A8Autom8Task
Product · The Chrome Extension

Two engines, one clinic workflow.

Seven smart features work together to cut manual work, improve retention, and grow revenue per visit — all inside the system your team already uses.

At a glance

Everything your clinic needs in one extension

Seven features combining real-time operations with AI-driven revenue growth. Details on each below.

💬01

Smart SMS

Automated post-visit messaging with built-in dedup protection.

👤02

Patient 360

Complete patient history, visit patterns, and status in one view.

📊03

Live Queue

Real-time wait estimates and lobby monitoring straight from Axis.

🎯04

Winback AI

Re-engage walk-ins and non-buyers with targeted outreach.

💡05

Smart Offer

AI plan recommendations matched to each patient's affordability.

🔔06

Renewal Radar

Flags at-risk memberships before they quietly lapse.

📦07

Pack Booster

Visit-pack alerts for upgrade conversations at the right moment.

Live Desk

Daily Operations

💬

Smart SMS

Live Desk · Most loved

Automated post-visit messaging with built-in dedup protection. No more duplicate texts to the same patient — every message lands once, at the right time.

  • Hours saved on repetitive outreach every day
  • Built-in dedup — zero double-sends
  • Auto-send mode fires on a schedule
Smart SMS dashboard
👤

Patient 360

Live Desk

Complete patient history, visit patterns, and current status — every detail in one informed view. Your team always knows who they're talking to.

  • Full visit history and plan status at a glance
  • Save cancellations with informed conversations
  • One-click access from any Axis screen
Patient 360 dashboard
📊

Live Queue

Live Desk

Real-time wait estimates and lobby monitoring straight from Axis. Set patient expectations with confidence and keep the front desk in control.

  • Live wait-time visibility for every patient
  • Reduce walk-outs by setting expectations early
  • Automatically refreshes from Axis
Live Queue dashboard
Growth Engine

Revenue Optimization

🎯

Winback AI

Growth Engine

Re-engage walk-ins and provide a customized offer with targeted outreach. Recover lost revenue by bringing back the patients who slipped away.

  • Automated outreach to lapsed leads
  • Customized offers per patient segment
  • Recover revenue from missed conversions
Winback AI dashboard
💡

Smart Offer

Growth Engine · AI-powered

AI-driven plan recommendations matched to each new patient's affordability and goals — giving your team a clear anchor point in the sell process so product offerings never get confusing.

  • Affordability-matched plan suggestions
  • Clear anchor point for every sell conversation
  • Inline badge inside the patient view
Smart Offer dashboard
🔔

Renewal Radar

Growth Engine

Membership expiration tracking that flags at-risk patients before they lapse — then walks every renewal from alert to booked follow-up.

  • Visual EOY badges directly in Axis
  • Centralized at-risk renewal list
  • Prevent silent membership lapses
Renewal Radar dashboard
📦

Pack Booster

Growth Engine

Visit-pack limit alerts so you can have upgrade conversations at exactly the right moment — never too early, never a missed opportunity.

  • Triggered alerts at peak upgrade intent
  • Visit-pack usage visibility
  • Converts pack users to wellness members
Pack Booster dashboard
Integrations

Plays nicely with your existing stack

Autom8Task connects the systems your clinic already runs on — securely, with backend-mediated credentials.

🩺 Axis 📱 Carbon 🔐 Google Workspace
Coming soon
🤝 AI-Driven Check-in, Intake & Sales 📈 Productivity AI Dashboard for Managers 📞 AI Call Quality Dashboard
The shift

From hours of manual work to minutes of automation

Wellness coordinators using Autom8Task move from being SMS operators to being patient advocates.

Before Autom8Task
  • 2+ hours daily sending follow-up texts manually
  • One-size-fits-all plan recommendations
  • Renewals slip through the cracks
  • Missed opportunities are not even noticed
With Autom8Task
  • Automated, scheduled SMS to all visited patients
  • Zero duplicates with backend dedup protection
  • 100% follow-up rate, every visit covered
  • AI matches the right plan to each patient
  • Renewal Radar surfaces every expiring membership

Ready to see Autom8Task in action?

Book a live demo and walk through every feature with your team.

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