Private Medical & Healthcare CRM
Secure, compliant, patient-centric digital journeys for medical practices, insurers and care providers
We’re trusted by many companies
Why healthcare & private medical firms need FastDox
Healthcare operations are intensely regulated and deeply trust-based. Mistakes in onboarding, identity verification, document handling or compliance can be costly — both to patient experience and to reputational risk.
FastDox helps you manage patient onboarding, claims verification, consent capture, clinical document workflows, insurer collaboration and ongoing patient outreach — all embedded smoothly into a secure, compliant, branded system.
From AI document verification to biometric checks, workflow automation, client portals, re-engagement and reporting, every piece is built to accelerate care, reduce friction, and ensure integrity.
SERVICES
Why debt & insolvency firms choose FastDox
Patient-centric experience
Intuitive onboarding, transparent portals, responsive interaction.
Operational efficiency
Fewer manual tasks, faster decisioning, automated workflows.
Risk mitigation
Identity checks, document validation, consent audit logs.
Stronger collaboration with insurers
Portals, transparency, fewer manual handoffs.
Compliance & traceability
Audit-ready records, version control, secure data handling.
Scalable operations
More patient volume with less administrative strain.
Ready to elevate your medical operations?
FastDox merges automation, intelligence, compliance and care into one platform — accelerating patient onboarding, insurer coordination, document workflows, and outcome tracking.
WHY CHOOSE FASTDOX?
Core features & modules for private medical / healthcare
This combination ensures your healthcare operations remain seamless, compliant and scalable.
Patient/Client Onboarding & AI Agents
Guided registration, consent capture, medical questionnaire, insurance details via conversational AI.
ID Verification & Document Verification
Confirm identity documents, medical certifications, referrals, insurance proofs with AI authenticity checks.
AI OCR & Document Extraction
Parse referral letters, test results, insurance statements, medical reports — extract insights and structure data.
Workflow Automation & Clinical Case Logic
Automate tasks: authorization requests, document reviews, specialist routing, follow-ups, escalations.
Lead / Patient Inquiry Routing
Route new patient inquiries based on specialty, location, urgency or insurance network.
Encrypted E-Sign (PKI compliant)
Capture patient consents, medical directives, treatment agreements securely within your branded flow.
Re-Engagement & Reminders
Automatically reconnect with patients due for follow-ups, missing info, appointment reminders via AI prompts.
Patient Portal / Case Hub
Provide clients with 24/7 access to status, document uploads, communication, test results, appointment scheduling.
Insurer / Partner Portal & Reporting
Grant insurers, reinsurers or partners secure access to case data, approvals, financial reporting and claim status.
Compliance & Audit Logging
AML/KYC screening (where relevant), logging of all actions, consent tracking, versioned documents.
Integration & Data Feeds
Connect to insurer systems, hospital networks, labs, referral databases, EHR/EMR systems, APIs.
Dashboards & Analytics
Monitor throughput, consent rates, approval times, outstanding requests, patient drop-off and compliance flags.
Sectors We Serve
FastDox.
An all-in-one platform.
Our all-in-one platform combines the power of 20 products into one customisable and brandable system.
We have helped businesses consolidate multiple cumbersome existing individual products into one centralised and succinct solution whilst streamlining processes, improving efficiency, reducing costs, and increasing conversions.
How does it work?
We're trusted by 100's of companies to
accelerate their business growth
1
Book a live
demonstration
Speak with one of our team and understand why FastDox is right for you and your business.
2
We’ll start the
onboarding
process
We’ll start building out
your software to your exacting specifications.
3
Move your new software
to a live environment
You’ll start benefiting straight away from our advanced CRM software.
Digital Onboarding. Try it for yourself.
Integration options to move
your data between web apps
- Use our API or powerful webhooks to link FastDox with many popular tools and services
- Receive leads directly from lead providers
- Connect seamlessly with 3,000+ external web apps and automate workflows between them with our Zapier integration
- Integrate with your external calendars
Other companies have already made the
switch to FastDox, why not join them?
FastDox is helping teams just like yours to manage
their leads and close more deals.
Just request a demo to get started.
- FastDox are committed to protecting your privacy