AI-Powered Patient Intake Software


Connect, engage and convert every patient with a HIPAA-compliant solution. Improve patient satisfaction, boost team productivity, and drive more revenue.
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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.”

HIPAA COMPLIANT CRM FOR HEALTHCARE, LOVED BY 250,000+ USERS WORLDWIDE

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Securely Manage Patient Journeys from First Contact to Care

An all in one crm software for the healthcare industry

Streamline Workflows and Boost Engagement

Referral and Intake Automation
Never Lose Track
 
Capture and manage referrals across fax, email, phone, and portal with automated workflows that move patients to their first appointment.

 
Patient Portal
Convenient, Self-Service Access
 
Give patients a simple way to book appointments, submit details, and track their journey—while keeping communication seamless across every touchpoint.

 
Patient Communication & Engagement
Stay Connected at Every Step
 
Engage patients across channels with timely messages, reminders, and follow-ups—keeping them informed, improving adherence, and enhancing overall experience.

 
Patient Analytics
Learn from Experience
 
Pull data from all sources into our pre-made reports – or create your own, we don’t mind – to make informed decisions, grow your business, and see where your patients need you the most.

 
Patient 360 View
All Patient Information, One Screen
 
Bring together conversations, history, tasks, and appointments in one unified view—so teams can respond faster and stay aligned.

 
AI Workflow Automation
Smarter workflows, faster responses
 
Automatically route inquiries based on team availability and capacity, generate instant summaries for full patient context, and draft smart replies—reducing manual work and improving response times.

 
Billing & Payment Integrations
Simplify Financial Workflows
 
Connect with your billing and payment systems to track balances, enable seamless payments, and streamline financial processes—reducing manual work and improving the patient experience.

 

CRM Software For Healthcare Integrations With The Other Tech Solutions

Integrate With EHRs/EMRs, Billing Tools, Chatbots And Others To Make Sense Your Of Patient Journey In One Place

Security & Compliance Credentials: LeadSquared CRM For Healthcare Practices

HIPAA Compliance

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

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.
 

Most Loved Features Of LeadSquared CRM


Referral Capture Automation

Collect referrals instantly from multiple sources such as providers, partners, and web forms without manual entry or delays.

Centralized Referral Tracking

View every referral in one dashboard to monitor progress, identify bottlenecks, and ensure no opportunity is missed.

Referrer Engagement Portal

Give referring providers real-time visibility into referral status and outcomes to build transparency and trust.
 

Automated Notifications & Workflows

Send instant updates, assign tasks, and trigger next steps automatically to keep your team and referrers aligned.
 

Conversion Analytics

Measure how referrals move through the funnel and identify which sources bring the highest patient conversions.
 

Secure & Compliant System

Protect patient data and maintain full HIPAA compliance with enterprise-grade security and access controls.