Hormone Replacement Clinic CRM — BHRT, Pellets, Memberships
HRT and bioidentical hormone replacement (BHRT) clinics live on cash-pay memberships, recurring lab coordination, and patient adherence to long therapy cycles. Velant captures every inquiry in seconds and runs the entire membership lifecycle including pellet insertion scheduling and compounding pharmacy coordination.
Run the entire HRT clinic on one platform
Book a walkthrough — see the HRT workflow from ad click to pellet recall.
Capture every HRT / BHRT inquiry in seconds
Patients searching 'hormone replacement near me', 'bioidentical hormones', or 'pellet therapy' are comparing 3-5 clinics and going with whichever responds first with pricing, qualification, and timeline clarity. Velant's AI Voice Agent and AI Lead Follow-up SMS respond in under 30 seconds 24/7.
- AI Voice Agent: every inbound call answered in under 5 seconds
- AI Lead Follow-up SMS: every form-fill answered in under 30 seconds
- Service-specific intake (TRT, women's HRT, pellet, BHRT)
- Cash-pay deposit collection during the booking flow
- AI Booking Agent: patients self-schedule consults via SMS
Lab coordination workflows for HRT initiation and monitoring
HRT requires baseline labs (hormones, CBC, lipid, PSA for men) and ongoing monitoring (quarterly to biannual labs). Velant runs the entire lab workflow with patient prep instructions, lab partner coordination, result tracking, and provider review queue with treatment recommendation drafting.
- Baseline lab requisition with patient prep instructions
- Lab draw scheduling with lab partner of choice
- Result tracking from lab back to chart
- Provider review queue with dose recommendation drafting
- Ongoing monitoring labs scheduled on cadence (3, 6, 12 months)
Pellet insertion scheduling and recall
Pellet therapy is one of the largest HRT revenue lines, with patients returning every 3-5 months for re-insertion. Most clinics lose 20-30% of patients to delayed re-insertion. Velant tracks pellet insertion dates per patient and runs automated recall starting 30 days before the next insertion.
- Pellet insertion date tracking per patient
- 30-day, 14-day, 7-day automated recall
- Lab coordination 7-14 days before insertion
- AI Voice Agent call if no response by 7 days
- Lapsed-patient reactivation for patients past due
Compounding pharmacy + monthly membership workflows
Most HRT clinics run monthly memberships including labs, provider visits, and medication. Velant runs the entire membership lifecycle — recurring billing, payment failure recovery, refill timing aligned to compounding pharmacy, dose adjustments, and churn surveillance.
FAQs
What is HRT / BHRT clinic CRM software?
HRT / BHRT clinic CRM software handles patient capture, qualification intake, lab coordination, pellet insertion scheduling and recall, monthly membership management, and compounding pharmacy workflows. Velant runs all of this on one HIPAA-compliant platform.
Can Velant handle pellet insertion recall?
Yes. Velant tracks each patient's pellet insertion date and runs 30-day, 14-day, 7-day automated recall with escalation to AI Voice Agent if the patient is past due.
Does Velant integrate with compounding pharmacies for HRT?
Yes. Velant manages prescription queueing, refill timing, and shipping status with the compounding pharmacy of your choice for testosterone, estradiol, progesterone, DHEA, and other BHRT preparations.
Can Velant handle monthly HRT memberships?
Yes. Velant runs recurring memberships as a first-class workflow with payment failure recovery, dose adjustments, pause/resume, and churn surveillance.
How much does Velant cost for an HRT clinic?
Velant Core is $99/mo unlimited users. AI Advanced ($499/mo) adds AI Voice Agent + AI Booking Agent. A typical HRT clinic running paid ads pays back Velant within the first week of new memberships.
Is Velant HIPAA-compliant for HRT workflows?
Yes. BAA available, role-based access, audit logs, encrypted communications, and TCPA-aware messaging for sensitive hormone health context.