HIPAA Compliant CRM for Mental Health
End-to-end CRM for Mental Health
100% Lead Capture
The funnel gets larger, and more patients come aboard. That’s huge for us.
2X+ Pipeline Growth
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.
Detailed patient records
LeadSquared’s APIs and connectors help us collect detailed patient data and integrate it with our EHR system effortlessly.
800+ New Leads Generated
LeadSquared has helped us decrease patient turnaround time and provides us the visibility that we lacked in our previous system.
What is mental health care CRM?
In today’s landscape, retaining clients poses a greater challenge than acquiring them, making CRM platforms crucial for clinics. Tailored for mental health care, these CRMs serve as a comprehensive solution, fostering enduring patient relationships through positive touchpoints in their medical journey.
CRM for Mental Health Practice
Streamline operations and elevate patient experience through appointment
management, personalized communication, and proactive care.
Why do you need a CRM for your mental health care practice?
In an era where finding clients is not as big a challenge as retaining them, CRM platforms play a vital role for clinics to maintain long lasting relationships with patients via positive touchpoints through their medical journey.
Improve Patient Acquisition, Patient Screening and Retention
Through CRM for Mental Health Care Practices
Top Features Loved By Mental Health Practitioners
A harmonies integration between CRM and EMRs offer a personalised patient experiences that leads to longer and lasting patient relationships and hence elongating the patient life cycle with a healthcare institute.
Whether your patients prefer to schedule their own appointment or your intake team conducts a screening before booking an appointment, your one stop solution for a dual challenge now rests with LeadSquared.
Keep a track of the overall productivity of all teams with an interactive and intuitive dashboard that helps you relook team strategies and appointment users with tasks that optimises your centre’s functioning.
Reduce errors and enhance your centre’s productivity with holistic reports about patient insights, marketing efforts and user productivity.
Establish the importance of patient communication regarding upcoming appointments, pending lab reports and potential services based on patient history via various communication touchpoints across the patient’s medical journey.
With a focus on continuity of excellent patient care, keep a track of your patient referral across various services and potential referring center’s with end to end referral management.
How LeadSquared Can Help Align Your Mental Health Practice
Use a single platform for your HCO
Use a single platform for your HCOWe believe in minimizing the need to manually track a patient record on the EMR, follow ups on sticky notes and reminders set in your calendar. With a seamless integration with your EMR, can you house all patient data in a single system that makes every day easier and faster. LeadSquared’s connected solution offers your team an enhanced environment driven towards patient retention and engagement.
Appointment Scheduling Made Easier
Appointment Scheduling Made EasierWhether you would like your patients to self-schedule their appointments from your website or post an initial screening, our dynamic appointment scheduler helps your team to work across different provider calendars for faster appointment booking across services. LeadSquared helps you to reduce the likelihood of patient waitlisting and provider overtime with a scheduling strategy best suited for your practice.
Track your team’s productivity easily
Track your team’s productivity easilyKeeping an overall track of your team’s productivity helps you align your resources for optimal growth. LeadSquared’s task-based user workflows helps you not only keep a note of status of completion but also helps you to automate various tasks for the foreseeable future. With data driven decisions, get insights on team performance with a multitude of different reports and organise your team strategy for enhanced patient experience.
Communicate with patients on all channels of their preference
Communicate with patients on all channels of their preferencePositive touchpoints via a patient’s preferred mode of communication medium creates long lasting patient-provider relationships, enhance patient engagement and increase access to care by patients. Send auto reminders for upcoming appointments via text messages or comprehensive intake forms for screening prior to an appointment via emails. LeadSquared’s IVR workflows also route patient calls to dedicated team members based on the service opted for by a patient.
Keep a track of your various referring partnerships
Keep a track of your various referring partnershipsWith an effective referral management module, synchronize patient data between your team and your partnering provider clinics to ensure highest quality of medical care. LeadSquared helps you to smartly map patient referrals, schedule follow up with respective specialists and provide proper consult as needed by the patient.
Third-party integrations
Providing healthcare centres with the unified solution of EMR and CRM integration, LeadSquared’s platform integrates with host of different third party EMRs and provides a one stop shop for your team.
Our integration with AdvancedMD, Athena Health and Dr. Chronos facilitate a bi directional flow of patient data between the CRM and the EMR, providing teams with the opportunity to analyse data from multiple sources in one platform. With the blend of EMR and CRM, LeadSquared allows for highly patient centered care to be delivered by your team, with a minimal focus on consolidating data from different sources and hence automating various workflows for higher patient engagement.
Native integrations
Our native integration can help you solve use cases such as:
Why choose LeadSquared Mental Health Care CRM?
Automate patient communications
Automate patient communications Manage patient interactions and appointments more efficiently with easy-to-create communication workflows. By tracking patient inquiries, appointments, and automating follow-ups, your practice can ensure that patients receive timely and personalized care.
Accelerate new acquisitions
Capture new patient inquiries from various sources through targeted and personalized content. Precisely attribute the leads to the sources in the CRM. Automate acquisitions through the self-serve appointment portal, tailored to your practice’s requirement.
Ace your patient retention with automation
Create healthcare workflow automations to engage patients for recurring events. For instance, you already have the date of the first yearly health check-up of a patient. Remind them of their health check-up next year automatically by using date-based triggers. Even something as simple as automating birthday wishes can go a long way in helping patient retention.
Compliance and security
Given the sensitive nature of healthcare data, LeadSquared adheres to all relevant healthcare regulations, including HIPAA, ISO 27001, GDRP, SOC1 and SOC2 audits in the US, to ensure patient data security and privacy.
Analytics and reporting
Use LeadSquared’s advanced analytics to track patient engagement, conversion rates, patiet-drop-off rates, appointment to enrollment ratios and the effectiveness of marketing campaigns. This data-driven approach will guide your practice to make strategic decisions for patient acquisition and marketing spends.
Helping Customers Take One Step Further
Customers
Users Globally
Mobile Users
Compliant
Complete Mental Health Care suite for your practice.
Can ABA practice management software integrate with text messaging tools for patient communication?
Yes, many ABA practice management platforms now support built-in or integrated text messaging which allows you to handle communication related to scheduling, appointment reminders, and check-ins without switching between tools.
LeadSquared’s ABA practice management software, for example, includes a secure texting feature. It offers your team an easy way to send updates, appointment confirmations, or follow-ups directly from the same place they manage patient records and intake. All messages are logged automatically, so there’s a clear record. This means you don’t have to track conversations manually.
Texting is often the fastest way to reach families. When it’s part of your core system, it saves time and reduces missed appointments.
What is a CRM software?
CRM software helps practices capture new patient acquisitions, track appointments, and automate patient communication and recurring events, thereby also helping to retain patients by providing personalized care. A good CRM will help dentists manage patients, prescriptions, billing etc. with the least human intervention.
How to integrate phone systems for ABA intake calls?
To streamline intake calls at your ABA clinic, integrating your phone system with your ABA practice management or CRM software can make a big difference. When integrated, calls from new or returning patients automatically log into the system, reducing manual data entry and ensuring no lead or inquiry falls through the cracks.
With a tool like LeadSquared, you can connect popular phone systems (like RingCentral) to manage and track every intake call in one place. Staff can take notes, schedule follow-ups, and trigger automated workflows—all while still on the call. You also get access to call recordings and real-time analytics to monitor team performance.
This setup also shortens intake cycles, increases visibility into call outcomes, and improves responsiveness.
