AI-powered Patient Experience Management Software
Make every patient interaction count
Reach patients when and where it counts, and turn everyday communication into better patient experience.
Collect actionable feedback from every visit
You already know good care is indispensable. But knowing how patients feel at each touchpoint — be it after a hospital stay, a clinic visit, or even a chat with support — gives you the power to deliver better care.
With our patient experience management software’s feedback & survey capabilities, you can:
- Send custom surveys automatically at the right moments, capturing ratings, comments, and follow-ups.
- Get real-time alerts when satisfaction dips, so your team can step in and turn negative experiences into opportunities.
- Monitor trends and loyalty with NPS tracking and built-in dashboards to see what’s working and where to improve.
See the full picture with real-time dashboards
Data is only useful when it tells a story that you can act on. LeadSquared’s patient experience management software turns patient feedback into a clear, actionable view.
- Track NPS, satisfaction, and wait times across your hospital or clinic in real time.
- Zoom in by location, department, or provider to spot trends and opportunities for improvement.
- Monitor patient journey metrics like appointment follow-ups, engagement, and retention.
- Role-specific dashboards ensure your team sees only the data that matters most.
Engage patients at every step of their care journey
Effective engagement starts with clear, timely communication with the patient. LeadSquared’s patient experience management software puts your engagement workflow on autopilot.
- Send appointment reminders automatically via patients’ preferred channels to reduce patient no-shows.
- Send pre-visit instructions, including location, parking information, and required documents, to help patients.
- Enable two-way secure messaging between patients and providers, allowing for real-time communication and support.
- Run multichannel engagement campaigns via email, text, or WhatsApp to keep patients informed about your practice.
- Utilize a HIPAA-compliant patient portal for secure access to health information, test results, and medical history.
Give patients control with a secure self-service portal
Our HIPAA-compliant patient portal lets patients see their complete health information in one place. They can access their visit notes, lab reports, care instructions, and more from the portal.
- View medical history, lab results & visit notes securely anytime.
- Access discharge instructions, prescriptions & post-visit guidance without calling the clinic.
- Book, confirm, or reschedule appointments directly from the portal interface.
- Send messages to your care team securely through the portal.
Make payments simple
LeadSquared makes payments and billing easier by connecting with your existing revenue tools. Through integrations, you can keep your workflows intact while improving patient convenience.
- Integrate with your payment gateways or billing platforms to send and track payment requests.
- Auto-sync payment updates and receipts back into LeadSquared for a unified record.
- Reduce manual tracking and follow-ups with automated reminders.
Let Lexi AI handle patient calls
Handle patient calls with ease. With LeadSquared’s Lexi AI as your smart voice assistant, your team can:
- Answer and manage patient calls automatically
- Collect patient information accurately and update records
- Schedule appointments instantly, keeping calendars organized and up to date
- Automate routine intake tasks to speed them up while reducing errors from manually updating information.
Manage patient experience on the go with mobile app
LeadSquared’s mobile app helps your care team stay responsive wherever they are.
- Access complete patient records including demographics, visit history, and care notes from any device
- Track tasks, appointments, and follow-ups in real time to ensure no patient interaction is missed
- Send secure, HIPAA-compliant messages to patients or colleagues for timely communication
- Automatically sync all updates with your CRM and EHR
Simplify patient intake
LeadSquared’s patient experience management software lets patients complete their intake digitally. Which means they can submit their personal details, medical history, insurance, and consent forms ahead of time.
The data is automatically updated in your EHR or practice management system, helping you speed up check-ins and minimize waiting room time.
- Collect all patient information digitally, before the visit.
- Validate and sync data automatically with your systems.
- Reduce manual entry and front-desk delays.
Connect your EHR and other healthcare systems with LeadSquared
Data works best when it flows well across the systems you use — and LeadSquared makes sure it does.
- Sync patient records in real time with major EHR systems.
- Streamline scheduling and billing to reduce errors and administrative load.
- Keep data accurate and up to date across all platforms automatically.
- Flexible APIs let you integrate custom workflows or third-party systems.
Security you can count on
Compliance with healthcare standards isn’t optional — it’s the foundation. LeadSquared secures patient data from first touch to final follow-up with enterprise-grade safeguards you can rely on.
- Fully HIPAA-compliant patient engagement CRM with BAA in place to protect ePHI.
- Certified to ISO 27001 and SOC 2 standards for security.
- Access control features like role-based permissions, IP whitelisting, and two-factor authentication so only the right people see the right data.
- Audit trails & logs that show who did what, when — perfect for compliance audits and internal transparency.
What Makes LeadSquared the Go-to
Patient Experience Management Software for Healthcare?
100% HIPAA Compliant to ensure your patient data security, always!
Purpose-built to simplify marketing and one-to-one communication in healthcare.
Seamless integration with EHR, insurance verification, telephony, messaging apps, and more.
Customizable to serve your unique requirements.
Many Leading Healthcare Providers Share Their Delightful Experiences with Leadsquared
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.
Increased 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.
Also rated as the best patient experience management software by reputed sources
Wait no more to deliver the experience your patients deserve.
Patient Experience Management Software FAQs
How can I manage patient reviews and protect my online reputation?
You can manage your online reputation by actively collecting, monitoring, and responding to patient reviews. Automated review requests help encourage feedback, while review aggregation tools pull comments from multiple platforms like Google or Yelp into a single dashboard. Templated responses save time, and negative feedback can be filtered for service recovery.
Patient experience management software, such as LeadSquared, can streamline this process, helping your team respond quickly, track reviews, and maintain a strong online presence that attracts new patients.
How do I handle negative feedback and turn complaints into improvements?
Negative feedback is an opportunity to make your practice better. When a patient shares a complaint, you want to capture it, assign someone to resolve it, and make sure it’s fixed. This process is often called a closed-loop service recovery workflow.
Here’s how it works in plain terms:
- Collect the feedback: Capture the patient’s complaint from surveys, emails, or online reviews.
- Assign responsibility: Make sure the right staff member or team is notified to follow up.
- Resolve the issue: Take action to fix the problem and improve the patient’s experience.
- Confirm resolution: Check back with the patient to make sure they’re satisfied and the issue is fully resolved.
Patient experience software like LeadSquared makes this process easier by turning negative feedback into actionable tasks, tracking each step, and helping your team respond promptly. This way, complaints become opportunities to retain patients and improve your services.
How can I offer telehealth and virtual care effectively?
Telehealth lets patients see their care team without coming into the clinic, using video visits and online communication. Effective telehealth support means you can schedule virtual appointments, conduct secure video consultations, and follow up with surveys to understand how the patient felt about the visit.
Patient experience software like LeadSquared can integrate these virtual visits with your feedback and scheduling systems, so patient experiences—both in-person and online—are captured in one place.
How can I guide patients through their care journey and personalize their experience?
Patients don’t just interact with your clinic during a visit—they experience care before, during, and after appointments. Journey orchestration is the process of planning and automating these interactions. For example, you can send reminders before a visit, provide instructions during the visit, and follow up afterward.
Personalization means tailoring these messages based on the patient’s needs or segment—like sending a post-visit survey only to certain patients or sending educational content relevant to their condition.
Patient experience management platforms like LeadSquared help you automate and personalize these multi-step journeys.
How can I collect feedback from patients across different channels?
Patients interact with your clinic in many ways—by phone, email, text, or even through apps. Multichannel feedback collection means capturing their thoughts and experiences across all these channels, so you don’t miss anyone.
For example, you can send post-visit surveys via SMS or email, let patients leave feedback through a mobile app, display a QR code in the clinic for easy access, or use automated phone surveys (IVR).
Patient experience management software like LeadSquared helps you reach diverse patient populations by consolidating feedback from all these channels into a single dashboard. This makes it easier to see trends and respond quickly to patient concerns.
How can I analyze patient feedback effectively using AI?
Collecting feedback is just the first step—understanding it is what drives improvement. Sentiment analysis and NLP (Natural Language Processing) are tools that automatically read and categorize patient comments.
These tools can:
- Score sentiment (positive, neutral, or negative)
- Tag topics to identify recurring issues or trends
- Detect root causes to see why patients are happy or dissatisfied
LeadSquared’s Lexi AI uses the same AI/NLP technology to summarize patient grievances, providing concise insights that help your team address concerns promptly.
How can I use patient segmentation and benchmarking to improve care?
Patient segmentation means grouping patients based on shared characteristics, such as chronic conditions, inpatient status, or age group. By creating these cohorts, you can better understand the needs of each group and tailor your care and communications.
Benchmarking allows you to compare your performance with peers, regional averages, or national standards. This helps identify areas where your practice is excelling and areas that may need improvement.
By combining segmentation and benchmarking, you can make data-driven decisions that improve patient outcomes and overall satisfaction.
How can I track improvement initiatives in delivering care and measure their impact?
Once you identify areas for improvement, it’s important to assign specific projects or tasks, track progress, and measure results over time. This is called action planning and improvement tracking.
For example, you might assign a team to reduce patient wait times, implement a new follow-up process, or improve survey response rates. By monitoring these interventions and measuring their impact, you can ensure changes are effective and continuously refine your patient experience strategies.
How can I monitor and improve provider or staff performance?
Monitoring staff performance starts with collecting feedback at the individual level. Tools like scorecards and leaderboards help managers see how each team member is performing over time, highlighting strengths and areas for improvement.
Once areas for improvement are identified, managers can assign targeted coaching or training, track progress, and measure competency development. This structured approach helps staff enhance their skills and deliver better patient experience.
How can I design surveys that get useful feedback without overwhelming patients?
Creating effective surveys means asking the right questions in a way that’s easy for patients to complete. Here’s how advanced survey features help:
- Test different question versions (A/B testing) to see which questions get the most useful responses.
- Show relevant questions only (branching and randomization) so patients answer questions that apply to them.
- Avoid overwhelming patients (survey fatigue management) by keeping surveys short and engaging.
- Ensure fair representation (sample balancing) so feedback reflects all patient groups, not just a few.
How can I ensure the patient experience management system can grow with my organization and stay reliable?
A patient experience platform should be able to scale as your practice grows and handle increasing numbers of patients without slowing down. Reliability means the system is always available when you need it, with guaranteed uptime and service-level commitments (SLAs).
Deployment options may include:
- Cloud multitenant deployment: multiple organizations share the same platform securely, which makes updates and maintenance easier
- Private deployment: a dedicated setup for your organization, offering more control over data and customization
This flexibility ensures your system works well and adapts to your organization’s needs.
How can I customize the patient experience management software to match my brand and workflow?
Customization allows the software to reflect your organization’s branding and meet your specific operational needs. To do this, you can:
- Brand the patient portal with your colors, logos, and style
- Adjust surveys and dashboards to track the KPIs most important to you
- Add custom data fields to capture information unique to your practice
Customizing and white-labeling the platform ensures that it feels like a natural extension of your organization.
How can I get started quickly with the patient experience management software and ensure my team is trained effectively?
Getting a patient experience platform up and running is easier with proper training, onboarding, and professional services. This includes:
- Implementation support to help set up the system quickly and correctly
- Templates for surveys, workflows, and communications to save time and standardize processes
- Strategic advisory or consulting to guide your team on improving patient experience using best practices
How can I use remote patient monitoring to improve chronic care and post-discharge follow-up?
Remote patient monitoring (RPM) lets healthcare teams track patients’ health outside the clinic using connected devices. This data helps manage chronic conditions and monitor patients after discharge.
- Collect and integrate RPM data automatically into your workflows
- Monitor trends and alerts to catch potential issues early
- Support chronic care journeys and follow-ups with timely interventions
