Ideal Patient Journey
Features
| Communications & Marketing | The Ideal Patient Journey | Ideal Patient Journey LITE |
|---|---|---|
| Chatbot | ✓ | |
| Whatsapp Bot | ✓ | |
| Facebook Messenger | ✓ | |
| Instagram Messenger | ✓ | |
| Centralised 2 way Omnichannel (Facebook/Insta/SMS/Whatsapp) | ✓ | |
| Automated conversation flow (customisable) | ✓ | |
| Sales Pipeline visibility | ✓ | ✓ |
| Inbound SMS | ✓ | |
| Outbound SMS | ✓ | ✓ |
| Whatsapp Autoresponders | ✓ | |
| SMS Autoresponder | ✓ | |
| Email Autoresponder | ✓ | ✓ |
| Email Broadcasts | ✓ | ✓ |
| Unlimited Treatment Email Nurtures (Treatment or Event specific) | ✓ | ✓ |
| Native Webforms/Webcapture | ✓ | ✓ |
| Native Landing Pages | ✓ | ✓ |
| Connection/Integration to webforms and landing pages | ✓ | ✓ |
| Facebook lead capture | ✓ | ✓ |
| Google Ads lead capture | ✓ | ✓ |
| Review Requests | ✓ | ✓ |
| Feedback Surveys | ✓ | ✓ |
| Unlimited lead sources | ✓ | ✓ |
| Unlimited Integrations (ClickFunnels, Leadpages, Facebook Leadforms, chatbots etc) | ✓ | ✓ |
| Reporting - full suite as per | Ideal Patient Journey | IDEAL PATIENT JOURNEY LITE |
|---|---|---|
| Multi site (reporting) | ✓ | |
| Lead Reporting | ✓ | ✓ |
| Campaign Specific reporting | ✓ | |
| Keyword reporting | ✓ | |
| Lead Velocity reporting (from lead to paying patient) | ✓ | |
| Sales Pipeline Reporting (where are my leads now in the system?) | ✓ | ✓ |
| Google Analytics Reporting | ✓ | |
| Web Analytics | ✓ | |
| Enquiry & Follow up Dashboards | ✓ | ✓ |
| Customisable Dashboards | ✓ | ✓ |
| Cashflow forecasts (Based on Treatment plans sent) | ✓ | ✓ |
| Operations & Staff Training | Ideal Patient Journey | IDEAL PATIENT JOURNEY LITE |
|---|---|---|
| Task and contact overview | ✓ | ✓ |
| Workflow Pipeline | ✓ | ✓ |
| Automated Sales Pipeline managment | ✓ | ✓ |
| Enquiry and Follow up tasks | ✓ | ✓ |
| Lead Management System | ✓ | ✓ |
| Full CRM | ✓ | ✓ |
| Lead Capture, Management and Treatment Nurture | ✓ | ✓ |
| Segmentation (who is interested in what and where did they come from) | ✓ | ✓ |
| Centralised patient/contact data | ✓ | ✓ |
| Treatment Plan (Quote) Tracking | ✓ | ✓ |
| Patient Management Software Integration * | ✓ | ✓ |
| Staff Training portal | ✓ | ✓ |
| Face 2 Face Training | ✓ | ✓ |
| Practice owner Business & Marketing Support | ✓ | ✓ |
| GDP referral system | ✓ | ✓ |
| Smile Capture (photos) & Follow up (Smileviewer) | ✓ | |
| Fully customisable | ✓ | ✓ |
| Up to 3 sites | ✓ | ✓ |
| Gdpr compliant | ✓ | ✓ |
| Gdpr documentation | ✓ | ✓ |
| Smile viewer | ✓ | |
| Done for you setup | ✓ | |
| Connect to pms * Subject to PMS | ✓ | |
| User permission | ✓ | ✓ |
| Syncs email with Microsoft and Gmail | ✓ | ✓ |
| Track engagment with emails (opens/clicked) | ✓ | ✓ |
| Tap Note integration (coming soon) | ✓ |
