Primary Care CRM Built for Patient Growth
Primary care practices need to capture new patients from Google search and insurance directory listings, retain existing patients with proactive recalls, and run efficient front-desk workflows. Velant does all three on one HIPAA-compliant platform with unlimited users.
Acquire more new patients. Retain the ones you have.
Book a walkthrough — see the primary care workflow from Google search to lifetime patient.
Capture every new-patient inquiry
Most new primary care patients call after a Google search or insurance directory lookup. Velant's AI Voice Agent answers every call in under 5 seconds — including after-hours, weekends, and lunch breaks — verifies insurance, books the new-patient appointment, and warm-hands-off to your front desk when the patient is ready to commit.
- AI Voice Agent: every inbound call answered in under 5 seconds, 24/7
- Real-time insurance eligibility verification during the call (270/271)
- Same-day or next-day appointment booking with the right provider
- AI Booking Agent: patients self-schedule new-patient visits via SMS
- Closed-loop attribution from Google search to booked patient
Proactive patient retention with AI recall
Most primary care revenue is retention — annual wellness visits, chronic disease management visits, lab follow-ups. Velant runs proactive recall campaigns: AI-drafted SMS reminders for overdue patients, automatic follow-up if no response, and warm handoff to a coordinator if the patient wants to book.
- Annual wellness visit (AWV) recall campaigns
- Chronic care management (CCM) follow-up sequences
- Lab result + abnormal result notification workflows
- Medication refill reminders linked to ePrescribe
- Insurance redetermination reminders (Medicaid)
Built-in EHR with primary care templates
Velant's clinical notes templates cover the core primary care workflow: new-patient H&P, annual wellness visit (G0438/G0439), chronic care management (99490/99491), transitional care management (99495/99496), E&M visits (99202–99215), and the full preventive medicine code set.
- New-patient H&P templates
- Annual wellness visit (AWV) templates
- E&M codes 99202–99215 with documentation prompts
- Chronic care management (CCM) workflows
- Sign-and-lock with audit trail
Pricing that scales with multi-provider primary care groups
Velant has no per-seat fees. A 5-provider primary care group pays the same $499/month on AI Advanced as a 1-provider practice. Add MAs, front-desk staff, billers, and coordinators at zero additional license cost.
FAQs
What is primary care CRM software?
Primary care CRM software handles patient acquisition (lead capture, AI follow-up, new-patient booking) and patient retention (AWV recall, CCM follow-up, refill reminders) for primary care practices. Velant is the all-in-one primary care CRM with built-in EHR, ePrescribe, telephony, and AI capabilities.
How does Velant compare to Athenahealth or eClinicalWorks for primary care?
Athena and eCW are clinical EHRs built for hospital-affiliated multi-specialty groups. They don't include lead capture from search, AI follow-up, integrated cloud telephony, or closed-loop attribution. Velant adds the entire patient-acquisition side for independent primary care practices at substantially lower cost.
Can Velant handle Medicare AWV and CCM workflows?
Yes. Velant supports annual wellness visit (G0438/G0439), chronic care management (99490/99491), transitional care management (99495/99496), and the preventive medicine code set with documentation templates and recall campaigns.
Does Velant verify insurance for primary care visits?
Yes. Real-time eligibility verification (270/271) covers commercial, Medicare, Medicare Advantage, and Medicaid payers — coverage status, copay, deductible, and any preauthorization requirements come back within seconds.
How much does Velant cost for a primary care practice?
Velant Core is $99/mo unlimited users. AI Advanced ($499/mo) adds AI Voice Agent, AI Booking Agent, EHR + billing. A typical 3-provider primary care practice runs $499–$700/month total including usage.
Is Velant HIPAA-compliant for primary care practices?
Yes. Velant is built for HIPAA-aligned workflows with BAA available, role-based access, audit logs, encrypted communications, TCPA-aware messaging, and SOC 2 controls in progress.