Yes — two systems: an EHR for clinical, a marketing CRM for inquiries.
— archetype · chiropractor —
Do chiropractors need a CRM?
Chiropractors asking 'do I need a CRM?' often mean two different things at once: 'how do I keep my new-patient inquiries organized?' (yes, you need something) and 'should I be using HubSpot for my practice?' (no, you absolutely shouldn't — HIPAA exists). The honest answer for a US or Canadian practice is two systems, not one.
For clinical operations — SOAP notes, insurance billing, scheduling, patient charts — you need a HIPAA-compliant chiropractic EHR. ChiroTouch is the most common; ChiroFusion is the lighter cloud-native alternative. For inquiry capture, recall campaigns, and reactivating lapsed patients — the marketing side, not the clinical side — a marketing-flavored CRM like GoHighLevel works because it sits outside PHI. The mistake is using one tool for both, or worse, putting patient records in HubSpot.
— what works instead —
- EHR (mandatory): ChiroTouch (most widely used, strong insurance workflows) or ChiroFusion (cloud-native, more affordable). Sign a BAA before anything goes in.
- Marketing CRM (optional): GoHighLevel for inquiry intake, recall campaigns, Google review building. Keep PHI out of it — only marketing data.
- If solo and small: a single secure inquiry log inside the EHR's intake module covers most cases. The two-tool setup earns its keep above ~30 new patients/month.
— revisit when —
- You're hiring a third front-desk person and inquiries get routed by hand
- Reactivation is becoming a real lever — you have 100+ lapsed patients you'd like back
- You're opening a second location and the EHR's marketing module isn't keeping up
— if this isn't quite you, start here —