Clinic intake

Clinic intake

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

Clinic

Search finds it on Google, then fills address, phone and website below. Everything stays editable. Linking the listing also runs the online-presence audit (ranking, reviews, website) after you submit, so none of that is asked here.
Used to greet them by name on their Clinic Spotlight. Leave out “Dr.”
Tick Doctor to greet them as “Dr.”
Send the questionnaire before the visit The clinic answers the questions below themselves in about 2 minutes. At the visit you only confirm them and ask what they'd fix.

Discovery

Patient journey

Tap how each step is done today. Tap again to clear.

Recovery

Notes