An owner for every case
Someone is responsible for each opportunity from the moment it is created.
Detected interest becomes a tracked pipeline with an owner, a stage, and an outcome.
Each opportunity gets an owner, a stage and a next step, so you can see exactly where cases stall.
Book a demoSomeone is responsible for each opportunity from the moment it is created.
Detected, contacted, scheduled and closed, with counts that move as cases do.
Cases that go silent are surfaced before they go cold.
Every open case with its stage and next step, filterable by treatment and owner.
See which channels bring the patients who go ahead with treatment.
Schedule the consult without switching screens.
Opportunities come from both, so none are lost.
Focus a morning huddle on implants or aligners.
Take the pipeline to your monthly review.
Follow-ups kept in a tab nobody updates
Every opportunity moves through clear stages
Nobody sees which consults went quiet
Quiet opportunities surface for a follow-up
Follow-up lives in one person's memory.
Case acceptance is an impression
Conversion by treatment type and source
A detected opportunity turns into something with an owner, a stage and a next action.
Each opportunity carries the call it came from, the patient, the treatment discussed, an owner, a stage and a next date. A to-do list tells you something needs doing; this tells the person picking it up what was already said.
One named person, always. Work assigned to a team is work assigned to nobody, so an opportunity without an owner is treated as a problem the report surfaces rather than a state it accepts.
Raised, contacted, quoted and booked by default, which covers most practices. You can rename them or cut them down; what matters is that the stages mean the same thing in every location.
Only if you want it to. Follow-up texts can be scheduled from a stage, but many practices prefer a person to make the call and use the system to make sure it happens. The choice is per stage, not global.
Anything without a next step, or sitting too long in one stage, is raised, to the owner first, then to the manager. That is usually where the money is: not in finding new interest, but in finishing the interest you already found.
Yes. You can read the month by source, by owner, by treatment and by stage, and see where opportunities are being lost rather than only how many were created.
Treatment interest is managed like revenue, not left as a note.
Book a demo