Turn Inquiries Into Patients
A built-in CRM that captures every lead, works your pipeline, and nurtures prospects — without bolting on a separate tool.
Use Cases
See how turn inquiries into patients transforms healthcare workflows
Growing Practices
Capture website inquiries automatically and work every lead through a simple pipeline — from first contact to booked patient — without a separate CRM tool.
Med Spas & Cash-Pay Clinics
Run promotions and nurture prospects with email campaigns, then convert interested leads into paying clients and members in a few clicks.
Multi-Provider Clinics
Route new inquiries to the right team member, auto-create follow-up tasks, and never let a potential patient slip through the cracks.
Key Benefits
Capture Every Lead Automatically
A branded inquiry form — hosted for you and embeddable on any website — sends every submission straight into your CRM as a new lead. Booking-page inquiries land here too, so nothing gets lost.
Complete Feature Set
Everything you need for turn inquiries into patients
Web-to-Lead Form
Capture inquiries from anywhere
- Hosted, branded inquiry page
- Embeddable widget + iframe
- Custom fields & drag-to-reorder
- Custom success message
- Spam protection (honeypot)
Contact Pipeline
Visualize your funnel
- Drag-and-drop Kanban board
- Leads, prospects & waitlist
- Custom stages & pipelines
- List and board views
- No PHI in the funnel
Segments & Filters
Target the right contacts
- Save reusable filters
- Filter by stage, owner, source, tags
- Quick search across contacts
- Tag-based organization
- One-click segment apply
Email Campaigns
Nurture and convert leads
- Send to opted-in contacts
- Segment-based audiences
- Consent & unsubscribe enforced
- Open & click engagement tracking
- Test (dry-run) before sending
Lead Routing & Tasks
Never miss a follow-up
- Auto-assign new leads to staff
- Auto-created follow-up tasks
- Surfaces in your 'my day' inbox
- Activity timeline per contact
- Booking-page lead capture
Convert to Patient
Seamless hand-off to care
- Convert a contact into a patient
- Carries over contact details
- Custom fields land on the record
- CSV import & export
- Plan-based limits that scale
Ready to transform your practice?
Join thousands of healthcare providers using LumaEHR