Clinics & Practices3 templatesAgents · Apps · Knowledge

AI agents for Clinics & Practices

Recalls, reminders and intake forms handled so the front desk can look after the person in front of them.

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Sofia Front Desk Assistant

Clawnify Lite

Who is due for a recall, and can you book them in

The user wants overdue patients contacted and booked without manual list-building… Read Records 1

Sixty patients are due. Messaging them on their preferred channel now.

Book Calendar 1

Message Sofia...

/ commands thinking: high Enter send · Shift+Enter new line

Patient Recall · Finds who is due, messages them, books the slot 6 steps

Trigger Weekly on Monday
Code Find who is due
AI Write the reminder
Branch Replied?
yes Agent Book the slot no Webhook Chase in 3 days

Appointments 6 records Booked this week US$900 Add appointment

Due 2 US$165

6-month recall US$90

Practice Sofia Marin

Hygiene visit US$75

Practice Sofia Marin

Invited 1 US$120

Annual check US$120

Practice Dana Ruiz

Booked 2 US$275

Consultation US$180

Practice Dana Ruiz

Follow-up US$95

Practice Sofia Marin

Attended 1 US$340

Treatment plan US$340

Practice Dana Ruiz

Proposal Playbook Published v1 History Archive Save draft Publish v2

Proposal Playbook

A collection of proposals submitted to various clients.

Reference Auto proposals/playbooks Tags — comma-separated labels

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Purpose & Philosophy

Every strategy we build connects the work to the people who actually see it. We are not generalists who happen to work here — we are the people who do the work.

The method is the same whoever the client is: research, structured planning, and real-time correction, with both the experience and the number it moves in mind.

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Ready to deploy

3 ready

Bring patients back on schedule Finds who is due, messages them on their preferred channel, and books straight into the diary. Collect intake before they arrive Sends the right form on booking, chases the ones not returned, and files answers to the record. Rebook the no-shows automatically Notices the missed appointment, reaches out the same day, and offers the next open slots.

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