Every patient, a single thread.
from ad to follow-up.
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 leads✓ WhatsApp · SMS · portal✓ Telephony + AI voice agent
The reality
Your patients reach out everywhere, and things slip through the cracks.
Leads that get away
Website form, chatbot, Instagram, WhatsApp: requests come from everywhere, no one centralizes them, and half never become an appointment.
Fragmented communication
WhatsApp on one phone, SMS on another, portal messages somewhere else: impossible to know who answered what, to whom, and when.
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 unsigned quotes and calls back your patients on recurring treatments, at the right moment, through your patient channels. Tracking the recovered revenue lives in Management.
- Follow-up on unsigned quotes
- Reminders for recurring patients
- Automatic, at the right moment
For real
Leads and the patient thread.
Compatible
Fits into your practice.
The patient relationship builds on the channels your patients already use and stays in sync with your calendar.
Calendar sync
Keep your practice calendar: Nextmotion syncs natively, patient base and appointments up to date on both sides, zero double entry.
Discover Agenda →WhatsApp & Twilio
The clinic's WhatsApp and SMS (via Twilio) feed into a single inbox, inbound and outbound alike.
Integrated line
The clinic's telephony (Twilio) is integrated: patient record on call, recording, transcription and AI summaries.
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.
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.
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