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KERAGON EXPERT PARTNER · HIPAA BAA INCLUDED

The HIPAA-aligned healthcare CRM for growing practices.

Stop paying for Mailchimp, Calendly, Jotform, Podium, and a HIPAA gap you can't close. RovingCRM replaces that stack with one HIPAA-aligned system and 300+ healthcare integrations included.

300+
healthcare integrations
BAA
included on every plan
2 wk
launch for Solo & Small
Book a Call

20-minute call. Free HIPAA readiness checklist after (educational only, not a formal Risk Analysis).

Trusted by healthcare practices:

Bliss Psychiatry
Lutanen Health
The Source Wellness

Sound familiar?

Your practice is growing.Your tech stack is bleeding you.

Your staff retypes intake forms into your EHR every day.

You pay for Mailchimp + Calendly + Jotform + a CRM that can't legally hold PHI.

Your no-show rate is stuck above 18%.

Your current vendor renewal just jumped.

You don't know your CAC and can't prove ROI to your board.

Every integration project comes back as a $40K consulting quote.

Meet RovingCRM

One system for everythingthe front desk touches.

Texts, reminders, review requests, intake forms, email campaigns, the one report you actually look at. All of it runs through one system, with PHI encrypted and a BAA on file.

You stop paying for Mailchimp, Calendly, Jotform, Podium, a non-HIPAA CRM, and the spreadsheet you shouldn't have. You start running marketing the way any other business does, and your compliance officer sleeps fine.

22% fewer no-shows

Automated booking with SMS and email reminders. ~22% fewer no-shows for practices on SMS reminders.

Every patient in a pipeline

Custom pipelines for new patients, referrals, and reactivation. Track every patient from first contact to ongoing care.

Reviews on autopilot

Automated review requests after visits. Monitor Google reviews from one dashboard.

Kill the clipboard

HIPAA-aligned digital intake forms that feed directly into your CRM.

Win back lapsed patients

Automated nurture sequences, re-engagement campaigns, and referral programs.

Know your CAC

Patient acquisition costs, campaign ROI, and review metrics in real time.

Is RovingCRM right for your practice?

We'd rather tell you no than sell you the wrong thing.

Perfect fit if you are:

  • A primary care, cardiology, pediatrics, ortho, derm, med spa, or behavioral health practice
  • Running 1 to 25 providers across 1 to 8 locations
  • Currently using 4+ separate tools for marketing, intake, scheduling, and reviews
  • Required to handle PHI and sign BAAs with every vendor
  • Generating $1M to $30M in annual revenue

Probably not for you:

  • Hospitals and health systems (we have partner referrals)
  • Solo providers with zero existing tech stack
  • Dental practices using Dentrix workflows (planning support)
  • Looking for a free or open-source CRM
  • Not currently running an EHR

What customers actually say.

“What really stood out was their communication. They were always fast to respond and happy to meet with us as many times as it took to get the job done right.”
Elizabeth Brake
Owner, Bliss Psychiatry
“Roving Health worked with us on many projects and were excellent to work with. They made setting up a new EMR more manageable and assisted us with various workflows. Very responsive and helpful.”
Rachel Grosklags
RN, Lutanen Health
“They did a great job automating tasks that were previously done by employees, saving me payroll hours and allowing me to allocate those hours elsewhere. Highly recommended.”
Dr. Kyle Bilquist
Owner, The Source Wellness

Featured case study

From the Lutanen Health team.

Lutanen Health
Before
New EMR rollout was stalling on workflows the team couldn't get right on their own.
After
EMR setup is manageable and the team has workflows they can actually run.
“Roving Health worked with us on many projects and were excellent to work with. They made setting up a new EMR more manageable and assisted us with various workflows. Very responsive and helpful.”
Rachel Grosklags, RN
Lutanen Health

HIPAA-aligned from day one,under a signed BAA.

Most CRMs in healthcare are Salesforce or HubSpot with a BAA slapped on top. That works until a sales rep exports a patient list to a personal Gmail, and you get a breach notification letter from your own marketing stack.

We took a CRM that 40,000+ businesses already trust and rebuilt it for healthcare. RovingCRM runs on GoHighLevel. We licensed it, added a BAA, wired in Keragon's 300+ healthcare integrations, built out healthcare workflows, and layered in the HIPAA configuration that takes a new practice 3 to 6 months with a compliance consultant to set up themselves.

AES-256 encryption at rest and in transit, with regular key rotation
Role-based access controls with mandatory MFA
Complete audit trail logging for every PHI access event
Business Associate Agreement (BAA) included on every plan
HIPAA training materials, consent templates, and staff onboarding
Quarterly compliance check-in calls (Multi-Provider and up)
US-only data residency. All PHI is stored on eligible infrastructure in the US.

One BAA covers your relationship with us.

Your Practice (Covered Entity)
signs a BAA with
Roving Health (Business Associate)
Your patient data flows through an audit-logged, encrypted system that stays in the US.

We handle

The encryption, the BAA, MFA, and audit logs.

You handle (with our training and templates)

Never uploading PHI to media fields, role-based access on a need-to-know basis, keeping MFA enrolled, and reporting suspicious activity.

Connected to 300+ healthcare tools through Keragon.

We're a Keragon Expert Partner, which is how we plug your EHR, your pharmacy, your billing, and the rest of your stack into one CRM.

Keragon Expert Partner
Verify on the Keragon Partner Directory
EHRConnectionReadWriteSyncFHIR
EpicVia Keragon (customer Epic API)✓LimitedR4
Cerner / Oracle HealthVia Keragon✓✓R4
AthenahealthNative API✓✓✓R4
DrChronoNative API✓✓✓
HealthieNative API✓✓✓
eClinicalWorksVia HL7 v2✓✓

Plus 294 more healthcare apps via Keragon: Zocdoc, Mailchimp, Stripe, Zoom, QuickBooks, and every major healthcare app you already know.

Note: RovingCRM is not an Epic App Orchard / Showroom-certified partner. Epic integrations use your practice's own API credentials via Keragon.

How RovingCRM compares.

Where we win and where we lose. Both in the table.

FeatureRovingCRMWeaveNexHealthTebra
Full CRM with pipelines✓✕✕Basic
Marketing automation + email✓Limited✕Add-on
SMS + MMS patient comms✓✓✓Add-on
Review request automation✓✓✕✕
HIPAA-aligned digital intake✓Limited✓✓
300+ healthcare integrations via Keragon✓✕Select EHRsOwn EHR only
Custom workflow builder✓✕✕✕
Dedicated implementation team✓Self-serveSelf-servePaid add-on
Month-to-month option✓✕✕✕
Data portability on exit (CSV exports)✓✕✕✕
SOC 2 Type IIRoadmap Q3 2026✓✓✓

“But what about...”

“My EHR already does this.”
→

EHRs are clinical systems. RovingCRM is a growth system. Keragon wires them together.

“We already pay for Weave/Podium.”
→

Weave is a phone system first, CRM second. We'll migrate your contacts, reviews, and phone numbers at no extra charge.

“My staff will never learn another tool.”
→

Every tier includes hands-on training. Our onboarding lead sits in your practice virtually during go-live week.

“HIPAA compliance is too risky for us to switch.”
→

We handle the BAA, the migration, and staff HIPAA training as part of implementation.

“I can build this cheaper with Zapier + Mailchimp.”
→

The DIY stack fails HIPAA at 4 different points. We mapped the TCO. It's actually more expensive.

“I'm not ready for a 12-month contract.”
→

Start month-to-month. Upgrade to annual at month 3 if you want to save 17%.

Your first 2 weeks with RovingCRM (Solo & Small).

Multi-Provider adds 1 to 2 weeks for the extra EHR integration. Multi-Location adds 3 to 6 weeks for multi-site workflows. Same structure, longer build.

  1. 1
    Day 0
    Discovery call
    20-minute stack audit and fit check.
  2. 2
    Week 1
    Kickoff + data migration
    We move your contacts. You do nothing.
  3. 3
    Week 2
    Integration + workflow build
    We build, you review and approve.
  4. 4
    Week 3
    Staff training + go-live
    We walk your team through the system and flip it live.
  5. 5
    Day 30
    30-day check-in
    First optimization round and metrics review.

Your investment in RovingCRM.

Monthly fee plus setup. No hidden line items.

You're replacing:
  • Weave / Podium (patient comms)$300/mo
  • Mailchimp Pro or Klaviyo (email)$300/mo
  • Calendly Teams (scheduling)$180/mo
  • Jotform HIPAA (intake)$250/mo
  • HubSpot Professional (CRM)$890/mo
  • Birdeye / Podium Reviews$300/mo
  • Twilio HIPAA (SMS infra)$400/mo
  • BAAs across 7 vendorsYour compliance officer's sanity
Running this stack yourself:$2,620/mo + 40 hrs ops time
RovingCRM Multi-Provider:$1,200/mo, one BAA included

Solo & Small

1 to 3 providers

$800/mo~$27/day
+ $8,000 one-time setup
Total Year 1
$17,600
2-week launch
  • Up to 2,500 contacts
  • 3 user seats
  • 1 patient pipeline
  • 5 active workflows
  • 500 SMS + 5,000 emails/mo
  • HIPAA config (encryption, MFA, audit logs, BAA)
  • Email support (48hr response)
Book a Call
Most practices choose this

Multi-Provider

3 to 10 providers

$1,200/mo~$40/day
+ $12,000 one-time setup
Total Year 1
$26,400
3 to 4 week launch
  • Up to 10,000 contacts
  • 10 user seats
  • 3 pipelines
  • 15 active workflows
  • 1,500 SMS + 15,000 emails/mo
  • 1 EHR integration via Keragon
  • HIPAA config + quarterly check-in
  • Email + chat support (24hr) + monthly check-in
Book a Call

Multi-Location

10+ providers

$1,800/mo~$60/day
+ from $18,000 one-time setup
Total Year 1
from $39,600
5 to 8 week launch
  • Unlimited contacts
  • Unlimited users
  • Unlimited pipelines & workflows
  • 5,000 SMS + 50,000 emails/mo
  • Up to 3 EHR integrations via Keragon
  • HIPAA config + monthly monitoring
  • Dedicated Slack channel + priority support
  • Executive dashboard + quarterly business review
Book a Call

All plans available monthly or annual. Annual billing saves 17%.

Why is there a setup fee?

What you're really paying for isn't software setup. You're skipping the $150K hire who would have done this in-house. Our implementation team handles pipeline configuration, EHR integration, workflow build, HIPAA lockdown, and staff training in 2 to 8 weeks, so you can keep running your practice.

Leave whenever.Take your data with you.

Month-to-month. Cancel whenever.

Every plan runs month-to-month by default. Cancel any time, no termination fee, no runway clause. Annual billing is available for a 17% discount if you want it.

Data portability, always

If you ever leave, you take your patient data in full CSV exports. No hostage fees.

Questions we hear before every call.

How long does RovingCRM take to launch?
2 to 8 weeks depending on your tier. Solo & Small launches in 2 weeks with 1 pipeline and 3 workflows. Multi-Provider takes 3 to 4 weeks and includes one EHR integration. Multi-Location takes 5 to 8 weeks with 2 to 3 EHR integrations. You do not need to stop operating during setup.
What's my total first-year cost?
Solo & Small: $800/mo × 12 + $8,000 setup = $17,600 year 1. Multi-Provider: $1,200/mo × 12 + $12,000 = $26,400 year 1. Multi-Location: $1,800/mo × 12 + from $18,000 setup = from $39,600 year 1. Annual billing saves 17% on the monthly portion.
Does RovingCRM integrate with my specific EHR?
Probably yes. We connect natively to Athenahealth, DrChrono, and Healthie, and via Keragon to Epic, Cerner/Oracle Health, eClinicalWorks, and 294 other healthcare apps. On the discovery call we map your specific EHR and confirm which fields read, write, and sync.
Is RovingCRM HIPAA-aligned?
Yes, we implement the Administrative, Physical, and Technical Safeguards of the HIPAA Security Rule under a signed BAA. You get AES-256 encryption at rest and in transit, MFA, role-based access, and audit logging for every PHI access event. We do not use the phrase "HIPAA certified" because no such certification exists in US law.
Can I talk to a real customer before I buy?
Yes. On the discovery call, we'll connect you with 1 or 2 current RovingCRM customers in your specialty. You talk to them directly. No canned testimonials, no scripted calls.
What happens if I cancel?
Month-to-month plans cancel with 30 days notice. Annual plans cancel at renewal. On termination, we return all your patient data in CSV exports and permanently destroy the originals within 30 days per HIPAA §164.504(e)(2)(ii)(J). No hostage fees.
Isn't RovingCRM just GoHighLevel with a HIPAA sticker?
RovingCRM is built on GoHighLevel, which gives us pipelines, SMS/email, and marketing automation from day one. On top of that we add the HIPAA configuration layer, the Keragon EHR integration layer, and the healthcare workflow library. You get the maturity of a platform used by 40,000+ businesses plus the compliance of a dedicated healthcare vendor.
My staff will never learn another new tool. What do you do about adoption?
Every tier includes staff training (1 hour on Solo, 4 hours on Multi-Provider, full onboarding on Multi-Location). Our onboarding lead sits in your practice (virtually) during go-live week. Multi-Provider and Multi-Location also include monthly check-ins and a named CSM.
Can I use RovingCRM for SMS marketing without violating TCPA?
Yes, with the consent capture workflows we set up during implementation. RovingCRM enforces opt-in logging, quiet hours, STOP-word handling, and frequency caps per TCPA and the HIPAA Marketing Rule. We provide consent language templates your compliance officer can approve.
How is RovingCRM different from Weave, Podium, and NexHealth?
Weave is a phone system with light messaging. Podium is a reputation tool with basic messaging. NexHealth is scheduling and patient communications. Most don't ship with a full CRM: pipelines, branched workflows, and marketing automation usually live in a separate tool. RovingCRM replaces all three, your CRM, and your marketing stack, with HIPAA alignment on day one.
What if my practice has multiple locations?
Multi-Location supports unlimited locations with location-specific pipelines, reporting, and user permissions. Multi-location DSOs and groups with 5+ sites are actively in our ICP.
What's on the discovery call and how long is it?
20 minutes. We map your current stack, identify your 3 biggest bleed points, give you a free HIPAA readiness checklist (educational, not a Risk Analysis, yours to keep), and tell you honestly whether RovingCRM is the right fit. Roughly 40% of discovery calls end with us saying "you don't need us yet, here's what you should do instead".

Who's behind RovingCRM

Meet the founders.

Alexander Sokolov
Alexander Sokolov
Co-Founder & CTO
LinkedIn
Gregory Mayer
Gregory Mayer
Co-Founder & CEO
LinkedIn

What else Roving Health builds.

Custom Automation

For workflows the platform doesn't cover. We build the one-off automations your practice actually needs.

Learn more

Integrations

For legacy systems and HL7 feeds. Deeper wiring for proprietary data sources that Keragon doesn't touch.

Learn more

Staff Augmentation

Fractional developers and compliance engineers for in-house projects beyond the CRM.

Learn more

Book a 20-minute call.You'll know if we're a fit by the end.

  • A look at the exact features for your specialty
  • A HIPAA readiness checklist you keep even if you don't buy
  • A transparent ROI model showing when implementation pays for itself
Book a Call

No credit card. No sales pressure. No slides.