-
New Leads (7d)
-
New Leads (30d)
-
Conversion Rate
-
Patients (AFC)
-
Patients (RCW)
-
Due for PE
-
Reviews (30d)
-
Avg Rating

Lead Pipeline (Last 6 Months)

Loading...
New Contacted Converted

Tasks

Loading...

Automations

Loading...
All 0
Cody 0
Peter 0
AI 0
0
Ready
0
In Progress
0
Blocked
0
Completed

Recent Activity

Google Reviews 0

0
Avg Rating
0
Total Reviews
0
5-Star
0
Replied
Sort:
⭐

Loading reviews...

Form Submissions 0

0
Total Submissions
0
New (Unread)
0
Contacted
0
Converted
Name
Email
Phone
Source
Score
Date
Actions
📋
No form submissions yet. Form submissions from your website will appear here.
-
Total Patients
-
AFC
-
RCW
-
Due for PE
Name Practice Stage Intake Last PE PEs Est. Visits Actions
Loading...

Automation Command Center

Loading campaigns...

Recent Runs

Task Status Started Duration Environment
Loading...

February 2026

Sun
Mon
Tue
Wed
Thu
Fri
Sat
Broward County
Miami-Dade County
AFC Calendar
RCW Calendar

Online Booking

AFC Booking Links

RCW Booking Links

Quick Pre-fill

Contacts Stats Overview

Contact Overview

-
Total Contacts
-
Leads
-
Contacted
-
Converted
-
Active Patients
-
Conv. Rate

Stats reflect live data from both practices. Filter by practice using the switcher above.

Communication Inbox

Inbox

📥

Unified inbox coming soon. Connect your email and SMS channels in Settings → Integrations.

Communication Email

Email

✉️

Email channel — connect your GHL or SMTP settings in Settings → Integrations to enable sending.

Communication SMS

SMS

💬

SMS channel — connect your Twilio or GHL SMS number in Settings → Integrations to enable sending.

Communication Phone & Fax

Phone & Fax

📞

Call Log

View recent inbound & outbound calls

📠

Fax

Send and receive faxes (connect eFax)

📋

Voicemail

Listen to and manage voicemails

Outreach One-Time Blast

Send a One-Time Message

Outreach Recurring Messages

Recurring Message Campaigns

🔄

No recurring campaigns yet. Create one to send regular check-ins, reminders, or promotions automatically.

Outreach Workflow Builder

Workflow Steps

No steps yet. Add your first step below.
Add step:
Social Media Automation
Google Reviews Auto-Review Settings

Automated Review Requests

Enable Auto-Reviews
Automatically send review requests after patient visits
💛 Warm & Personal
Friendly, conversational tone. Feels like it came directly from Dr. Cody.
🏥 Professional
Clean and clinical. Appropriate for formal communication.
⚡ Brief & Direct
Short, to the point. High open rates, no fluff.
Hi [Patient Name], Thank you so much for coming in today — it was great seeing you! If you have a moment, we'd love it if you could share your experience with a quick Google review. It helps more families in our community find us. 👉 [Review Link] With gratitude, Dr. Cody
Google Reviews Respond to Reviews

Un-responded Reviews

💬

Loading un-responded reviews...

Settings

Practice Info ▼
Team Members ▼
Notifications ▼
New form submission
Get notified when a new form comes in
Task completed
Get notified when a task is marked done
Daily digest
Receive a daily summary email
Integrations ▼
Telegram Bot
Not connected
Google Reviews
Coming Soon
Form Builder ▼
Data Management ▼