Case Study: Form Health achieves rapid patient acquisition and streamlined onboarding with LeadSquared

Form Health Steps-Up to Meet Demand with Patient-First Processes

Form Health, a telehealth provider of personalized medical weight‑loss services, faced growing pains as demand rose: patient onboarding relied on disparate tools and Google Sheets, referral tracking became unwieldy, and leads were slipping through the cracks. To solve this, Form Health selected LeadSquared for an integrated lead capture, referral management, and patient engagement platform.

LeadSquared delivered Smart View task management and marketing automation workflows that centralized capture, scoring, distribution and nurture of prospects, enabling smooth handoffs to onboarding specialists without IT support. As a result, Form Health improved patient onboarding, increased patient acquisition (including onboarding previously ineligible patients through tagging and workflow optimization), and scaled a larger, more reliable funnel of new patients.

Form Health

Jake Butler

Head of Product