Ideal Patient Journey

Communications & MarketingThe Ideal Patient JourneyIdeal Patient Journey LITE
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 JourneyIDEAL 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 TrainingIdeal Patient JourneyIDEAL 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)