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
What This Automation Does
How It Works
First Visit Completed
Tag first-visit-complete applied
Day 0: Thank You
Thank you for choosing us!
Day 1: Meet Your Provider
Provider bio, office tour, portal instructions
Day 3: Post-Visit Check-In
How are you feeling? Any questions?
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
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
HIPAA compliant
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