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Cogniveon Healthcare CRM

Paid#16 of 22 in Healthcare CRM Software

Cogniveon Healthcare CRM: A focused CRM for condition-specific engagement, education, and patient follow-up. Ranked #16 of 22 in Healthcare CRM Software by our editors (7.4/10); pricing: Pricing on request; best for practices focused on patient engagement programs.

7.4/10Editor score

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Cogniveon Healthcare CRM7.4 Visit Cogniveon

At a glance

Editor score
7.4 / 10
Pricing
Pricing on request
Best for
Practices focused on patient engagement programs
Facts checked
20 Sep 2026

Where it wins
- Condition-specific nurturing, education, reports, and reactivation
- Structured courses with lessons, homework, surveys, and feedback
- Patient-linked tasks, queues, ownership, and longitudinal records
Where it doesn't
- Pricing requires a sales conversation instead of published plan tiers
- Third-party integration coverage is not established in its positioning
- The stated positioning does not include HIPAA support

Our verdict on Cogniveon Healthcare CRM

Cogniveon Healthcare CRM combines patient relationship management with patient education for specialty, cash-pay, membership, and program-based practices. Its focus is practices managing recurring care, staged treatment programs, medication workflows, or high-touch patient experiences. Core capabilities include condition-specific lead nurturing, reactivation of former or inactive patients, education and reports, structured treatment courses, surveys, homework, patient-reported progress, and longitudinal records with clinical documentation.

The product’s strongest distinction is its depth around condition-specific engagement. Practices can organize video and written lessons into treatment courses, assign homework and surveys, collect progress feedback, and connect follow-up work to patient-linked tasks, queues, ownership, and due dates. This makes it suited to programs where education and participation continue across multiple steps rather than ending after a single interaction. The broader platform is described as connecting patient relationships, clinical context, communications, tasks, programs, and follow-up through Cogniveon’s EHR and practice-operations environment.

Pricing is handled through contact sales, so buyers should expect a sales-led evaluation rather than published plan-by-plan comparisons. The stated positioning also centers platform fit on Cogniveon’s broader EHR and connected practice platform, while third-party integration coverage is not established. Practices should choose Cogniveon when condition-specific nurturing, reactivation, education, and longitudinal follow-up are central to their engagement programs. It is less suitable for buyers seeking transparent public pricing, a stated free plan or trial, broad verified integration coverage, or HIPAA support in the product positioning.

Your product? Our editors can test Cogniveon Healthcare CRM in depth and publish a review, labelled as paid · from $149/mo →

Cogniveon Healthcare CRM pricing

Plans Pricing on requestPaid No free plan — trial or paid only. Prices checked 20 Sep 2026.

See plans on cogniveon.com

Cogniveon Healthcare CRM fact sheet

Free plan	Not verified
Paid from	Not verified
Referral management	Not verified
Patient relationships	Yes
Provider relationships	Not verified
HIPAA support	Not verified
Workflow automation	Yes
Contact limit	Not verified
Support	Phone
Built for	Small business, Mid-market, Enterprise (editorial estimate)
Pricing	Pricing on request
Website	cogniveon.com
Facts checked	20 Sep 2026

Alternatives to Cogniveon Healthcare CRM

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Featured on iTechGuides

Cogniveon Healthcare CRM is listed in our Healthcare CRM Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Last updated 7 Oct 2026 · How we research and update