Leadsquared is configurable and adaptable
Has allowed us to build out a platform that is well-suited for our practice.
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.
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.
Increases Patient Conversions by 5X
LeadSquared helped us deploy an effective communication system that improved our conversions by 5X for in-patient leads and 2X for registrations. It is now a key platform we use to manage all our leads.
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.
Transform the Patient Experience from the First Touchpoint
Allow patients to make use of online forms, self-scheduling tools, and secure portals with our patient intake software. Use automated messages to confirm appointments and share next steps without delays.
Patient intake automation
Keep the intake process moving with automated reminders and updates. Patients stay informed, and your staff spends less time on follow-ups.
Digital patient intake forms
Let patients complete appointment forms from their phone or computer before the visit. Collect documents, verify insurance, and cut down on front-desk delays — all without paper.
Telephonic patient intake
Let your intake team collect patient details and book appointments directly over the phone. Support patients who prefer or need voice-based communication without slowing down the process.
With Lexi AI, LeadSquared’s intelligent voice assistant, you can automate phone-based intake, appointment booking, and basic query handling, reducing manual effort for your team.
Automate doctor assignment
Match patients with the right doctor based on availability, specialty, and case type. Reduce manual coordination and help patients get timely care with less back-and-forth.
Insurance eligibility & verification
Check patients’ insurance coverage automatically before the visit. Reduce manual work for your staff and avoid delays at the front desk by confirming benefits in advance.
Maximize Patient Acquisition ROI
Automate routine tasks, simplify team workflows, and reduce time-to-contact. Free up staff to focus on high-value conversations and convert more conversations into scheduled patients.
Automate routine workflows
Sync appointments automatically from your scheduling system into the patient intake software. Notify doctors and care managers instantly about new bookings, changes, or cancellations so they can plan their day without delays. This keeps teams aligned and helps patients get timely care without missed steps.
Track Patient Journeys and Take Smarter Actions
Monitor every patient interaction across calls, intake forms, messages, and appointments. Identify drop-offs, follow up at the right time, and adjust communication strategies based on real behavior.
Track patient interactions across all touchpoints
Capture every patient interaction, whether it happens on your website, over the phone, through social channels, or in person. Use this data to understand patient intent and respond with the right message at the right time.
Build automated, trigger-based communication flows in our patient intake software to keep patients informed and engaged throughout their journey.
Ensure timely and relevant patient communication
Help more inquiries turn into confirmed visits by sharing the right information at the right time. Send appointment reminders, directions with map links, and doctor profiles to reduce drop-offs and build patient confidence before their first visit.
Simplify the Appointment Experience
Make it easy for new patients to complete their journey from inquiry to visit. Reduce wait times, cut down paperwork, and keep communication clear at every step. A smoother experience means more patients return and stick with your care.
Equip your team for smoother appointments
Give doctors and care managers full visibility into each patient’s journey before they walk in. All past interactions are recorded, and key details can be pulled from the patient intake software, so your team is prepared to deliver care without delays or confusion.
Collect and act on patient feedback
With LeadSquared’s patient intake software, you can gather patient feedback after each visit to understand what worked and where to improve. Positive responses signal strong retention and referral potential. Negative feedback, when addressed promptly, can help recover trust and improve future experiences.
Track Patient Acquisition Performance
Get a full view of how new patients are acquired, from first contact to appointment. See which channels bring in the most patients and how each team member contributes. Use these insights to double down on what’s working and improve what isn’t.
Patient acquisition reports
Track how new patients move through your intake process with visual dashboards that show appointment volumes, conversion trends, and departmental performance. Spot patterns over time, identify drop-off points, and use data to improve how patients are acquired and managed.
Patient drop-off reports
Identify where patients disengage before their appointment with drop-off dashboards that highlight when and where the drop happens—be it after inquiry, during intake, or before confirmation.
Use these insights to understand the root causes and make focused changes that improve retention and reduce no-show rates.
Appointment-to-visit ratios
Track how many scheduled appointments turn into actual visits with a focused dashboard view. Monitor cancellation patterns, no-show rates, and timing issues to spot gaps in patient flow. Use these insights to refine scheduling practices, reduce missed appointments, and allocate staff more effectively.
Over time, these improvements help increase patient adherence, reduce operational waste, and support better clinical and financial outcomes.
Rated as the best CRM software by reputed sources
Want to Increase New Patient Acquisition Ratios?
Patient Intake CRM for Healthcare FAQs
What is patient acquisition?
Patient acquisition refers to the process of attracting new patients to a healthcare facility or practice. It involves reaching people who need care, guiding them toward your services, and helping them take the next step—whether that’s booking an appointment or walking in for a consultation. This often includes a mix of community outreach, education, digital tools, and operational readiness to convert inquiries into visits. The goal is to grow your patient base while ensuring access to timely and appropriate care.
How does a healthcare CRM offer patient intake solutions?
A healthcare CRM supports patient intake by streamlining communication, coordination, and visibility across the intake process. It allows providers to set up automated communication workflows, collect patient information through digital forms, and track every interaction in one place. With built-in analytics, teams can identify bottlenecks and spot trends in patient behavior. CRMs also support auto-assignment of patients to the right doctor based on availability and case type, reducing manual work and speeding up access to care.
How can healthcare institutions automate their patient intake workflows?
Healthcare institutions can automate patient intake by using software that handles each step of the process digitally. This includes online appointment scheduling, mobile-friendly intake forms, automated eligibility checks, and real-time communication. A healthcare CRM/patient intake software helps tie these touchpoints together, ensuring patients are guided through their journey with minimal manual intervention. This not only reduces administrative burden but also improves speed, accuracy, and the overall patient experience.
What are the different methods of patient acquisition in patient intake software?
A patient intake software supports patient acquisition through multiple channels. These include paid advertising with lead capture, social media and email campaigns, referral tracking, and content-driven outreach. The software consolidates leads from all these sources, assigns them to the right teams, and automates follow-ups. This helps convert inquiries into appointments efficiently, while tracking which channels bring in the most patients.
Can ABA patient intake software connect to CentralReach?
Yes. While CentralReach is a widely used platform for clinical data collection, billing, and practice management in ABA settings, many clinics use additional tools to streamline intake and front-office workflows.
That’s where an ABA patient intake software like LeadSquared fits in. LeadSquared helps manage the intake process from the first referral or inquiry, through waitlist handling, eligibility checks, form collection, and communication. By connecting LeadSquared with CentralReach, you can pass relevant client data into your existing CentralReach system without manual entry.
This kind of integration helps reduce admin effort, cut down on duplicate data entry, and ensure a smoother handoff from intake to clinical workflows. Clinics using both platforms can offer families a more consistent experience.
Can the patient intake platform be customized for different healthcare setups?
Absolutely. The implementation team works closely with providers to configure the solution based on your care setting—whether you’re a large multisite system or a small rural clinic.
How does patient intake software support broadcast communication in healthcare?
Modern patient intake software often includes a built-in broadcast communication tool that helps providers connect with patients across SMS, email, voice calls, and WhatsApp. It automates intake reminders, appointment confirmations, digital form sharing, and follow-up prompts. This keeps patients engaged throughout the intake process and reduces delays and no-shows, improving overall patient flow and operational efficiency.
What communication features should patient intake software include?
Effective patient intake software should offer multi-channel messaging, automated reminders, intake form distribution, post-visit feedback collection, and two-way communication. It should also support staff coordination and provide analytics on message performance. These features help streamline patient experience from the first touchpoint, while ensuring intake tasks are handled consistently and securely.
Is LeadSquared patient intake software HIPAA compliant?
Yes, LeadSquared offers HIPAA compliant patient intake software/healthcare CRM with BAA in place to maintain PHI security.
What is the difference between patient acquisition and patient retention?
Patient acquisition deals with bringing in potential new patients and convincing them that your medical services are reliable and one of the best. On the other hand, patient retention is the process of ensuring high satisfaction among your existing patients, so they keep choosing your institution.
Can patient intake forms from a website integrate directly with an ABA CRM?
Yes, many ABA practice management systems support direct integration between web-based intake forms and your CRM. This means when a family submits an intake form through your website, their information can flow directly into your ABA CRM without additional manual entry.
Systems like LeadSquared make this process straightforward. Intake forms can be embedded on your clinic’s website, and once completed, they create a new record or update an existing one in the ABA CRM. Key details like patient demographics, payer info, and referral sources are captured and organized automatically.
Some platforms also trigger automated follow-ups or workflows based on the submitted form, like assigning an intake coordinator or sending a confirmation text to the family.
Many CRMs allow custom field mapping, so the form fields you use match the structure of your CRM exactly. That way, your team starts every intake process with accurate, organized data.
If you’re using platforms like CentralReach alongside a separate CRM for intake, integrations or middleware tools like Zapier or custom APIs can help connect the two systems seamlessly.
How does LeadSquared support healthcare organizations during implementation?
LeadSquared offers dedicated onboarding specialists who guide your team through each step of implementation. The process is designed to minimize disruption and ensure your workflows are mapped effectively.
Is training provided for staff using the patient intake software?
Yes. Healthcare teams get access to both on-demand and live training modules, tailored to varying levels of technical expertise. This helps staff confidently adopt and use the platform’s features.
What kind of support is available post-implementation of the patient intake software?
LeadSquared provides 24/7 multichannel support via phone, email, and chat. This ensures your team gets the help they need, when they need it.
How does patient intake software support automated healthcare workflows?
LeadSquared’s patient intake software enables healthcare teams to automate critical workflows from the moment a new patient fills out a form. Tasks like insurance verification, care manager assignment, and follow-up reminders can be triggered automatically based on real-time events. This reduces manual coordination and helps prevent delays.
How can AI assistants improve patient intake and healthcare operations?
AI-powered assistants are transforming how healthcare providers manage patient intake and ongoing care. Tools like Google Cloud Healthcare and Microsoft Health Bot offer automation capabilities that reduce manual work and improve response time. These assistants can handle routine tasks such as appointment scheduling, reminders, and follow-ups, helping teams stay efficient.
With LeadSquared’s Lexi AI, care teams also get real-time support for patient queries through calls. Lexi helps guide patients to the right information effortlessly, reducing the burden on your front-desk and support teams. It ensures patients feel supported, even outside working hours.
Additionally, some AI assistants can streamline data collection during intake, organize patient records faster, and enable more personalized communication based on patient behavior and history. Combined, these features allow your staff to focus on higher-value interactions and improve patient satisfaction from the first touchpoint onward.
