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Blueprint

Health & Wellness

Booking, reminders and reputation, built inside whatever the compliance position allows.

What This Is

The Stack, and Why

The stack here is straightforward. The constraint is not. Dental and chiropractic practices are HIPAA-covered entities, and that changes what may be automated, what may be stored and where. We agree the scope with your counsel before anything is configured.

System of record
The practice booking platform
Usually already in place and usually running at a fraction of capacity.
Intake
Typeform or the platform's own forms
Structured intake, scoped to what the compliance position permits.
Messaging
Twilio
Appointment reminders and confirmations, content kept minimal by design.
Phone
Aircall
Routing and missed-call handling for a practice where the front desk is one person.
Payments
Stripe
Card and bank transfer, with the deposit rules the practice actually wants.
Reviews
Review automation
Requested after the visit, worded so it never references treatment.
Visibility
Google Business Profile
Categories, hours, services and the local answer layer.

Install Order

Sequence Matters

  1. Agree the compliance scope with counsel. Nothing is configured before this.
  2. Claim and correct the Google Business Profile.
  3. Configure the booking platform that is already being paid for.
  4. Reminders and confirmations, content kept minimal.
  5. Review requests, worded to avoid anything clinical.
  6. Intake forms last, and only within the agreed scope.

What It Replaces

Before This

A phone that rings out at lunch, a paper intake form, and a reputation nobody is asking for.

Health and wellness is one of six verticals reasoned from the pattern. The HIPAA scope conversation is not optional and happens before any build.

On CRM selection. The stack above is the outcome of a selection, not an assumption. Where the industry platform already holds the customer properly, it is the CRM and we configure it. HubSpot comes in for what the platform does not do, starting free, and becomes the system of record only where there is no industry platform at all. Every engagement interviews the platforms that could plausibly fit against written requirements, with live demos and a back-end review, before anything is chosen.

Platform licenses are billed by the vendor, not by us. We configure what you already pay for before recommending anything new, and we hold no partnership or reseller relationship with any platform named here.

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