Automate patient engagement workflows across the care journey
Optometry clinics manage hundreds of patient interactions across recalls, reminders, follow-ups, and appointment coordination.
LeadSquared automatically creates, assigns, and tracks patient engagement tasks based on patient activity and predefined workflows. This helps clinics stay on top of follow-ups and maintain smooth communication across the patient journey.
- Automatically create follow-up tasks when a new patient enquiry is received so no prospective patient is missed
- Trigger recall and re-engagement workflows for patients who become due or overdue for eye exams
- Alert staff when patient follow-ups remain incomplete so action can be taken before engagement gaps occur
- Generate follow-up activities automatically after missed appointments to help bring patients back into care