Every patient’s next step. On study or in care.
A patient CRM for clinics that run research. Kaplan connects to any EHR and brings every patient’s data into one place: referrals, visits, new results and follow-up. Bookings write back to the EHR. In use at 14 clinics, from family practices to oncology.
Built and run by DotCross · Available under your brand
Video summary
See every patient’s place in the clinic and the study. A new referral arrives from the EHR, a lab result is flagged low, and the coordinator sends it to the investigator for review.
Kaplan product demo · Illustrative interface and fictional patient data.
Search a study. See everyone on it.
Search by patient, MRN or study. Each result shows where that patient is in the study and when they are next in. Open one to see every booked visit.
- 01Search a study
- 02See each position and next visit
- 03Open a patient’s bookings
Video summary
Search a study ID to see where each patient is in the study and when they are next in, then open one patient to see every booked visit.
Kaplan product demo · Illustrative interface and fictional patient data.
Check each result against its source.
The study track, the lab trend and the original report from the EHR sit side by side. The investigator decides, and the decision lands on the record.
- 01Follow the study track
- 02Read the lab trend
- 03Open the source report
Video summary
Read the study track and the ANC trend against the lab’s range, open the source report the EHR received, and see Dr. Osei’s decision land on the record.
Kaplan product demo · Illustrative interface and fictional patient data.
Contact the patient. Book what’s next.
Text the patient to schedule, book the visit, and name the coordinator who follows up. The booking writes back to the EHR. Every step stays on the patient’s record in Kaplan.
- 01Contact the patient
- 02Book the visit
- 03Name the coordinator
Video summary
Text a newly referred patient to schedule, book a pre-screening visit, and name the coordinator. Her intake steps move forward on the record.
Kaplan product demo · Illustrative interface and fictional patient data.
What clinic teams ask first.
See Kaplan with your own patients.
Tell us which EHR you use, how many studies you run, and how patients move between care and research. We’ll reply with a demo built around that.
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