Services
Reliable client management for your practice
You’ll get to focus on care while we take these things off your plate.
Inquiry Management
We handle inquiries by analyzing and responding to form submissions, making consultation calls when they're booked, and sending qualified prospects towards next steps.
What we handle
- Monitoring call bookings and form submissions
- Responding to new inquiries
- Gathering basic fit information
- Verifying insurance benefits
- Maintaining inquiry logs and conversion tracking
- Following up on incomplete intakes
Client Onboarding & Communication
We explain the onboarding workflow to clients, assist them with intake documentation when necessary, and get them set up. Your clients receive responsive support from your practice.
What we handle
- Sending intake paperwork
- Monitoring intake paperwork completion
- Setting up clients in the EHR or scheduling system
- Confirming first appointments
- Sending appointment reminders
- Following up on incomplete paperwork
- Answering non-clinical onboarding questions
Intake Workflow Optimization
Whether we're developing a fresh intake workflow for your practice or helping improve the capacity its current process can handle, we make sure intake is effective.
What we handle
- Developing the most effective workflow for your practice
- Increasing the capacity your current workflow can manage
- Improving the rate new clients show for their first appointment
Inquire
Ready for reliable support?
Tell us ways we can best assist you with prospect and client communication and management. We’ll follow up to schedule a free consultation with you.