Healthcare CRM Features

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All Features

Patient Communication

Lead & Referral Management

HIPAA-Compliant & Secure

Patient Management

Business Analytics

Sales & Marketing Tools

Reputation Management

Integrations & API Access

Document Management

AI-Powered Tools

Community & Patient Education

Patient Management

Custom

Patient Profiles

Organize patient data with detailed profiles based on your practice's needs

Patient & Staff

notes

Track important details with shared notes for seamless communication between staff

Task Reminders

Stay on top of patient care with task reminders for your team

Document Upload

Securely store and access patient files in one convenient location

Appointments

Simplify scheduling and manage patient appointments with ease

Payments

Process and track patient payments securely and efficiently

Sales & Marketing Tools

Increase

Repeat Business

Automated messaging allows you to check in with patients at the right time. If the patient isn't doing well, you can re-enroll them in services

Cross-Sell

Services

Introduce complementary services to exisitng patients with strategically timed email campaigns

Up-sell

Services

Highlight services or upgrages to patients with personalized, value-driven emails.

Post-Treatment

Follow Ups

Increas Repeat business by sending automated follow-up messages. Keep patients connected with automated check-ins after treatment to foster loyalty and encourage repeat visits

Missed-Call

Text Back

Instantly engage patients by sending automated texts when a call is missed, ensuring no opportunity is lost

After-Hours

Lead Conversion

Capture and conver leads submitted after business hours with automated follow-ups that keep your practice top of mind

Lead Nurture

Campaigns

Not every lead is ready to make a purchasing decision. Guide leads through the decision-making process with tailored, automated messaging that builds trust and drives conversions

Automated Form

Follow Ups

Respond instantly to form submissions with personalized follow-ups that keep potential patients engaged

New Patient

Welcome Emails

Make a great first impression with automated welcome emails that introduce your practice and key services

Website Activity

Tracking

Monitor visitor behavior on your website to identify interests and tailor follow-up strategies effectively

Phone Call

Tracking

Track incoming calls to analyze lead sources, measure call performance, and optimize outreach

Lead Attribution

Discover which marketing channels drive the most valuable leads to optimize your strategy and ROI

Patient Communication

Text, Call & Email

Connect with patients through multi-channel communication via text, call, or email

 Social Media

Messaging

Integrate social platforms to engage with leads through their preferred channels

Web Chat

Offer real-time support with HIPAA-compliant chat directly on your website

Smart Phone App

Respond to leads and patient inquiries on the go, ensuring timely communication

IVR Phone

System

Automate call routing and streamline patient inquiries with an intelligent phone system

Patient Portal

Enhance patient satisfaction with an all-in-one tool for managing their healthcare journey

Conversation

Notifications

Stay informed with real-time alerts for patient messages and updates

Phone Call

Transcriptions

Record & transcribe all inbound and outbound calls

Centralized

Communication

Access all patient conversations (texts, emails and call history) in one easy-to-use dashboard for seamless communication management

Reputation Management

5-Star Review

Generation

Encourage satisfied patients to leave glowing reviews with automated review requests

 Prevent

Negative Reviews

Handle negative feedback internally before it gets posted publicly

Review Analytics

Gain actionable insights by tracking trends and performance across all review platforms

Automated

Review Response

Save time with AI-generated, personalized responses that engage reviewers and build trust

Website

Review Display

Showcase positive reviews directly on your website to boost credibility and attract new patients

Boost Local

Search Rankings

Boost Brand Recognition. 70% of patients look at your reviews before signing up for healthcare services

Document Management

Digitize Patient

Paperwork

Allow your patients to fill out paperwork online

Paperwork

Reminders

Stop chasing paperwork. Send automated paperwork reminders

Patient Health

Assessment Forms

Gather vital health information securely with customizable digital assessment forms

Streamline Document

Collection

Completed paperwork & forms automatically upload into patient chart

 Automate Patient

Onboarding

Save staff time and reduce errors by automating the distribution of essential new patient work immediately after booking new patients

Digitize Patient

Paperwork

Someone goes to your website. They submit a form requesting a new patient appointment which includes all their contact details. This info automatically gets added to the software and your sales team gets alerted. We can even create automated text messages and emails that can be sent to new leads upon form submission. Ex: “Our team will be with your shortly 🙂 We look forward to meeting you”... or whatever you want it to be.

Community & Patient Education

Create & Sell Courses

Share your expertise with patients or peers through customizable courses

 Build Online Communities

Foster support and connection with group forums or private networks

Host Webinars

Engage with patients or colleagues through live educational sessions

Newsletters

Keep your audience informed with regular updates and resouces

Automated Email & Text marketing

Increase revenue effortlessly.

Memberships & Subscriptions

Create exclusive content or programs for your patients

AI-Powered Tools

AI Chatbots

Answer common patient inquiries 24/7

 AI-Texting Conversations

Overwhelmed with leads?

AI Voicemails

Replace traditional voicemails with intelligent conversations that gather and organize call details for your team.

Ensure every voicemail becomes a detailed, actionable summary for your team.

AI Sales Bot

Automate Lead engagement and qualify prospects with an intelligent chatbot

 AI Review Response

Automatically craft thoughtful responses to online reviews; show off your brand voice

AI Voicemails

AI Voicemails are the future.

Business Analytics

Custom Dashboards

Visualize your practice's key performance metrics on customized dashboards

 Custom Reports

Capture the data you care about and have it delivered straight to your inbox

Call Reporting

Track call volumes, durations, outcomes & lead sources

Appointment Reporting

Analyze appointment treds, no-show rates and schedule utilization

Employee Productivity

Monitor productivity metrics like tasks completed, calls made, and leads converted

Lead Attribution

Identify which marketing channels drive the highest-quality leads to optimize your advertising spend

Google Ads Report

Measure the ROI of your Google Ads campaigns with integrated perfromance insights

Facebook Ads Report

Track conversions and engagement from Facebook Ads to fine-tune your strategy

Email Campaign Analytics

Evaluate the effectiveness of email campaigns with metrics like open rates and click-throughs

Revenue-Generating Features

WARNING: software creates unfair competitive advantage, use at your own risk.

We've built a selling machine for YOU.

Convert Leads Afterhours

Is your sales team not working 24/7? Shame on them. But that’s ok! Our software converts business afterhours!

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Increase Repeat Business

Our software boosts repeat business effortlessly through automated, customized patient checkups. This works very well for TMS graduates

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Cross-Sell Different Services

If you have multiple service offerings, we market & sell these services to existing customers.. AUTOMATICALLY

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Consolidate Communication

Your sales team can text, call & email within our platform! We have everything you need in one place

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Review Generation

Generate 5 Star Reviews. Become a local market leader. Showcase the 5 star-care you provide & filter out the bad reviews..

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Sales Management

Customized sales pipelines for your services allows your team to track each lead throughout the entire sales process

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Lead Source Tracking

With detailed tracking, you know where your business is coming from & the profitability of each patient.

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Market Domination

Customized sales pipelines for your services allows your team to track each lead throughout the entire sales process

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What are you waiting for?

Text, Call & Email

You can text, call & email all within one platform. You don’t have to jump to different software platforms to communicate with your patients. All communication is consolidated in one place allowing your sales team to be on the same page at all times.

 Patient Sales Pipelines

Create customized sales pipelines tailored to your specialty & different service options. Track each patient throughout the entire sales & treatment process. We will design and build it for you. A sales pipeline creates organization. It tells you which patient is on which stage of the sales process. EX: New lead → Hot Lead → Dead Lead → Free Consultations → Medical Evaluations → Treatments Started → Treatments completed → patients that didn’t benefit → Patient Drop outs → patients that aren’t ready to start but are interested → etc.

Website integration

Automate Customized

Marketing

With automated text & email features, we can create follow-up marketing

campaigns to sell ‘dead’ leads, create repeat business from previous

patients or cross sell your other service offerings. We can target patients

on such a detailed level based on their pain points, what they are looking

for, why they are looking for it, what’s preventing them from starting and

the list goes on and on. Putting the right message in front of the right

patient helps create more business. Oh and did I mention this is all

automated and requires zero work from your team?

Automate Patient

Onboarding

We will dissect your onboarding processes and automate each step for you! Save staff time. Focus on more important tasks! Say goodbye to manual new patient paperwork reminders.

5-Star Review
Generation

Get rewarded for your 5-star care through automated review requests. This automated feature, which requires ZERO effort on your part, filters out bad reviews and sends them to your team internally. This protects your brand and helps you rectify poor patient experiences. This feature builds online credibility, trust & helps position you as a market leader in your space.

Facebook & Instagram Integration

All your social media leads flow into our software AUTOMATICALLY so your team can EASILY reach out and manage these leads. We can even automatically book sales calls with your team. This also helps us determine if your ads are working.

Google ads
Integration

Running google ads? We can tell you which ads your leads clicked, which page they converted on and what word they googled... This allows you to accurately track customer acquisition cost.

Built-in Email marketing

software

Most medical practices aren’t utilizing email marketing. But with a flip of a switch, you can start marketing your services to new and existing patients. You can CROSS-SELL patients to sign up for different services. You can RESELL patients that haven’t been seen in awhile. You can even nurture ‘dead’ leads that haven’t responded. You can even convince leads, that aren’t quite ready, to sign up for your services. This is all done AUTOMATICALLY. You already have their email data, why not utilize it?

Create, send documents & Contracts

Need signatures for ROIs, financial agreements, HIPAA forms and whatever else you are having patients sign? This can all be done within our software. All onboarding documents can be securely stored within patient profiles. Access everything you need in one place.

Lead tracking

capabilities

One of the most important things from a marketing perspective is tracking leads and accurately associating them with paid marketing channels. This allows you to see what's working and what’s not.

Phone Call
Tracking

With detailed tracking capabilities, we can track and record each phone call which is neatly organized within the patient profile. This can.

Website Activity Tracking

We know which web pages your patients read. What content is working. What content is generating business. With more clarity around your data, you can be a better business. You can make better decisions.

Payment Integration

We can send invoices, take payments, set up subscriptions.

Quickbooks integration

Would it be nice if your payments were linked to your bookkeeping software? I’m sure your accountant would be happy.

Patient Paperwork Reminders

Need patients to complete paperwork before services? We can send automated paperwork reminders. This helps save you time & money.

Customized Calendar

We have all types of calendars. Does your sales team have a calendar? Do you want a calendar integrated on your website so business can book free consultations? We can send appointment reminders to your sales team and your patients. We can measure business activity based on new appointments booked, no shows & cancellations. We can even connect this calendar to zoom.

AI Sales Bot

The biggest craze right now is Artificial Intelligence. AI is built into our platform. A lead reaches out after hours or on the weekend.. They sit there and wait to be contacted the next business day. By the time you reach out to them... they don’t respond. BUT our AI sales bot can have a human conversation with your leads, pre-qualify them, answer questions based on how we train it and book appointments so your sales team can close the deal the next day.

Business Analytics

We deliver custom reports that can tell you where your leads are coming from, how many appointments were booked, what your conversion rate is...We can even tell you the $ value of your pipeline to help you project future earnings.. The list goes on. But I’ll stop here.

Overwhelming amount of features

This is a lot. Some of this might not even make sense to you. That’s ok. We are here to make this process simple & easy. Our job is to make this software work for YOU... and not the other way around.

Workflow Automations

Eliminate repetitive tasks. Automate your work. Multiply your productivity.

Email/Text Marketing

Market in your sleep. We have pre-built marketing campaigns that will generate more business for your practice. Cross sell. Upsell. Nurture. Optimize your revenue with this auto-pilot feature. PT Acquisition helps you build stronger relationships with your patients!

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Patient Onboarding

When your staff books a new patient appointment, PT Acquisition automatically sends out all your unique onboarding documents..

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Paperwork Reminders

Is your staff still responsible for reminding patients to complete their new patient paperwork? PT Acquisition does this for you!

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Referral Source Networking

Several times per year PT Acquisition follows up with your best referral sources to see how they are doing. PT Acquisition helps you maintain and strengthen your relationship with your best referral partners!

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What are You Waiting For?

Your Search is Over. Give us a Call

Technology Integrations

PT Acquisition integrates seamlessly with technology you already use!

Google Ads Integration

With this integration, you can easily see which ads are generating leads... and which ones aren't. Why does this matter?

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Website Integration

All web form submissions are automatically added to PT Acquisition! Do you want a web chat widget? We can install one! Do you want to have a Consultation calendar that new leads can book on?

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Social Media Integration

Connect all your social media accounts to PT Acquisition! All leads from social media flow directly into PT Acquisition. If you are feeling fancy, you can even publish posts across all your accounts with a simple click of a button! (IG, FB, Tik Tok, Linked In, Twitter...)

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