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SolutionBooking + CRM intake

Patient Intake (Non-PHI)

Clinic intake stops getting retyped across branches. Booking, CRM fields, and reminders only. No clinical advice, no PMS write-back, no PHI theater.

Patient Intake (Non-PHI) — Clinic intake stops getting retyped across branches. Booking, CRM fields, and reminders only. No clinical advice, no PMS write-back, no PHI theater.

Front desks retyping the same intake into three systems is how chairs stay empty and staff burn out. This solution covers booking, CRM fields, and reminders only. It is explicitly non-PHI: scheduling ops, not clinical AI.

Why the usual fixes fail

  • Paper forms + night staff. Data lands late and incomplete.
  • Generic chatbots that "help with symptoms." Unsafe and out of scope here.
  • Dental SaaS that needs Dentrix-level write-back. Different product. This is GHL/CRM + voice/chat booking.

How the system works

  1. Patient reaches out by phone, WhatsApp, web, or form.
  2. Collect scheduling fields you approve (name, contact, preferred time, reason category at a high level).
  3. Book or queue on the right calendar / location.
  4. Confirm and remind by SMS; no-show recovery optional.
  5. CRM log with source and outcome. Clinical detail stays with humans.

What it plugs into

Voice, chat, GoHighLevel or your CRM, calendars. Built with chatbots, voice, and automation. Related: Dentist after-hours, Missed-Call Killer.

Timeline and next step

Usually live on one location inside two weeks. Book a free discovery call or run the free ops audit.

Fixed scope, written quote. Discovery is free; you get the scope and price in writing within 24–48 hours. Pricing is shared on contact, not published here.

Common questions

Want this on your calendar, CRM, and phones without the babysitting?