Smart Insights for Multi-Clinic Operations
Automate Workflows with Intelligent AI Triggers
Save hours every day by automating patient communications, clinic tasks, and follow-ups — tailored to each clinic location, specialty, or service line.
Automated Communication Workflows
Send Automated Emails & SMS
Set triggers like “New Appointment Booked” or “Lab Report Ready” and pair them with automated actions like email/SMS notifications.
Clinic-Specific Flows
Customize workflows by clinic location, specialty, or doctor – for personalized communication and better patient experience.
Unlimited Custom Sequences
Create workflows for appointment reminders, follow-ups, health tips, or missed visits — and let AI handle them all.
Send Confirmation & Reschedule Links
Automatically confirm appointments with a built-in option to reschedule – reducing patient drop-offs.
Follow-Up Based on Patient Preferences
Design personalized post-visit sequences for better retention and continued care.
Auto-Cancel for Inactive Patients
Free up time slots by automatically cancelling appointments when patients don’t confirm.
Collect Feedback & Health Insights
Send short post-visit surveys or recovery tracking messages – and turn data into meaningful improvements.
Automated Communication Workflows
Visually map triggers like New Interested Lead, and pair them with actions like sending automated emails and SMS
Property Specific Flows
Set unique email and text flows for each property, to drive higher conversion rates
Unlimited Message Workflows
Create workflows that suit your needs, whether it’s a pre-showing reminder or a post-showing follow-up
Eliminate Ghost-Showings
Automatically send showing confirmation email and SMS to confirm tour with a reschedule option to free up time slots for other leads
Customizable Follow-Up Sequences
Craft personalized email and SMS sequences to renter preferences
Reschedule Self-Showings
Leads can easily click the reschedule button in any confirmation and follow-up email or SMS to book tour for the next available slot
Cancel Showing If Unit is Rented
Automatically cancel showings for units that are rented, keeping your calendar clean and efficient for vacant units
Capture Relevant Data
Gather valuable insights from renters after every showing with automated feedback collection, and enhance the leasing experience.
Get Started Instantly with Pre-Built Waterfall Templates
No coding needed. Choose a template, customize, and launch automated workflows in minutes.