VeloCRM
used by everyonemoves: data completeness & duplicate ratePrimary buyer: VP Patient Experience / COO
The foundation the rest sits on — deliberately unglamorous; its job is making everything else trustworthy.
Patient 360 unified timeline (comms, appointments, referrals, campaigns, complaints, tasks, AI events)
Household & relationship graph with proxy permission scopes
Human-approved duplicate merge with unmerge journal
Consent-aware contact preferences (channel × purpose)
Segmentation query builder with saved, refreshable cohorts
Global patient search — phonetic, typo-tolerant, <300ms
VeloAccess
the usual starting pointmoves: no-show rate · slot utilization · speed-to-appointmentPrimary buyer: Chief Access Officer / Ambulatory Ops
Where most hospitals start: appointment requests, waitlists, forms and fewer missed appointments.
Appointment request queue with SLA states and claim semantics
Waitlists with rules-based auto-backfill of cancelled slots
Digital intake packets assigned by visit type
Eligibility & prior-auth task ladders
No-show risk with visible drivers and tiered reminder intensity
Keyboard-first console — request-to-booked under 90 seconds
VeloEngage
the usual starting pointmoves: show rate · confirmation rate · campaign conversionPrimary buyer: Marketing / Patient Engagement
Campaigns, journeys, reminders and education — every send crossing the consent gate.
Reminder ladders (T-7 email, T-3 SMS, T-1 SMS) slot-state aware
Confirm / cancel / self-reschedule links that update real slot state
Two-way messaging into one thread per patient
TCPA-compliant STOP handling, instant and audited
Education journeys with enrollment rules and exit conditions
The pre-send panel: audience → consent-eligible → final count, every exclusion citing its rule
VeloReferral
a common starting pointmoves: referral aging · conversion · leakage recoveredPrimary buyer: Physician Relations / Service-Line Growth
The clearest hard-dollar ROI in the category: every referral gets an owner, a clock and an outcome.
Inbound worklists sorted by age, severity and value
Missing-info checklists with AI-drafted chase messages
Idle-referral alerts and leakage reasons (mandatory taxonomy)
Referring-provider dashboards with volume-drop alerts
Referral → appointment → completed-visit attribution
No silent closes — terminal states require an outcome
VeloCall
later phasemoves: wrap-up seconds saved · first-call resolutionPrimary buyer: Contact Center / Patient Access
CTI companion first (zero telephony migration), healthcare IVR intents second, full console third.
Screen-pop identity match with confidence ranking
Verification gate — PHI masked until identity is confirmed
Context panel: open items first, then timeline, actions inline
AI wrap-up: summary, disposition, extracted tasks in one click
Callback queues with consent-aware windows
VeloExperience
later phasemoves: complaint SLA compliance · recovery ratePrimary buyer: Patient Relations / Quality / Compliance
Surveys that trigger action, complaints that carry regulatory clocks, and a recovery loop.
Complaint intake from every channel, normalized into one case
AI triage: severity, department, sentiment, grievance triggers
Grievance track with encoded written-response clocks
Service-recovery playbooks — AI drafts, humans send
Department heatmaps with drill-through to cases
VeloNavigator
later phasemoves: follow-up completion · gap closure ratePrimary buyer: Care Management / Population Health
Operational care coordination — rule-driven worklists, ADT-triggered follow-up, documented outcomes. Never a clinical chart.
ADT discharge events open follow-up worklists in minutes
Care-gap rules produce prioritized outreach queues
AI-drafted call scripts, navigator-edited
Issue routing: appointments, escalations, transport, social needs
VeloProvider
later phasemoves: referral volume per providerPrimary buyer: Physician Relations / Network Development
Referring-physician 360 for the liaison team.
Provider 360: referral history, conversion, aging experienced
Field-friendly visit logging in under a minute
Statistical volume-drop alerts with AI context briefs
Provider tiers driving outreach cadence
VeloOutreach
later phasemoves: campaign ROI in visits, not clicksPrimary buyer: Marketing / Growth
Service-line growth campaigns with native attribution.
Touch → form → booking → completed-visit attribution
Community events with registration and post-event journeys
Propensity cohorts — explainable, consent-enforced
VeloLoyalty
later phasemoves: retention cohorts · lifetime-value proxyPrimary buyer: Growth / Retention
Churn-risk and missed-follow-up detection over the household graph.
Missed-recall and lapsed-household worklists
Next-best-action recommendations with evidence
Family-graph opportunities
VeloAnalytics
included with every planmoves: ships in every tier — analytics is the renewal enginePrimary buyer: Executive team / Strategy
Every module's numbers on one definitions layer, plus the daily AI brief.
Metric layer: every KPI computed once, versioned, documented
Executive posture: access, growth, referrals, experience
Daily AI brief — narrates computed metrics, never invents numbers
Campaign attribution reporting with model transparency