The call report every morning
Situation: missed calls only come to light when someone complains.
We connect: the 3CX phone system to a report sent by email.
What it changes: the answer rate per practice, every morning, and the patients to call back.
Most requested
10 automationswe suggest first.
No catalogue: ten situations seen at practices and SMEs, what we connect, what it changes. Each fits in three lines.
Medical and dental practices
The new patient entered once
Situation: reception creates the patient in the diary, then in billing.
We connect: the diary to the billing software.
What it changes: a single entry, the same details everywhere.
Missed appointments, seen every week
Situation: missed slots are counted at the end of the month.
We connect: the diary to a weekly report per practitioner.
What it changes: you see who doesn't turn up, and when, so you can adjust your reminders.
Phone reception during quiet hours
Situation: the phone rings unanswered at lunchtime and during treatments.
We connect: a voice agent, in testing, to the phone system, only during those slots.
What it changes: a message taken, a transfer when it's urgent, nothing lost.
Service SMEs
Time spent becomes an invoice
Situation: call-out hours are copied over at the end of the month.
We connect: the call-out tracking tool to billing.
What it changes: no more re-entry, no more forgotten hours.
The Monday billing update
Situation: you only find out about unpaid invoices when the accountant calls.
We connect: the accounts to a weekly email.
What it changes: invoiced, collected, overdue, by customer, every Monday.
An assistant on the accounts and contracts
Situation: the same questions reach the accountant every week.
We connect: the accounts and documents to a read-only assistant.
What it changes: an answer with its source, without waiting for the monthly review.
Shops and points of sale
Prices up to date everywhere
Situation: a price changes in the till, but not in the online shop.
We connect: the till to the online shop and the catalogue.
What it changes: one place to make changes, zero discrepancies.
The stock alert before items run out
Situation: you only notice a shortage when a customer asks for the item.
We connect: the stock to an alert per threshold.
What it changes: a message the same day, with time to reorder.
Sales sent to the accounts
Situation: the accountant receives a monthly export that needs reworking.
We connect: the till to the accounts, grouped the way they want.
What it changes: less back and forth, a faster close.
And the eleventh?
Every practice, every SME has its own repetitive task. At the first meeting, we find it with you and tell you what it takes.
Which one would save you the most time?
Tell us which one, and we'll reply with what it would take for you.