7

Complete Performance Reports for your Teams, Centers,

Doctors, Patient Engagement Campaigns & More
Patient-First Healthcare CRM

Run a More Profitable

Performance: Appointment vs Admission Rates Patient
Satisfaction

Overall

& Productive Practice

By Center

70
Jan Feb Mar Apr May Jun Jul
Patient
engagement %
By Source Appointments In-Patient Out-Patient

By Team

With the most advanced and unified Healthcare CRM

Source
Call Center Statistics
Appointments

By Doctor 17SECS 45 26
AVERAGE WAIT TIME Visits

New Patients TV

Acquired

By Month 57% 2700

CALL VOLUME
Conversion % 67 16

Corporate

58
Campaigns

1MIN 51SECS
AVERAGE HANDLING TIME

Patient Intake Automation Patient Communication Referral Portal

Respond timely with Manage patient intake

personalized communications and referrals effectively

Improve show rates Improve your processes CRM EHR

and recall constantly with analytics

Onsite Caregiving All-in-one CRM EHR Integration

Purpose-Built for Patient Intake, Marketing & Onsite Caregiving

LeadSquared integrates with EMR/EHR and the tools you
require to deliver a seamless patient experience.
For more check: leadsquared.com

TRUSTED BY THE LEADING HEALTHCARE PROVIDERS GLOBALLY

Get in touch
1 6
A Patient-First Solution Beyond EHR & EMR
Engage Your Existing & Not On-Panel
Leads comes in
Doctors to Increase Retention
Problem #2 solved:

Referral Management
Seamless lead capture
Phone Call Website Chat & appointment scheduling

Problem #1 solved:
Personalized & automated
messages
& Portal
Powerful communication Problem #3 solved:
workflows ensure
LeadSquared’s custom referral portals allows
Easy integration EHR
constant lead engagement EHR System System
APPS LAYOUTS STYLE COMPONENTS FORMS CHARTS PAGES DOCUMENTATION CHANGELOG

Problem #4 solved:
Highly efficient patient
you to create a paperless system that is easy
Identification Documents

intake teams
Photo Passport First Page Driver’s License Signature

Personal Details

to refer and track. It integrates with your EHR

Your Name

First Name Last Name

Contact Center Intake manager has full Email Address

visibility of enrollment example@mail.com

Upload Document?
and CRM and makes e-signature and
performance Username
Profile Successfully
Updated!
Available

Gender Birthday

Cancel Upload
Female Day Month Year

Okay

document collection seamless.

Password

Problem #6 solved:
Problem #5 solved: Robust real time reporting Agree with Term & Conditons

Logical lead distribution Create Account

Already have an account? Login to Account

Counsellor 1 Counsellor 2 Counsellor 3

“ Our agents’ productivity has risen more than 10% “ Reports have helped improve team performance by 60%
We now have a comprehensive view of our overall investments and what works
Pahlajanis’
It helps us closely monitor the lead inflow, sales, and most importantly
Women’s hospital

and what doesn’t, both in terms of channels and campaigns. All tasks are automated John Paul Sales Head
Chief Digital Officer the performance of our teams.
thanks to the built-in APIs that LeadSquared has.

Never Miss a Single Lead Capture Daily Schedule Doctor Engagement,

New Patient Inquiry Douglas Guerra Onboarding & Retention
Digital Ads Marketplaces Orthopedics

Capture patient inquiries and appointment

Met PURPOSE: Onboarding

Visit Dr. Edward to Onboard the best doctors by creating

booking requests from your website, discuss agreement Edward B. Lake
Dermatology
different views to keep track of
healthcare aggregators, paid ads
PURPOSE: Agreement Dis..
Not Met

on-panel/potential doctors, physician

(all digital and traditional channels), Others Social Media Victoria Sellers
Endocrinology referrals, meetings and also get complete
portals and more. Inbound phone Met
PURPOSE: Payment Coll...

physician engagement, performance

calls and walk-ins can also be captured. See More
and referral reports in a single dashboard.
5 2

Build a Real Connect with Patients with Provide Exceptional Patient Experience
Personalized, Relevant Communication Right From the Start
Increase patient engagement and retention by sharing
right information at the right time Check your doctor’s rating
EMR Portal

Ensure Timely Call Center Phone Call

Increase Appointment-to-Visit Appointment Notification

Reach Out
Ratios with Engagement Campaigns Hi John, Automated distribution to
Thank you for booking an appointment. cal center agents based

Auto-assign the patient to the “requested-for” on availability

Here are your appointment details!
Walk-in

New incoming

Convert more inquiries to appointments, and Location

or best-fit doctor at the desired time slot.
patient call

appointments to visits, with relevant and Hi John,

Digital Ads
Here’s the hospital location for your Social Media

personalized communication every step of the way.

appointment.

“ Our processes are more streamlined and team

“ LeadSquared has been the best decision we have made.
productivity is higher We have already saved 6-8 months’ worth of development cost and effort.
Siddhartha Nihalani
LeadSquared’s APIs and connectors help us collect detailed patient data Our daily call center efficiency per agent has increased by 60%. Co-founder
Kiran Ramakrishna
and integrate it with our core HIS system. We are now able to derive great Assistant Manager We are also able to measure everything, much better.

insights within seconds.

Search for anything

Improve Patient Retention by Time Square

Onsite Caregiving
Automating Reminders for CHECKED OUT New York

Recurring Events Monitor onsite caregiver activity with

FOR THE DAY

our mobile app and allow agents to check

3rd Appointment Done

1
Create healthcare workflow automations to engage
H

in only within the perimeter of their office.

ill
To
Jan 2018 p
2nd Appointment Done

Full Body Check-up

patients for recurring events. For instance, remind You can also track their location history
them of their upcoming health checkup
1st Appointment Done

CHECKED IN
and offer meeting recommendations
automatically by using date-based triggers.
09:30 AM

2 Jan 2019 based on geographical data.

Reminder! Your yearly health

Bottom street

check-up is due this week. Not Availed

Book now to get flat 50% off!
3 4

Reduce New Patient Acquisition Costs Ensure Hassle-Free Experience on

Automate repetitive tasks and processes The Appointment Day
Increase new patient retention with enhanced experience
Doctor

Sync Appointments + Notify

Submitted feedback
New Appointment Booked! successfully

Complete Patient
History

Care Managers & Doctors

Handle Appointments Effectively
Patient
SUBMITTED FORM

Effective appointment Jason May

Sync appointments from the appointment management Diagnosis Appointment History

Center Manager
Treatment
SUBMIT

New Appointment Booked!

Doctors and Care Managers have all the necessary 10AM Appointment

scheduling app automatically into LeadSquared,

information they need to ensure a hassle-free patient
making appointment planning easy for both the EXIT Feedback
experience on the day of their appointment by Management
doctor and care manager. Notify doctors and
recording all patient interactions onto LeadSquared.
care managers of any changes or cancellations.

“ Integrates with all tools required to run our practice

“ We love the data driven capabilities
We use LeadSquared to manage our lead funnel. We can now dive into
LeadSquared is built with excellent features. It is our central data and best-performing sources for patient acquisition. Our patient Sreeram Kandula
Senior Digital Marketing Manager
database and our entire sales process is on LeadSquared, Seerat Kaur engagement has also doubled from 4% earlier to 8%.
Head of Retention
hence it has been very efficient to track and convert patients.

Jason Alvarez is
unhappy with the
care received.

Automate Patient-Doctor Call now

Preferences Mapping Collect and Manage Patient

PROBLEM TIME SLOT
Happy
Feedback
Fracture 10AM to 12PM Unhappy
Map patients to doctors of their choice or
CENTER Ensure patient retention by collecting feedback
MG Road
Preferences
the ones that best fit their requirements in
at the end of the appointment. Positive feedback
HOSPITAL

Dr. Ford
terms of specialty, location, availability and
CENTER
Timing: 10AM to 1PM
indicates high chances of retention and referrals,
MG Road more. The distribution happens automatically
Dr. Smith whereas negative feedback can be used to
Timing: 4PM to 6PM as soon as the patient inquiry comes in.
improve future patient experience.
Radiology
In Center Via Email Via Text