What business data can partners access in the CRM and reporting?

FAQThe CRM and MarketingUpdated Sep 7, 2026

Healthaide reporting and CRM tools can provide business data such as customer activity, lead source, practitioner source, transactions, communications, conversions, and revenue analytics. PHI access is handled separately and is limited according to the user's role, HIPAA requirements, and the medical entity providing care.

crm datareporting databusiness analyticslead source datarevenue analyticscustomer activity
FAQJun 18, 2026

What is the CRM and do I have to use it?

It is a HIPAA compliant GoHighLevel account that comes pre connected to your system.

FAQSep 7, 2026

Can Healthaide track referral sources and marketing attribution?

Healthaide provides tools to track lead source, referral attribution, customer acquisition, and financial performance.

FAQSep 7, 2026

What customer data and PHI can a partner access?

Healthaide partners have access to their business and customer data in the platform.

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