MODULE · PATIENT RELATIONSHIP

Every patient, a single thread.

From first contact to loyalty: capture your leads from every source, bring WhatsApp, SMS and the portal together in one place, and let AI follow up for you. Nothing slips through the cracks.

Multi-source leadsWhatsApp · SMS · portalTelephony + AI voice agent
Unified leads & messaging
The reality

Your patients reach out everywhere — and things slip through the cracks.

01

Leads that get away

Website form, chatbot, Instagram, WhatsApp: requests come from everywhere, no one centralizes them, and half never become an appointment.

02

Fragmented communication

WhatsApp on one phone, SMS on another, portal messages somewhere else: impossible to know who answered what, to whom, and when.

03

Quotes left dormant

A quote sent but never chased is revenue left on the table. And every patient on recurring treatments you forget to call back is lost business.

The capabilities

Acquire, engage, retain — without dropping the ball.

All acquisition and communication channels brought together, with AI following up in your place.

Multi-source leads

Website form, chatbot, Instagram, WhatsApp or any source: every request lands in a dedicated Leads section, ready to be turned into a patient who books an appointment.

Website, chatbot, Instagram, WhatsApp
Leads section with dedicated columns
From lead to appointment, no loss

Unified messaging

The clinic's WhatsApp, SMS, patient portal messaging: every inbound and outbound message, in real time, in one place, on the web and on the iOS app.

WhatsApp + SMS + patient portal
Inbound and outbound, real time
Web and mobile app

Telephony + AI voice agent

The clinic's line is integrated: when a patient calls, their record opens on its own. Calls recorded, transcribed, summarized by AI, and delegable to an AI voice agent.

Patient record on call (screen-pop)
Calls recorded, transcribed, AI-summarized
Delegation to an AI voice agent

Automatic follow-ups

AI follows up on your dormant quotes and calls back your patients on recurring treatments at the right moment, without you thinking about it, with no revenue leaking away.

Follow-up on unsigned quotes
Reminders for recurring patients
Automatic, at the right moment
The proof
up to2h/day
given back to your teams

Centralized leads, messages brought together and automated follow-ups: admin time melts away, and your teams spend it with patients.

4,8/5

"Before, a patient would write on WhatsApp and no one would see it. Now everything is in one place, we no longer lose a single request."

Photo
Dr. Camille Berger
Aesthetic physician · aesthetic clinic, Paris
Compatible

Fits into your practice.

The patient relationship builds on the channels your patients already use and stays in sync with your calendar.

NATIVE

Calendar sync

Keep your practice calendar: Nextmotion syncs natively, patient base and appointments up to date on both sides, zero double entry.

WHATSAPP · SMS

WhatsApp & Twilio

The clinic's WhatsApp and SMS (via Twilio) feed into a single inbox, inbound and outbound alike.

TELEPHONY

Integrated line

The clinic's telephony (Twilio) is integrated: patient record on call, recording, transcription and AI summaries.

Orchestrated by AI
Jarvis qualifies leads, summarizes your calls, triggers quote follow-ups and can take calls as a voice agent, so nothing is left unanswered.
Discover Jarvis →
Ready to stop losing anything?

Bring the whole patient relationship together in one place.

Get your Starter Pack and test unified messaging, leads and automatic follow-ups. Setup, training and migration included.

Leads from every source, centralized
WhatsApp, SMS and portal brought together
Automatic quote follow-ups
Recevez votre Starter Pack
Configuré par Jarvis en quelques minutes.
Personalized demo
Installation, formation et migration incluses