The complete feature framework
Look beyond the receptionist.
All 39 Clinvello features belong in the buying decision. Use this framework to review connections, follow-up, consultation, revenue and clinic controls, as well as calls.
Coverage is evidence, not a score.
Clinvello’s full feature list is owner-confirmed available as of 29 October 2026. Exact actions vary by connection and plan. This register does not certify clinical performance, security compliance or identical operations across systems.
Each vendor comparison considers all 39 features. “Vendor-described” requires matching evidence; “Related evidence” means the documented scope is narrower or adjacent. “Ask vendor” means the review does not establish support. It never means a feature is absent.
Connect
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| Feature | Clinvello scope | Explore related evidence |
|---|---|---|
| F01Two-way clinic connections | Read and update supported bookings, patient and business records across connected clinic software. |
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| F02Shared clinic context | Keep patients, services and booking context consistent across connected systems. |
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| F03Read-only report | Review missed calls and unbooked leads before enabling booking actions. |
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Front desk
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| Feature | Clinvello scope | Explore related evidence |
|---|---|---|
| F04Voice answering | Answer calls, book or reschedule, collect deposits and transfer conversations with context. |
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| F05Text, chat and DMs | Answer texts, web chat, WhatsApp and supported social DMs using clinic-approved information. |
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| F06Staff escalation | Route questions outside approved information to the clinic team. |
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| F07Returning callers | Use verified patient context when a returning patient calls. |
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| F08Cancellation backfill | Offer suitable openings to patients on the waitlist. |
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| F09Language coverage | Support the languages enabled for your clinic and channels. |
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Leads
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| Feature | Clinvello scope | Explore related evidence |
|---|---|---|
| F10Ad and web leads | Bring new inquiries into the booking flow. |
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| F11Follow-up sequences | Follow up with permission; stop when patients reply or book. |
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| F12Coordinator routing | Send selected inquiries to the right coordinator. |
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Consult
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| Feature | Clinvello scope | Explore related evidence |
|---|---|---|
| F13Pre-consult summaries | Collect patient goals, photos, video and guided intake for provider review. |
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| F14Plans and quotes | Share provider-prepared plans, quotes, deposits and financing options for patients to review. | No matching evidence mapped in this review. Ask shortlisted vendors to demonstrate this workflow. |
| F15Provider-led visualization | Connect supported visualization tools for use within the consultation. |
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| F16Draft clinical notes | Draft notes with supported units and lot details, then send record updates for provider review and signature. |
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Retention
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| Feature | Clinvello scope | Explore related evidence |
|---|---|---|
| F17Treatment recall | Use clinic-defined recall windows to offer the next appointment. |
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| F18Checkout rebooking | Prompt the next booking before the current visit ends. | No matching evidence mapped in this review. Ask shortlisted vendors to demonstrate this workflow. |
| F19Patient reactivation | Check contact permissions before reaching out to eligible patients. | |
| F20Membership retention | Flag signs a membership may lapse and prepare offers for staff review. | No matching evidence mapped in this review. Ask shortlisted vendors to demonstrate this workflow. |
Growth
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| Feature | Clinvello scope | Explore related evidence |
|---|---|---|
| F21Revenue attribution | Trace ad sources through bookings, payments and supported offline conversion reporting. |
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| F22Review requests | Request feedback consistently and prepare replies for staff approval. | No matching evidence mapped in this review. Ask shortlisted vendors to demonstrate this workflow. |
| F23Ad creative studio | Create ad copy, images and short videos for clinic review. |
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| F24Ad spend optimization | Guide campaign budgets using booked revenue and payment records. |
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| F25Audience controls | Build supported audience segments using approved data-handling rules. | No matching evidence mapped in this review. Ask shortlisted vendors to demonstrate this workflow. |
| F26Treatment landing pages | Create treatment pages with booking and clinic-approved information. |
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| F27Local and AI-search visibility | Prepare local profile content and search FAQs from your clinic’s treatment menu. |
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Intelligence
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| Feature | Clinvello scope | Explore related evidence |
|---|---|---|
| F28Morning brief | Review bookings, outstanding inquiries and follow-up in one brief. |
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| F29Clinic questions | Ask questions about supported booking and revenue data. |
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| F30Conversation coaching | Review conversations for booking quality and staff coaching. | |
| F31Location comparisons | Compare locations using consistently defined clinic metrics. |
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| F39Clinic brain | Find answers in clinic knowledge and permitted records, then handle tasks within your clinic’s approval rules. |
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Trust
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| Feature | Clinvello scope | Explore related evidence |
|---|---|---|
| F32BAA, audit history and redaction | Access a BAA, audit history and supported data-redaction controls. |
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| F33Contact permissions | Keep contact permissions attached to outbound follow-up actions. | No matching evidence mapped in this review. Ask shortlisted vendors to demonstrate this workflow. |
| F34Clinic policy controls | Approve scripts, escalation rules and outreach settings by location. |
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| F35Canadian hosting and assurance | Canadian hosting is available, with a SOC 2 Type II report available for review. |
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Platform
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| Feature | Clinvello scope | Explore related evidence |
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| F36White-label experience | Embed supported capabilities under a partner brand. |
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| F37Partner API and webhooks | Connect supported records, events and actions through partner APIs and webhooks. |
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| F38Bulk provisioning and billing | Manage partner rollout and billing across locations. | No matching evidence mapped in this review. Ask shortlisted vendors to demonstrate this workflow. |