Agents we've built for practice teams.

See what your practice is winning, losing, why, and where the biggest opportunities are.

Consultations → Insight

One clear read on how the practice is performing week to week.

Bookings → Insight

Understand which services carry the practice and which quietly cost you.

Treatments performed → Insight

See how pricing and packages affect what patients actually say yes to.

Quoted prices → Insight

Know which marketing brings patients who actually book and return.

Lead sources → Insight

See how provider and room time is really being used across the week.

Provider schedules → Insight

Help your team respond to new opportunities quickly and consistently.

New lead → Opportunity

Identify leads and consultations that still need attention.

Lead → Follow-up

Find opportunities in your existing patient base.

Patient base → Opportunity

Support the gap between a good consultation and a booked treatment.

Consultation notes → Opportunity

Keep memberships and treatment packages used, renewed and worth having.

Active memberships → Opportunity

Ask the right patients for a review or referral at the right moment.

Completed treatments → Opportunity

Answer routine calls and messages so your team can stay with patients.

Inbound calls → Cleared

Fill the gaps in the schedule from the people already waiting.

Open slots → Cleared

Get paperwork done before the patient arrives, without chasing.

Appointment types → Cleared

Reduce no-shows with reminders that fit how each patient actually replies.

Appointment history → Cleared

Put everything a provider needs for the next patient in one place.

Patient history → Ready

Check in after treatment and route anything that needs clinical attention.

Completed treatments → Ready

Keep track of outstanding balances and deposits without awkward chasing.

Outstanding balances → Collected

Check coverage before the visit so nobody is surprised at checkout.

Appointment types → Collected