JSON twin: https://www.healthaidb.com/software/leadsquared-patient-i-ntake-crm-software.json
LeadSquared
https://www.leadsquared.com/healthcare/patient-intake-software/
LeadSquared Patient Intake CRM is a cloud-based healthcare CRM that automates patient intake, appointment scheduling, insurance verification, call-center workflows and multi-channel patient communications to accelerate new-patient acquisition and reduce front-desk work.
A configurable, HIPAA-compliant patient intake solution within the LeadSquared Healthcare CRM platform that supports digital intake forms, telephonic intake (AI voice assistant 'Lexi'), automated doctor assignment, insurance eligibility checks, appointment syncs, reminders, payments, journey tracking, analytics and integrations with EHR/PM systems. Offered with onboarding, training and 24/7 support.
yes
2011
Hosted on AWS (multi-region). Specific region options not publicly specified.
P0921
2025-09-07
commercial proprietary
Contact vendor for healthcare pricing/tiered subscription and enterprise quotes; demo and onboarding available (no public healthcare pricing listed).
subscription
2011
product
1.0
{
"company_name": "LeadSquared",
"company_url": "https://www.leadsquared.com",
"company_offices": [
"India",
"United States",
"United Arab Emirates",
"Saudi Arabia",
"South Africa",
"Australia",
"Singapore",
"Indonesia"
],
"company_founding": "2011",
"product_url": "https://www.leadsquared.com/healthcare/patient-intake-software/",
"categories": [
"administrative",
"patient-facing",
"patient acquisition",
"appointment scheduling",
"patient engagement",
"interoperability / EHR integration",
"analytics",
"security & compliance"
],
"market_segment": [
"enterprise",
"smb"
],
"links": [
"https://www.leadsquared.com/healthcare/patient-intake-software/",
"https://www.leadsquared.com/healthcare/",
"https://www.leadsquared.com/healthcare/hipaa-compliant-healthcare-crm/",
"https://www.leadsquared.com/healthcare/healthcare-security-and-compliance/",
"https://www.leadsquared.com/healthcare/patient-appointment-scheduling/",
"https://apidocs.leadsquared.com/",
"https://help.leadsquared.com/",
"https://www.leadsquared.com/contact/",
"https://www.g2.com/products/leadsquared-sales-crm/reviews",
"https://www.trustradius.com/products/leadsquared/reviews"
],
"summary": "LeadSquared Patient Intake CRM is a cloud-based healthcare CRM that automates patient intake, appointment scheduling, insurance verification, call-center workflows and multi-channel patient communications to accelerate new-patient acquisition and reduce front-desk work.",
"description": "A configurable, HIPAA-compliant patient intake solution within the LeadSquared Healthcare CRM platform that supports digital intake forms, telephonic intake (AI voice assistant 'Lexi'), automated doctor assignment, insurance eligibility checks, appointment syncs, reminders, payments, journey tracking, analytics and integrations with EHR/PM systems. Offered with onboarding, training and 24/7 support.",
"target_users": [
"front-desk / receptionists",
"call center agents",
"care managers",
"physicians / clinicians",
"practice administrators",
"marketing / patient acquisition teams",
"operations / analytics teams",
"IT / integration teams"
],
"specialties": [
"hospitals & clinics",
"cardiology",
"dermatology / cosmetic clinics",
"rehabilitation centers",
"psychiatry / behavioral health",
"dental",
"fertility",
"occupational therapy",
"speech therapy",
"ABA / autism services",
"diagnostic centers",
"assisted living / long-term care",
"internal medicine",
"emergency departments"
],
"regions_available": [
"United States",
"India",
"United Arab Emirates",
"Indonesia",
"Global"
],
"languages_supported": [
"English"
],
"pricing_model": "subscription",
"pricing_details": "Contact vendor for healthcare pricing/tiered subscription and enterprise quotes; demo and onboarding available (no public healthcare pricing listed).",
"license": "commercial proprietary",
"deployment_model": [
"SaaS"
],
"os_platforms": [
"Web",
"iOS",
"Android"
],
"features": [
"Digital patient intake forms (mobile friendly)",
"Telephonic intake with intelligent voice assistant (Lexi AI)",
"Automated appointment scheduling sync and reminders",
"Insurance eligibility & verification",
"Automated patient-doctor assignment",
"Multi-channel communication (SMS, email, voice, WhatsApp)",
"Secure online payments integration",
"Workflow automation and trigger-based messaging",
"Patient journey / interaction tracking",
"Dashboards & reports (acquisition, drop-off, appointment-to-visit)",
"Call center / lead routing and smart views",
"Feedback collection and follow-up workflows",
"Role-based access and permission templates",
"Data export / clean deletion on account termination",
"Onboarding, training and support services"
],
"optional_modules": [
"Lexi AI (voice assistant) / conversational intake",
"Self-serve patient portal",
"Appointment booking automation",
"Healthcare analytics / advanced dashboards",
"Call center integrations / telephony connectors",
"Custom onboarding and implementation services"
],
"integrations": [
"CentralReach",
"Scheduling systems / EHR schedulers (generic sync)",
"Payment gateways (secure payments)",
"SMS providers",
"Email providers",
"WhatsApp messaging",
"Call center / telephony platforms",
"Zapier / middleware connectors",
"Custom EHR integrations via API"
],
"data_standards": [
"FHIR",
"HL7 v2"
],
"api_available": "yes",
"system_requirements": "",
"compliance": [
"HIPAA",
"GDPR",
"SOC 2 (AICPA)"
],
"certifications": [
"SOC 2 (AICPA)",
"ISO 27001 (data center)"
],
"security_features": [
"Data at rest encryption (AES-256)",
"Data in transit encryption (TLS / FIPS-140-2 compliant)",
"Role-based access control (RBAC)",
"IP whitelisting",
"Access auditing / audit logs",
"MFA for production access",
"Web application firewall (WAF) and DDoS protection",
"24x7 monitoring / NOC"
],
"privacy_features": [
"Business Associate Agreement (BAA) available",
"Data deletion on account termination",
"Consent management guidance",
"Least-privilege access controls"
],
"data_residency": "Hosted on AWS (multi-region). Specific region options not publicly specified.",
"customers": [
"CK Birla Hospital",
"Tandem Care",
"MediBuddy",
"Practo",
"Wesper"
],
"user_reviews": [
"Role-based access is useful — therapists can view medical notes without seeing client contact info.",
"LeadSquared helped us deploy an effective communication system that improved our conversions by 5X for in-patient leads.",
"Improved call center efficiency and responsiveness after implementation.",
"Powerful lead tracking and filtering; lets you prioritize the best leads to work on.",
"Can feel slow at times and the mobile app has more limited functionality than desktop."
],
"ratings": [
"G2: ~4.4 - 4.6/5 (various listings)",
"Capterra: ~4.3/5",
"Gartner Reviews: ~4.4/5"
],
"support_channels": [
"email",
"phone",
"chat",
"ticketing",
"community"
],
"training_options": [
"documentation",
"webinars",
"live_online",
"onsite",
"certification"
],
"release_year": "2011",
"integration_partners": [
"Brightcall",
"Amazon Web Services (AWS)",
"Zapier",
"Salesforce",
"HubSpot",
"Twilio"
],
"id": "P0921",
"slug": "leadsquared-patient-i-ntake-crm-software",
"type": "product",
"version": "1.0",
"last_updated": "2025-09-07",
"links_json": {
"self": "https://www.healthaidb.com/software/leadsquared-patient-i-ntake-crm-software.json"
}
}