Track patient outreach, manage referral networks, automate appointment reminders, and grow your practice from one platform.
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
Real workflows for Healthcare, built into Laureo.
Send appointment reminders, wellness newsletters, and seasonal health tips to segmented patient lists.
Track referring physicians, specialists, and community partners. Monitor which referral sources generate the most patients.
Automate welcome emails, intake form reminders, and first-visit prep instructions for new patients.
Workflows send post-visit satisfaction surveys and follow-up care reminders automatically.
Run educational email campaigns about preventive care, screening reminders, and health awareness months.
Laureo adapts its labels to your world, so the board reads the way your team already talks.
Speaks your language
Not every team needs every feature. Here is what matters most for your workflow.
Store patient contact information, communication preferences, and visit history in one searchable database. Custom fields capture anything specific to your practice.
Maintain profiles for referring physicians, specialists, and community organizations. Track referral volume and conversion to measure partnership value.
Workflows send post-visit surveys, follow-up care reminders, and no-show re-engagement emails. Reduce manual outreach while improving patient communication.
Send wellness newsletters, screening reminders, and seasonal health tips to segmented patient lists. Track engagement with opens and clicks.
Route patient questions and appointment requests to a shared inbox with priority levels, SLA timers, and internal notes for the care team.
Track operational initiatives (new service lines, facility expansion, partnership development) on visual pipeline boards with custom stages.
From setup to results in 5 straightforward steps.
Upload patient contact data and referral source information. Tag contacts by patient type, referral source, and communication preference.
Create profiles for referring physicians and partners. Track referral volume and monitor which sources generate the most new patients.
Build workflows for post-visit surveys, appointment reminders, and no-show re-engagement. Set timing and conditions for each automation.
Send health education emails, screening reminders, and seasonal tips to segmented patient lists. Measure engagement per campaign.
Dashboards show new patient volume, referral trends, campaign engagement, and operational pipeline progress. Identify growth opportunities.
Six built-in scheduled agents run on their own cadence, surface insights, and create tasks. You approve, they execute.
Customer Success Agent - Highlighted for Healthcare
The Customer Success Agent detects patients with declining engagement, flags accounts that may need follow-up, and creates proactive outreach tasks. Stay connected with your patient community.
Connect the tools you already use. No code required.
Gmail sync logs communications. Calendar shows appointments and referral meetings.
Outlook sync for practices on the Microsoft stack.
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 is encrypted in transit and at rest, walled off from every other customer, and never used to train AI models. On every plan.
Your data is encrypted in transit and at rest, on every plan.
Every account is walled off from every other customer. No one else can see your records.
Nothing you store in Laureo is ever used to train AI models.
See who accessed or changed a record, and when.
Dive deeper into Laureo
Quick answers to the questions we hear most.
Compare Laureo to alternatives and explore features relevant to Healthcare.
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14-day trial for $2.99, credited to your first month. Cancel any plan at any time before the end of your billing cycle, no contract fees, no 30-day notice, no penalties.