting privacy and platform rules.
Explore Review WorkflowsInsurance Eligibility
Where supported, eligibility tools help staff review available payer information before a visit. We confirm the practice identifiers, payer access and workflow needed for the selected configuration.
Explore Insurance EligibilityA workflow you can follow
From New Inquiry to a Recorded Outcome
Bring the conversation together
Collect the available inquiry and channel information in the configured workflow. Source data is useful when it is present and reliable.
Make responsibility clear
Set a team owner, current status and the next task. Define when an automated reply is appropriate and when a person should take over.
Use an agreed contact plan
Configure permitted reminders and follow-up with your practice’s consent, timing and opt-out requirements. Test the sequence before activation.
Keep the outcome in view
Review bookings, attendance and other available outcomes. A source can be unknown or assisted, and those limits belong in the report.
Illustration of the workflow. Your enabled features and supported integrations determine the actual configuration.
Your team’s next action / illustration
From new inquiry
to a clear outcome
01 / CaptureNew inquiry received.
A call, text or website inquiry enters the workflow.
02 / AssignResponsibility is clear.
A staff owner and next action are recorded.
03 / Follow upThe conversation continues.
Configured messages and staff actions move it forward.
04 / ReviewThe outcome stays visible.
Available appointment status and source context are reviewed.
Implementation with a plan
Confirm Compatibility Before You Commit
Bring your EHR or scheduling system’s name and version, your inquiry channels and the task you want to improve. We confirm supported functions before proposing an integration.
Your scope covers access, configuration, staff training, testing, subscriptions and ongoing management.
Explore EMR integrationsYOUR IMPLEMENTATION REVIEW
A practical setup sequence
01
Confirm the scope
Features, integrations, usage and staff responsibilities.
The right configuration02
Configure & test
Practice information, permissions and real workflow checks.
Ready for your team03
Review & improve
Available inquiry outcomes and feedback from the people using it.
Ongoing managementThe workflow and the outcome
Workflow Examples and Practice Results
Illustrative messages
A conversation with a next step
A booking conversation and a post-visit review request show how an administrative follow-up workflow can feel clear and useful.
Example messages, not actual patient conversations or a promise of software-screen appearance.
Reported practice results
Reported appointments rose from 212 to 342
The allergy and asthma practice report records a 61% increase across two 12-month periods.
Results cover a wider marketing program. This report does not isolate the effect of the CRM and is not a forecast.
What is a healthcare CRM?
It is software that helps organize inquiries, conversations and follow-up around your practice. It can connect available channel, task and appointment information so staff can see the next action. It does not replace your team’s clinical judgment.
Does Brand Lift 360 own the software?
No. KloudMD is the platform we configure and manage for your practice's marketing and patient communication workflows. Your agreement defines platform access, subscriptions and the services Brand Lift 360 provides.
Is the platform HIPAA compliant?
KloudMD is our HIPAA-compliant practice communication platform, with a Business Associate Agreement (BAA) provided for covered services. We configure access, data flows and staff procedures for your practice before use.
Will it work with my EHR or scheduling system?
We check the exact system, version, permissions and functions you need. Reading availability, requesting an appointment, creating a booking and synchronizing a record are different functions. We confirm the supported connection before implementation.
Does AI voice replace my front desk?
It can support routine administrative inquiries, overflow and after-hours coverage where enabled. We define approved information and staff transfer rules. Your team keeps responsibility for patient care and important decisions.
Can my team still respond manually?
Yes. The workflow includes staff ownership and human handoff. We agree which replies can be automated and when a person should take over.
Can you tell which source produced a booking?
Where reliable tracking and scheduling data support it, reporting can connect sources with appointments. Unknown, assisted and missing sources remain visible. Complete attribution is not guaranteed.
Can I export my data?
You retain your business data, with access and export arrangements defined in your agreement. Continued use of licensed software may require an active subscription.
Are all software features included in every plan?
No. The healthcare CRM is included at no extra cost in Growth and Authority. Voice + Text AI depends on your plan: Growth includes a 30-day trial and Authority includes it. Integrations and usage are confirmed in your scope. View plans and pricing →
Workflow capabilities depend on the enabled software and confirmed integrations. Review HHS’s Security Rule overview for the importance of administrative, physical and technical safeguards.
Your connected front office
Discuss Your Front-Office Workflow
Book 15 minutes with Jenn or Danzell. Bring the task that costs your team the most time and the systems you currently use.
- 01
Your workflow
Where inquiries arrive and what happens next.
- 02
Your systems
The EHR, calendars and channels you use.
- 03
Your scope
Features, access and implementation.
Included in our marketing packages.
CRM and software features depend on your selected plan, configuration and supported integrations.