CRM

A Review of GoHighLevel Customer Relationship Management (CRM) Software for Medical Practices

Ratings: 4.1 Stars (Capterra) | 4.1 Stars (GetApp)

GoHighLevel, also known as HighLevel, is a CRM and automation platform launched in 2018 by Shaun Clark, Robin Alex, and Varun Vairavan. Originally built for marketing agencies, it has since expanded to support a wide range of businesses, including medical practices. Its all-in-one design helps streamline operations with features for lead tracking, appointment booking, client follow-ups, and targeted campaigns.

GoHighLevel simplifies administrative and marketing tasks for healthcare providers. With tools like automated workflows, built-in communications, and analytics dashboards, medical practices can attract new patients, improve retention, and optimize day-to-day processes.

Summary Table

FeatureDescriptionBenefits
Patient and Client ManagementA dashboard that manages client relationships, tracks leads, and monitors the sales pipeline.Simplifies client tracking and helps build stronger relationships.
Appointment Scheduling and Calendar ManagementTools for booking, sending reminders, and syncing with Google and Outlook calendars.Prevents overbooking, reduces no-shows, and keeps schedules organized.
Communication and Engagement ToolsCombines email, SMS, and social media messaging into one platform with automation and a webchat widget.Saves time, improves communication, and keeps all messages in one place.
Sales and Marketing AutomationAutomates workflows, funnels, and campaigns for lead nurturing and follow-ups.Boosts efficiency and helps medical practices attract and retain more clients.
Reporting and AnalyticsTracks calls, appointments, conversions, and campaign performance with easy-to-read data.Helps measure success, refine strategies, and track client behaviour.
HIPAA Compliance and Data SecurityOptional upgrade that provides encrypted data storage and aligns with HIPAA rules.Protects sensitive patient data and meets legal standards for medical practices.
Integration with Medical and Payment SystemsLinks to Stripe, PayPal, and Square for payments and integrates with calendars and other tools.Simplifies billing and supports both in-person and online services.
Mobile App FunctionalityOffers on-the-go access to CRM, scheduling, and messaging tools, similar to the desktop version.Makes managing clients and appointments easy while away from the office.

An Overview of GoHighLevel’s Core Features

Patient and Client Management

GoHighLevel’s client management tools make it simple for medica practices to handle client relationships from start to finish. The dashboard provides a central hub for managing communications, appointments, and follow-ups, saving time and reducing the need for multiple tools. 

Its intuitive design allows clinic owners and staff to track leads, monitor the sales pipeline, and view client interactions all in one place. The drag-and-drop interface also lets users customize the dashboard to fit their workflow.

Several standout features help medical practices provide better service and keep operations smooth. These include:

  • Contact Management: Organize and segment clients for personalized communication.
  • Appointment Scheduling: Set, track, and automate bookings to reduce scheduling errors.
  • Automated Follow-Ups: Send reminders and follow-up messages automatically.
  • Pipeline Tracking: Monitor where clients are in the sales or treatment journey.
  • Lead Source Reports: Analyze where new clients are coming from to refine marketing efforts.

These tools allow medical practices to maintain strong client relationships while handling more clients without increasing the workload.

Appointment Scheduling and Calendar Management

GoHighLevel’s appointment scheduling tools simplify the booking process for medical practices. Appointments can be created manually or automated through the dashboard or embedded calendar widgets. The system syncs with Google and Outlook calendars, keeping schedules updated across platforms. It also includes features like appointment conflict detection, automatic provider assignment, and custom intake forms to collect patient information.

The calendar system supports flexible scheduling. Practices can create separate calendars for different services, manage provider availability to avoid double booking, and automate reminders to reduce no-shows. Integration with Stripe enables advance payments, while Zoom integration supports virtual visits.

Communication and Engagement Tools

The software has tools that simplify and enhance communication with clients and leads. Its features are designed to centralize interactions, provide real-time responses, and automate workflows. Take a look at the following communication tools it includes:

FeatureFunction
Conversations HubCombines messages from multiple channels, including social media, email, and SMS, into one central platform. Eliminates the need to switch between apps.
Mobile AppLets you manage contacts, opportunities, and messages while on the move. Available in standard, LeadConnector, and white-labeled versions.
Webchat WidgetIntegrates with your website to start real-time chats. Converts chats into SMS conversations, allowing leads to continue the conversation on mobile.
Automated ResponsesAutomatically replies to messages with specific keywords. Helps clients get instant answers while reducing manual effort.

These features make managing communication more efficient, allowing clinics to deliver better service and foster stronger client relationships.

Sales and Marketing Automation

The platform offers powerful features like automated workflows, funnel creation, and campaign tracking. Users can set up workflows to automate lead follow-ups, appointment reminders, email sequences, etc. Some standout features for sales and marketing automation include:

  • Funnel AI: Automatically generate optimized funnels tailored to your clinic’s needs.
  • Ad Manager Audiences Tab: Create and manage custom or lookalike audiences for targeted campaigns.
  • Email Builder Upgrades: Embed forms, surveys, and conditional elements for personalized email campaigns.
  • Campaign Analytics: Track impressions, clicks, and conversions to make data-driven decisions.
  • Prospecting Tool Dashboard: Gain insights into lead generation efforts with detailed metrics and visual reports.

Reporting and Analytics

GoHighLevel provides a range of reporting tools to help practices track and improve their performance. These features give clear insights into leads, conversions, and campaign success.

Reporting Features:

  • Call Reporting: Tracks answered and missed calls, call sources and total call volume. Includes detailed records and filtering options for deeper insights.
  • Appointment Reports: Provides data on confirmed, no-show, and canceled bookings. Includes user sources, outcomes, and scheduling times.
  • Attribution Reports:
    • Conversion Reports: Displays revenue, opportunities, total contacts, and conversion performance in easy-to-read graphs.
    • Source Reports: Shows lead origins, marketing channel effectiveness, and detailed campaign data.

Integration Highlights:

  • Google Ads Dashboard: Monitors client spending, conversion rates, clicks, and campaign performance.
  • Facebook Ads Dashboard: Tracks impressions, clicks, conversions, cost per conversion, and revenue.

These tools allow medical practices to monitor activities, optimize strategies and identify trends.

HIPAA Compliance and Data Security

GoHighLevel offers HIPAA compliance as an optional upgrade for medical practices that manage sensitive patient information. This feature, priced at $297/month, helps practices meet the requirements of HIPAA’s Privacy Rule and Security Rule. Once activated through the Agency dashboard, HIPAA compliance applies to all location accounts and includes a Business Associate Agreement (BAA) to support legal compliance.

Data security is a major focus for GoHighLevel. The platform uses 256-bit Advanced Encryption Standard (AES) to protect data before storage. Authorized users can access records through a secure decryption process. Cryptographic keys are tightly controlled and regularly audited. These safeguards help medical practices keep patient information protected.

Integration with Medical and Payment Systems

The platform integrates with Stripe, PayPal, Square, and Authorize.net. These options allow clinics to process one-time payments, set up subscriptions for memberships, send professional invoices, and generate payment links for convenient client transactions. Square integration is particularly helpful for practices that accept both in-clinic and online payments.

Mobile App Functionality

With the mobile app, medical practices can stay connected and productive wherever they are. Whether it’s managing appointments, tracking campaigns, or responding to client messages, everything is just a tap away. You can even send emails and SMS updates without needing a desktop.

While the PC version provides a more detailed workspace for building campaigns and analyzing reports, the mobile app focuses on quick access and real-time functionality. It’s perfect for scheduling, reviewing messages, and handling tasks while away from your desk.

Special Features

GoHighLevel includes several additional features designed to support branding, automation, and patient engagement. These include:

  • White-Label Customization: Practices using the Unlimited Plan can rebrand the platform, offering a personalized experience with a branded desktop and mobile app.
  • Social Media Planner: Schedule and manage posts across platforms like Facebook and Instagram to maintain a consistent online presence.
  • AI-Powered Tools: Use AI-generated content fields to quickly create messages, emails, and responses.
  • Website Hosting: Host your practice’s website using HighLevel’s built-in website builder, with no need for third-party hosting services. You can also add WordPress hosting if you prefer to use WordPress.1
  • Reputation Management: Request, track, and respond to patient reviews in one place to help maintain a strong online reputation.

Important Integrations for Medical Practices

IntegrationBenefit
Google Business ProfileHelps patients find your clinic online and reach out easily through your Business Profile.
StripeAccepts one-time and recurring payments through secure checkout, ideal for billing and memberships.
ZoomSimplifies telehealth appointments by generating virtual meeting links directly in the appointment flow.
QuickBooksSyncs payment and invoice data to keep your accounting organized and accurate.
FacebookSupports patient engagement through messaging and lead capture from your practice’s Facebook page.

These features and integrations make GoHighLevel a versatile platform for streamlining daily operations, building your brand, and connecting with patients both online and offline.

Pricing Plans

The platform offers two pricing plans. The Starter Plan, priced at $97 per month, is ideal for smaller clinics just beginning to use automation tools. It includes essential features such as workflow and campaign builders, two-way SMS and email communication, pipeline and calendar management, and reputation tracking.

The Unlimited Plan, priced at $297 per month, is better suited for larger medical practices handling multiple clients. It includes all the features of the Starter Plan, along with additional capabilities like unlimited sub-accounts, white-label desktop app branding, membership management tools, and API access for advanced integrations.

The platform has a 14-day free trial to give practices the opportunity to test the features and choose the best fit for their needs.

Pros and Cons

The following insights have been compiled from real user reviews on platforms like G2, GetApp, and Capterra. These reviews highlight both the strengths of GoHighLevel and areas where users have faced challenges.

ProsCons
Users praise the excellent customer service and helpful onboarding process.Support staff is sometimes described as untrained or unable to address specific system issues.
The software provides a comprehensive, all-in-one platform for organizing and managing clinic needs.Users have reported billing inaccuracies and issues with refunds.
Automations and follow-up tools make tracking leads and conversions effortless.The interface can feel clunky, and navigation is not always intuitive.
Customization options and practice-focused features cater specifically to marketing professionals.A few users find the mobile app less smooth compared to the desktop version.
Many appreciate the robust affiliate program for generating additional revenue.Rapid growth has led to occasional glitches and delays in improving new features.

These insights offer a well-rounded perspective on GoHighLevel, helping practices understand how the platform’s strengths and challenges align with their needs.

Conclusion

GoHighLevel is a strong option for medical practices that want to simplify patient management, streamline appointment scheduling, and improve their marketing workflows. It works well for practices offering both in-person and virtual care, thanks to built-in automation and flexible payment integrations.

Larger practices or those planning to expand may benefit most from its advanced features, while smaller offices can start with the Starter Plan to explore what the platform offers. The 14-day free trial makes it easy to test whether it fits your operational needs.

At Wisevu, we’re here to help your practice thrive by making the most of GoHighLevel’s powerful features. We’ll work with you to build a stunning website, run social media campaigns, and create content that keeps clients engaged.

Let’s team up to take your medical practice’s success to the next level!

References

  1. “WordPress Hosting Specs and Market Comparison.” HighLevel Support Portal, help.gohighlevel.com/support/solutions/articles/48001231366-wordpress-hosting-specs-market-comparison-and-new-pricing-plans.
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