The platform
One platform from first touch to booked revenue
Six capabilities that replace a call tracker, a booking widget, and a CRM that never talk to each other — built for cash-pay aesthetic, plastics, and men's health practices.
AI front desk
An AI that answers like your best front-desk hire
Every inbound text and call gets an instant, on-brand reply — day, night, and weekends. The AI speaks in your practice's voice, knows your treatments, locations, and hours, and guides patients toward booking.
- Replies in 1–2 sentences, in the tone you set — discreet, warm, or clinical.
- Hard safety guardrails: never gives medical advice, never invents prices, escalates emergencies and adverse events to a human instantly.
- Honors STOP/HELP and consent automatically on every message.
- Hand-off to a human the moment a patient asks for one.
Booking & deposits
Book the consult and collect the deposit in one step
A native scheduler built for multi-provider, multi-location practices — no Acuity or Calendly bolted on. Patients pick a location, choose a time, and pay a deposit before they ever hang up.
- Scoped, single-use magic booking links to send after a call or text.
- Deposit collection via your own Square account, taken at booking.
- Automatic confirmation, reminders, and pre-visit confirm/reschedule links that cut no-shows.
- Waitlist auto-backfill: a cancelled slot is offered to the next waiting lead.
Call tracking & DNI
Native call tracking that ties every call to its source
Dynamic number insertion (DNI) swaps the numbers on your site per visitor and captures the full attribution — across paid and organic, not just Google Ads.
- Per-visitor tracking numbers from a pool, with geo-aware area-code matching.
- Captures gclid, fbclid, UTMs, campaign, ad group, and keyword at the swap.
- Routes the inbound call or text back to the exact session that drove it.
- One-line embed script — no rebuild of your website required.
Revenue ROI reports
See which keywords actually drive booked revenue
Follow the money from ad keyword to AI conversation to booked consult to procedure value. The report ranks your spend by revenue, not clicks.
- Funnel view: leads by source → booked → attended → procedure revenue.
- Keyword-level ROI tied to real bookings and procedure values.
- Channel performance across SMS, voice, web, and ad lead forms.
- Provider commission tracking on procedure value, by tier.
Lead pipeline & inbox
Every lead, every conversation, one shared inbox
A nine-stage pipeline from new to procedure, with a unified inbox that threads SMS, voice, and webchat. Nothing falls through, and everyone sees the same history.
- Threaded conversations with full timeline per lead.
- Tags, notes, per-stage checklists, and custom fields.
- Smart deduplication merges repeat callers into one record.
- CSV import with field mapping from spreadsheets or your old CRM.
Security & compliance
Built for patient data from the first commit
PracticeKit handles PHI the way a medical platform should — encrypted, audited, and under a BAA the call trackers refuse to sign.
- Phone, email, and message contents encrypted at rest (AES-256).
- Append-only audit log — who did what, when, to which lead.
- Tenant isolation so one practice can never see another's data.
- Calls transcribed, not warehoused as raw audio.
Free 30-day loss audit
See what you're leaking — free.
Drop one script on your site for 30 days. We'll show you exactly how much paid traffic is slipping away to missed calls and slow replies — with your own numbers, no commitment.