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OB/GYN CRM Built for Prenatal Care, Well-Woman, and Fertility

OB/GYN practices balance long-term continuity-of-care relationships with high new-patient acquisition pressure. Velant captures every new-patient inquiry in seconds, runs prenatal milestone workflows, and drives annual well-woman recall — across single locations and large multi-physician groups.

Grow new-patient volume and well-woman recall

Book a walkthrough — see the OB/GYN workflow from first inquiry through prenatal milestone cycle.

Capture every new-patient and prenatal inquiry

Pregnant patients and women searching for a new GYN are highly time-sensitive — they're comparing 3-5 practices and going with the first one to respond clearly. Velant answers every inquiry in under 30 seconds via AI Voice Agent, AI Lead Follow-up SMS, and AI Booking Agent.

  • AI Voice Agent: every inbound call answered in under 5 seconds
  • AI Lead Follow-up SMS: every form, ad click, and DM answered in under 30 seconds
  • Insurance + Medicaid eligibility verification before booking
  • OB vs. GYN intake routing with appropriate provider matching
  • Closed-loop attribution from search query to booked first visit

Prenatal milestone workflows that run themselves

Prenatal care requires consistent touchpoints: glucose tolerance test, anatomy ultrasound, Tdap, RhoGAM, GBS screen, postpartum follow-up. Velant runs the entire schedule automatically — milestone-timed reminders, prep instructions, and rebooking workflows when patients miss appointments.

  • Gestational-age-based milestone scheduling
  • Prep instructions for each milestone visit (GTT, anatomy scan)
  • Tdap, flu, COVID booster reminders during pregnancy
  • Postpartum visit recall at 6 weeks
  • High-risk pregnancy escalation flags

Annual well-woman recall that actually drives bookings

Well-woman exams are the foundation of long-term GYN practice growth. Most practices send batch reminders that get ignored. Velant runs personalized AI recall: anniversary timing, age-appropriate screening reminders (mammogram, Pap, bone density), preferred-contact-method messaging, and warm handoff to a coordinator when the patient is ready to book.

  • Annual well-woman anniversary detection per patient
  • Age-appropriate screening prompts (Pap, mammo, colonoscopy referral, bone density)
  • Multi-channel escalation: SMS → email → AI call if no response
  • Auto-booking with provider preference and available slots
  • Lapsed-patient reactivation campaigns

Built for multi-physician OB/GYN groups

Velant's unlimited-user pricing fits independent OB/GYNs, multi-physician groups, and OB/GYN divisions within multi-specialty groups. Per-physician scorecards, per-location pipelines, group-level rollup.

FAQs

What is OB/GYN CRM software?

OB/GYN CRM software handles new-patient acquisition, prenatal milestone reminder workflows, annual well-woman recall, real-time insurance and Medicaid verification, and closed-loop revenue attribution. Velant runs all of this on one HIPAA-compliant platform.

Can Velant handle Medicaid eligibility?

Yes. Velant runs real-time 270/271 eligibility for Medicaid, commercial, and Medicare. This matters for OB/GYN where a large share of prenatal volume is Medicaid-covered and you need confirmation before scheduling.

Does Velant integrate with OB/GYN EHRs?

Velant handles the entire pre-visit and recall workflow: capture, AI follow-up, eligibility, scheduling, milestone reminders. Once the patient is in the exam room, the record can push into your clinical EHR. Many OB/GYN practices consolidate onto Velant's built-in EHR.

How does Velant handle prenatal milestone reminders?

Velant tracks gestational age per patient and runs milestone-timed workflows automatically: GTT at 24-28 weeks, anatomy scan at 18-22 weeks, Tdap at 27-36 weeks, GBS at 35-37 weeks, postpartum at 6 weeks. Each milestone has its own prep instructions and rebooking automation.

How much does Velant cost for an OB/GYN practice?

Velant Core is $99/mo unlimited users. AI Advanced ($499/mo) adds AI Voice Agent + AI Booking Agent. A typical OB/GYN practice runs $250–$700/month total, paid back many times by the new-patient capture rate and well-woman recall volume.

Is Velant HIPAA-compliant for OB/GYN?

Yes. BAA available, role-based access, audit logs, encrypted communications, and TCPA-aware messaging — including sensitive prenatal and gynecologic context.