I have 4 follow up categories to help you manage your new patients, so more of them turn into long-term patients!

I'll explain what each of the categories are for, but I suggest you start with Pending or Recall - these will start getting you results right away.

This is a follow-up for new patients who leave their consults without scheduling an appointment to start treatment.
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This category is for patients who just came in sometime in the last month, so you can start reaching out right away (don't let them get cold)!
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*I also have a follow-up solution for long term pending patients (these are people who came in more than 30 days ago) - the Legacy Blast.

I will help you keep track of and follow up with your Observation Growth & Development patients to make sure they come back in for the next checkup. 😎
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I have *multiple tools to help with lead-generation - this category will help increase new patient appointments 😁

Sometimes new patients miss their consultation - it's okay! I'll follow up and remind them to reschedule!
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Each category is represented with buckets on your Automations page (this is what it will look like after you've set up and they're filled with patients names):

(Click photos to enlarge, or right-click (if reading within the messenger) and open in a new tab.)
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Excited? You should be 😉

Get started by clicking the button below to learn how to set up follow up!

*Multiple tools that generate new leads that schedule new patient consults: