CRM & Marketing Automation

A reply path for consultation requests

The useful question is who sees a new request, and how soon on a day the clinic is open. Automation can send the first note. A person still has to own the conversation.

Free Patient Leak Audit

Instant lead response
Automated recall & rebooking
HIPAA-aware workflows

Why automation is different in healthcare

Speed is a habit, not a trophy

A form should reach an inbox a person checks. An automatic note can confirm receipt. It should not pretend a consultation is already booked.

Speed-to-lead, solved
Instant text and email replies the moment an inquiry arrives.
No lead left behind
Every call, form, and chat lands in one pipeline with follow-up built in.
Privacy-first design
Workflows built around healthcare communication rules from day one.

Free Patient Leak Audit

Patient journeys mapped screen by screen before we automate them

Instant response

Every lead, every time

What your automation engine includes

Confirmation, a named owner, and a review ask that follows platform rules.

Instant lead follow-up

Text-back and email sequences that respond in seconds, 24/7.

Patient pipeline CRM

Every inquiry tracked from first touch to booked appointment.

Reminders & no-show recovery

Confirmations, reminders, and automatic rebooking flows.

Recall & reactivation

Campaigns that bring past patients back for due care.

Review automation

A request after the visit, with no incentive for a positive rating.

Attribution & reporting

See which source produced each booked patient.

Free Patient Leak Audit

GetPatientNow reviews the clinic website, Google Business Profile, local visibility, and booking flow, and replies with what was reviewed. No ranking or consultation count is promised.

Call +1 (214) 891-5650

Mon–Fri, 9 AM – 5 PM CT

The compounding asset

Your patient list is a goldmine most practices never dig

New-patient marketing gets the attention, but reactivating existing patients is cheaper, faster, and compounds every year you run it.

Due-care recall
Automatic outreach when patients are due back — no manual lists.
Seasonal campaigns
Flu season, benefits deadlines, treatment cycles — timed automatically.
Lifetime-value focus
Marketing measured on relationships, not just first visits.

Free Patient Leak Audit

Automated recall emails landing in patient inboxes

Patients coming back

Without lifting a finger

What this work includes

This page does not publish a traffic percentage, a map ranking, a star rating, or a client count. The work is the review and the build.

Treatment pages
Pages for services the clinic actually offers. Examples for a med spa include injectables, laser, body contouring, and skin. The page does not claim those treatments were sold to a named client.
Google Business Profile
The profile’s categories, services, photos, and the link a visitor uses to request a consultation.
Local visibility
How the clinic is described for med spa and aesthetic searches in its own city, without a promised map position.
Booking flow
The path from a page to a form, a phone call, or an online request, and where that path can stall.

How an audit request works

The form asks for a review. It does not start a contract or promise a result.

Step 1

Request the free patient leak audit

Send the clinic name, website, and city. Phone is optional.

Step 2

We review four surfaces

Website, Google Business Profile, local visibility, and the booking flow.

Step 3

We reply with the review

The reply describes what was reviewed. It does not promise a ranking or a consultation count.

Step 4

A next step is separate

Any working agreement comes after the review, and only if both sides want to continue.

Questions doctors ask us

Is marketing automation compliant for medical practices?

It has to be built that way. We design workflows around healthcare communication rules — appropriate channels for appointment messaging, consent management, and no clinical details in marketing messages.

Will this replace our front desk?

No — it protects them. Automation handles the instant acknowledgment and routine follow-ups so your staff spend their time on patients, not on chasing missed inquiries.

Does it integrate with our practice management system?

Usually yes. We work with the common healthcare PM/EHR platforms and, where direct integration isn’t possible, build reliable bridge workflows so nothing falls between systems.

What results should we expect first?

Speed-to-lead improvements show up in days — more inquiries turning into bookings simply because someone (automated) answered first. Recall and reactivation build over the following months.