A focused working session to review how patient inquiries enter your practice. We'll identify where they slow down or require unnecessary staff involvement.
Duration
15–20 minute working session
Format
Zoom call
Audience
Doctors and office managers
No preparation required. This is a practical review, not a sales call.
Select a Time
Choose any available time that works for your schedule. The calendar below shows all available slots.
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Choose any available time that works for you.
What We'll Review
01
Inbound inquiry flow
How patient inquiries currently reach your team
02
Follow-up gaps
Where qualification or follow-up breaks down
03
Workload optimization
Whether an intake layer would reduce manual workload
If you don't see a time that works, reply to the email or text you received. We'll coordinate manually.