Urgent Care CRM SaaS

Buyer pain

Urgent care teams lose operational visibility when intake paperwork, waiting-room status, referral handoffs, follow-up tasks, and billing notes live in separate queues.

Persona

Urgent care operators coordinating patient intake, visit queues, referral handoffs, follow-up tasks, billing visibility, and daily reporting.

Front-desk and operations teams need intake status, visit flow, referral follow-up, and billing context visible together without implying clinical diagnosis or medical decision support.

Mock dashboard metrics

• Visits in queue: 34 - Mock visits grouped by intake and room status.
• Referral tasks: 11 - Static referrals needing administrative follow-up.
• Public signups: 0 - Closed alpha keeps self-serve registration disabled.

Dashboard preview

• Timestamp: Updated today 8:35 AM CT
• Visits in queue: 34 - Intake packets, waiting-room status, room readiness, and follow-up pressure grouped for operations review.
• Intake ready: 16 - Patients with administrative intake ready for the next non-clinical handoff.
• Waiting room: 7 - Visits waiting on room status, assignment, or queue review.
• Follow-up due: 11 - Referral and post-visit tasks needing front-desk or owner attention.
• Patient intake: 16 - Arrival packets organized by completion state and next administrative step.
• Visit queues: 7 - Waiting-room and room-readiness status summarized for operations visibility.
• Referral follow-up: 11 - Referral handoffs, calls, billing notes, and closeout tasks grouped together.
• Activity: New intake packet routed to front desk
• Activity: Visit queue balanced by room status
• Activity: Referral follow-up task assigned
• Owner action: Review intake backlog
• Owner action: Balance queue handoffs
• Owner action: Clear referral follow-up
• Next best action: Clear intake and referral follow-up before the afternoon visit queue stacks up.

Operator workflow

• Capture intake: Track packet status, contact details, reason category, insurance handoff, and front-desk follow-up.
• Watch queue: Review waiting-room status, room readiness, provider assignment, and non-clinical handoff timing.
• Close loop: Organize referrals, follow-up calls, billing visibility, and operations reporting before the day closes.

Static mock screens

• Intake board: Patient intake packets grouped by arrival status, missing admin details, and next front-desk step. (Static preview live)
• Visit queue: Visit flow shown by room state, queue age, assignment, and operational handoff. (Closed alpha)
• Referral follow-up: Referral tasks, post-visit follow-up, billing notes, and owner reporting in one review surface. (Pilot gated)

Operating model

Closed-alpha public product route with invite-only operator access and public signup disabled.

Launch status

Closed alpha product surface for urgent care CRM pilots.

What is live vs paused

Public product route, service card, metadata, aliases, architecture, and crawlable content are live.

Public signup, self-serve checkout, patient data, clinical workflows, integrations, and production tenant onboarding are paused.

Buyer questions answered

• Can patients register from this page?: No. The route is a closed-alpha product page and does not create patient, clinic, or operator accounts.
• Does this make clinical decisions?: No. The product surface is administrative only and does not diagnose, triage, prescribe, or provide medical decision support.
• What does the first pilot validate?: The first pilot validates whether one operations desk improves intake visibility, visit handoffs, referral follow-up, reporting, and billing review.

Pilot readiness checklist

• Closed-alpha gate: Public marketing is visible, but registration, checkout activation, and live tenant onboarding remain disabled.
• Operations model: The product surface models intake packets, queue status, referral tasks, follow-up work, billing visibility, and reports.
• Clinical boundary: No diagnosis, triage automation, prescribing, or medical decision-support workflow is represented as live.
• Pilot proof: A small pilot would use approved sample or synthetic records before any live patient data is considered.

What happens after request pilot

• Map front-desk flow: Document intake packet states, queue handoffs, referral rules, follow-up cadence, reporting, and billing review needs.
• Configure alpha surface: Use synthetic or approved sample records to tune the non-clinical workflow without public signup.
• Review gated access: Confirm invited users, tenant boundaries, signup-disabled behavior, and billing activation rules.
• Approve live pilot: Resume database, integration, and deployment scope only after the administrative workflow and clinical boundary are accepted.

Proof and fit

• Patient intake, queue, referral, follow-up, reporting, and billing-visibility concepts are available as static previews.
• No patient database, diagnosis workflow, prescription system, triage automation, or medical decision-support API is called by the public product page.
• Closed-alpha state is visible while public signup, self-serve checkout, and live tenant onboarding stay disabled.

Capabilities

• Administrative patient intake and visit queue visibility.
• Referral handoff, follow-up task, billing visibility, and operations reporting surfaces.
• Closed-alpha access controls for invited urgent care operator teams.

Architecture at a glance

• Public route: Firebase serves the urgent care product page and aliases without patient database or billing API calls.
• Closed-alpha app: Next.js, tenant routing, MySQL, auth, Stripe gates, analytics, and Cloud Run deployment docs follow the shared non-AI SaaS architecture.
• Clinical boundary: The route models administrative operations only; diagnosis, triage automation, prescribing, and medical decision support stay out of scope.

Urgent Care CRM SaaS pricing

SaaS/product MVP pilot is published as a typical planning range, not a guaranteed quote.

Typical ranges are planning anchors, not guaranteed quotes. Exact amount and currency are confirmed only after scope, acceptance criteria, customer/workspace, and rollback note are approved.

SaaS pilots usually require a proposal packet and deposit before runtime, database, billing, or customer-data work is activated.

• Lean pilot: $25k-$75k
• Multi-role integrations: $75k-$150k+
• What changes the price: Number of user roles, dashboards, workflows, and authenticated states.
• What changes the price: Billing, auth, CRM, scheduling, voice, email, or third-party API integrations.
• What changes the price: Data model complexity, audit logs, support workflow, and operator reporting.
• What changes the price: Whether paused SaaS runtime is resumed for a controlled authenticated pilot.
• Excluded: Public unauthenticated SaaS sandboxes.
• Excluded: Broad feature catalogs before the first owner workflow is proven.
• Excluded: Ongoing cloud spend, third-party usage fees, and vendor subscriptions unless written into the proposal.