Visual Pipeline
Every inquiry, on one board.
No more spreadsheet, shared inbox, and sticky notes. Every prospective patient is a card that moves through stages you define — and anything sitting too long turns red.
BEFORE / AFTER
What actually changes
| Today | With TheraCRM.pro |
|---|---|
| Inquiries in four places | One board |
| "Did anyone call her back?" | Visible, with a timestamp and a name |
| Owner finds out at month-end | Owner sees it live |
| No source attribution | Source on every card |
| Stalls are invisible | Stalls turn red |
HOW IT WORKS
How it works
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1
Stages built around your workflow — we ship a default per practice type (see /industries/) and adjust to how you actually work.
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2
Every inquiry becomes a card automatically, from any channel: form, phone call, text, or web chat.
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3
Cards advance automatically when something happens — form submitted, consult booked, no-show recorded — or manually when a human moves them.
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4
Anything sitting past your threshold flags. Nothing goes quietly.
DETAILS
The specifics
BY VERTICAL
How this differs across practice types
One system, four configurations. Every plan runs on the same underlying build — what changes is which fields, stages, and rules apply.
Therapy
New inquiry, consult scheduled, first session, active caseload — with a separate waitlist pipeline for full clinician rosters.
Med spa
Consult booked, treatment plan proposed, treatment scheduled, package or membership follow-up.
Dental
New patient, treatment plan presented, case accepted, recall scheduled.
Medical
Referral received, records requested, visit scheduled, ongoing care — with referring-provider attribution kept on the card.
SOUTH FLORIDA
A practice running Coral Gables, Brickell, and Pinecrest locations is really running three intake operations at once. The pipeline filters by location as easily as by clinician, so an owner can see all three or just one without asking three different people for an update.
The ES/EN tag on every card matters here specifically: in a market where the large majority of the non-English-speaking population is Spanish-speaking, knowing which language a stalled card needs before you call it back changes who picks up the phone.
RELATED
Keep exploring
FAQ
Questions we get on the consult call
Yes, multiple pipelines.
Only if you configure it to. Off by default.
Yes, with per-location filtering and reporting — Coral Gables, Brickell, and Pinecrest included.
See it configured for your practice.
Book a 30-minute consultation and see a pipeline configured with your own stages, not a demo account.