Understand the account before acting.
Bring organizations, facilities, specialties, locations, contacts, roles, activity, and open work into one relationship record.
Diagnostics CRM
See the provider relationship around every referral and service issue.
Connect provider organizations, facilities, contacts, relationship activity, service issues, accountable follow-up, and account health in one diagnostic CRM.
Explore the product details
Diagnostics CRMInteractive demo
Provider accounts
Product view
Provider accounts
Model the organizations behind the relationship.
Keep account, facility, ownership, and relevant commercial context in one structured view.
Demo complete
Now connect the product to your operating workflow.
Bring your requirements, systems, roles, and exceptions. Gistia will help shape the product around the way your organization needs to operate.
- 01Organize the accountConnect health systems, practices, facilities, specialties, and contacts.
- 02Capture activityKeep referral, commercial, service, and relationship signals together.
- 03Coordinate follow-upAssign tasks by priority, channel, owner, and relationship context.
- 04Manage the portfolioUse engagement, response, activity, and health evidence to set priorities.
What you get
Give growth and service teams the same provider-relationship picture.
The CRM connects healthcare accounts, contacts, open work, engagement, service signals, and relationship health so teams can coordinate action around the full provider relationship.
Turn signals into owned follow-up.
Coordinate outreach, documentation, meetings, payer follow-up, and service work by priority, owner, and due date.
Prioritize relationships using operating evidence.
Compare engagement, response rate, open tasks, active contacts, last activity, and relationship health across accounts.
Product experience
See the people, work, and health behind every provider relationship.
The product views show the account model, provider and stakeholder contacts, prioritized tasks, and portfolio-level relationship reporting.
01Accounts and contacts
Model the organizations and people behind the relationship.
Connect practices, health systems, facilities, locations, specialties, relationship state, provider contacts, and engagement in one usable structure.
- Organize the healthcare account hierarchy
- Connect contacts to facilities and roles
- Preserve relationship state and recent activity
02Coordinated work
Turn relationship signals into accountable follow-up.
Manage outreach, documentation, meetings, follow-up, and service actions in a shared task board with priority, owner, channel, and due date.
- Prioritize work across teams
- Connect each task to the account and contact
- Track work from to-do through completion
03Account health
See which relationships need attention across the portfolio.
Compare activity trends, response rate, active contacts, open tasks, last activity, and relationship score across healthcare accounts.
- Measure engagement and response
- Surface inactive or at-risk accounts
- Prioritize retention, service, and growth action
Product capabilities
Ground relationship management in diagnostic operations.
Configure the CRM around the real provider structure, cross-team work, service context, referral activity, and portfolio measures.
Illustrate account, referral, service, and follow-up signals in one diagnostics-focused view.
Take the interactive demo →Organize accounts, facilities, and contacts.
Represent health systems, practices, locations, specialties, contact roles, ownership, and relationship status.
Connect referrals, outreach, and service signals.
Preserve recent activity, meetings, documentation, requests, issues, and open opportunities around the account.
Coordinate action across teams.
Assign follow-up with priority, channel, owner, due date, supporting context, and a visible completion state.
See engagement and health across accounts.
Compare active contacts, response rate, relationship score, open work, activity history, and portfolio trends.
Connected operating path
From relationship signal to coordinated account action.
Keep the account structure, activity, responsible owner, next action, and relationship evidence connected across teams.
Build the account model
Connect organizations, facilities, specialties, locations, contacts, roles, and ownership.
Record the relationship signal
Bring referral, engagement, opportunity, support, and service activity into the account record.
Assign the next action
Create accountable follow-up across commercial, client-service, payer, and operational teams.
Review the portfolio
Use engagement, response, activity, tasks, and relationship health to prioritize action.
Implementation and support
Configure, validate, launch, and keep improving.
One accountable team connects the account model, data sources, workflows, validation, adoption, launch, reliability, and controlled improvement.
01Configure
Fit the CRM to the relationship model.
Map accounts, facilities, contacts, roles, referrals, opportunities, service issues, ownership, and integrations.
02Validate and launch
Prove the data and working paths.
Validate account structure, migration, integrations, assignments, reporting, and team readiness before go-live.
03Operate and improve
Keep the relationship view useful.
Monitor data and integrations, resolve issues, support adoption, govern releases, and improve coordinated action.
Continuing accountabilityOperate · Improve · Extend
See the shared Gistia Platform foundationKeep the CRM reliable, improve it from commercial and service evidence, and extend it when the next relationship need is justified.
Put the complete provider relationship around the work.
Bring your account structure, contact roles, relationship signals, cross-team follow-up, service context, and reporting needs.