Convert more leads into patients.
Every lead. Every channel. Captured.
Missed Call Recovery
1
Missed Call
Patient calls after hours
AI Voicemail
Transcribed & analyzed
A/B Test: Follow-up Message
Variant A60%"Hi! We missed your call..."
Variant B40%"Thanks for calling! Ready to..."
Patient Books Appointment?
Via online scheduler link
Yes
Confirmation Email
24 hrs before appointment
Reminder Message
6 hrs before appointment
No
Group: Follow-up SequenceFollow-up #1
After 30 minutes
Follow-up #2
After 24 hours
Consultation Request
1
Website Form Submitted
Consultation request form
Lead Added to CRM
Auto-synced to your system
AI Outbound Call
Schedules appointment
Patient Schedules Appointment?
By interacting with voice AI
Yes
A/B Test: Follow-upA60%"Hi! We have..."
B40%"Thanks for..."
No
Update EHR
Mark as unreachable
Group: Follow-up SequenceEmail #1
After 1 hour
Email #2
After 3 days
No-Show Recovery
!
No-Show Detected
Synced from your practice software
Human Outbound Call
Task created within 1 hour
Patient Re-schedules Appointment?
Handled by your front desk
Yes
Rescheduled
Updated in EHR
Reminders
24 hrs & 6 hrs before
No
Group: Recovery FlowText 1
After 2 hours
Text 2
After 24 hours
AI Call
After 48 hours
1 / 3
One source of truth
for every patient.
Every call, text, email, and appointment — in one timeline. Nothing gets lost.
Sarah Mitchell
+1 (555) 876-5432
Google AdsAI Summary
- •Interested in rhinoplasty, has researched extensively
- •Prefers virtual consultation first
- •Asked about financing — eligible for CareCredit
Task·Due Wednesday
Send pre-consultation questionnaire and photos guide
David Chen
+1 (555) 234-8765
Returning PatientAI Summary
- •Returning patient, previous consultation 6 months ago
- •Lost 30 additional lbs, now at goal weight
- •Interested in lipo + abdominoplasty combo
Task·Due Friday
Schedule pre-op appointment and updated labs
Maria Gonzalez
+1 (555) 654-3210
Social MediaAI Summary
- •Instagram lead interested in breast augmentation
- •Wants natural-looking results
- •Interested in 3D imaging preview
Task·Overdue
Follow up on 3D imaging consultation booking
1 / 3
No manual entry.
Every channel connected.
Calls, ads, DMs, referrals, forms — all flow into Captrix automatically.
PhoneSMSEmailAI Voice
Google Ads
Meta Ads
Google Maps
Google Business
InstagramSocials
ReferralsWeb FormsDirect integration
to your EHR.
