For dental, chiropractic, physiotherapy, optometry, veterinary, and allied-health practices, your practice-management system (Dentrix, Eaglesoft, Open Dental, Cliniko, Jane, Nookal, ChiroTouch, AvImark, Cornerstone) is half a CRM. Charting, billing, scheduling - those are well covered. Recall, reactivation, treatment-plan acceptance, lifecycle communication, and per-location performance comparison are usually not. That's where the schedule-fill and the recurring revenue live.
Schedule a Discovery Call arrow_forwardThe clinic CRM problem isn't a lack of tools. There are dozens (Weave, Solutionreach, NexHealth, Modento, Yapi, Lighthouse, Lighthouse 360, Practice by Numbers). The problem is that they're bought as point solutions and never tied into a coherent strategy. Common pain pattern:
The fix is a CRM strategy that respects the PMS as the system of record, layers patient-comms intelligently on top, and is privacy-first by design.
Score the patient base, prioritize who to call, who to text, who to email. Channel mix calibrated to your patient demographics. Schedule fill goes up without burning more staff time.
Automated, patient-friendly follow-up on accepted treatment plans, with payment options and clear next steps. The single biggest leakage point in most practices, fixed.
New-patient welcome, post-visit follow-up, milestone communication, hygiene reminders, vet wellness reminders - automated, on-brand, and clinically appropriate.
Get the marketing, source, contact-preference, and consent fields actually filled in. Without this, none of the downstream patient-comms work compounds.
For DSOs, MSOs, and multi-clinic groups, comparable per-location reporting on new patients, recall, treatment acceptance, no-shows, and revenue per chair-hour.
Every channel BAA / DPA covered. PHI/PII surface area minimized. Compliant with HIPAA, PIPEDA, APP, and GDPR depending on jurisdiction. Built in, not bolted on.
Map your PMS / EMR, your patient-comms tools (Weave, Solutionreach, NexHealth, others), your existing BAAs, and where PHI/PII actually flows. The privacy frame goes in first.
First wave is almost always reactivating the lapsed-patient base and tightening treatment-plan follow-up. Both pay back fast and the front desk feels the relief.
Lock down the marketing source, consent, and contact-preference fields. Get the team filling them in consistently. Without this nothing downstream is reliable.
Design the new-patient, hygiene-recall, post-visit, and milestone communication flows. On-brand. Clinically appropriate. Patient-side, not marketing-side.
For groups, roll the standard out across locations with comparable reporting. Onboarding playbook for the next acquisition is part of the deliverable.
Schedule a discovery call. We'll review your PMS, your patient-comms, and your privacy posture and tell you what to fix first.
Schedule a Discovery Call