Platform

The operating layer connecting clinic communication, automation, CRM, and analytics.

Rivercrest is not a single tool. It is the connected system that captures every inquiry, automates follow-up, tracks every lead, and gives owners a clear view of operations and revenue.

Platform Overview

Four layers, one connected system.

Each layer handles a part of the patient journey — together they form a single operating system for the clinic.

01
Communication Layer
Calls, SMS, email, website, and messaging unified into one inbound and outbound system.
02
Automation Layer
Speed-to-lead replies, follow-up sequences, reminders, and reactivation campaigns that run automatically.
03
CRM / Operations Layer
Every lead tracked from first inquiry to booked appointment, with clear pipeline visibility.
04
Intelligence / Analytics Layer
Call analysis, staff performance, revenue dashboards, and marketing attribution for owners.
Capabilities in Depth

Everything the platform does.

AI Receptionist

Answers questions, captures lead information, qualifies patients, and routes inquiries across channels.

Why it matters: Helps prevent missed opportunities when the front desk is busy or closed.

InboundLive
SLSarah L.
Qualified · consult
Hot
MRMarcus R.
New inquiry
New
AKAisha K.
Routed to staff
Open
CallsToday
01Reminder call
Delivered
Done
02Follow-up
Connected
2m
03Reactivation
Queued

AI Voice Calls

Handles inbound and outbound call workflows, follow-up calls, reminders, and lead reactivation where appropriate.

Why it matters: Extends call coverage without adding front-desk headcount.

AI SMS

Automates text follow-up, reminders, reactivation, and speed-to-lead communication.

Why it matters: The fastest channel for reaching new leads before they cool off.

SMSSequences
D1Day 1 reply
Sent
D3Day 3 nudge
Sent
D7Day 7 reactivation
Scheduled
EmailNurture
EDEducation series
Active
3/5
REReminder
Sent
RAReactivation
Draft

AI Email Automation

Supports longer-form education, nurture sequences, reminders, and reactivation campaigns.

Why it matters: Keeps high-consideration prospects engaged through longer decision cycles.

CRM / Pipeline Management

Tracks every lead from first inquiry to booked appointment and beyond.

Why it matters: Nothing slips through the cracks; owners see exactly where each lead stands.

PipelineThis week
RecoveryRe-engaged
CLCold leads
Re-contacted
18
ABAbandoned
Replied
6
OLOld inquiries
Booked
3

Lead Recovery

Finds old, cold, unanswered, or abandoned leads and re-engages them through automated campaigns.

Why it matters: Surfaces revenue already sitting inside your existing database.

Appointment Scheduling

Connects patient interest to available appointment times and reduces scheduling friction.

Why it matters: Fewer back-and-forth messages between interest and a booked slot.

CalendarBooked
9A9:00 Consult
Confirmed
1111:30 Follow-up
Confirmed
2P2:00 New patient
Pending
Missed callsRecovered
MCMissed 10:42
Texted back
2m
MCMissed 12:08
Texted back
1m
MCMissed 4:55
Booked

Missed Call Text Back

Immediately follows up when the clinic misses a call.

Why it matters: Captures callers who would otherwise call a competitor instead.

AI Call Analysis

Reviews calls for quality, objections, missed opportunities, tone, and next-step recommendations.

Why it matters: Turns every call into coachable insight instead of a black box.

Call reviewInsights
OBObjection: price
Flagged
!
NSNext step missing
Flagged
!
TNTone: positive
Good
ScoresTeam
FDFront desk
92
A
CCCare coord.
88
B+
RCReception
79
B

Call Scoring

Scores calls so managers can identify strengths, weaknesses, and training opportunities.

Why it matters: Gives leadership an objective view of call performance.

Executive Dashboard

Gives owners visibility into leads, appointments, staff performance, revenue opportunities, and channels.

Why it matters: One screen to understand how the business is actually performing.

Revenue viewTrend
AttributionBy source
IGInstagram
41%
GAGoogle Ads
33%
RFReferral
26%

Marketing Attribution

Shows which campaigns and channels generate high-quality inquiries and booked appointments.

Why it matters: Spend confidently on what actually produces booked revenue.

Staff Performance Analytics

Helps leadership see response speed, call quality, follow-up completion, and conversion.

Why it matters: Coach the behaviors that move bookings, not guesswork.

PerformanceTeam
AResponse speed
Fast
BFollow-up done
94%
CConversion
Up
LocationsOverview
NNorth clinic
Booked 22
SSouth clinic
Booked 18
EEast clinic
Booked 14

Multi-location Management

Allows clinic groups to compare performance across multiple locations.

Why it matters: Scale oversight across sites without losing the detail.

Dashboard Showcase

Built for clarity, not clutter.

Elegant placeholder panels until your live data is connected. Example data only.

Integrations

Connects with the systems your clinic already uses.

GCGoogle Calendar
GMGmail
OUOutlook
WHWhatsApp
INInstagram
FMFacebook Messenger
STStripe
GOGoHighLevel
TWTwilio
OPOpenAI
CLClaude
GRGoogle Reviews

Rivercrest is designed to connect with the systems your clinic already uses. Available integrations depend on your plan and configuration.

How It Connects

From inquiry to owner visibility.

A simple path that any clinic owner can follow — no technical background required.

Patient inquiry
Phone · SMS · Email · Website · WhatsApp · Social
Rivercrest AI
Responds, qualifies, and routes
CRM + Automations
Logged, sequenced, and tracked
Scheduling + Follow-Up
Booked and reminded
Dashboards + Reports
Owner visibility and improved operations
Get Started

See how Rivercrest would work inside your clinic.

Book a walkthrough tailored to your channels, workflows, and current systems.