Patient Concierge

One saved patient pays for the month. Every patient after that is profit.

Three plans with published prices. Each includes everything in the one before it, and every plan is set up for you.

What's one new patient worth to you?

Think of what a new patient typically spends with you in their first year. Use your own number.

$1,000 is only a starting example. Type your own.

New patients a month it takes to cover the subscription:

  • Core 1 patient Each new patient after that adds about $1,000 in value
  • Growth 1 patient Each new patient after that adds about $1,000 in value
  • Complete 1 patient Each new patient after that adds about $1,000 in value

An illustration using your number, not a forecast. Setup fees, usage and tax are separate.

Plans

Core

Never miss a lead.

Everything before the visit.

$497/month
$4,970/year Works out to $414/month
  • $1,000 one-time setup
  • First location included. Second location +$297/month
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Everything before the visit:

  • Patients get an answer in seconds, day or night, before they call someone else.
  • Every channel in one inbox, with the whole conversation attached.
  • Patients who find you on Google can text you, and every text becomes a lead.
  • Every lead is tagged with its source, location and service, automatically.
  • If a new lead sits, the alert climbs from front desk to manager to owner until someone answers.
  • Leads that go untouched trigger a warning, then get flagged so nothing sits forgotten.
  • See every open lead, its stage and who owns it, on one board.
  • Missed appointments get an automatic, friendly invitation to rebook.
  • Patients on the fence get two weeks of follow-up written for their service.
  • See if every lead is being worked: sources, stages, bookings and response times.

Are we working our leads? See every lead's source and location, where it sits in the pipeline, how many booked, how fast your team responded and when LeadLock had to step in.

Recommended

Growth

The full front desk.

Core, plus phones, voice AI and forms.

$997/month
$9,970/year Works out to $831/month
  • $5,000 one-time setup
  • First location included. Second location +$497/month
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Everything in Core, plus:

  • Rolling out Every call gets answered, even when your front desk is busy or closed.
  • Rolling out Approved follow-up calls happen automatically, only to patients who've agreed.
  • Rolling out Voicemails become written summaries and tasks your team can act on.
  • Rolling out Miss a call? The caller gets a text from you right away.
  • Rolling out Callers reach the right location or person without being transferred around.
  • Rolling out No-shows who don't reply get a friendly AI call offering a new time.
  • One tap sends intake and consent forms to the patient's phone.
  • Patients comment a keyword on your post and automatically get the offer.
  • Scan-to-sign-up for events and health fairs, straight into your pipeline.

Complete

Patients for life.

Growth, plus everything after the visit and advanced analytics.

$1,500/month
$15,000/year Works out to $1,250/month
  • $10,000 one-time setup
  • First location included. Second location +$797/month
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Everything in Growth, plus:

  • A short list of patients who need you now: recalls, renewals, reviews and forms.
  • Every patient is asked for a review after their visit, and complaints reach your manager.
  • Patients hear from you all year and get reminded when it's time to come back.
  • Ten seasonal messages a year, with a reminder to add your specials.
  • Leads that went quiet hear from you gently, and any reply reopens them.
  • Rolling out Leads that slipped through get a second chance, automatically.
  • Service-specific follow-up for every service you offer.
  • See which services convert, why leads are lost and where the money is.
  • Rolling out Log in anytime to see your own numbers.
  • Compare your locations side by side and see the whole business at once.
More information

Everything after the visit, and the numbers behind it.

Core and Growth make sure every inquiry is answered and booked. Complete keeps those patients coming back, and shows you exactly where your revenue comes from.

A second board for your patients. Once a patient commits, they move off the lead board and onto your patient board. It isn't a list of everyone; a patient appears only when someone needs to act: forms outstanding, a recall due, a renewal coming up, a review to follow up. Your team sees a short list each day instead of a crowded board.

Why it's separate from your leads. Keeping new inquiries and existing patients apart keeps both sets of numbers honest. Your lead numbers measure how well you win new patients; your patient numbers measure how well you keep them.

Follow-up that runs all year. Review requests after every visit, check-ins through the first year, an annual recall, seasonal messages and a gentle path back for leads that went quiet.

Where's the money, and where's the leak? See which services convert and which stall, why leads were lost, where in the process they drop off, your estimated pipeline value, how many patients came back, and how each location compares, measured against your own starting point. A monthly scorecard and a secure portal keep the numbers in front of you.

ReportingCoreComplete
Question it answersAre we working our leads?Where's the money, and where's the leak?
Sources, stages, bookings, response timeYesYes
Conversion by service, location and sourceNoYes
Lost reasons and drop-off by stageNoYes
Retention, reviews and recallsNoYes
Scorecard, portal, location comparisonNoYes

Included in every plan

  • Your patient conversations live in a HIPAA-enabled system, not on personal phones.
  • We sign a BAA with every clinic before any patient data flows.
  • Your texts are registered with the carriers, so they reach patients instead of spam folders.
  • Patients opt in, and one reply of STOP takes them out of every automated message.
  • Every automated text starts with your name and never reveals health details.
  • Our AI tells patients it's automated and passes clinical questions to your team.
  • Nothing goes out to patients until you approve it.
  • We test every alert on every channel, every month.
  • We build it, test it and train your team. You don't configure anything.
  • Email us and we'll investigate within one business day.
  • Keep booking where you book today. We handle everything before and around it.

Three or more locations?

Multi-location works on every plan, with each location's leads routed to its own team. For three or more locations, let's set it up together.

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"What else will I pay?"

Usage (texts, calls, email and AI) is billed separately at our published usage rates, and sales tax is added. Setup fees are one-time and non-refundable once paid.

* Works on every channel your team connects. Social accounts are linked inside the platform by your team, using your own logins. "Rolling out" marks features we are adding now; ask us on a call for timing.

Pricing questions

What else will I pay besides the subscription?

Usage (texts, calls, email and AI) is billed separately at our published usage rates, and sales tax is added. That's it.

Is there a long-term contract?

Monthly plans renew month to month and you can cancel before your next billing date. Annual prepay costs 10 times the monthly price (two months free). Setup fees are non-refundable once paid.

Can we upgrade later?

Yes. Upgrades take effect immediately; you pay the difference in setup fees and the subscription is prorated. Downgrades take effect at your next renewal.

Who owns our data?

You do. For 30 days after your subscription ends, you can request an export of your contacts and conversation history.

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It costs less than the patient you lost last Tuesday.

Pick a plan, or see it working on a demo clinic first.

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