Track every test order against the patient record, follow TPA claims from submission to settlement, and see which referral sources and centres are actually driving volume.
✓ Free plan to start • ✓ TPA claim status tracking • ✓ Referral-source reporting built in
1
Record per patient across every test order
TPA
Claim status tracked start to settlement
100%
Consent logged on every patient contact
Multi-centre
Volume and referral reporting
From walk-in test orders to TPA settlement, in one place instead of spreadsheets per centre.
Every test order logged against the patient record — ordering doctor, centre, and status — so nothing falls through between collection and report.
Follow insurance and TPA claims from submission through to settlement, with status visible per patient instead of chased over email and phone.
Every patient contact logs consent state, aligned to DPDP Act requirements — audit and compliance reviews are a query, not a search through old files.
See which doctors, clinics, and centres are actually driving test volume, and where follow-up is falling behind, by centre and by referral source.
One patient profile visible across every centre and test order — no re-entering the same patient at a second location.
Volume, turnaround, and claim-settlement trends across centres, so lab management sees bottlenecks before they become backlogs.
“Seeing claim status per patient instead of chasing TPAs over email changed how fast we close the loop on settlements.”
Dr. Ashwin Rao
Lab Director, Multi-centre Diagnostics, Bangalore
“Referral-source reporting showed us which clinics were actually sending volume — two of our assumed top referrers weren’t even in the top five.”
Meera Joshi
Operations Head, Pathology Centre, Nashik
No — CRMLead Pro is a patient and referral CRM for diagnostic labs. It tracks test orders, TPA claim status, and referral-source reporting; it does not replace your LIMS or instrument integration.
Yes. Claim status is tracked from submission through settlement, visible per patient record, so follow-up doesn’t depend on chasing email threads.
Yes. Patient records and referral-source reporting work across centres, so a multi-centre lab gets consolidated visibility instead of a spreadsheet per location.
Yes. Consent is logged on every patient contact, aligned to DPDP Act requirements, with data hosted in India and role-based access.
Free to start. Set up your centres and TPA workflow and go live quickly. No credit card needed.
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