ApexRev

Technology

Connected technology, configured and run for you.

ApexRev is our own platform. We configure it around your clinic, connect it to the systems you already use and maintain it as part of the service. Your team uses it; nobody has to administer it.

Part of the managed service

Set-up, integrations, configuration changes and upkeep are done by our team. Substantial new builds are scoped with you first.

From the first question to a booked appointment, with the deposit taken

Emily handles patient inquiries through two-way AI conversations, checks availability in your connected EHR and books directly into the right clinician's schedule using your booking rules. Where a deposit is required, she guides the patient through payment by secure link and keeps the booking and payment status connected.

For example
  • The right appointment type and clinician
  • Live availability from your EHR
  • Your booking rules
  • Deposits where you require them
  • Conversation and booking carried into ApexRev

More of the demand we create becomes a booked, confirmed consultation, recorded in your EHR and in ApexRev.

What Emily says, which slots she offers, when a person takes over and whether a deposit is needed are all set with you.

In depth →
Emily · bookingIllustrative
Maria Alvarez · booked by Emily
From a two-way text conversation
  1. Appointment typeDental implant consultation
  2. ClinicianDr. Patel
  3. Live availability · EHRTue 3:00 PM offered and held
  4. BookingConfirmed in your EHR
  5. Deposit (example policy)$75 · secure link sent, then paid
  6. ApexRev CRMConsultation booked · deposit paid
Booked at 8:21 PMDeposit paid by secure link

Your team's views

One hub. Every seat at the clinic.

We configure the platform around how your clinic actually works. Each role gets a view built around the job they do, on the same live information. Follow one patient through four seats.

Illustrative demonstration · patient details fictional
ApexRev · Northgate DentalReception
Alisha Chandra
(555) 0110 · [email protected]
Communications · newest first
  1. SMS · confirmationThu 18.46ApexRev

    Consultation details, directions and what to bring. Delivered.

  2. Call · Emily · 4 min 12Thu 18.40ApexRev

    Implant for a missing back tooth; afternoons preferred; no clinician preference. Booked Tue 3.00 with Dr. Rao.

  3. EHR · appointmentBooked by Emily into the EHRYour team

    New patient consult · Tue 3.00 · confirmed by patient.

Opportunity
Implant · $5,200 est.Booked
moved Inquiry → Booked, from the EHR appointment. Nothing typed.
Source · Google · click recorded
Why this matters at reception
Nobody asks Alisha to repeat what she told Emily, and nobody updates a spreadsheet afterwards. The next call on the list is the one that needs a person.

Reception books Alisha's consultation from the conversation Emily had, with nothing re-asked. The pipeline moves her to Booked on its own.

Capabilities

Everything in the platform, and why it matters that it's connected.

Capture

Inquiries answered, understood and booked, whoever they reach.

Emily · voice and chat

runs itself

Answers calls and website chat 24/7, asks your questions and books into the live schedule.

Because it's connectedThe conversation and its source become the opportunity your team works from.

Emily in depth →

Texting and patient messaging

runs itself

Confirmations, timed follow-up and two-way conversations on a clinic number, visible to the whole team.

Because it's connectedReplies update the opportunity; nobody copies messages into a note.

Human calls recorded and understood

your team uses

Calls on your connected lines are recorded, transcribed and classified.

Because it's connectedA booking or a callback request on reception's call moves the pipeline just as Emily's would.

Convert

Opportunities kept current and moved forward, in the room and after it.

ApexRev CRM

runs itself

Every patient's record: source, campaign and ad, communication history, pipeline stage, the active nurture sequence and the next action, kept current from calls, messages and EHR activity.

Because it's connectedYour team opens one record and starts from everything known; nobody keeps a separate spreadsheet.

Treatment presentation · TC tools

your team uses

Plans presented on the iPad with photos, terms built and sent, and targets for the coordinators.

Because it's connectedAcceptance and deposits write straight back to the opportunity and your month.

Payments and finance workflows

runs itself

Card deposits, finance through your providers and in-house plans, tracked in ApexRev.

Because it's connectedA recorded payment connects to the plan, the patient and the marketing source that produced it.

Understand

Which patients, channels and treatments the revenue comes from.

Marketing attribution

runs itself

Patients traced to the ad they clicked, and to what they went on to accept and pay.

Because it's connectedSpend decisions made on accepted treatment, not on leads.

How it shapes the marketing →

Revenue analytics

runs itself

Monthly revenue and year-on-year growth, revenue by treatment type, practitioner utilization and revenue per chair hour, reconciled to your EHR, your accounting software and financing providers, with an owner-only cash and margin view.

Because it's connectedUnaccepted treatment, open balances and unused capacity become lists your team can work.

Ask ApexRev

runs itself

Plain-language questions about your clinic, answered from the connected records with the work shown.

Because it's connectedEvery answer comes with the patients behind it, so the next step is an action.

Ask ApexRev in depth →

Continue reading

Emily, the AI receptionist →Ask ApexRev →How it works →Security →

The next step

See what ApexRev would change in your clinic.

$10,000 in new revenue, or you don't pay.

Book your free strategy call