Medical and Wellness Practice Automation Playbook

Fill the chair, not the voicemail box.

What's inside

• A leak test and a ranked "what to automate first"
• 6 automations: missed calls at lunch and after hours, new patient inquiries and intake forms, the two reminder no show system, rebooking with recall and lapsed patients, review requests and safe replies, memberships and packages
• Privacy guardrails: what may and may not go in an automatic text, AI chat and voice rules, texting consent
• Voicemail and after hours greetings, a checkout script and a fill in money check
• Scripts for new patient inquiries, booking confirms, reschedules and waitlist fill, recall
• Build steps, a monthly check and a card to tape to the front desk

Who it's for

Chiro, dental, med spa, PT, massage, HBOT, pain clinics and vet clinics.

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