Healthcare professionals collaborating on a tablet

Healthcare Lead Management

Streamline Referrals. Accelerate Intakes.

In healthcare, referrals and leads come in fast — from doctors, partners, intake platforms, and even spreadsheets. But turning them into qualified patients is often manual, messy, and inefficient.

Logicfold helps you change that. We design Salesforce solutions that automate and simplify inbound sales for every healthcare setting — from home care to urgent care.

Less time managing leads. More time caring for patients.

Built for the WayHealthcare Sells

Automate and simplify inbound sales for every healthcare setting, from lead capture to EMR handoff.

Capture & Clean Incoming Leads

  • Auto-import referral sheets or lead files from external systems
  • Clean and standardize incoming data
  • Eliminate duplicates with smart matching
  • Flag missing info and junk entries automatically

Qualify Faster. Convert Sooner.

  • Automate insurance eligibility checks
  • Route leads based on location, service type, or insurance
  • Follow step-by-step workflows to ensure nothing falls through the cracks
  • Log every action automatically — from first touch to intake

Integrate with Your EMR

  • Seamless data transfer to your system of record once a lead converts
  • Eliminate re-keying data across systems
  • Improve accuracy and speed for the entire intake process

See It In Action

Discover how our CRM transforms healthcare operations and patient care.

Coming Soon

Import referrals automatically — clean, validate, and deduplicate in seconds.

Coming Soon

Step-by-step intake process with real-time insurance checks.

Coming Soon

Send qualified patients directly into your EMR with zero re-entry.

One System.Total Clarity.

Gain a unified view of your healthcare lead management process, from pipeline monitoring to key performance metrics.

Give sales, intake, and admin teams one shared dashboard

Monitor pipeline by referral source, service line, or region

Track drop-off points and conversion rates

Report on key metrics like lead-to-intake time or eligibility success rate

What Our Clients Say

Real stories from healthcare providers transforming lead management with Logicfold.

"We used to chase leads across inboxes and spreadsheets. Now we have a clear workflow, fewer mistakes, and everything happens faster. It's made a huge difference in how quickly we can accept and schedule patients."

Director of Business Development
National Home Care Provider

"It's like intake on autopilot. From eligibility checks to EMR sync, Logicfold helped us eliminate manual work and streamline every step."

COO
Multi-State Telehealth Group

Quick Start Package Available

Our healthcare lead management accelerator includes:

  • Prebuilt lead workflows
  • Smart deduplication & validation logic
  • Eligibility check integrations
  • EMR handoff templates

Get in touch

Get in touch with Logicfold to discuss how we can help your business grow with solutions developed to meet your needs.

Address
14 Commerce Drive
Cranford, NJ 07016
Telephone
718.301.0263