New Patient and Plan-of-Care Follow-Up, Automated
A referral or a web inquiry that comes in while your team is mid-session often sits until someone has a free minute to respond, and by then the patient may have already called the next clinic on their list. Plans of care create a second, quieter version of the same problem: a patient who misses a session or two and never quite gets back on schedule, not because they don’t want to, just because nothing reminded them.
We can connect your website to a CRM that handles both. A new referral or web lead gets an automatic response so it never goes cold waiting on a callback. A patient who’s due for their next session, or who’s fallen off their plan of care, can get an automated reminder without your front desk tracking every case by hand. This is scoped to what your clinic actually needs, not something bolted onto every build.
Example Referral Follow-UpReferral received
From Dr. Chen's office, 2:15 PM
Automated intake message sent
"We received your referral! Here's a link to book your first evaluation." — 2:16 PM
Patient books online
Referral converts same day, no staff time spent chasing it down