Your patient journey.
Captured. Nurtured. Retained.
Our lifecycle team maps your patient journey in seven days. Then the CRM agent runs it forever. Reminders before the visit. Recovery after a no show. Reviews after a great one. Reengagement when months go by. Every patient relationship, tended like the front desk used to do when there was time.
Journey by humans.
Run by AI.
Our lifecycle team maps every stage of your patient journey: from first booking to second visit, from referral request to recall. We write the templates, set the triggers, define the rules. Then the CRM agent runs the whole journey forever. Most practices have a CRM that holds names. We have one that grows relationships.
Mapped, staged, automated
Our lifecycle team works with you to map every stage of your patient journey: new patient onboarding, pre visit, post visit, recall, reactivation, referrals. We design the touchpoints, write the templates, and set the triggers. Every journey is custom. Built around your specialty, not a generic CRM template.
Captures, enriches, syncs
Every patient interaction flows into one unified record: calls from the AI Receptionist, web form submissions, walk-ins, returning patients from your PMS. Insurance details enriched automatically. Communication preferences captured on first contact. Your CRM stops being a names list and starts being a real relationship index.
Reminds, confirms, recovers
Reminders go out 7 days, 2 days, and 2 hours before the visit, in whichever channel the patient prefers. When a patient misses an appointment, the agent reaches out the same day with three open slots and offers to rebook. Missed visits turn into reschedules within 24 hours when the recovery flow runs same day.
Segments, scores, prioritizes
Every patient gets an engagement score, a risk score, and a value score. High value patients with a missed recall surface to the top of the next action queue. Dormant patients with high lifetime value get the white glove reactivation. Your staff knows who to call first, before they ask.
Asks, listens, follows up
After every positive visit, the agent requests a Google review at the moment the patient is happiest. After a negative experience, the agent routes feedback to your team before the patient ever reaches a public channel. Review rates climb. Star ratings climb. Your team intervenes before a bad day becomes a public review.
Reactivates, reengages, returns
When a patient hits 60 days past their recall window, the agent reaches out. When a patient hits 180 days dormant, a more personalized message goes out. When a high value patient has been quiet for a year, your team gets a notification to call personally. No patient quietly leaves.
Watch a new patient
become a returning patient.
A real 90 day journey for a cosmetic dentistry patient. From first booking to second visit. Every touchpoint scheduled, sent, and tracked by the CRM agent. The front desk never had to remember a single one.
What the CRM agent did
last week.
Five patient journeys the CRM agent tended in the last seven days. Different specialties, different touchpoints, real return visits the front desk never had to remember. Names changed. Numbers are not.
What changes
for the practice.
Average increase in appointment show rate against your starting baseline within 90 days. Industry baseline is 76% for dental and medical practices without an active reminders program.
Average share of new patients who return for a second visit within 12 months. Industry baseline is 18 to 22% across most dental and medical specialties. Cosmetic and elective specialties run lower.
Median time from contract to the CRM agent running its first triggered reminder, including journey mapping, template writing, and PMS sync.
The questions
every practice asks first.
Anything we did not cover? Book a 20-minute demo and we will walk through your specific situation. No pressure, no pitch.
Book a demo01What if I already use a CRM (Pipedrive, HubSpot, etc.)?
02Does it integrate with my PMS?
03Who owns the patient data?
04Is it HIPAA compliant?
05What if I want to cancel?
Every day, a patient picks someone.
You decide if it’s you.
Tell us about your practice and we will show you how the platform works. 20 minutes, no pressure, no pitch. A working demo, not a slideshow.