MediCRM ReportsDocumentation
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Getting Started

  • Introduction to MediCRM Reports
  • Connect your MediCRM account
  • Build your first report

Reporting Engine

  • Live executive & care dashboards
  • Outcome tracking (PHQ-9 / GAD-7)
  • Scheduled & automated exports
  • Grant & compliance report templates

AI Messaging

  • SMS, MMS & AI voice messages
  • Booking & reminder workflows
  • Message template library

Calendar & Booking

  • Booking windows & availability
  • Assign staff & calendar users

Security & Compliance

  • HIPAA & 42 CFR Part 2 compliance
  • Organization-level data isolation

Plans & Billing

  • Plans: Essential, Professional & Advanced
  • The 50% nonprofit program
DocsAI MessagingMessage template library
AI Messaging

Message template library

Ready-to-paste SMS, MMS, and voice templates for every stage of the lead and care journey.

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