Modern CRM Solutions for Health Departments
A HIPAA-compliant, all-in-one CRM system tailored for public health departments—simplifying community engagement, CHA/CHIP processes, and grant compliance.
HIPAA-Compliant CRM for Health Departments
Public health departments face increasing demands to manage community outreach, automate data collection, and deliver transparent reports for audits and grant funding.
The AD-IOS Health Department CRM is an all-in-one, HIPAA-compliant solution that helps you streamline communication, simplify CHA/CHIP reporting, and stay grant-ready—without juggling multiple platforms.
Why Health Departments Choose AD-IOS Lead Connector
Health departments face growing demands for data reporting, community health outreach, and grant alignment. AD-IOS Lead Connector replaces 3–4 tools with one HIPAA-compliant CRM platform designed to:
Outreach Automation
Survey Collection
Community Engagement
Grant Reporting
HIPAA + ADA Compliance
Streamline Your CHA & CHIP Processes with Automation
A Community Health Assessment (CHA) is a vital step in identifying public health needs. Our system supports every step—from outreach to reporting—with automated tools and built-in data tracking.
Data Collection
Community Engagement
Data Analysis
Prioritization
Planning
Integrates seamlessly with platforms like MySidewalk for enhanced visualization.
Choose the Plan That Aligns with Your Department’s Goals
Choose the plan that fits your department’s outreach and automation needs—built specifically for public health success and grant compliance.
Essentials
Essential Tools for Outreach, Automation & Reporting-
HIPAA-Compliant CRM
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Outreach Automation (SMS/Email)
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Survey + CHA Tools
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Real-Time Dashboards
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MySidewalk Integration
Pro
Advanced Features for Engagement, Education & Growth-
HIPAA-Compliant CRM
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Outreach Automation (SMS/Email)
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Survey + CHA Tools
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Real-Time Dashboards
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MySidewalk Integration
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Landing Pages & Funnels
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Online Communities & Courses
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Review Automation
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Advanced Planning Tools
We Help You Stay Compliant—and Stay Funded
Federal and state grants demand accurate data collection, outreach documentation, and transparent reporting. AD-IOS Lead Connector is built with grant language in mind, making your systems easier to fund, review, and renew.
Centralized grant-related activity tracking
Automated compliance alerts and reminders
Export-ready reports for audits and renewals
Tools labeled with grant-friendly terms like “workflow automation” and “community access”
Trusted by departments seeking ongoing USDA, CDC, and local funding
“Having helped counties secure grants year after year, we designed this system to reflect the real operational needs that drive funding continuity and community trust.”
Crystal Geis
Let’s Build a Smarter Public Health System—Together
Ready to simplify your CHA process, automate your outreach, and support your grant objectives?
Choose your plan or book a demo today.
Want More Functionality?
Upgrade to the $499/month Plan (One-Year Commitment | $900 Setup Fee) Includes everything in the $399 plan, plus:
Easily create custom landing pages to promote health programs, campaigns, and event registrations. Funnel automation helps guide residents through interest, signup, and engagement.
Create online support communities, health education courses, or internal training hubs. Ideal for ongoing engagement, resource sharing, and outreach continuity. Residents can log in to participate in moderated groups, complete learning tracks, or access exclusive content.
Automatically ask for reviews after appointments or program participation. Set up intelligent triggers based on activity.
Track and tag responses to identify urgent health trends.
Use dashboards to guide CHIP (Community Health Improvement Plan) development with clear, data-driven insights.
