Top CRM Solution for Holistic Centers

Improve patient acquisition and retention with personalized data management

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Healthcare Leaders Who Trust Our Innovative Solutions

Adi Mordechai - Wesper
Adi Mordechai

The impact is simple. LeadSquared has helped us reduce overheads and save a ton of time on a lot of our operational procedures.

Bree Castillo - Tandem Care
Bree Castillo

Before, we could not get in contact with over 30% of leads. That number has reduced to under 5% now. We’re now handling over 2x the number of leads that we did before the automation existed.

A CRM Designed For Optimizing Client Interaction

Take the administrative load off your staff by automating patient communications, reminders, follow-ups, and more.

Patient data management

Centralize and organize patient information, including demographics, medical history, and treatment plans.

CRM features for holistic centers

Appointment scheduling

Simplify the scheduling of patient appointments and send automated reminders to reduce no-shows.

CRM solution for holistic centers

Patient interaction tracking

Record all patient interactions, including visits, calls, and follow-ups

Holistic center CRM software

Automated reports

Get detailed reports and analytics on patient data, appointment trends, and practice performance to inform decision-making.

CRM for holistic practitioners

Billing and claims management

Automate the billing process and manage insurance claims to ensure accurate and timely payments.

Best CRM for holistic health systems

Automated lead distribution

Ensure leads are quickly and accurately assigned to the most appropriate consultant or branch, reducing time spent on acquiring them.

Bes CRM for holisitc centers

Effortless Integartion With The Tools Used In Your Clinic

Connect your holistic center’s existing tools with our CRM to streamline patient data and interaction management.

Insurance Verification Tools
CTI systems
EHRs and EMRs
Messaging Apps

Safeguard Patient Data

We abide by various data governing laws and offer robust features that safeguard sensitive information and prevent unauthorized access, helping you maintain patient trust.

Fully  compliant with HIPAA and other data governing laws

Drive engagement and retain clients

Learn how LeadSquared CRM can fine-tune your organisation to deliver the best outcomes.

FAQs

How does a CRM software manage insurance verification?

CRM systems can automatically verify patient insurance coverage by integrating with insurance providers and databases. This ensures that patients’ insurance information is accurate and up-to-date before services are rendered.

How does the CRM help manage patient appointments?

The CRM simplifies appointment management by offering features like online scheduling, automated reminders, and real-time availability updates to reduce no-shows and improve clinic efficiency.

Can the CRM handle multiple practice locations or departments?

Yes, the CRM is designed to manage multiple practice locations or departments, providing centralized data access, consistent workflows, and streamlined operations across various facilities.

What features does the CRM offer for managing patient records?

The CRM provides a secure, centralized database for managing patient records, including demographics, medical histories, treatment plans, and communication logs, all accessible from one platform.