The Best CRM For Occupational Therapists

Identify high-potential demographics and market your practice with precision using intelligent tools from LeadSquared.

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Healthcare Leaders Trusting Our Solutions for Better Patient Care

Adi Mordechai - Wesper
Adi Mordechai
CTO

We could not have scaled the way we did without LeadSquared’s automation. We were able to connect with more customers, streamline our sales, even improve our support and fulfillment processes. LeadSquared turned things around!

Bree Castillo - Tandem Care
Bree Castillo
Chief Operating Officer

LeadSquared’s implementation has transformed our operations completely, surpassing all other platforms we’ve used. Our responsiveness surged by over 40%, enabling us to efficiently handle over twice the volume of leads than we used to before.

Proven Tools To Grow Your Practice

Make informed decisions with automated performance reports that provide insights into your practice's effectiveness, helping you fine-tune strategies for growth.

Task automation

Streamline routine administrative tasks, such as scheduling and follow-ups, to focus more on patient care and reducing administrative burdens.

CRM software for occupational therapists

Progress monitoring

Track patient progress toward therapy goals with detailed reports and visual charts to adjust treatment plans based on real-time data.

Occupational therapy CRM solutions

Patient intake forms

Streamline the onboarding process and save time through patient intake forms that automatically collect necessary details.

CRM systems for OT practices

Telehealth integration

Offer remote consultations and follow-ups through integrated telehealth features, expanding access to care and accommodating patients who cannot visit in person.

Therapy management CRM

Patient acquisition tools

Attract new patients effectively through targeted marketing campaigns and lead generation strategies that help to expand your practice’s client base.

Occupational therapy software

Patient communication

Easily communicate with patients with automated reminders, appointment notifications, and follow-up messages to improve overall patient management.

CRM for occupational therapy clinics

Integrate Your Existing Devices

Make the switch to LeadSquared CRM without disrupting your current setup, with seamless data integration that keeps your processes running smoothly.

Telephony / IVRs
EHRs and EMRs
Messaging Apps
Insurance Verification Tools

Data Safety

Protect patient data both in transit and at rest with robust encryption methods, ensuring that sensitive information is secure from unauthorized access.

Fully  compliant with HIPAA and other data governing laws

Solutions Tailored For Growth

Level up your patient inquisition game.

FAQs

How does LeadSquared improve patient communication?

LeadSquared enhances patient communication through automated emails, SMS reminders, and follow-ups. You can set up customized messages for appointment reminders, treatment updates, and other important communications. This helps keep your patients informed and engaged, ensuring they never miss an appointment and feel well-cared for throughout their treatment

How does LeadSquared aid in growing my practice?

LeadSquared is designed to support your practice’s growth by providing data-driven insights and comprehensive performance analytics. Our CRM offers automated reporting to help you track key metrics and identify areas for improvement. By optimizing your operations and uncovering growth opportunities, LeadSquared helps you make informed decisions that drive success and expand your practice.

Is LeadSquared customizable for different therapy needs?

Yes, LeadSquared is highly customizable to fit the specific needs of occupational therapy. You can tailor treatment plans, workflows, and reporting features to match your practice’s unique requirements. Whether you need custom fields, specialized reports, or specific workflows, LeadSquared can adapt to meet your needs.

How does LeadSquared ensure data security and compliance?

Our CRM is designed to meet HIPAA guidelines and other data privacy regulations, ensuring your patient information is protected. We implement robust security measures like encryption and regular audits to safeguard your data. You can trust LeadSquared to handle your data responsibly, allowing you to focus on providing quality care without worrying about compliance issues.