The platform
One platform from first touch to booked revenue
Six capabilities that replace a call tracker, a booking widget, and a CRM that never talk to each other — built for cash-pay aesthetic, plastics, and men's health practices.
AI front desk
An AI that answers your phone and texts — 24/7
Every inbound call and text gets an instant, on-brand response — day, night, and weekends. The AI picks up the phone in a natural voice, speaks in your practice's tone, knows your treatments, locations, and hours, and guides patients toward booking.
- Answers calls in a natural voice and warm-transfers to your front desk during office hours.
- After hours it captures the lead, answers questions, and texts a booking link — no more voicemail black hole.
- Every call is transcribed and summarized, so staff see what happened at a glance.
- Hard safety guardrails: never gives medical advice, never invents prices, escalates emergencies to a human instantly. Honors STOP/HELP on every message.
Product screenshot coming soon
A real call: AI answers, transcribes, summarizes, and flags the next step.
Booking & deposits
Book the consult and hold it with a deposit
A native scheduler built for multi-provider, multi-location practices — no Acuity or Calendly bolted on. Patients pick a location, choose a time, and pay a deposit before they ever hang up.
- The slot isn't confirmed until the deposit is paid — and auto-releases if it isn't, so a no-show never quietly holds your calendar.
- Deposit collection via your own Square account, taken at booking; staff can waive it in one click.
- Scoped, single-use magic booking links to send after a call or text.
- Automatic confirmations, reminders, and pre-visit confirm/reschedule links that cut no-shows.
Product screenshot coming soon
The scheduler: a consult slot held by a Square deposit, auto-releasing if unpaid.
Call tracking & DNI
Know the exact ad behind every phone call
Dynamic number insertion (DNI) swaps the numbers on your site per visitor. A patient can browse, leave, and call an hour later — PracticeKit still ties that call to the exact ad, campaign, and keyword. Paid and organic, not just Google Ads.
- Per-visitor tracking numbers from a pool, with geo-aware area-code matching to a local number.
- Captures gclid, gbraid, fbclid, UTMs, campaign, and keyword the moment the visitor lands.
- Resolves the call to the visitor's session even when it comes in well after they leave the site.
- One-line embed script — no rebuild of your website required.
Product screenshot coming soon
One call, fully attributed: campaign, keyword, and the visitor session behind it.
Revenue ROI & ad optimization
Rank ad spend by booked revenue — and feed the wins back to Google
Follow the money from ad keyword to AI conversation to booked consult to procedure value in your own reports. Then PracticeKit reports those booked consults back to Google Ads as offline and enhanced conversions — so Google's algorithm optimizes your bids on patients booked, not clicks. Call trackers can't: they never see the chair.
- Offline + enhanced conversions — booked consults and attended visits — pushed back to Google Ads automatically.
- Funnel view: leads by source → booked → attended → procedure revenue.
- Keyword-level ROI tied to real bookings and procedure values.
- Provider commission tracking on procedure value, by tier.
Product screenshot coming soon
Keywords ranked by booked revenue — the report Google Ads optimizes from.
Lead pipeline & inbox
Every lead, every conversation, one shared inbox
A nine-stage pipeline from new to procedure, with a unified inbox that threads SMS, voice, and webchat. Nothing falls through, and everyone sees the same history.
- Threaded conversations with a full timeline per lead.
- Tags, notes, and per-stage checklists.
- Smart deduplication merges repeat callers into one record.
- CSV import with field mapping from spreadsheets or your old CRM.
Product screenshot coming soon
The pipeline and shared inbox — SMS, voice, and webchat threaded per lead.
Security & compliance
Built for patient data from the first commit
PracticeKit handles PHI the way a medical platform should — encrypted, audited, and under a BAA the call trackers refuse to sign.
- Phone, email, and message contents encrypted at rest (AES-256).
- Append-only audit log — who did what, when, to which lead.
- Tenant isolation so one practice can never see another's data.
- Calls transcribed, not warehoused as raw audio.
Product screenshot coming soon
The audit log: who did what, when, to which lead — append-only.
Self-guided demo
Skip the sales call. Walk through a real clinic.
Browse the demo clinic yourself — a live PracticeKit tenant with a full pipeline, real call transcripts, and keyword-level revenue reports. Call the demo line first and watch your own call appear in its inbox.
Free 30-day loss audit
See what you're leaking — free.
Drop one script on your site for 30 days. We'll show you exactly how much paid traffic is slipping away to missed calls and slow replies — with your own numbers, no commitment.