HIPAA Compliant Healthcare CRM

HIPAA CRM

LeadSquared’s healthcare CRM is fully HIPAA compliant, with Business Associate Agreement (BAA) in place to maintain PHI security and overall HIPAA compliance.

We have met regulatory and industry-defined requirements for safeguarding patient information.

Marketing automation

Set up meaningful and relevant conversations for prospects and customers based on various triggers.

• Email and SMS Autoresponders
• List segmentation basis location, type of service requested, etc.
• Drag and drop drip campaign builder with HTML email templates
• Tracking and reporting open rates, click rates, etc.

Lead and task management

Gain a 360-degree view of patients. Track leads through every step of the admission cycle.

Automatically assign tasks and notify your staff for follow-ups. Enable them to call, email, and message patients with LeadSquared’s healthcare CRM while complying with HIPAA guidelines. Track all interactions for future reference.

Create multiple journeys and workflows for teams and functions like physician onboarding, sales, marketing, and operations.

Patient Intake automation

Patient intake software allows you to automatically capture leads, distribute them to the right department for follow-ups and thus increase patient admission.

• Reduce wait-time and ensure consistent records through digital patient intake forms.
• Multichannel communication for appointment reminders and follow-ups.
• Self-serve patient and referral portals to simplify the document collection process.
• Capture online and offline inquires across all channels.
• Digital insurance verification for a hassle-free intake.
• Schedule appointments through Acuity and Outlook.

Communications management

Initiate relevant, personalized, and contextual conversations with patients. Utilize autoresponders for web inquiries and built-in dialers for click-to-call via LeadSquared’s healthcare CRM platform.

Increase retention with recurring event communication like appointment reminders, follow-up schedules, and more.

Mobile CRM

Use our healthcare mobile CRM app for onsite caregiving.

• Provide route guidance through Google Maps.
• Allow online and offline check-ins for your staff via mobile CRM app.
• Track location history, understand provider’s productivity based on appointments served.
• Distribute leads based on providers’ zip code.
• Geo-fence and manage territory for the therapists.
• Create automated day plans for your field staff.

Integrations

LeadSquared’s healthcare CRM offers out-of-box integrations with tools that make your practice more efficient. For example,

• EHR tools like DrChrono, AthenaHealth, and many more.
• Real-time Insurance verification tools like pVerify
• Appointment schedulers like Calendly, Outlook, Acuity, etc.
• Telephony / CTI systems like RingCentral, CallTrackingMetrics, etc.
• Messaging apps like LiveChat, RouteMobile, and many more.

LeadSquared also offers custom integrations for specialized tools you need for your practice.

Reports and Dashboards

Reduce patient acquisition costs and increase operational efficiency with real-time, actionable reports.

LeadSquared offers 100+ ready-to-use dashboards for:

• Lead source
• Lead pipeline
• Lead and staff activity
• Staff performance
• Referral source
• Conversion rate
• Revenue by department, location, etc.

You can use these dashboards for tracking daily, weekly, monthly, quarterly, or yearly progress. All the dashboards and reports support click-through functionality to expand details.