Before launch
A focused page for the treatment you're promoting, the source attached to every form and call, and each path tested with a real inquiry before it goes live.
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Every call and form, tracked and followed up
Calls recorded, forms listed with their source. You see who was reached and who booked.
Hear the calls that didn't book.
One practice's call list: every call from the ads, website and Google profile, how long it lasted and whether it booked. Behind it, a follow-up that runs on its own until a person needs to step in.
- Not bookedEach one has a recording and a transcript, so you can hear what went wrong and coach it.
- Ask a personThe follow-up pauses for someone to approve the next email before it goes.
- Stops on its ownWhen the patient replies, books or unsubscribes, nobody has to remember to stop it.
Every inquiry gets a next step.
“Tell me what happened to those 75 people,” the CEO of a multi-location DSO asked us. Most practices can't say. In CareRM every call and form lands in one list with its source, moving from new to reached to booked, where your team and ours can see it.
- Every call recorded and transcribed, so you can hear the ones that didn't book
- Every call and form in one list, from new to reached to booked, at every location
- Follow-up email that stops when the patient replies or books, with a person approving the next one
Most reports end at the inquiry. We start there.
Your front desk still answers the phone. We make sure nobody slips through: every call and form lands in one list with its source, and anyone your team hasn't reached shows as not reached.
Every day
Calls on local tracking numbers, recorded and transcribed, with forms in the same list. Follow-up emails go only to people who asked to hear from you, and a person approves the next one.
Every month
We go through who wasn't reached and who didn't book, practice by practice, listen to the calls behind them, and fix the handoff that slipped. You see the same list.
What the work includes
Every path is tested with a real inquiry before it goes live, and your practice approves every email template before it can be sent. There's no setup fee for forms, landing pages or tracking. Call tracking comes from Presence up; follow-up sequences, reactivation included, from Growth up.
See the plans- Conversion page buildsA page for one treatment, with a short secure form.
- Short qualification funnelsTwo or three questions, each changing where the request goes.
- Call trackingLocal numbers, recordings and transcripts, so you can hear every new-patient call.
- Lead follow-upEvery inquiry from new to reached to booked, where everyone can see it.
- Email follow-upFrom your own domain, with a person approving before the next one goes.
- Reactivation and onboarding sequencesEmail to past and new patients who opted in, on Growth.
- Newsletters, opt-in only
- Tasks and approvals
- Moving from your current CRMRecords moved over only when it makes sense.
Questions practices and DSOs ask
Can a DSO see which locations miss the most calls?
Yes. Reached, not reached and booked are counted the same way at every practice and sit side by side on one screen, so you know where to look first.
Do you answer our phones?
No. Your front desk still answers. Call answering isn't part of the plans; it can be approved separately. What we do is make sure no call or form slips: each one lands in one list with its source and shows whether it was reached and booked.
How do we know follow-up actually happened?
You can watch it happen. Every inquiry shows whether it was reached and booked, every callback is a task with an owner and a due time, and every call has a recording. Nothing depends on someone remembering.
What happens when nobody answers the phone?
The call still lands in the list with its source and shows as not reached, so your team knows who to call back.
Who writes the follow-up emails?
We do, from templates your practice approves before they can be sent. They go in your practice's name, from your own domain once it's connected, only to people who asked to hear from you, and they don't name a treatment or condition.
Do we have to replace our CRM?
Usually there's nothing to replace: calls, forms and follow-up already live in CareRM, next to your ads and reports. If your team works in another CRM, we check what it does well and move records over only if it makes sense.
Can you build only a landing page?
Yes. A focused page for one treatment is available on its own, with its form and the source of every inquiry captured, and no setup fee.
See what happened to every call and form.
Bring last month's inquiries, or just a count. In 30 minutes we trace one from the first click to the schedule with you and show you the list you'd see every day.
Show me the proof