Alex Morgan
10:30 AM
Taylor, PT · Confirmed
Ready for arrival
PATRICK FOR PHYSICAL THERAPY
Keep care moving.
Keep your therapists’ schedules full.
I’m Patrick. I keep your clinic day moving and follow through on cancellations, missed visits, and openings. Your scheduling policies stay firm; exception requests go to the person you authorize.
ALSO ON MY BOARD · SAMPLE DAY
Works without EHR integration.Supercharged with it. One weekly visit booked. The second still needs a time.Patrick · Match an after-work visit with Morgan
A cancellation opened tomorrow’s schedule.Patrick · Eligible waitlist follow-up ready
01 Patient information ready 02 Confirmations & rescheduling 03 Keep therapist schedules full 04 Develop the team
THE WORKDAY, WITH PATRICK
powered by Flow Director
From today’s arrivals
to tomorrow’s full schedule.
powered by Flow Director
03 / RUNNING THE SCHEDULE
A slot opens.
Patrick works on filling it.
Alex already has a follow-up booked and asked for an earlier time with Taylor. See Patrick match an opening, confirm the change, and keep the next scheduling step visible.
- Opening
- Eligibility
- Choose a time
- Confirm change
- Rescheduled
Step 1 of 5 · Opening
A cancellation creates an opening. Patrick follows up.
Alex MorganCare-plan patient · Earlier-visit request
SMSALEX · PATIENT
If anything opens with Taylor before Friday, please let me know.
PATRICK
You asked us to let you know about an earlier visit. An opening with Taylor is available tomorrow. Would you like to see the options?
Illustrative workflow with fictional people and sample data. No real appointment is created. Available actions depend on your clinic’s setup and EHR integration.
03 / BETWEEN APPOINTMENTS
The whole clinic day.
The next opening, too.
See who is arriving, who is with a therapist, and who needs the next visit booked. Patrick tracks confirmations, schedule gaps, and follow-up across providers, with a next action and someone responsible for every open loop.
patrick.Flow Director
PRODUCT PREVIEW · SAMPLE DATAYOUR CLINIC AT A GLANCE
Example clinic dayPatient flow and schedule gaps, in one view.
Upcoming 2
Jamie Lee
11:00 AM
Morgan, PT · Confirmation pending
Patrick following up
In office 1
Sam Rivera
Checked in · 10:05 AM
Taylor, PT
Next: checkout & next visit
Finished 1
Casey Jordan
Checked out · 9:45 AM
Second weekly visit unbooked
Follow-up stays visible
Track arrivals, visits in progress, and checkout follow-up across therapists. Keep confirmations and unbooked next visits visible.
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.
Sam RiveraFictional patient · First visit booked
PATRICK
Before your PT visit, tell me what you’re recovering from and when it happened.
SAM · PATIENT
I had my right knee replaced two weeks ago. I want to get back to walking at work.
PATRICK
Which everyday activity is hardest since the surgery?
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
Your policies.
Enforced without hedging.
A missed appointment. A late cancellation. A request to waive the fee. Patrick states your policy directly and follows the required next step. He does not soften the rule, bargain over it, or promise an exception.
Your clinic sets the notice period, fees, repeat no-show rules, and who can approve exceptions. Patrick follows those instructions. Clinical questions, authorization issues, and exception requests go to the team member you designate.
- Firm, respectful communication of your no-show and cancellation policies.
- No fee waivers or policy exceptions without authorized approval.
- A handoff with context and someone responsible for the reply.
Jamie LeePatient conversation · Flow Director
EXAMPLEI missed my appointment. Can you waive the no-show fee?
No-show policy applied to the replySample clinic policy · $50 no-show fee · Exception requires manager approval
PATRICK
The $50 no-show fee applies under our clinic’s policy. I can’t waive it. I’ll send your request to the manager, who is authorized to review exceptions. The fee remains due unless they approve a waiver.
Fictional example: this clinic has a $50 no-show fee and manager-only waivers. Patrick uses your actual policy and authorized process; fee posting and collection depend on your setup.
CARE-PLAN FOLLOW-THROUGH
Keep the next visit moving.
When checkout ends without another appointment, or a missed visit leaves a gap, Patrick follows up on the next clinician-directed visit. The loop stays open until the patient books or your team records a different next step.
See the open loops on the boardCANCELLATIONS & OPENINGS
Give the next opening a next step.
When a slot opens, Patrick contacts eligible patients who asked for an earlier visit, matching the appointment type, therapist, and duration to your scheduling rules. Contact preferences, clinician instructions, and required referral or authorization checks guide the offer.
Explore the scheduling walkthroughs
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 help keep your clinic day moving, your therapists booked, and your team developing.
Let’s start with the work that keeps landing back on your desk.