Intake / New lead
Karen Mitchell
New patient · Wellness consult
AppointmentWed 2:30 PM · Wellness consult
FocusThyroid, energy
IntakeWellness questionnaire sent
SourceWebsite
✓ Patient booked and intake underway
Wellness patients need scheduling, reminders, follow-ups, and intake, and right now your calendar runs you instead of the other way around. Here is that whole front office, running itself.
A patient opens the site looking to schedule a wellness consult.
The assistant books the visit and kicks off the intake form.
Everything the team needs is captured before the appointment.
A clean heads-up, not a to-do list.
Karen Mitchell · Wed 2:30 · wellness consult
Karen finished her wellness questionnaire
An automatic reminder with prep keeps the visit on the books.
A reschedule resolves on its own and the calendar updates.
Booking, intake, reminders, and rescheduling, handled. Your calendar serves the practice instead of running you.
For a busy wellness practice this is the whole game: every patient who wants in books, completes intake, and reschedules itself, so your hours stay full and focused.
If we're wrong, the conversation ends here. If we're close, this is rarely the only thing you're holding together by hand.
We built this from public information. How close did we get?
Tell us where we got it right, or where we missed. Under a minute.