A configurable automation system connecting new-patient inquiries, digital intake, appointment reminders, no-show recovery, recalls, review requests and weekly reporting.
Common gaps in patient communication that repetitive manual work makes difficult to close consistently.
Each step is configured around your clinic's workflow and connected to the next.
New patient inquiries enter the system and trigger an instant acknowledgement to the patient and notification to the clinic.
A configured sequence follows up with leads who have not yet booked, stopping automatically when they do.
Patient record, appointment, and digital intake form are created and linked — reducing manual data entry.
48h and 2h appointment reminders are sent automatically. No-shows trigger a recovery message to rebook.
Recall campaigns run on schedule. Review requests go out after visits. Weekly reports are emailed to the owner.
Each component is designed to reduce a specific category of repetitive administrative work.
New patient inquiries are captured automatically and stored with contact details, service interest, and urgency level.
A configured multi-touch sequence follows up with leads that have not yet booked, stopping when they convert.
Digital intake forms collect medical history, medications, allergies, and consent — linked to the patient record.
Patients receive an automated confirmation when their appointment is created. Clinic admin is notified instantly.
Appointment reminders are sent at configured intervals. Each reminder is tracked to prevent duplicates.
When an appointment is marked as a no-show, an automatic recovery message is sent and the appointment is flagged for rebooking.
Patients overdue for a recall receive a configured sequence of messages based on the clinic's recall interval and policy.
Review requests are sent after completed visits. A weekly performance summary is emailed to the clinic owner every Monday.
Information stays linked from the first inquiry to the weekly report — reducing the risk of follow-up steps being missed between disconnected systems.
Each step is configured around the clinic's existing systems. When a patient moves from inquiry to completed visit, their record stays connected throughout — reducing manual handoffs between stages.
Not a one-size-fits-all template. Each implementation is reviewed and configured according to the clinic's existing workflow and systems.
Implementation timing depends on the clinic's existing systems, required integrations, and workflow complexity.
Currently accepting a limited number of founding clinics at an introductory rate.
Setup fee waived for the first founding clinic
Third-party software costs are paid directly by your clinic. You maintain your own accounts and retain full ownership and control of your data.
A testimonial or case study may be requested after 60–90 days, at the clinic's discretion.
Future pricing may be higher after the founding-clinic phase closes.
Apply for a Founding Clinic SpotShare a few details about your clinic and the operational challenges you want to improve. We will review your inquiry and contact you to discuss whether the system is a good fit.
Prefer to book immediately?
Use the Book a Demo button to choose an available meeting time.
Book a short demo to review your current inquiry, appointment, recall, and follow-up process. No commitment required.
Currently accepting a limited number of founding clinics across Canada