A familiar patient record
Review previous visits and available patient information before arranging the next step.
Client retention
Make the next visit
easier to arrange.
Keep patient history, appointment reminders and follow-up communication connected to make the next clinic visit easier to arrange.
Keep the relationship going between appointments.
Bring patient history, booking information and communication together. Give your team the context for a useful follow-up, help patients remember their visit and make their next appointment easier to organise.
No credit card required. AI and SMS usage credits cost extra after the trial.
Illustrative preview · Demo data
A connected patient journeyIllustration
01
Before the visit
Appointment reminder and booking details
02
During the visit
History, notes and the next step together
03
After the visit
Reviewed follow-up and a way to book again
Illustrative journey. Follow-up messages are configured and reviewed by your clinic.
Made for everyday clinic work
A little less admin.
A more connected day.
Reminders that support attendance
Configure supported appointment reminders so patients have the details they need before the visit.
A practical path back
Use booking links and reviewed communication to help patients arrange their next suitable appointment.
How it works
Three practical steps.
- Review the patient context
Check appointment history and relevant information in the patient record.
- Choose the right follow-up
Prepare an appropriate reminder or follow-up and check the patient’s communication preferences.
- Help arrange the next visit
Share a booking link or help your patient find the next available appointment.
Retention tools support your clinic’s follow-up process; they do not guarantee repeat bookings. Messaging requires setup and available credits. Respect patient communication preferences and obtain consent for marketing.
Inside the workspace
Keep the next visit in view.
Appointment details keep the booking and the patient information for the visit connected.
A few practical questions
Before you start.
Does this guarantee that patients will return?
No. Connected records, reminders and follow-up help your team manage the relationship. Patients decide whether and when to book another visit.
Can patients book online?
Your clinic can configure supported online booking options and share the appropriate booking link. Availability depends on your appointment and practitioner settings.
Do reminders cost extra?
Sending SMS consumes credits. The original trial includes 200 SMS credits once; unused free credits expire at trial end. Purchased credits and optional services are billed separately.
Try it in your own workflow
Your next clinic day starts here.
Explore bookings, notes, billing and patient communication in your own workspace.
No card required. See pricing for trial allowances and usage costs.