New Patient Welcome Concierge Sequence
30-day automated welcome: Day 0 (welcome), Day 1 (meet provider), Day 3 (post-visit check-in), Day 7 (portal setup), Day
StandardHealthcareSaves 3-5 hours/week
What This Automation Does
30-day automated welcome: Day 0 (welcome), Day 1 (meet provider), Day 3 (post-visit check-in), Day 7 (portal setup), Day 14 (review request), Day 30 (schedule next). Builds loyalty from day one.
How It Works
1
First Visit Completed
Tag first-visit-complete applied
2
Day 0: Thank You
Thank you for choosing us!
3
Day 1: Meet Your Provider
Provider bio, office tour, portal instructions
4
Day 3: Post-Visit Check-In
How are you feeling? Any questions?
5
Day 7: Portal & Resources
Portal walkthrough, refill guide, booking tips
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$649/mo
Medical (HIPAA Compliant) plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
- HIPAA compliance, BAA & encrypted data handling
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
HIPAA
HIPAA compliant