01 / Patient intake for a growing practice
Step 1 · Where it starts
A phone-based booking page where new-patient intake is asked exactly once, not rewritten on paper forms in the waiting room.
Step 2 · What gets automated
Incoming messages are read for urgency, separating a same-day concern from a routine reschedule before staff opens the queue.
Step 3 · The process it plugs into
A cancelled appointment is immediately offered down a short waitlist, rather than sitting open until someone happens to check the schedule.
Step 4 · SolaceSentry review
Staff sign off on the schedule and every reminder before it goes out, and nothing about a patient's care is ever the system's call.
Step 5 · What leaves the system
A schedule that stays full as the practice's patient base grows past what memory can track.
Proof metric: No-show rate and same-day cancellations refilled, tracked over time.