CRM for Mental Health Practices


Manage therapy practices more efficiently with software for patient scheduling, documentation, clinic operations, and care coordination, helping you focus on better mental health outcomes.
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Kent Rodgers Vice President

“The Leadsquared solution enabled us to nearly double our referral coordinator productivity. Further we achieved the productivity win while institutionalizing our one day referral responsiveness expectations for our fertility and OBGYN industry partners.”

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Bree Castillo Chief Operating Officer

“LeadSquared’s implementation has transformed our operations completely, surpassing all other platforms we’ve used at Tandem. Our responsiveness surged by over 40%, enabling us to efficiently handle over twice the volume of leads then we used to before.”

LOVED BY 250,000+ USERS, WORLDWIDE

Manage Your Mental Health Practice and Patient Relationships in One Place

A fully HIPAA-compliant CRM designed for psychologists and therapists to manage patient intake, appointments, engagement, automation, reporting, and practice operations.
Manage Patient Intake & Referrals
Ensure Every Patient Gets the Right Support
 
Capture inquiries from referral partners, websites, and calls in one place. Streamline patient intake with structured forms and ensure timely follow-ups so no potential patient falls through the cracks.

 
Simplify Appointment Scheduling
Make Booking and Managing Sessions Effortless
 
Easily schedule therapy sessions, manage therapist availability, and send automated appointment reminders. Reduce no-shows and keep your practice running smoothly.

 
Maintain Secure Patient Records
Patient Data in One Place
 
Store patient histories, notes, treatment plans, and documents securely in a centralized system. Enable therapists to access the information they need while maintaining strict HIPAA compliance.

 
EHR Integration LeadSquared
Improve Patient Engagement
Stay Connected Between Sessions
 
Communicate with patients through secure messaging, reminders, and follow-ups. Strengthen patient engagement and help maintain continuity of care throughout the treatment journey.

 
Automate Administrative Workflows
Spend Less Time on Admin, More Time on Care
 
Automate routine tasks such as intake workflows, follow-ups, reminders, and documentation updates. Reduce administrative workload so clinicians can focus on delivering quality care.

 

Healthcare CRM Security & Compliance Credentials

HIPAA Compliance

Protection of ePHI hence ensures that patient information remains private & secure.

AICPA SOC 2

Covers the security, availability, processing integrity, confidentiality, and privacy of service providers.

GDPR Compliance

Sets rules and guidelines for the collection, use, and processing of personal data of individuals.

Unify Your
​Systems


Integrate with EHR, billing tools for a complete view of patient data in one place.

 
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.

 

Most Loved Features of Mental Health Practice Software


Automation &
Workflow

Streamline business processes and automates repetitive tasks. Improve efficiency, reduce manual dependency & empty up staff's time to efficiently utilized. Enhance patient communication, satisfaction & improve care quality.

Patient Appointment Scheduling

Automate patient scheduling using self-serve portals. Create/Build easy-to-use, highly navigable and intuitive admission forms. Reduces wait times and ensures seamless patient onboarding.
 

Patient Engagement

Handle customer interactions across platforms with the best practice management software. Consolidate communication channels and send personalized messages from patient onboarding to post-appointment care.
 

Healthcare Marketing Automation

Coordinated care communication improves patient outcomes through personalized marketing- segmenting patient populations, tracking health metrics, and enabling targeted interventions for at-risk groups.

Analytics &
Reporting

Provides data, dashboards with robust and reliable insights from various patient sources. Track patinets from initial contact to appointment completion, providing real-time data on referral volumes, sources, timeframes and outcomes.

Integration with EMR/EHR & Third party

Centralize your patient care by integrating EMR/EHR and other third-party tools. Highly integrable & interoperable CRM system. Consolidate multiple tasks into a single platform & manage centrally.