White-labeled · Ready to configure · Built to move
Your healthcare CRM—branded and ready to launch.
Launch websites, landing pages, forms, intake, payments, calendars, conversations, pipelines, automations, and reporting in one workspace—without commissioning a custom software build.
$0 covers the base CRM software license. Messaging, phone, AI usage, payments, provider reviews, medication and fulfillment, premium integrations, implementation, and third-party fees can be separate.
CURRENT WORKFLOW STAGE
Branded intake received
The patient submits the configured intake through the branded front end, creating the CRM record and next approved task.ILLUSTRATIVE JOURNEY
NO PATIENT DATA- Receive intakeComplete
- Confirm paymentWaiting
- Route to Connect ScriptsWaiting
- Record provider decisionWaiting
- Route eRx if prescribedWaiting
- Update patient workflowWaiting
Everything the front end needs
Ready-made CRM tools. Configured for your healthcare brand.
Start with the full CRM. Then make the branding, access, workflows, and connections yours.
BRANDED PATIENT EXPERIENCE
Put every digital touchpoint under your brand.
Configure your domain, logo, colors, websites, landing pages, funnels, forms, surveys, and appointment entry points without building a new front end.- Custom domain and brand system
- Websites, pages, funnels, forms, and surveys
- Mobile-responsive patient journeys
CONTACTS + PIPELINES
Manage the complete relationship in one CRM.
Organize contacts, leads, opportunities, pipeline stages, tasks, owners, notes, and approved program data in a single brand workspace.- Contacts, leads, and opportunities
- Custom pipelines, stages, tasks, and owners
- Searchable activity and conversation history
INTAKE + PAYMENTS
Move from interest to a complete intake and payment step.
Use program-configured forms, intake journeys, order forms, payment workflows, acknowledgments, and task routing in the same environment.- Program-specific forms and intake
- Payment and order-form workflows where enabled
- Consent-aware acknowledgments and next steps
CALENDARS + CONVERSATIONS
Keep booking and approved communications connected.
Coordinate calendars, online booking, appointment reminders, unified conversations, and approved email and SMS workflows from the brand workspace.- Calendars and online appointment booking
- Unified conversations and team assignment
- Approved reminders, email, and SMS workflows
NO-CODE AUTOMATION + REPORTING
Automate the routine work. Get the update in the CRM.
Configure triggers, follow-up, task assignment, pipeline movement, attribution, dashboards, and reporting. When something changes, your team gets the updated info in the CRM.- No-code triggers, sequences, and task assignment
- Pipeline, campaign, attribution, and activity reporting
- Human review and exception paths where required
No-code CRM automation
Set the trigger. Let the routine work run.
Set up everyday CRM actions without a custom build. Automations handle admin work; providers and pharmacies handle their decisions.
WORKFLOW DESIGNER · DEMOADMINISTRATIVE USE ONLY
CONFIGURED RESULT
A new inquiry is captured, and the program configuration matches, then create the next intake task.
Illustrative configuration. Final workflows depend on approved requirements, permissions, integrations, and implementation scope.Ready platform · Program-specific onboarding
Brand it. Configure it. Launch it.
The core CRM and front-end tools are already available. Onboarding turns your brand, program, users, workflows, and operating requirements into a launch-ready configuration.
Brand + domain
Logo, colors, custom domain, workspace identity, positioning, and patient-facing experience.
Pages + intake
Websites, landing pages, funnels, forms, surveys, intake requirements, and consent language.
Calendars + payments
Booking calendars, appointment types, payment steps, order forms, reminders, and confirmation paths.
CRM + automation
Contacts, pipelines, stages, tasks, owners, conversations, triggers, nurture, and follow-up logic.
Provider + pharmacy
Connect Scripts intake review, configured e-prescribing through the Surescripts network, and the included pharmacy automations used after a prescription is authorized.
Reporting + integrations
Dashboards, attribution, operational reporting, approved connections, testing, and support ownership.
What discovery produces: a written scope separating platform access, one-time configuration, optional custom work, third-party costs, milestones, prerequisites, responsibilities, and support. Custom development is not required to launch the core CRM.
CRM visibility
Know the contact. Know the stage. Know the next task.
Contacts, pipeline stages, conversations, ownership, appointments, payment status, and approved workflow updates stay visible in one brand workspace.
See the CRM in 3 minutes ▶01Contacts + pipelines+
Organize contacts, opportunities, stages, tasks, and owners around the program workflow.
02Conversations + appointments+
Connect approved communications, online booking, reminders, and conversation ownership in one administrative view.
03Payments + status+
Record enabled payment steps and surface the authorized operational status needed for the next task.
04Exceptions + follow-up+
Surface workflows that require human attention and coordinate approved support, refill-request, and follow-up tasks.
Clear roles
Automation handles the busywork. People handle the care.
Connect Telehealth runs the branded CRM and admin flow. Providers make care decisions. Pharmacies handle pharmacy work.
White-labeled CRM
Branded pages, intake, payments, calendars, messages, pipelines, automations, tasks, and reporting.
Provider decisions
Reviews the intake, documents the outcome, and can prescribe through Surescripts when clinically appropriate.
Pharmacy work
Reviews the prescription and handles acceptance, dispensing, pricing, fulfillment, and shipping.
More than software
The team that makes the platform yours.
USHWN can handle setup, launch, partner coordination, growth, managed operations, and custom technical work around Connect Telehealth.
Brand + web
Need more than the built-in page tools? We can help with positioning, conversion strategy, and page production.
Website builds from $300/page →Setup + launch
CRM setup, workflow design, team connections, testing, and certification-application support.
Explore launch services →Growth
SEO, paid media, campaign operations, and conversion improvement.
SEO from $750/mo · Paid media from $2,750/mo →Custom development
Special integrations and extensions when the ready CRM needs something extra.
Typical scope: $5k–$50k →Certification support does not promise approval. Third-party fees and ad spend are separate. Your written quote controls.
Built for healthcare
✓ WORKFLOW READY
The right foundation. Your team stays in control.
The CRM is designed to support HIPAA-compliant workflows. Eligible customers can put a BAA in place before using PHI; each team still owns how it configures and uses the system.
See how security works →01What is Connect Telehealth?+
A ready-to-launch, white-labeled CRM and patient front end for healthcare brands. It includes branded pages, intake, payments, calendars, conversations, pipelines, automations, tasks, and reporting. The CRM is designed to support HIPAA-compliant workflows; eligible customers can put a BAA in place before using PHI.
02Do we need to build software?+
No. The core CRM and front-end tools are ready. Setup makes the branding, users, pages, forms, calendars, payments, automations, permissions, and workflows yours. Custom development is optional.
03How do provider review and e-prescribing work?+
Submitted intakes can move to Connect Scripts, where independent providers review and document the outcome. If clinically appropriate, an authorized provider can use configured e-prescribing through the Surescripts network.
04Can Connect Telehealth work with our existing systems?+
Yes, when the systems and permissions line up. Standard connections stay in the core setup; unusual integrations are scoped separately.
05How do we get started?+
Join the free CRM waitlist or watch the three-minute demo. We’ll show you the setup, timing, support, and costs before launch.
Launch your branded CRM
The core platform is ready.
Let’s make it yours.
Bring your brand, program, users, operating relationships, and launch plan. We’ll configure the workspace and define any provider, pharmacy, or integration requirements.
Already operating? Open the brand workspace