Two-way clinic connections
Read and update supported bookings, patient and business records across connected clinic software.
More of your clinic’s work,
connected.
From the first inquiry to the next visit, find the capabilities your team needs.
Patient conversationsConsultations and follow-upMarketing and revenueClinic controls
39 of 39 features · 36 for clinics, 3 for partners
Connections
3 featuresShared clinic context
Keep patients, services and booking context consistent across connected systems.
Read-only report
Review missed calls and unbooked leads before enabling booking actions.
Front desk
6 featuresVoice answering
Answer calls, book or reschedule, collect deposits and transfer conversations with context.
Text, chat and DMs
Answer texts, web chat, WhatsApp and supported social DMs using clinic-approved information.
Staff escalation
Route questions outside approved information to the clinic team.
Returning callers
Use verified patient context when a returning patient calls.
Cancellation backfill
Offer suitable openings to patients on the waitlist.
Language coverage
Support the languages enabled for your clinic and channels.
Leads
3 featuresAd and web leads
Bring new inquiries into the booking flow.
Follow-up sequences
Follow up with permission; stop when patients reply or book.
Coordinator routing
Send selected inquiries to the right coordinator.
Consultations
4 featuresPre-consult summaries
Collect patient goals, photos, video and guided intake for provider review.
Plans and quotes
Share provider-prepared plans, quotes, deposits and financing options for patients to review.
Provider-led visualization
Connect supported visualization tools for use within the consultation.
Draft clinical notes
Draft notes with supported units and lot details, then send record updates for provider review and signature.
Retention
4 featuresTreatment recall
Use clinic-defined recall windows to offer the next appointment.
Checkout rebooking
Prompt the next booking before the current visit ends.
Patient reactivation
Check contact permissions before reaching out to eligible patients.
Membership retention
Flag signs a membership may lapse and prepare offers for staff review.
Marketing and growth
7 featuresRevenue attribution
Trace ad sources through bookings, payments and supported offline conversion reporting.
Review requests
Request feedback consistently and prepare replies for staff approval.
Ad creative studio
Create ad copy, images and short videos for clinic review.
Ad spend optimization
Guide campaign budgets using booked revenue and payment records.
Audience controls
Build supported audience segments using approved data-handling rules.
Treatment landing pages
Create treatment pages with booking and clinic-approved information.
Local and AI-search visibility
Prepare local profile content and search FAQs from your clinic’s treatment menu.
Clinic intelligence
5 featuresMorning brief
Review bookings, outstanding inquiries and follow-up in one brief.
Clinic questions
Ask questions about supported booking and revenue data.
Conversation coaching
Review conversations for booking quality and staff coaching.
Location comparisons
Compare locations using consistently defined clinic metrics.
Clinic brain
Find answers in clinic knowledge and permitted records, then handle tasks within your clinic’s approval rules.
Trust and controls
4 featuresBAA, audit history and redaction
Access a BAA, audit history and supported data-redaction controls.
Contact permissions
Keep contact permissions attached to outbound follow-up actions.
Clinic policy controls
Approve scripts, escalation rules and outreach settings by location.
Canadian hosting and assurance
Canadian hosting is available, with a SOC 2 Type II report available for review.
For software platforms and partners
Explore partnerships Bringing Clinvello to your customers?
White-label, integration and rollout capabilities have their own partner offer.
White-label experience
Embed supported capabilities under a partner brand.
Partner API and webhooks
Connect supported records, events and actions through partner APIs and webhooks.
Bulk provisioning and billing
Manage partner rollout and billing across locations.
See it with your clinic’s workflow.
Bring your questions. We’ll walk through the fit.