LeadSquared is a new-age SaaS platform that provides end-to-end sales, marketing, and onboarding automation solutions.

The company specializes in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams. Currently, LeadSquared is helping 2000+ enterprises across 40 countries enhance their sales efficiency.

Known for its verticalized, industry-centric solutions, LeadSquared serves EdTech, Education, Healthcare, BFSI, Real Estate, Automotive, and Hospitality industries. The company is headquartered in Bengaluru with a local presence in New Jersey, Philippines, South Africa, Australia, and Indonesia.

Health Systems/ACOs/DSRIPs/CINs

• Reducing patient leakage through SmartMatch decision support and real-time analytics

• Standardizing and streamlining the referral management process across the organization

• Driving operational efficiencies and allowing referral teams to scale more efficiently

PCPs/FQHCs/Dental Practices

• Matching patients with most appropriate providers using SmartMatch decision support

• Closing the feedback loop with specialists and reducing phone calls and faxes

• Increasing patients LTV to ensure they are not lost to competitors after referrals are sent

Specialty Care Organizations

• Increasing referral volume and capturing more revenue using CRM and marketing tools

• Improving customer service with referring providers through automated status reports

• Managing referral network and gaining insight into referral patterns using analytics

ReferralMD delivers proven referral management, patient access and e-consult solutions that help hospitals, health systems, networks, and payers streamline the referral process, decrease patient leakage and improve communication between providers and patients. The enterprise platform matches patients with the most appropriate providers and closes the feedback loop between providers and patients. The solution’s powerful workflow and clinical decision support tools help healthcare providers increase revenue, drive operational efficiencies and improve customer service. To learn more about ReferralMD, please visit www.getreferralmd.com.

1. Patient Acquisition Focused
2. Keep potential patients and actual patients separate (CRM vs. EHR)
3. Systematically engage potential patients

1. End-to-end HIPAA Compliant Platform
2. Customer Relationship Management (CRM) and Marketing Automation Platform in one system
3. LeadSquared implements the system vs. a third party 

• Online Scheduling – new patients can book appointments from your website without setting up an EHR patient portal account
• Referral Management – website portal for receiving referrals, customized workflow, automated alerts when referrals need attention
• Patient Communications – automated text/email messages sent to patients triggered at specific steps in the consult or referral journey
• Provider Communications – automated consult and referral status updates sent to sending providers to close the loop between PCPs and specialists
• Fax Management – manage all inbound faxes and push faxed referrals into the referral workflow, ability to split faxes into multiple documents
• Marketing CRM – physician liaisons can document outreach and compare outreach activity with referral volume from their partners
• Market Research – over 7 million providers pre-loaded which allows you to identify new potential referral partners in your target markets
• Referral Analytics – comprehensive suite of analytics to report on all your referral metrics (trends, volume, leakage, service levels, outreach, etc.)

Differentiator 1: All-In-One Platform

• Some vendors offer patient access, referral management, e-consults or CRMs. Our cloud-based platform offers them all plus the following features.
• Real-time analytics across the platform
• Automated workflow and decision support tools
• Automated feedback loop with referring providers
• Automated patient communications via text or email
• Integrated fax management system (port over existing fax numbers)
• Integrated Customer/Partner Relationship Management (CRM/PRM)
• Marketing research tools based on a directory of over 7 million providers

Differentiator 2: Rapid Integration Capabilities

• Our integration engine allows our Integrations Team to quickly deploy system interfaces using APIs, FHIR, HL7, Direct, etc. which is important when implementing the platform for health systems, ACOs and CINs with many EHRs, data warehouses and other third-party systems across their networks.  
• In addition, we comply with the third-party system’s specifications rather than asking the vendor to follow our requirements which streamlines the integration process and reduces cost for the client. 

Differentiator 3: All Healthcare Referrals Supported

• The system is highly configurable and can support all healthcare referral types such as medical, specialty care, therapy, imaging, dental, behavioral health, hospice, home care, etc.  
• The customization in the system allows clients to define their own workflows, referral forms, patient communication templates, and other settings that can be standardized across the organization.