CRM for Chiropractic Offices

• The problem

  A new patient has the exam and never books the report of findings.

  In Kompot.ai

  Run new patients through a pipeline of opportunities — exam booked, exam done, report of findings, care plan accepted. The board shows who stalled after the first visit, and a task with a due date tells the front desk whom to call today.

• The problem

  The care plan and its cost are explained out loud and forgotten in the parking lot.

  In Kompot.ai

  Build the care plan as an estimate from your price list — adjustments, re-exam, massage — and send it to the patient. You see that they opened it, they approve it online, and the approved estimate becomes an invoice that shows what is paid and what is still open.

• The problem

  Monthly wellness plans are charged by hand, and some months get missed.

  In Kompot.ai

  Set each wellness plan up as a subscription invoice billed monthly. It goes out on schedule with a payment link for card payment through Stripe or PayPal, and a month that was not paid shows as overdue on the patient's page.

• The problem

  Once visits drop from weekly to monthly, patients forget the maintenance appointment.

  In Kompot.ai

  Store the date of the next maintenance visit in a field on the patient. A scheduled workflow sends a text ahead of it with your booking page link, so a patient who needs another day rebooks without calling the desk.

• The problem

  Last year's patients are a filing cabinet nobody has time to call through.

  In Kompot.ai

  Import them from a spreadsheet with the date of the last visit, pick the segment that has not been in since last year and send an email campaign. Replies arrive in each patient's conversation history, where the front desk answers with saved replies.

What you keep on record

Care plan terms

Visit frequency, the start of the plan and the re-exam date, as custom fields on the patient.

Consent and financial agreement

Both signed from a link or a QR code at the desk and kept as PDF documents with an audit trail.

Wellness plan billing

A subscription invoice per patient, billed monthly, with every payment on the patient's page.

Services

Exam, adjustment, re-exam and massage in your price list, used in care plan estimates and invoices.

Questions owners ask

Can I bill monthly wellness plans on a schedule?

Yes. A subscription invoice is issued weekly, monthly or yearly — monthly suits most wellness plans. Each one carries a payment link, and you see paid and overdue months on the patient's page.

I adjust and run the desk myself. Is it too much system for a solo office?

No. Start on the Free plan with your patient list and your deals — each new patient on the way to an accepted care plan. The rest comes with the paid plans, when the desk needs it.

Can new patients sign their forms before they reach the adjusting table?

Yes. Consent and financial agreement templates go out by email or link ahead of the visit, or as a QR code at the desk. The patient signs on a phone, and you get the PDF with an audit trail.

Where do texts, calls and Messenger chats from patients end up?

In one conversation history on the patient's contact: SMS, WhatsApp, Telegram, Facebook Messenger, email, website chat and phone calls. A message from an unknown number creates a new contact, so a first-time inquiry is never an orphan text.