CRM for Healthcare
A System Where No One Gets Lost
The fully customizable, HIPAA-compliant platform for streamlining intake, outreach, and tracking through a complete care plan.
Trusted by Over 1800 Institutions Worldwide
We specialize in streamlining workflows and boosting engagement.
Features
Key Features of LeadSquared’s
Healthcare CRM Software
Intake Automation
Never lose track
Keep new patients engaged and moving forward to their first appointment with personalized outreach that happens automatically… while giving your staff some much-needed work/life balance.
Referrals and Tracking
A single source of truth
Seamlessly process incoming referrals, and follow patients throughout their journey, across every clinic they visit. Our HIPAA-compliant systems ensure it’s only seen by authorized caregivers.
Marketing Tools
Boost your outreach
Run all your campaigns, socials, blogs, and more from one central hub. Or segment your database to reach any specific group you want for clinical trials, new treatment opportunities, you name it.
Analytics
Learn from experience
Pull data from all sources into our pre-made reports – or create your own, we don’t mind – to make informed decisions, grow your business, and see where your patients need you the most.
Administration
No coding skills required
Hit the ground running with an interface that’s easy for anyone to pick up and use without creating any lag in response time. You can hire a specially trained admin if you want… but you won’t need to.
Fully Customizable
Get Exactly the Platform You Want
We completely build out your platform for you so it fits your specific needs. Then we provide training and world-class continuing care. It’s all part of the service.
We Cover The Full Range of
Healthcare Clinics And Hospitals
Use all your existing tools from a centralized hub… or replace them entirely
with our tools to save yourself a few bucks.
Integrations
Connect all of your teams by automating the application process. Integrate with built-in connectors to provide a complete picture to your teams. Centralize student data management.
Integrations
Connect all of your teams by automating the application process. Integrate with built-in connectors to provide a complete picture to your teams. Centralize student data management.
Find out How
LeadSquared Can Help You
CRM for Healthcare FAQs
How can I track different service interests (ABA, Speech, OT) for incoming patients?
When a clinic offers multiple services like ABA therapy, Speech Therapy, and Occupational Therapy, keeping track of what each incoming patient is seeking is essential for effective triage, scheduling, and follow-up.
Here’s how you can track service interests without letting things fall through the cracks:
- Use smart intake forms
Build digital intake forms that include checkboxes or dropdowns for service interest. Whether a patient needs just ABA or a combination of therapies, these preferences can feed directly into your CRM or ABA practice management software.
- Segment patient records by service type
In platforms like LeadSquared, patient profiles can be automatically tagged or segmented based on selected services. This makes it easier to assign the right coordinators or clinicians and tailor communication accordingly.
- Customize workflows by service
Create service-specific intake workflows. For instance, an ABA intake might include a different set of forms, insurance checks, and scheduling needs than Speech or OT. Automating these steps based on service interest helps your team stay efficient.
- Report on demand by therapy type
Use dashboard views or filters to monitor how many patients are interested in each service over time. This can guide staffing, outreach, and service expansion.
With a connected intake and CRM system, tracking service interests effortlessly becomes part of your broader workflow.
What are the core benefits of a healthcare CRM?
A healthcare CRM centralizes patient data, automates scheduling and reminders, and supports HIPAA‑compliant communication via email, text, phone, and portals. It streamlines admin tasks and enhances personalized patient engagement.
What essential features should I look for in a healthcare CRM?
Prioritize: secure patient intake, EHR/EMR integration, automated appointment reminders, multi-channel communication, analytics dashboards, and compliance (e.g. HIPAA/GDPR). Mobile access and telehealth support are increasingly important.
How does a healthcare CRM support regulatory compliance and data security?
Top CRMs include encryption, audit trails, user authentication, secure messaging, and digital consents. They adhere to HIPAA (in the U.S.) and GDPR (in the EU), ensuring robust patient‑data privacy and legal safeguards.
How do CRMs integrate with existing EHR and billing systems?
Modern CRMs offer loss‑proof APIs and built‑in connectors for EHRs, billing platforms, and telehealth systems. Seamless integration prevents manual data entry, reduces errors, and enables unified workflows across admin and clinical teams.
How can CRM technology reduce no‑shows and improve patient retention?
By automating appointment reminders via SMS, email, and calls, and sending personalized follow‑ups or wellness content. CRMs also segment patients for re‑engagement campaigns, helping decrease no‑shows and boost loyalty.
Can healthcare CRM support marketing and revenue growth?
Yes. Modern CRMs enable targeted outreach based on demographics and behavior, track campaign ROI, support upselling services, and improve coordination across departments, driving both patient acquisition and retention.
What analytics and reporting capabilities do healthcare CRMs offer?
They provide KPIs like appointment trends, engagement metrics, dropout rates, and response to campaigns. Advanced platforms offer predictive insights—for example forecasting no‑shows or care needs, enabling proactive decision‑making.
What healthcare CRM features specifically benefit ABA clinics?
ABA‑focused CRMs centralize referrals and intake forms, automate onboarding workflows, track marketing attributions, and deliver curated educational content during waitlists or therapy. This enhances engagement and reduces dropout rates.
How can a healthcare CRM improve coordination in multi‑location practices?
CRMs route inquiries based on geography, synchronize intake across centers, centralize analytics, automate insurance verifications, and ensure uniform communication—cutting admin burden and supporting scalable expansion.
