Manage patient relationships and referral networks
Track patient outreach, manage referral networks, automate appointment reminders, and grow your practice from one platform.
Sound familiar?
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Patient contact information scattered across scheduling systems, EHR, and email
Referral relationships are critical but tracked informally or not at all
Post-visit follow-ups depend on staff remembering to call or email
No easy way to send health education campaigns to segmented patient populations
Enterprise health CRMs are built for hospital systems, not private practices
What you can do with Laureo
Real workflows for Healthcare, built into Laureo.
Patient outreach campaigns
Send appointment reminders, wellness newsletters, and seasonal health tips to segmented patient lists.
Referral network management
Track referring physicians, specialists, and community partners. Monitor which referral sources generate the most patients.
New patient onboarding
Automate welcome emails, intake form reminders, and first-visit prep instructions for new patients.
Appointment follow-up automation
Workflows send post-visit satisfaction surveys and follow-up care reminders automatically.
Community health campaigns
Run educational email campaigns about preventive care, screening reminders, and health awareness months.
A pipeline that speaks Healthcare
Laureo adapts its labels to your world, so your team works in the words they already use.
Speaks your language
- Deal
- case
- Contact
- patient
- Company
- practice
- Pipeline
- referral pipeline
- Invoice
- billing statement
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Patient contact management
Store patient contact information, communication preferences, and visit history in one searchable database. Custom fields capture anything specific to your practice.
Referral network tracking
Maintain profiles for referring physicians, specialists, and community organizations. Track referral volume and conversion to measure partnership value.
Appointment follow-up automation
Workflows send post-visit surveys, follow-up care reminders, and no-show re-engagement emails. Reduce manual outreach while improving patient communication.
Health outreach campaigns
Send wellness newsletters, screening reminders, and seasonal health tips to segmented patient lists. Track engagement with opens and clicks.
Patient inquiry inbox
Route patient questions and appointment requests to a shared inbox with priority levels, SLA timers, and internal notes for the care team.
Operational pipelines
Track operational initiatives (new service lines, facility expansion, partnership development) on visual pipeline boards with custom stages.
How it works
From setup to results in 5 straightforward steps.
Import your patient database
Upload patient contact data and referral source information. Tag contacts by patient type, referral source, and communication preference.
Set up referral tracking
Create profiles for referring physicians and partners. Track referral volume and monitor which sources generate the most new patients.
Automate follow-ups
Build workflows for post-visit surveys, appointment reminders, and no-show re-engagement. Set timing and conditions for each automation.
Launch outreach campaigns
Send health education emails, screening reminders, and seasonal tips to segmented patient lists. Measure engagement per campaign.
Monitor practice growth
Dashboards show new patient volume, referral trends, campaign engagement, and operational pipeline progress. Identify growth opportunities.
AI agents that work for you
Five built-in agents run on their own cadence, surface insights, and create tasks. You approve, they execute.
Deal Follow-Up - Highlighted for Healthcare
AI watches patient engagement patterns
The Deal Follow-Up agent finds patients with no recent activity, logs the recommended next step on the record, and drafts the outreach for you to review and send. Stay connected with your patient community.
Integrations that matter for Healthcare
Connect the tools you already use. No code required.
Google Workspace
Gmail sync logs communications. Calendar shows appointments and referral meetings.
Microsoft 365
Outlook sync for practices on the Microsoft stack.
Healthcare vs Salesforce
The problem
Salesforce Health Cloud is designed for large hospital systems, with the configuration and ongoing maintenance that implies (its ecosystem is built around certified admins and consulting partners). It is heavy for a private practice or small group.
The Laureo advantage
Laureo provides contact management, pipeline tracking, email campaigns, and automation in one plan. Custom fields and stages adapt to your workflows without consultants.
Your data, protected by default
Your data is encrypted in transit and at rest, walled off from every other customer, and never used to train AI models. On every plan.
Encrypted end to end
Your data is encrypted in transit and at rest, on every plan.
Your data stays yours
Every account is walled off from every other customer. No one else can see your records.
Never trains AI
Nothing you store in Laureo is ever used to train AI models.
A record of every change
See who accessed or changed a record, and when.
Dive deeper into Laureo
CRM for Healthcare FAQ
Quick answers to the questions we hear most.
Continue exploring
Compare Laureo to alternatives and explore features relevant to Healthcare.
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