LeadSquared Specifications
Appointment Management/Scheduling
e-Prescriptions
Lab Integration
Patient Portal
What is LeadSquared?
Overview
LeadSquared is a secure, HIPAA-compliant solution that helps healthcare organizations never lose a new patient, turn referrals into revenue, and personalize at scale — all while integrating seamlessly with your EHR.
LeadSquared: Core Features
Patient Intake
Capture every patient inquiry from calls, forms, ads, or walk-ins and turn it into a booked appointment automatically. Digital forms, self-serve portals, and instant routing ensure no lead leaks through, while EHR-ready workflows cut manual data entry.
EHR Integration
LeadSquared connects bi-directionally with major EHR systems to keep patient records, appointments, and treatment updates perfectly in sync. This creates a single source of truth so your clinical and engagement teams always work with the latest data.
Referral Management
Manage referrals end to end with dedicated provider portals, automated follow-ups, and real-time status updates. Closed-loop reporting ensures every referral is tracked, nurtured, and converted into revenue without drop-offs.
Omnichannel Communication
Engage patients where they are — SMS, email, WhatsApp, phone, or web chat — all tracked in one place. Automated reminders, behavior-based journeys, and compliance-ready templates make personalized outreach easy, with no extra admin burden.
Reports & Analytics
Monitor every stage of the patient journey with real-time dashboards and custom reports. Get clear visibility into intake performance, referral ROI, communication impact, and team productivity, so you can improve outcomes and grow faster.
Reviews
Multiple positive reviews can be found about LeadSquared CRM on several online platforms. The software inhibits the need for hardcore coding through different tools and provides a way to increase platform capabilities with ease. Users can easily communicate with agents, patients, clients, and teams in a secure and timely manner. You can easily find more reviews about LeadSquared in our review section.
Our Thoughts
LeadSquared CRM Software is an innovative business tool that helps its users to create a dynamic workflow with numerous helping features for multiple industries including education, healthcare, solo practices, real estate, and more. Its competitive lead management, customer engagement insights, automated functions, and cloud management makes it software worth using.
LeadSquared Features
LeadSquared CRM software captures and auto-qualifies leads from both online and offline channels. Once the leads are captured, they are distributed among teams to ensure quality and maintain a high revenue. The autoresponders and client management portals help in minimizing response time and increasing customer and team engagement.
See How It WorksTurn every inquiry into a confirmed appointment with automated intake workflows. Digital forms, self-service portals, and EHR-ready data capture reduce manual work and stop lead leakage right at the start.
See How It WorksKeep patient records, appointments, and treatment plans perfectly in sync with secure, bi-directional EHR integration. Everyone — from front desk to care teams — works from a single, accurate source of truth.
See How It WorksTrack and manage referrals with dedicated provider portals, automated updates, and status alerts. Closed-loop reporting ensures no referral is forgotten — turning your referral network into a reliable revenue stream.
See How It WorksMonitor every step of the patient journey with real-time dashboards and detailed reports. Spot leaks, measure referral ROI, track team productivity, and optimize campaigns for better care and growth.
See How It Works
