Automated Lead Flow

Website Forms
Already working
Zocdoc
Manual copy-paste
Gabbyville
Manual copy-paste
→
→
→
Zoho CRM
↔
TherapyAppointment
(Out of scope — future phase)

⚠️ The Problem

Staff spend hours each week collecting lead data from multiple systems. The work is slow, error-prone, and impossible to scale.

✅ The Solution

Automate the entire lead flow. All lead sources flow automatically into the CRM — no more manual data entry.

  • Website forms already flow automatically into Zoho
  • Zocdoc: 2-click daily CSV export—the rest is automatic
  • Gabbyville emails are auto-parsed into Zoho

Performance & Billing Reports

📊
Patient Retention
1 2 3 4 5 6+
Track patient retention and identify drop-off trends.
🚨
Billing Denials
UnitedHealth 23 denials →
Medicaid 12 denials →
BlueCross 3 denials →
Drill-down by payer (full build)
Prioritize denial resolution by payer; detailed claim view will be available in the full build.

📈 Retention KPI + Denial Breakdown

Insights into historical retention rates and claim denials filtered by payer

Additional reports and slices can be added on this foundation.

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