Skip to main content

Product Overview

Everything a DPC practice needs. Nothing it doesn't.

Integrated ModulesEmail TemplatesJourney MilestonesData Protection Layers
1417164

Core Modules​

1. Smart Dashboard​

At-a-glance KPIs: active patients, MRR, upcoming wellness checks, overdue payments, pipeline prospects, and referral leaderboard. Actionable alerts with one-click resolution (mark paid, schedule check, send reminder).

2. Patient Management​

Full patient profiles with dynamic table views for active patients vs. prospects. Contact info, visit history, payment status, family linking, email log, timestamped notes. Sortable columns, search, and filter by status.

3. Prospect Pipeline (CRM)​

Kanban board with 4-stage workflow: Inquiry → Meet & Greet → Scheduled Visit → Ready to Enroll. Inline follow-up date editing, due date tracking, and one-click enrollment. Pipeline-specific columns (phone, email, follow-up date) replace irrelevant clinical fields.

4. Membership Billing​

Age-based tier pricing engine (5 tiers from newborn to young adult). Automatic plan change detection with EMR alerts. Payment status tracking with overdue dashboards. Family discount calculations (25% sibling, $500/mo cap, 5% annual prepay).

5. Wellness Scheduling​

AAP guideline-based scheduling for 9 well-child checkpoints (2–30 months). Calendar view with scheduling modal, doctor notes, and completion tracking. Auto-generates reminder emails for upcoming checks.

6. Communication Hub​

Six-tab messaging center:

  • Patient Journey — Visual birth-to-childhood timeline with 16 milestones and auto-triggered templates
  • Send Now — Smart reminders based on real patient data (wellness due, billing changes, newborn check-ins)
  • Templates — 17 professionally written templates across 5 categories with merge tags
  • Reviews — Google Review tracking with 30-day follow-up cadence and send history
  • Nurture — 5-step automated prospect drip campaign (Day 0, 2, 5, 10, 21)
  • Sent Log — Complete email audit trail per patient

7. Revenue Analytics​

MRR/ARR calculations, 6-month forecast, 12-month projection table, revenue by tier, historical data with year filtering, and a growth simulator with what-if sliders for tier-level patient changes.

8. Clinical Workflows​

Visit logging with type classification (well-child, sick, home visit, phone consult). Newborn home visit checklist with 20 structured assessment items across 5 categories. Color-coded visit timeline.

9. Practice Report​

Printable/PDF-ready practice summary: patient census, revenue metrics, wellness compliance, pipeline status, referral attribution. One-click print with optimized print CSS.

10. Website Lead Capture​

Embeddable HTML form snippet for Wix/Squarespace. URL parameter-based auto-import with duplicate detection. New leads auto-enter pipeline as inquiries with "Website" referral source.

Professional Email System

All emails use a unified HTML template with Starlight Pediatrics logo header, branded gradient, CAN-SPAM compliant footer, social links (Instagram, Facebook, website), and professional signature. Preview-before-send modal ensures nothing goes out without review. Powered by EmailJS (200 free emails/month, zero backend required).