Book your Radix onboarding call.

By the end of the call, we'll have confirmed your growth priorities, mapped your patient journey from enquiry to booking, identified the key system access points, and agreed what gets built first.

• Confirm your practice's growth priorities
• Map the patient journey from enquiry to booking
• Identify where leads currently leak
• Review current software and access points
• Agree the first build priorities
• Confirm approval owners
• Confirm go-live requirements

The right people on the call will make onboarding faster and cleaner.

You do not need to send passwords before the call. Just make sure the relevant person can access the key systems while we are on the call together.

• Treatment price list or rough price ranges
• Provider working hours
• Current appointment types and durations
• Current reception/enquiry handling process
• Any current scripts or FAQs
• Current no-show/cancellation/deposit policy
• Brand assets, if easy to access
• Any current KPI/reporting data, if available

1. 0–10 mins
   Confirm goals
   We'll clarify what you want the system to achieve, your top 3 priority treatments, your ideal patient profile, and your main 90-day objective.
2. 10–25 mins
   Current patient journey
   We'll map how enquiries come in, what reception does, how consultations are booked, and where leads currently get lost.
3. 25–40 mins
   Access and integrations
   We'll review access for your website, Google tools, PMS, phone provider, enquiry inbox, CRM, online booking, ads accounts, and review platforms.
4. 40–55 mins
   Reception and AI handling
   We'll define how missed calls, website enquiries, out-of-hours enquiries, patient questions, and high-value leads should be handled.
5. 55–70 mins
   CRM, follow-up, booking
   We'll confirm pipeline stages, follow-up rules, booking rules, consultation deposits, and what needs approval before launch.
6. 70–80 mins
   Reviews, referrals, reactivation
   We'll review your current review process, referral process, lapsed patient opportunities, and possible reactivation campaigns.
7. 80–90 mins
   Launch plan
   We'll confirm outstanding access, assets, build priorities, approval owners, training requirements, go-live target, and weekly check-in cadence.