Practice management
Fit confirmed during scopingAssess available inquiry context, appointment status, and assigned staff ownership in the clinic’s current system.
Practice software access, vendor approval, privacy requirements, and supported actions must be confirmed. No patient-record connection is promised.
Review my clinic setup →CRM
Fit confirmed during scopingAssess how inquiry history, communication preferences, approved follow-up, and the next staff action can stay connected.
Record access, permission controls, approved data, and the exact read and write actions are confirmed during scoping.
Review my clinic setup →Scheduling
Fit confirmed during scopingAssess availability, consultation requests, appointment status, and handoffs to the clinic’s scheduling system.
Booking rules, privacy requirements, access, and scheduling-system confirmation must be validated before launch.
Review my clinic setup →Phone and messaging
Fit confirmed during scopingAssess incoming inquiries, approved administrative replies, contact preferences, and routing to clinic staff.
Message purpose, permissions, exclusions, opt-outs, and the clinic’s process for clinical or urgent questions are approved during scoping.
Review my clinic setup →Shared inbox
Fit confirmed during scopingAssess how incoming messages, prior interactions, and assigned staff ownership can support appropriate follow-up.
Mailbox permissions, data access, vendor terms, privacy requirements, and supported routing actions must be reviewed.
Review my clinic setup →Reporting
Fit confirmed during scopingAssess visibility into inquiry response, consultation status, approved follow-up, and exceptions needing a staff owner.
Only agreed administrative outcomes are included. Data access, privacy requirements, and reporting definitions must be approved.
Review my clinic setup →