A Solution for Every Medical Practice

Simple Startup, Easy to Use.

HIPAA-Compliant Medical
Lead Management.

Medical lead management means reaching potential clients and guiding them through an intake process until they become patients. Because the journey a lead takes to become a patient at your practice is unique, medical lead management varies considerably between medical practices.

No More Leads "falling through the cracks."

A formal lead management process is essential if you want to increase the number of patients you are adding to your practice and improve patient satisfaction. Formal does not have to mean complex or rigid. Your lead intake journey must be flexible enough to accommodate the many different people you work with.

Influx MD allows you to define an intake (or any other) process specific to your medical practice. By defining the journey you wish your leads to take, you can quickly identify opportunities where Influx MD can save you time or increase your team's efficiency. With medical lead management, Influx MD can automatically send the right emails or texts to leads at the exact time they are needed. It can monitor the lead's process and inform you about those who may have stalled in their journey.

Key Benefits:

HIPAA Compliant Forms

Capture leads from any website or landing page with HIPAA-compliant intake forms. Our unique form infrastructure guarantees you never miss a contact. Forms are available in multiple formats to ensure they match your branding and are available for any website system or technology you use.

Customized Lead Journeys

Create the lead journey that best suits your medical practice. Influx MD does not force you to follow cookie-cutter intake pipelines. Instead, mirror your existing intake journey in Influx MD and focus on optimizing it for success.

Custom Workflows

Each agent can customize their workflow to suit individual needs. There's no need to change how you're used to working.

Automations

Easily automate repetitive tasks. Send emails and texts, route leads to other team members, or change journeys in response to a lead's action. Influx MD can automate almost anything an agent can do manually.

Secure Messaging

Keep communications private with Influx MD's optional secure email and texting.

Reminders

Have influx MD keep track of your "todo" list and remind you when tasks are due.

Meeting Schedules

Use the meeting calendar to schedule sales calls. Influx MD will send reminders to your contacts so they don't miss scheduled meetings.

Task Lists

Maintain lists of tasks for each stage in the lead's journey. With task lists, you'll always be up-to-date with necessary activities.