HIPAA Compliant Healthcare Marketing Automation

Build meaningful and lasting patient relationships

Healthcare marketing automation and patient communication + healthcare CRM

LeadSquared checked all the boxes

The funnel gets larger, and more patients come aboard. That’s huge for us.

Tamara Young

More than doubled our pipeline

We’re able to cut down our turnaround time responding to inquiries and reach out to and communicate with many more leads.

Siddhartha Nihalani

Increased our call center efficiency by 60%

With the help of smart views, all our agents are able to intercept incoming requests quickly and call the patient in a few minutes.

Kiran Ramakrishna

Detailed patient records

LeadSquared’s APIs and connectors help us collect detailed patient data and integrate it with our EHR system effortlessly.

Hicham Moro

100% Visibility into the processes

LeadSquared has helped us decrease patient turnaround time and provides us the visibility that we lacked in our previous system.

Maximize the ROI from all your healthcare marketing campaigns

Capture patient inquiries, identify high performing campaigns and more


Maximize Marketing ROI

Gain insights into your patients’ behaviors, preferences, and needs. Tailor your marketing campaigns to reach the right people with the right message at the right time. Track and analyze your marketing efforts, and identify the campaigns that are generating the most ROI. Make data-driven decisions to optimize your future campaigns.

Build or Integrate Appointment Forms

Build or integrate customizable appointment forms into your CRM system. With an appointment form, patients can easily schedule appointments online at their convenience, reducing the need for manual scheduling and minimizing errors.

Integrate appointment forms into your CRM system to track and manage all appointments in one place making it easier to follow up with patients and improve communication.


Minimize Appointment Form Drop-offs

Design custom appointments forms and deliver simplified user experience makes it easier for the patients to complete the form, increase the conversion rate and reduce the drop-offs.

Additionally, providing multiple ways for patients to schedule appointments, such as via phone or email, can further reduce drop-offs and increase customer satisfaction.

Establish long-term patient relationship through highly personalized communication

Elevate patient-experience and Improve patient retention rates

Increase appointment to visit ratios

Convert more inquiries to appointments, and appointments to visits, with relevant communication every step of the way.

For instance: Send appointment reminders, hospital location with links to maps, doctor reviews, etc. to reduce drop-offs before the patient visit. This would help increase new patient acquisition and retention rates.

Healthcare marketing automation and patient engagement solution
Healthcare Marketing Automation and patient engagement solution - Patient Tracking

Listen to your patients to communicate well

Doctors always need to listen carefully before advising their patients. Patient communication should be no different. Build trigger-based healthcare communication workflows easily in LeadSquared. You can trigger relevant messages via email, text and on your patient portals based on the web pages your patients browse, queries and more.

Automatically send post-diagnosis notes and suggestions

Patients have a lot on their minds – prescriptions are easy to lose and instructions easy to forget in such cases. After the diagnosis, or after their first appointment, automatically send all the information important to the patient via email, text message or through the patient portal. This can include the prescriptions, date for their next appointment and more.

patient communication platform for post-diagnosis
Healthcare marketing automation - educate patients

Educate patients of the next steps

Helping patients with the right information at the right time can enhance the patient experience, and improve patient retention. For instance, after the first appointment, the details of the next appointment date can be sent to the customer, along with tips to manage their conditions. This can be triggered automatically with pre-built automation workflows.

Retain patients by automating recurring-event reminders

Create healthcare workflow automations to engage patients for recurring events. For instance, you already have the date of the first yearly health checkup of a patient. Remind them of their health checkup next year automatically by using date-based triggers. Even something as simple as automating birthday wishes can go a long way in helping patient retention.

Healthcare marketing automation - reminders for recurring events
Patient engagement solution - Healthcare marketing automation + healthcare CRM

Increase patient engagement with quizzes and health surveys

Share quizzes and health surveys with your existing patients and new leads. Automatically send them tips and more based on their lifestyle habits and scores. If something seems problematic, invite them for a free or discounted consultation. All the relevant responses to the questionnaires can be stored in LeadSquared as well to build more healthcare workflows.

Increase patient retention with offers related to diagnosis

Run campaigns for patient retention, wherever possible. For instance, you can offer half-yearly wellness check-ups, lab tests or consultations about lifestyle change, campaigns for expectant mothers for baby shower activities, and post-pregnancy campaigns for counseling sessions or Yoga classes for new mothers. , etc.

Cross-sell offer - healthcare marketing automation
Patient no-show communication - Healthcare marketing automation and patient engagement solution

Run re-engagement campaigns for no-shows

Patients might ignore minor conditions if the symptoms recede by the day of the appointment. Sometimes, the patients might fill half the appointment form and leave. To minimize these drop-offs, you can run patient re-engagement campaigns through email, SMS and even Google and Facebook remarketing campaigns via healthcare marketing automation.

Automate patient feedback collection

Collect patient feedback post-appointment. This would not only help you assess the quality of your service, doctors, and facilities but would also help you win back disgruntled or dissatisfied patients with timely and relevant action. If the patient doesn’t fill the feedback after the appointment, it can be emailed and texted to them.

Healthcare CRM + Healthcare marketing automation - Patient feedback collection

Engage your existing and not on-panel doctors to increase retention

Empanel new doctors and retain your existing ones by engaging them with content relevant to them


Physician Engagement Campaigns

Design and execute effective physician engagement campaigns by providing insights into their interests, behaviors, and preferences. Tailor your campaigns to their needs and interests and establish stronger relationships and foster loyalty.

Utilizing personalized communication channels can further increase engagement and drive desired actions. You can track and analyze your engagement efforts to refine and optimize your campaigns over time.

Referral Acknowledgement Messages

Onboarding new doctors is a critical process for any healthcare organization, and referral acknowledgement messages can help make it more effective. Establish a positive relationship with new doctors and encourage them to refer patients to your facility by sending personalized messages.

Automate these messages utilizing a CRM system can save time and ensure consistency in your messaging. By further tracking and analyzing the response rates, you can refine your approach.


Physician Satisfaction Surveys

Create and execute effective physician satisfaction surveys that provide actionable insights into their needs and preferences. By identifying areas for improvement and addressing concerns, you can enhance physician loyalty and retention.

Automate survey distribution, reminders, and data collection to provide accurate & timely data and make data-driven decisions.

Integrate with your other patient management tools

Get a single view for all your patient details by integrating LeadSquared with all other hospital management tools that you use – hospital information system, patient management system, appointment scheduling software, EMR systems, medical billing software, practice management software, and healthcare call center systems. Uses APIs and webhooks.

Healthcare CRM Software for hospitals

Get complete patient communication and engagement reports

Patient Communication Reports

Patient communication reports provide insights into the effectiveness of your patient communication efforts, allowing you to tailor your communication strategy to better meet patient needs.

Analyzing metrics such as email open rates, click-through rates, and appointment reminders can help you identify areas for improvement and design solution strategies to increase patient engagement, and ultimately drive better patient outcome.

Patient Satisfaction Reports

Streamline your patient on-boarding process, improve patient experience by collecting and analyzing patient feedback to measure patient satisfaction, identify trends, and address any issues promptly.

Utilizing patient satisfaction reports in your CRM system can help improve patient retention, loyalty, and overall satisfaction.


Marketing ROI Reports

Measure the effectiveness of your marketing campaigns. Stay on top of your campaign outcomes and get a deeper understanding of your business performance by measuring and analyzing metrics such as lead generation, conversion rates, and customer acquisition costs. These insights can help you refine your marketing campaigns, allocate resources more effectively, and ultimately drive business growth.

Get complete physician on-boarding, engagement and satisfaction reports

Physician Satisfaction Reports

Get insights into the satisfaction levels of your physicians, allowing you to address any concerns, improve relationships, and retain your providers.

Collect and analyze in your CRM physician feedback to measure physician satisfaction, identify trends, and address any issues promptly.

Physician satisfaction reports - healthcare marketing automation

Physician Referral Reports

Physician referral reports provide insights into your physician referral network, allowing you to identify top-performing referral sources and optimize your referral strategy. With a CRM system, you can track and analyze physician referral data, including volume, source, and referral patterns. These insights can help you identify referral opportunities, improve referral tracking, and ultimately drive business growth.

Rated best healthcare CRM software

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HIPAA Compliant Marketing Automation FAQs

What is healthcare marketing automation?

Healthcare marketing automation refers to using technology to increase and improve patient engagement through personalized campaigns, customizable forms, automated messages, and many more.

What is an example of automation in healthcare?

Common examples are:

Chatbots powered by AI that can talk to patients and help them with their concerns and questions.
E-prescribing and pharmacy benefit management (PBM) systems that let doctors send prescriptions directly to pharmacies and manage the cost of medications.
Sending text messages to remind patients of their scheduled appointments.

Why do CRM and marketing automation need each other in the healthcare industry?

A CRM helps in managing and engaging patients on time. It stores all the crucial information about their interactions with the institution, but it’s not enough to generate more leads. Integrating your CRM with healthcare marketing automation software is essential to track and engage more patients effectively.

Which type of CRM is used for healthcare marketing automation?

Tight CRM Integrations help transfer patient information to the marketing team efficiently.

What are the 4 Ps of healthcare marketing?

The 4 Ps of healthcare marketing are:

  • Product – refers to the healthcare services, procedures, and treatments that are being offered to patients.
  • Price – refers to the cost of the healthcare services, which can include insurance coverage, out-of-pocket expenses, and other factors.
  • Place – refers to the location and distribution channels where patients can access healthcare services, such as hospitals, clinics, or telemedicine platforms.
  • Promotion – refers to the marketing and communication strategies used to promote healthcare services to patients, including advertising, public relations, social media, and other tactics.

Is LeadSquared healthcare CRM HIPAA compliant?

Yes, LeadSquared offers HIPAA compliant Healthcare CRM software with BAA in place to maintain PHI security.

How does healthcare marketing automation enhance the patient experience?

Healthcare marketing automation enables you to offer patients real-time assistance through trigger-based communication with a touch of personalization. It can also send reminders and important notifications and digitally conduct feedback surveys.

Does LeadSquared provide specialized solutions for different healthcare verticals?

Yes, LeadSquared offer specialized CRM platform for Hospice & Palliative care, medical diagnosis centres, homehealth care, online medical clinics, and more.