PATIENT ACQUISITION + AUTOMATION

What happens after someone shows interest?

Follow-up shouldn't depend on whether somebody has an open moment between patients. See how connected automations can help your practice respond and stay in touch.

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HIGH-IMPACT WORKFLOWS

See the complete picture.

Each workflow is adapted to your tools, your consent procedures, and the way your team handles patients and prospects.

01 / ACQUIRE

Speed-to-lead

When a new inquiry comes in, Lexi can initiate timely follow-up to answer questions and help move the person toward scheduling.

New form submissionCallbackNext step
02 / CONVERT

Unbooked lead follow-up

Keep appropriately opted-in prospects from slipping through the cracks with timely, relevant follow-up based on their stage.

Lead statusFollow-upBooking
03 / RECONNECT

Patient reactivation

Build approved outreach workflows for patients who may be due to return, without relying on manual calling lists.

Eligible outreach listConversationScheduling
04 / OPERATE

Front-desk relief

Use AI to handle common inquiries, coordinate next steps, and notify staff while your team focuses on in-office care.

Inbound callsWeb chatStaff alerts
BEYOND RECEPTION

Reactive AI answers. Connected AI can act.

Instead of measuring success by calls handled alone, we look at the workflow: was the inquiry answered, did a follow-up happen, and what happened next?

That's why we design automations around real practice objectives—without claiming every practice will see the same results.

See a Workflow Demo →
Illustrative lead journey
1
InterestPhone call, website inquiry, or form
2
ConversationLexi engages in the configured workflow
3
Next actionBooking, handoff, or ongoing follow-up
SEE WHAT'S POSSIBLE

Put AI to work across your practice.

We'll help identify where Lexi can make a measurable difference.

Book Your Personalized Demo