The same person at two sites
One commercial owner is designated, competing campaigns are blocked, and clinical files stay separate. That is the documented failure case for a group, and the default rule.
Medical aesthetics groups
The same person may respond to a campaign and then call several locations. Your receptionist retains the enquiry’s source, follows your territory rules and adjusts follow-ups to the person’s stated decision, keeping commercial activity separate from clinical records and approvals.
$69 CAD / month · 50 Standard calls · 1 local number
For the requests you receive
Decision made, sequences to stop
Purchase, postponement or refusal: the status synchronises and contradictory sequences stop, instead of writing again to somebody who has already decided.
A request from a campaign
She captures the source and the prospect identifier, the service wanted and the commercial stage, then assigns the site while respecting your territorial rules and real consultation capacity.
Other requests you can delegate
Comparing sites
Volume, quality and load per site, under one shared set of definitions — and channel consent recorded with the request, not inferred from a form.
Keep commercial follow-up consistent across locations
One request exists, with an owning site, the campaign source and channel consent. The second sequence is stopped, and no clinical file was brought together with another.
Read the full conversation
Saturday, 10:50 a.m. The group runs three clinics and two local campaigns. A woman calls the number on an ad.
ReceptionistGood morning, you have reached the group front desk. Let me take your name and the best way to reach you.
CallerÉlise Rousseau, 450 555-0184. I saw your ad and I would like a consultation.
ReceptionistThank you. I can already see a request under your name, opened last week at our Boucherville site — I am not creating a second one. Would you rather stay with that clinic, or switch?
CallerBoucherville, that one is closer to home.
ReceptionistGood. I am keeping that site as owner, stopping the other campaign sequence, and booking your consultation. The professional will assess on site what is indicated.
What she does for your network
What she takes on so a campaign request lands on one responsible site, without letting the commercial side touch a clinical status, then the line she does not cross. Every line is a contact your network gets.
One request, one owning site
She captures the campaign source and the prospect identifier at first contact, before any other exchange.
A request coming from a local ad carries its origin with it, instead of getting lost inside a generic call.
She checks whether a contact is already open at another site in the network before creating a second one.
One commercial owner is designated, and competing campaigns for that same person are stopped.
She assigns the site by the request, real consultation capacity and your territorial rules.
When a request lands on a boundary between two franchises, assignment follows your rule and its reason is recorded.
Marketing touches no medical status
She keeps clinical validation entirely apart from the commercial side: no acquisition team alters a medical status.
The clinician keeps the decision, and a contact’s shared commercial identity grants no clinical access.
She merges no clinical file across two sites, even where one commercial owner is designated for the person.
Commercial identity and the care file stay two separate registers, however large the network grows.
After the decision, sequences stop
A purchase, a postponement or a refusal synchronises the request’s status and stops contradictory sequences.
Nobody keeps getting a message while the decision has already been made somewhere else in the network.
She writes to nobody on a channel whose consent was not recorded with the request.
Channel consent is captured at the moment of the request, not inferred from a form filled in elsewhere.
Between sites, what you can add
- Add-on
She connects authorised sources, deduplicates and moves each prospect from one stage to the next through to a won or lost outcome.
Performance by source becomes comparable, with a reason recorded for every outcome. Lead capture and sales follow-up
- Add-on
She routes between sites in the network, shows local information and separates permissions per entity.
The consolidated dashboard shows how volume splits without ever mixing two local administrations. Multi-site and entities
- Add-on
Each site’s consultation capacity fills through a freed slot offered by your criteria, rather than lost.
A cancellation at one franchise only benefits the people you listed for that specific site. Availability and recalls
Campaign sources, and the clinical software
- Software
With Google Ads lead forms, account ownership and ad eligibility still have to be established before any connection is announced.
A documented validation key is not, on its own, proof that a real event was received. Google Ads — lead forms
- Software
With HubSpot, per-customer installation with scoped access still has to be tested before it is presented as active.
The exact scopes and each customer’s own configuration call for a check that has not been run yet. HubSpot
- Software
With Meta Lead Ads, no sufficient sample has confirmed the official retrieval and integration.
She announces nothing beyond what has actually been verified for that source. Meta — lead forms and CRM feedback
- Software
On the clinical side, access to Jane runs through an approved partner programme, and direct calendar posting stays ruled out by the vendor.
The commercial and clinical parts of the file stay qualified separately, vendor by vendor. Jane
What stays outside her reach between commercial and clinical
- Marketing alters no medical status: clinical validation belongs to the professional, and stays independent.
- She merges no clinical file across two sites, even where a commercial owner is designated.
- She does not move a file from one site to another without your explicit authorisation.
- She gives no opinion, promises no outcome and interprets no reaction.
- She does not directly book a procedure you flagged as requiring a prior opinion.
- She writes to nobody on a channel whose consent has not been recorded.
What you can ask her yourself
She answers from the requests and records of your network you are allowed to access. A question about an option only applies once you have switched it on.
The questionWhich request was assigned to which site this week, and why?
She retrieves the source, the owning site and the reason for the assignment. She changes no assignment already recorded.
Which contacts open at two sites were brought back to a single owner?
She reads the deduplicated cases and the site kept. She merges no clinical file in doing so.
What is the performance by source this week?
Add-onWith Lead capture and sales follow-up: owner, stage and won-or-lost outcome per source. Without the option, no performance by source is tracked.
What volume did each site in the network get this week?
Add-onWith Multi-site and entities: the consolidated volume split. Without the option, each site stays viewed on its own.
What happens to the request
You write the governance before the campaigns
Your sites and their consultation teams, territorial and capacity rules, commercial ownership of a contact, permissions per entity, and a clean boundary between what marketing sees and what clinical staff see.
She assigns, and records why
Site and consultation team, prospect source and identifier, consultation wanted and commercial stage, channel consent and assignment, and whether a contact is already open at another site. Attribution is written at the moment of booking.
You compare numbers that mean the same thing
Every consultation attended carries its source, its site and its owner. Sequences stop on a decision, duplicates do not pollute measurement, and clinical validation stays a separate decision, made by a professional.
What the Health and care base covers
A receptionist who answers in both languages, sorts requests apart, holds each site’s authorised schedule by your rules and passes the rest to the teams. No setup fee, and you keep your numbers.
- Calls answered in French and in English, following the caller
- New request, existing file and administrative reason told apart
- Booking, rescheduling or cancelling inside the availability you allow
- Professional, length and equipment required by the consultation all respected
- Approved practical information sent out, and care questions handed to the clinical team
- A written summary after every call, readable in the app, and the option to ask her what happened
Marketing alters no medical status: clinical validation belongs to the professional, and stays independent.
Decisions that stay with you
- She merges no clinical file across two sites, even where a commercial owner is designated.
- She does not move a file from one site to another without your explicit authorisation.
- She gives no opinion, promises no outcome and interprets no reaction.
- She does not directly book a procedure you flagged as requiring a prior opinion.
- She writes to nobody on a channel whose consent has not been recorded.
- She records only what you authorise, and confirms nothing from a patient's file to a third party: health information stays sensitive information. She is built for Quebec's Law 25, with a database in Canada; live voice processing runs through a US-based subprocessor, as the Security and data handling page explains.
Ask your receptionist, too
This is included in your base plan. She answers using the calls, requests and business information you are allowed to access.
Talk to your receptionistA question you can ask
At which clinic were these consultation enquiries received?
She retrieves the recorded clinic and source within your permissions. She does not share treatment records between sites.
What else you can hand to her
Beyond the base plan. Each one is added on purpose, separately from the base. None switches on unless you choose it.
When your customers prefer to write
You can add a channel so she can continue the conversation with your customers. Any action she takes follows the same rules and the options you have chosen.
Optional customer channel
Instagram messages
Attach professional-account messages to the right clinic; sales assignment and extended follow-up retain their add-ons.
The transactional messages provided by your base plan and your own questions to the receptionist remain included.
Keeping your current software?
Check the actions supported, connection requirements and how to work when your software cannot perform the requested action.
A webhook validation key is documented. Account ownership, ad eligibility and a real test event all remain to be established.
Per-customer installation with authorisation and scoped access; exact scopes and customer configuration remain untested.
Official retrieval and integration pages could not be consulted during the research; the historical sample is too thin to announce anything.
On the clinical side, access runs through an approved partner programme and direct calendar posting is ruled out by the published article.
Two teams, one person, two different conversations
In a group, a request does not only arrive on one clinic’s phone: it arrives through a campaign, a form, a local ad, sometimes in the same week for two different sites. The acquisition team talks to the person, so does a site’s front desk, and nobody knows who owns the conversation.
The two difficulties the research documents are exactly those: duplicates between acquisition and reception, and follow-ups that carry on after a purchase or a refusal. They cost more than a missed call, because they damage the relationship as well as blurring the numbers.
Your receptionist captures the campaign origin at first contact, deduplicates, assigns the site by the request, the capacity and your territorial rules, and records the attribution. She keeps clinical validation entirely independent: marketing holds no rights over a medical status.
In the same section
The other lines of work in this section run on the same engine, with their own requests and their own rules.
Health & careConsultations, diagnostics and specialty care
Medical aesthetics groups — your questions
How does she avoid duplicates between acquisition and reception?
Deduplication happens at capture, on the shared commercial identity, and an owner is designated. Clinical files stay separate per site: a shared commercial identity grants no clinical access.
What happens when somebody buys or declines?
The status synchronises and contradictory sequences stop. That is precisely the difficulty the research names: a follow-up that persists after a purchase or a refusal.
What about territorial rules between franchises?
They are written once, per site, and applied at assignment. When a request lands on a boundary, it is assigned by your rule and the attribution is recorded with its reason.
Can marketing change a medical status?
No, and that is a rule from the documented practice situation: the clinician keeps the decision, and the commercial team touches no medical status.
Can we compare performance by site?
Yes, provided definitions are shared — which is what the Lead capture and sales follow-up option brings, with source, owner, stage and won or lost outcome. Volume itself splits out in the consolidated dashboard.
Your rules, before the first call
Start your free trial with your email. Your website can help prepare your business information, but it is optional. Confirm the facts, choose a first task and test your receptionist. You can try options too, starting with the ones you need.
Keep my phone numberMedical aesthetics groups