
Phase Zero offers a HIPAA-compliant CRM and communication software designed for healthcare contact centers. Their platform aims to maximize patient and provider interactions by providing a unified inbox, omnichannel support, AI-assisted workflows, and voice transcription. Key features include a unified inbox to manage all communications in one place, no-code workflows to automate practice operations, HIPAA-compliant forms for data collection and reporting, and a routing AI to identify and direct common requests. The company also provides a lightweight EHR with workflow builders and patient/provider portals, and is developing a scheduling module. Phase Zero is SOC 2 Type 2 and HIPAA compliant, focusing on automating repetitive tasks, guiding patients to precise care through an AI chatbot, and ensuring enterprise-grade security and privacy for its customers.

Phase Zero offers a HIPAA-compliant CRM and communication software designed for healthcare contact centers. Their platform aims to maximize patient and provider interactions by providing a unified inbox, omnichannel support, AI-assisted workflows, and voice transcription. Key features include a unified inbox to manage all communications in one place, no-code workflows to automate practice operations, HIPAA-compliant forms for data collection and reporting, and a routing AI to identify and direct common requests. The company also provides a lightweight EHR with workflow builders and patient/provider portals, and is developing a scheduling module. Phase Zero is SOC 2 Type 2 and HIPAA compliant, focusing on automating repetitive tasks, guiding patients to precise care through an AI chatbot, and ensuring enterprise-grade security and privacy for its customers.
Location: Boston, Massachusetts
Product: HIPAA-compliant patient relationship management (CRM) and communication platform for healthcare contact centers
Compliance: HIPAA and SOC 2 Type 2
Founders: Ngoc Le (Co‑Founder & CEO) and Kevin Yee (Co‑Founder)
Team size: About 11 employees
Patient relationship management and contact center workflows for health and wellness providers, focused on digitizing and automating patient onboarding and virtual-first care.
Digital health / Healthtech
Public profiles report a seed-stage round in Apr 2022 with investors including Techstars, Koa Labs, and Everywhere Ventures; amounts not disclosed in provided evidence.
“Investors reported include Techstars, Koa Labs, Everywhere Ventures, and Edward Lando”