Convert More with Healthcare Marketing Automations

Yes. Every tool we use for automation — from patient messaging to data storage — meets HIPAA compliance standards. This means all protected health information (PHI) is encrypted, securely stored, and only accessible to authorized personnel. We design our systems to keep your clinic both efficient and compliant.

Our system can respond within seconds of a lead filling out a form, clicking an ad, or calling your clinic. This instant follow-up dramatically improves your booking rate by keeping you top-of-mind while the patient is still actively looking for care. Timing can be adjusted to your business needs.

In most cases, yes. We work with a variety of healthcare EHRs and CRMs and can connect them through direct integrations or secure middleware. This ensures all your patient data, appointments, and communications are synchronized across platforms.

Absolutely. We can set up customized follow-up sequences to re-engage past patients, promote new services, or remind them about routine visits. This is one of the most effective ways to increase repeat business without adding extra workload to your staff.

Not unless you want them to. Our automation is designed to sound natural, empathetic, and personalized — using the patient’s name, service of interest, and context from their inquiry. In many cases, patients believe they’re chatting with your front desk. This helps maintain a human touch while ensuring no lead slips through the cracks.

Yes. The moment a patient responds — whether by text, email, or form — your team can receive an instant notification via our mobile app, email, SMS, or within the CRM dashboard. This allows your staff to step in right away for higher-value or complex conversations.