Looking for CRM Recommendation with Task Management

Hello!

I'm hoping to get some advice in picking a CRM for a healthcare clinic. We currently use Click-up for task management with each patient labeled as a "task" . This works alright, but it's annoying having to bounce between our electronic medical record and the task management software. It would be nice to have everything in one spot.

I'm hoping to find something that is capable of the following: – keep track of patient information in a confidential manner in line with Canadian regulations – ability to customize tags or categories for patients and set dates (follow-up and deadlines and appointments) in accordance with the patient-specific tasks – ability to upload documents tied to the profile. If we can create customized forms that will pull information that's populated to the profile that would be tremendous – ability to log communication updates

Thanks for your help!!