Practice intake

Front desk conversation. Capture what comes up, skip what does not.

Clinic

Fill before or after the conversation.

Clinic or hospital name

Search finds it on Google, then fills address, phone and website below. Everything stays editable.

Specialty

Address

Locality

City

PIN code

Phone

Website

Discovery

Start with how new patients arrive, then get to volume.

How do new patients find the clinic? Ask open first, then tick. Note the ranking if they give one.

In their words

Appointments on an average day

New vs returning split

New patients per week

Quietest day

Busiest day

No-shows

Cancellations

Review appointments kept Ask as a ratio. Most desks know this by feel, not by number.

Online presence

Not asked in the interview. Filled from our own analysis.

Completed backend after the visit:

Google listing completeness, rating, review count and recency
Search ranking for specialty plus locality
Comparison against nearby competitors on the same terms
Website presence and booking path, if any

Patient experience

Average waiting time

Token system

Vitals recorded

Notes

Patient management

How are appointments tracked?

How are check-ins marked?

Present workflow, start to finish

Current challenges Let them talk. This is the section that sells the next meeting.

Recovery

Recovery follow-up mechanism

How is patient satisfaction captured?

Retention strategies in use

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Practice intake

Clinic

Discovery

Online presence

Patient experience

Patient management

Recovery