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All-in-One Solution for Medical Practice

PatientEdge Dashboard

The PatientEdge Dashboard is an all-in-one, integrated platform designed to help medical practices manage marketing, sales, and patient relationships. It is especially built for medical practices looking to automate their marketing efforts. The dashboard provides a clear, centralized view of key performance indicators (KPIs) and tools, allowing doctors to track and manage various aspects of their different practices.
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Key Features of the PatientEdge Dashboard

CRM Management

A customer relationship management (CRM) tool to track leads, patient interactions, and progress through sales pipelines.
Automated follow-ups with leads through SMS, emails, and phone calls.

Marketing Automation

Tools to set up automated marketing campaigns across multiple channels like email, SMS, and social media.
Pre-built campaign templates and customizable workflows.
 

Pipeline & Opportunity Tracking

Visual sales pipelines with drag-and-drop functionality to manage deals and monitor their status.
Reporting on opportunities and conversion rates.

Lead Management

Centralized place to view, track, and manage leads.
Assign tasks, set reminders, and schedule follow-ups for leads.
 

Reporting & Analytics

Detailed analytics for campaigns, leads, and sales pipelines.
Insightful reports on email open rates, SMS response rates, lead conversion, and more.

Appointment Scheduling

Integrated calendar for booking appointments and managing schedules.
Automatic reminders for patients and practices through email and SMS.
 

Conversation Management

A unified inbox for managing all communication, including email, SMS, and calls.
Easy access to communication history with patients and leads.

Reputation Management

Tools for collecting and managing online reviews to boost practice credibility.
Automated review requests to patients after transactions or service.
 

Integrations

Easy integrations with various third-party applications like payment gateways, social media platforms, and advertising tools.
 

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