Booking, reminders and follow-up for appointment-based practices
From the first inquiry to the next visit, the shared CRM keeps the conversation, the appointment and the follow-up in one place. Visit records and EHR sync are not built.
Inquiry captured. A website form or inbound message becomes a contact with its source attached, and a booking link goes straight back.
Maya T.
New client consultation
Web form · 9:12 am
Email · 9:13 am
Appointment
InquiryNew client consultation
Waiting for Maya to pick a time
- Contact
- Maya T.
- Source
- Website form
- Handled by
- Front desk
Example reminder schedule
- 48 hours before · EmailScheduled
- 24 hours before · TextScheduled · text (after A2P registration)
- 2 hours before · TextScheduled · text (after A2P registration)
Pipeline
Texting needs US carrier (A2P) registration and contact consent first. How registration works.
What is real today
Scheduling and follow-up, not patient records
Everything in the journey above runs on the shared CRM. This is the full picture of what works, what we set up with you, and what does not exist.
Works today
On the shared CRM now
Inquiry capture
Forms and inbound messages become contacts with the source attached.
Booking links
Booking links, confirmations and rescheduling.
Confirmations and reminders
Email and text, at the intervals you choose.
Re-engagement sequences
To a group you select. They stop when the contact replies or books.
Shared inbox
Texts, emails and calls in one thread per contact.
Pipeline
Inquiry to booked to visited, in one board.
Set up with us
Needs configuration or a provider account
Texting
Needs carrier (A2P) registration and contact consent first.
AI call answering
Optional, provider-backed and usage-based. Talk to us about compliance before enabling it.
CRM setup service
We configure pipelines, booking links and reminder timing with you.
Not built
Do not buy for this
Patient records, visit notes and treatment history
These stay in your EHR or practice system.
EHR or practice-management sync
There is no integration with either today.
Clinical forms
Features designed for protected health information (HIPAA add-on not activated)
Handling health information?
LeadEazy is not automatically HIPAA compliant.
A compliance-supported deployment is possible only where the requirements can be met: the provider's paid account-wide HIPAA package, an executed business associate agreement (BAA), and your own safeguards. The HIPAA add-on is not activated, and we agree scope with you first.
Many scheduling flows can be designed so that no protected health information passes through the system. We will walk through yours and say if another tool fits better.
Send your compliance questionsCommon questions
Do you handle patient records or treatment history?
No. LeadEazy handles communication, scheduling and follow-up. Records stay in your EHR or practice system, and there is no integration with either today.
What do reminders cost to run?
Texts cost $0.02 per segment, plus carrier fees. US business texting needs carrier registration first, and carriers decide approval.
Run an appointment-based practice? Tell us how an inquiry becomes a visit.
We will say honestly whether the shared CRM fits your process today, and if another tool fits better we will say so. Your answers shape what we consider building, with no dates promised.
Registering interest opens an email to us. Nothing is sent until you send it, and no dates are promised.