Growth
Where a new patient came from and what happened next. Enquiries from the website, the phone and referrals land in one pipeline, each with an owner and a next step. Offers and treatment plans go out from the same place, and the booking that follows is already attached to the enquiry it came from.
- Free core system
- Unlimited users included
- No credit card needed
- No sales call needed
Every enquiry in one pipeline
Website forms, calls and referrals become one record with a stage and an owner.Website forms, phone calls and referrals become the same kind of record, with a stage, an owner and a date something is due.
Offers a patient can accept
A priced treatment plan goes out as a document the patient can accept.A treatment plan with prices goes out as a document the patient can read and accept, and the acceptance is recorded against the enquiry.
The clinic website feeds it directly
Forms on the clinic site write into the pipeline directly.Booking and enquiry forms on the site write into the pipeline, so nothing is retyped out of an email inbox the next morning.
Follow-up that does not depend on memory
An enquiry with no reply keeps surfacing until it is closed or booked.An enquiry with no reply keeps surfacing in the day until someone closes it or the patient books, rather than ageing quietly in a list.
Where the patients actually came from
Each enquiry keeps its source, so the quarterly count is read off the records.Each enquiry keeps its source, so the count at the end of the quarter is read off the records rather than assembled from memory.
How it connects
Messages
An enquiry and the patient it becomes share one conversation.An enquiry and the patient it becomes share one conversation; nothing restarts at booking.
Appointments
Accepting an offer books the visit, procedure already chosen.Accepting an offer books the visit, with the procedure and its length already chosen.
Reports
Enquiries, bookings and revenue are counted by source.Enquiries, bookings and revenue are counted over the same period, broken down by source.
Follow one enquiry end to end
Bring a recent enquiry; the demo runs it from the first message through to a booked, invoiced visit.