Alex Morgan
10:30 AM
Intake received
Ready for arrival
PATRICK FOR CHIROPRACTIC
“It’s been six months.
Can I get an adjustment?”
I’m Patrick. I check the return-visit rules, bring your team in when needed, and carry the conversation through to the right appointment.
ALSO ON MY BOARD · SAMPLE DAY
Works without EHR integration.Supercharged with it. Visit four complete. Visit five unbooked.Front desk · Approved follow-up ready
Tomorrow’s confirmation still pending.Patrick · Follow-up due today
01 Dynamic intakes & histories 02 Inbound messaging & service 03 Run the schedule 04 Develop the team
THE WORKDAY, WITH PATRICK
powered by Flow Director
From the first message
to the next visit.
powered by Flow Director
03 / RUNNING THE SCHEDULE
Visit four happened.
Visit five never got booked.
Casey wants to come back. Follow the outreach and see the right visit get booked. Patrick applies your rules in Auto; your team chooses or approves in the other settings.
- 01Visit four lapse
- 02Staff decision
- 03Choose a time
- 04Booking control
- 05Booked
Casey JordanVisit four complete · No next visit scheduled
TEAM-APPROVED OUTREACH
Hi Casey, we don’t have your next visit on the calendar after your fourth visit. Would you like help finding a time, or is something making it hard to come in?
CASEY
I fell off the plan after visit four. Can I get back on the schedule?
Your team approved Patrick’s message before it was sent.
Illustrative workflow only; no message is sent and no real appointment is booked. Your clinic defines return rules. Scheduling actions depend on setup and supported integrations.
03 / BETWEEN APPOINTMENTS
The next visit stays
on the board.
Confirmation pending. Visit four complete, but visit five not scheduled. Every loose end has a next action and someone responsible for it.
patrick.Flow Director
PRODUCT PREVIEW · SAMPLE DATAYOUR CLINIC AT A GLANCE
Example clinic dayA clear next step for every visit.
Upcoming 2
Jamie Lee
11:00 AM
Confirmation pending
Patrick following up
In office 1
Sam Rivera
Checked in · 10:05 AM
Dr. Taylor
Next: checkout
Finished 1
Casey Jordan
Checked out · 9:45 AM
Visit 5 not scheduled
Follow-up stays visible
See who is coming, who is here, and which next steps still need attention.
Explore the planned workspace. These screens are illustrations; available workflows depend on your clinic’s setup and integration.
START WITH THE TOOLS YOU HAVE
No EHR integration required.
Connect it to supercharge Patrick.
- Without EHR integration
- Patrick handles patient conversations, organizes follow-up, and develops your team. Your staff keeps the EHR up to date.
- With a supported EHR integration
- Bring patient and appointment context into the workflow and connect the scheduling actions your EHR supports—so your team has less to look up, relay, or enter by hand.
You can start without connecting your EHR. During setup, we’ll confirm which patient information and scheduling actions your EHR supports.
01 / INTAKES & PATIENT HISTORIES
The history starts
before the visit.
Patrick asks, listens, and follows up on what the patient says. Your team gets a clearer story before arrival, with unanswered questions still visible.
- Hear the history
- Follow the answer
- Prepare the brief
Step 1 of 3 · Hear the history
Start with what the patient is experiencing.
Alex MorganFictional patient · First visit booked
PATRICK
Before your visit, tell me a little about your neck stiffness. When did you first notice it?
ALEX · PATIENT
Tuesday morning. It was there when I woke up.
PATRICK
What has it made harder to do in your day?
Choose a sample answer to see Patrick follow up:
A shortened example with fictional responses. No personal information is collected in this walkthrough.
02 / WHEN A PATIENT NEEDS YOU
Own the conversation.
Put the patient first.
From the first inquiry to an appointment change, Patrick takes responsibility for keeping inbound patient conversations moving. He listens, answers the questions your clinic has equipped him to answer, and makes the next step clear.
When a message needs clinical judgment, a billing review, an exception, or a person’s attention, he brings the right team member in with the conversation and the unresolved question.
- Helpful, respectful service throughout the conversation.
- Clear escalation rules set by your clinic.
- A handoff with context and someone responsible for the reply.
Jamie LeePatient conversation · Flow Director
EXAMPLEI think I was charged twice after my last visit. Can someone check?
Billing review assigned to your teamConversation attached · Awaiting staff response
PATRICK
I’ve sent your question to the billing team to review. They’ll check the charges and reply here, with this conversation in front of them.
Illustrative handoff. Your clinic defines who handles each escalation and how it is followed through.
CARE-PLAN FOLLOW-THROUGH
Keep the next visit moving.
When checkout ends without another appointment, Patrick tracks the follow-up until the patient books or the team records the next step.
See the open loops on the boardRETURNING AFTER A LAPSE
Make coming back easier.
Your clinic sets outreach eligibility, timing, and consent rules. Patrick carries the reply into the appropriate return visit, with help from your team when the rules don’t resolve it.
Follow Casey’s return
THE DEVELOPMENT LOOP
- 01 Work through a situation.
- 02 Explain your thinking.
- 03 Get feedback from Patrick.
- 04 Try again with new facts.
04 / ONGOING TEAM DEVELOPMENT
Better every week.
More ownership over time.
Patrick keeps development part of the workweek: practical situations, feedback, another attempt, and a next step to carry into the job.
A culture of constant improvement grows through those everyday habits. Coach Patrick helps people notice what needs attention, explain their thinking, keep their commitments, and learn from what happens next.
That is agency in practice: taking a thoughtful next step without waiting to be told, and knowing when to ask for help. Your leaders reinforce the habits; Patrick helps keep the practice moving.
- Regular development that fits into the workweek.
- Practice in reasoning, communication, and ownership.
- Follow-ups that help leaders support continued improvement.
Make the next step clear.
Practice patient explanations, useful handoffs, and difficult conversations. Work on what to say, what to ask, and how to check that the other person understood.
Hold the details. Use them.
Optional short exercises ask learners to hold, update, and use information as it changes—practice for keeping track of the details in front of them.
Set direction. Follow through.
Work through setting expectations, giving feedback, and honoring commitments. Practice deciding what to own, what to delegate, and when to step in.
Help the whole team work.
Practice shared priorities, role boundaries, and resolving friction. Work through the handoffs between the front desk, clinical team, and checkout.
COACH PATRICK DEMOS
Next, meet the coach
who develops your team.
Explore the team-development side of Patrick. Try a practice situation, then see how a leader can support the person learning.
PATRICK, WORKING ALONGSIDE YOUR TEAM
A stronger clinic.
More freedom for you.
I keep the follow-up moving and your team developing.
Let’s start with the work that keeps landing back on your desk.