Services Medical

Multi-site groups and MSOs

Shared playbooks across locations, central call handling, and reporting that shows which office booked what.

When a group grows by acquisition, each practice arrives with its own phone habits. A central team that books the same way everywhere makes the group easier to run.

We set up one intake approach and adapt it per location where needed. Leadership sees bookings and attendance by site without asking each office for a spreadsheet.

How we approach it

  1. Learn the intake rules

    Every specialty books differently. We write down your visit types, provider rules and what must be collected before a first visit.

  2. Build calm, compliant campaigns

    Education first, offers only where they fit the category. Health claims stay out of every ad and every script.

  3. Answer and route

    A person calls each inquiry back and books by your rules. Clinical questions go to your team, every time.

  4. Protect the visit

    Confirmations, reminders and no-show calls. We report bookings and attendance from your system.

What we track

  • Speed to first call
  • Booked consults or first visits
  • Attendance on booked visits
  • Inquiries routed to clinical staff
  • Lead source by campaign

What we need from you

  • Your intake rules and visit types
  • A clinical contact for questions we must hand off
  • Approved language for your services
  • Access to scheduling or a booking process

How it usually unfolds

  1. Setup

    Intake rules, scripts and compliance review. Ad accounts checked against the category's policies.

  2. Launch

    Campaigns live, every inquiry called back, routing tested with your team.

  3. Ongoing

    Follow-up and confirmations run steadily. We adjust campaigns based on booked and attended visits, not clicks.

Every practice moves at its own pace, so we do not attach dates to these phases.

A common mistake

Asking each office for a spreadsheet at month end.

Questions we hear

Can one team cover several sites?

Yes, with booking into each location's calendar.

Do your agents answer medical questions?

No. Our agents handle scheduling and logistics. Anything clinical goes to your team.

Do you make outcome claims in ads?

No. We describe services and how to book. Results and treatment decisions stay between you and your patients.

Tell us about your practice.

Pricing and scope are set on the first call.