Referral and Intake Management Software

Stop Losing Referrals to Disconnected Systems.

Bring fax, email, phone, and portal into one AI-powered solution. Respond faster, meet CMS deadlines, and never lose another patient to a spreadsheet.

40%
Higher Referral Conversions
Increased Team Productivity
50–500+
Referrals Managed Weekly
200,000+ Users Worldwide Trust LeadSquared
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How it works

One Referral Lifecycle. Zero Manual Work.

From first inquiry to scheduled appointment, LeadSquared manages the entire referral journey. It ensures faster response times, complete visibility, and consistent follow-through at every step.

Capture everywhere

Capture referrals from fax, email, phone, portals, and APIs. Everything is unified in one system so nothing gets missed.

Prioritize & Assign Automatically

Automatically route referrals based on specialty, urgency, location, and team capacity. The right coordinator takes action at the right time.

Verify & Engage Patients

Check eligibility, send HIPAA-compliant messages, and follow up automatically. Keep patients moving toward their appointment.

Schedule & Track Performance

Book appointments, sync with your EHR, and track performance across teams and sources with full visibility into outcomes.

Core capabilities

Everything a high‑volume referral team needs.

Fax, email, phone, portal

Unified inquiry capture

Bring referrals and inquiries from every channel into one system, ensuring every inquiry is captured, tracked, and acted on with complete visibility.

  • eFax integration for seamless referral capture
  • AI chatbots for 24/7 inquiry capture
  • Invorto AI voice for automated call handling
  • Real-time referral pipeline visibility
EHR integration

Stay in sync with your systems

Connect LeadSquared with your EHR to streamline workflows, eliminate duplicate data entry, and keep teams aligned across systems.

  • Bi-directional data sync with EHRs
  • Appointment scheduling and updates
  • Unified patient records across systems
  • Reduced manual entry and errors
Insurance verification

Verify before you schedule

Check eligibility, benefits, and authorization status upfront to avoid delays and reduce downstream issues.

  • Real-time eligibility verification
  • Prior authorization tracking
  • Payer-specific rules and checks
  • Integrated with pVerify and Change Healthcare
Referring provider management

Strengthen your referral network

Track, engage, and collaborate with referring providers to improve transparency, build relationships, and reduce patient leakage.

  • Relationship heat scores per provider
  • Real-time referral status updates
  • Last-touch and activity timeline
  • Source attribution and ROI tracking
Patient communication & engagement

Stay connected across every touchpoint

Engage patients and providers across channels with secure, timely communication that keeps referrals moving forward.

  • Two-way SMS, email, and voice communication
  • Opt-in and opt-out tracking with audit logs
  • PHI-safe templates and messaging
  • Automated follow-ups for inactive referrals
Compliance & performance tracking

Close the loop with full visibility

Track every referral from intake to outcome with complete accountability, compliance, and performance insights.

  • Closed-loop referral tracking
  • 48-hour countdown per admission
  • Auto-documented touchpoints
  • Supervisor escalation alerts and audit trails
Customer stories

High‑volume teams that beat the bigger networks on speed.

80+ referrals / week · Pain Management
“We went from scattered inboxes and spreadsheets to a single system. Now every referral is tracked, every patient is contacted quickly, and our teams finally have full visibility.”
Jeannine Spagna
Jeannine Spagna
VP, Patient Experience · Clearway Pain Solutions
82%Referral-to-appointment conversion
100%Patients contacted within 24 hours
+67%Increase in outreach attempts
High-growth telehealth · Fertility care
“We were relying on manual outreach that couldn’t scale. With automation and integration, we improved conversions and grew revenue significantly without increasing team size.”
Kent Rodgers
Kent Rodgers
VP Operations · Posterity Health
7XRevenue growth
+20 ptsIncrease in conversion rates
0Additional hires needed

Every referral captured. Every patient responded to. Every time.

Join 250,000+ healthcare professionals who run on Meridian.

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No credit card · HIPAA‑safe intake · Personalized walkthrough