Built for Chiropractic and physical therapy clinics
Chiropractic and physical therapy clinics
Book Initial Exam appointments, capture Reason for Visit and Insurance Provider on intake, and follow up on a 90-day recall cadence - configured for chiropractic and physical therapy clinics, not adapted from someone else’s.
What this pack does on day one
- Initial Exam booking, confirmed and reminded automatically
- Recall outreach 90 days after the last visit
- A deal untouched for 14 days is flagged as stale
- Reason for Visit captured on every new contact
Fields your team sees on every contact
- Reason for Visit
- Insurance Provider
Booking types
- Initial Exam
Follow-up cadence, as configured
Recall outreach goes out 90 days after the last visit. A deal untouched for 14 days is flagged as stale.
Pipeline language
- Exam Scheduled
- Care Plan Presented
- Care Plan Accepted
- Care Plan Declined
Messaging posture
Email first, SMS after registration: outreach starts by email and adds text messaging once your brand and campaign are approved. Nothing is sent by text before then.
Standard 10DLC brand + campaign before any SMS send
Consent is recorded per contact and per channel, and a message the platform is not permitted to send is refused before it reaches a vendor. How the compliance gate works.
Proof
No customer quote for this vertical is published yet. The proof on this page is the configuration itself: real field names, real booking types, real cadence numbers.
Questions this pack gets asked
Where does “Reason for Visit” live?
It is a custom field on every contact in this pack, captured on intake and readable by the pipeline, the inbox and automations. The full set here is Reason for Visit and Insurance Provider.
What is a “Initial Exam”?
The booking type this pack ships with. It has its own availability, confirmation and reminder sequence, and the pipeline stage language around it is Exam Scheduled, Care Plan Presented, Care Plan Accepted and Care Plan Declined.
Which stage names will my team see?
The stages read Exam Scheduled, Care Plan Presented, Care Plan Accepted and Care Plan Declined - the same pipeline the platform runs for every vertical, with the labels this pack uses.
Is this a compliance certification?
No. The platform is tooling that records consent and refuses what it is not permitted to send; it is not legal advice and not a certification. The terms say so in as many words.
Book a demo for Chiropractic and physical therapy clinics
Thirty minutes, on your calendar, with this pack loaded.
Book a demo for Chiropractic and physical therapy clinics See pricing