Patient Follow-Up & Customer Support Services
Automation handles reminders well. It doesn’t handle a worried patient’s question, a
confused client’s booking mix-up, or a five-star review request that needs a human touch.
This service adds a real person to the parts of follow-up and support that shouldn’t be fully
automated.
What’s included
01
Post-appointment/post-session check-in calls or messages
02
Patient/client inquiry handling (phone, email, or chat)
03
Appointment confirmation and rescheduling support
04
Review and feedback collection calls
05
Support inbox/ticket management
Who this is for
Clinics, allied health practices, and coaches/consultants who want the
consistency of a follow-up system with the warmth of an actual conversation — not a fully
automated sequence.
Format: Weekly hours retainer, month-to-month
Packages
TIER
HOURS/WEEK
PRICE/MO (USD)
BEST FOR
Starter
5 hrs
$700
Post-visit check-ins + appointment confirmations
Growth
10 hrs
$1,300
Everything in Starter + inquiry handling + review collection
Full Support
15 hrs
$1,900
Everything in Growth + support inbox/ticket management
How it works
Week 1
Onboarding
review your current patient/client communication style and scripts
Week 1–2
Shadow period
calls/messages reviewed together before running independently
Week 3+
Steady state
ongoing follow-up and support handled on your behalf, with weekly summaries
FAQs
Is this the same as the automated reminder system?
No — this is a human handling
conversations and judgment calls that automation shouldn’t. The two pair well together.
Can this combine with the Automated Client Systems service?
Yes — many clients run
automation for reminders and this service for the human-touch follow-up and support
layer.
What if patient/client data is sensitive?
Confidentiality and Privacy Act handling are
agreed upfront as part of onboarding.