| F01 · ConnectTwo-way clinic connections | Ask vendor. Which patient, appointment and payment reads and writes work in our exact clinic software? Support not established by this review. | Ask vendor. Which patient, appointment and payment reads and writes work in our exact clinic software? Support not established by this review. |
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| F02 · ConnectShared clinic context | Related evidence; partial scope Inventory usage links lots to encounters; consistent data normalization across external systems is unverified. Source (opens in new tab) ↗ | Related evidence; partial scope Records, payments and scheduling share a platform; cross-system normalization is unverified. Source (opens in new tab) ↗ |
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| F03 · ConnectRead-only report | Ask vendor. Can we inspect missed calls, unbooked leads and overdue recalls without enabling writes or outreach? Support not established by this review. | Ask vendor. Can we inspect missed calls, unbooked leads and overdue recalls without enabling writes or outreach? Support not established by this review. |
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| F04 · Front deskVoice answering | Ask vendor. Can the voice agent book, reschedule, take a deposit and transfer the caller with context? Support not established by this review. | Related evidence; partial scope Recura lead calling and direct booking are described; deposits and summarized transfers need confirmation. Source (opens in new tab) ↗ |
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| F05 · Front deskText, chat and DMs | Ask vendor. Which SMS, web, WhatsApp and social channels share context, and which replies need approval? Support not established by this review. | Ask vendor. Which SMS, web, WhatsApp and social channels share context, and which replies need approval? Support not established by this review. |
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| F06 · Front deskStaff escalation | Ask vendor. Can our clinical lead define the questions that must go to a person and test an unanswered handoff? Support not established by this review. | Ask vendor. Can our clinical lead define the questions that must go to a person and test an unanswered handoff? Support not established by this review. |
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| F07 · Front deskReturning callers | Ask vendor. How do you verify a returning caller before using their treatment, booking or balance context? Support not established by this review. | Ask vendor. How do you verify a returning caller before using their treatment, booking or balance context? Support not established by this review. |
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| F08 · Front deskCancellation backfill | Ask vendor. Can a cancellation be filled from eligible waitlist and recall patients without duplicate offers? Support not established by this review. | Ask vendor. Can a cancellation be filled from eligible waitlist and recall patients without duplicate offers? Support not established by this review. |
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| F09 · Front deskLanguage coverage | Ask vendor. Which languages work on each channel, and how do staff review an unfamiliar-language handoff? Support not established by this review. | Ask vendor. Which languages work on each channel, and how do staff review an unfamiliar-language handoff? Support not established by this review. |
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| F10 · LeadsAd and web leads | Ask vendor. Can a new ad or web inquiry receive a reply with real availability and its original source retained? Support not established by this review. | Related evidence; partial scope Recura lead follow-up is described; source coverage and sub-minute slot offers need confirmation. Source (opens in new tab) ↗ |
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| F11 · LeadsFollow-up sequences | Ask vendor. Do replies, bookings and withdrawn contact permission stop the appropriate follow-up sequence? Support not established by this review. | Related evidence; partial scope Campaigns use history and visit patterns; consent checks and stop conditions need confirmation. Source (opens in new tab) ↗ |
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| F12 · LeadsCoordinator routing | Ask vendor. Can selected inquiries route to the right coordinator with the reason and conversation attached? Support not established by this review. | Ask vendor. Can selected inquiries route to the right coordinator with the reason and conversation attached? Support not established by this review. |
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| F13 · ConsultPre-consult summaries | Ask vendor. Can guided patient intake and goals reach the provider before the consultation without generating medical advice? Support not established by this review. | Ask vendor. Can guided patient intake and goals reach the provider before the consultation without generating medical advice? Support not established by this review. |
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| F14 · ConsultPlans and quotes | Ask vendor. Can a patient accept a provider-prepared plan by text, with the deposit or financing status reconciled? Support not established by this review. | Ask vendor. Can a patient accept a provider-prepared plan by text, with the deposit or financing status reconciled? Support not established by this review. |
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| F15 · ConsultProvider-led visualization | Ask vendor. Which visualization tools connect to the consultation, and how are consent and generated images controlled? Support not established by this review. | Ask vendor. Which visualization tools connect to the consultation, and how are consent and generated images controlled? Support not established by this review. |
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| F16 · ConsultDraft clinical notes | Related evidence; partial scope ChartSmart AI is listed; units/lots drafting and the full provider-signed write-back need demonstration. Source (opens in new tab) ↗ | Ask vendor. Can a draft include units and lot context and reach the original EMR for provider review and signature? Support not established by this review. |
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| F17 · RetentionTreatment recall | Ask vendor. Can the clinic set treatment-specific recall windows and offer suitable open appointments? Support not established by this review. | Related evidence; partial scope Treatment-based follow-up is described; clinic-set cadence with available slots needs demonstration. Source (opens in new tab) ↗ |
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| F18 · RetentionCheckout rebooking | Ask vendor. Can staff prompt and complete the next appointment before the current visit ends? Support not established by this review. | Ask vendor. Can staff prompt and complete the next appointment before the current visit ends? Support not established by this review. |
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| F19 · RetentionPatient reactivation | Ask vendor. Does reactivation verify the contact permission and stop when the patient replies or books? Support not established by this review. | Ask vendor. Does reactivation verify the contact permission and stop when the patient replies or books? Support not established by this review. |
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| F20 · RetentionMembership retention | Ask vendor. How are membership drop-off signals reviewed and distinguished from an ordinary overdue visit? Support not established by this review. | Ask vendor. How are membership drop-off signals reviewed and distinguished from an ordinary overdue visit? Support not established by this review. |
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| F21 · GrowthRevenue attribution | Ask vendor. Can one ad inquiry be traced through its booked appointment and collected payment without merging those states? Support not established by this review. | Ask vendor. Can one ad inquiry be traced through its booked appointment and collected payment without merging those states? Support not established by this review. |
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| F22 · GrowthReview requests | Ask vendor. Do review requests use the same rules for every eligible patient, with reply drafts approved by staff? Support not established by this review. | Ask vendor. Do review requests use the same rules for every eligible patient, with reply drafts approved by staff? Support not established by this review. |
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| F23 · GrowthAd creative studio | Ask vendor. Can clinic-approved campaign copy, images and short video be reviewed against the clinic’s marketing rules? Support not established by this review. | Ask vendor. Can clinic-approved campaign copy, images and short video be reviewed against the clinic’s marketing rules? Support not established by this review. |
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| F24 · GrowthAd spend optimization | Ask vendor. Can campaign budget changes use booked and paid outcomes rather than only lead volume? Support not established by this review. | Ask vendor. Can campaign budget changes use booked and paid outcomes rather than only lead volume? Support not established by this review. |
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| F25 · GrowthAudience controls | Ask vendor. Which data and permissions support audience creation, and how is patient information kept out of advertising tools? Support not established by this review. | Ask vendor. Which data and permissions support audience creation, and how is patient information kept out of advertising tools? Support not established by this review. |
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| F26 · GrowthTreatment landing pages | Ask vendor. Can a treatment page carry clinic-approved pricing information and an operational booking path? Support not established by this review. | Ask vendor. Can a treatment page carry clinic-approved pricing information and an operational booking path? Support not established by this review. |
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| F27 · GrowthLocal and AI-search visibility | Ask vendor. Can local profile updates and search FAQs use the clinic’s approved treatment menu? Support not established by this review. | Ask vendor. Can local profile updates and search FAQs use the clinic’s approved treatment menu? Support not established by this review. |
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| F28 · IntelligenceMorning brief | Ask vendor. Does the daily brief identify the inquiries, recalls and provider capacity that need action? Support not established by this review. | Ask vendor. Does the daily brief identify the inquiries, recalls and provider capacity that need action? Support not established by this review. |
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| F29 · IntelligenceClinic questions | Ask vendor. Can staff inspect the source records behind an answer about bookings, revenue or campaign performance? Support not established by this review. | Ask vendor. Can staff inspect the source records behind an answer about bookings, revenue or campaign performance? Support not established by this review. |
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| F30 · IntelligenceConversation coaching | Ask vendor. Can staff review how a call or chat was scored and correct the coaching assessment? Support not established by this review. | Ask vendor. Can staff review how a call or chat was scored and correct the coaching assessment? Support not established by this review. |
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| F31 · IntelligenceLocation comparisons | Ask vendor. Are location comparisons calculated using the same definitions and source-record states? Support not established by this review. | Ask vendor. Are location comparisons calculated using the same definitions and source-record states? Support not established by this review. |
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| F32 · TrustBAA, audit history and redaction | Ask vendor. Which contract, activity logs, access settings and redaction controls cover the exact service we buy? Support not established by this review. | Ask vendor. Which contract, activity logs, access settings and redaction controls cover the exact service we buy? Support not established by this review. |
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| F33 · TrustContact permissions | Ask vendor. Where is each channel’s contact permission recorded, checked before sending and retained for review? Support not established by this review. | Ask vendor. Where is each channel’s contact permission recorded, checked before sending and retained for review? Support not established by this review. |
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| F34 · TrustClinic policy controls | Related evidence; partial scope Clinical sign-off is listed; medical-director approval of AI scripts and outreach needs confirmation. Source (opens in new tab) ↗ | Ask vendor. Can the clinical lead approve scripts, escalation and outreach rules by location? Support not established by this review. |
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| F35 · TrustCanadian hosting and assurance | Ask vendor. Which assurance reports and regional hosting commitments apply to our actual deployment? Support not established by this review. | Ask vendor. Which assurance reports and regional hosting commitments apply to our actual deployment? Support not established by this review. |
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| F36 · PlatformWhite-label experience | Ask vendor. Which supported components can a partner embed under its own brand and commercial terms? Support not established by this review. | Ask vendor. Which supported components can a partner embed under its own brand and commercial terms? Support not established by this review. |
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| F37 · PlatformPartner API and webhooks | Ask vendor. Which documented partner interfaces expose permitted actions and auditable results? Support not established by this review. | Ask vendor. Which documented partner interfaces expose permitted actions and auditable results? Support not established by this review. |
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| F38 · PlatformBulk provisioning and billing | Ask vendor. Can an authorized partner provision and manage billing across many locations without repeated manual setup? Support not established by this review. | Ask vendor. Can an authorized partner provision and manage billing across many locations without repeated manual setup? Support not established by this review. |
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| F39 · IntelligenceClinic brain | Ask vendor. Can staff inspect sources and action history, with routine work following rules and other actions requiring approval? Support not established by this review. | Ask vendor. Can staff inspect sources and action history, with routine work following rules and other actions requiring approval? Support not established by this review. |
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