Features

Two engines, one clinic workflow

Live Desk runs your day-to-day operations. Growth Engine drives revenue. Together they cover every patient touchpoint.

Live Desk

Daily Operations

Smart SMS

Live Desk ยท Most loved

Bulk post-visit messaging with automatic duplicate prevention. Wellness coordinators schedule once and let Autom8Task handle the rest โ€” including auto-send modes that fire every 30 or 60 minutes through the Carbon integration.

  • 3+ hours saved every day per coordinator
  • Zero duplicate sends with backend dedup
  • Personalized templates by visit pattern (RPV)
  • Test mode for safe staff training
  • Auto-send mode via Chrome alarms
Smart SMS Dashboard
(screenshot)
Patient 360 View
(dashboard mockup)

Patient 360

Live Desk

Instant patient insights โ€” full visit history, plan status, renewal date, and visit cadence โ€” surfaced exactly where you work. Save cancellations with informed conversations that build trust.

  • Save cancellations with context-rich conversations
  • EOY badges flag expiring memberships in Axis
  • Unified view across visit history and plans
  • One-click access from any Axis screen

Live Queue

Live Desk

Real-time lobby wait estimates pulled from Axis. Front desk staff set patient expectations confidently and clinic managers spot bottlenecks before they spiral.

  • Live wait-time visibility for every patient in lobby
  • Set expectations and reduce walk-outs
  • Manage flow during peak hours
  • Automatically refreshes from Axis
Live Queue Display
(real-time feed)
Growth Engine

Revenue Optimization

Winback AI

Growth Engine

Automatically re-engage walk-ins and non-buyers with targeted campaigns. Recover lost revenue from patients who almost converted โ€” without manual list management.

  • Automated targeted outreach to lapsed leads
  • Recover revenue from missed conversions
  • Behavior-based segmentation
  • Hands-off campaign execution
Winback Campaign Dashboard
Smart Offer Recommendation Badge

Smart Offer

Growth Engine ยท AI-powered

AI recommendations for membership plans personalized per patient. Affordability-aware matching means you offer the plan they're most likely to accept โ€” not the one that maximizes friction.

  • 22% higher conversion on personalized offers
  • Affordability-based plan matching
  • Cached recommendations for instant access
  • Inline badge inside the patient view

Renewal Radar

Growth Engine

Flag expiring memberships proactively with EOY badges and a centralized at-risk list. Never lose a member to passive lapse again.

  • Visual EOY badges directly in Axis
  • Long-term registry of expiring patients
  • Prevent silent membership lapses
  • Increase retention with proactive outreach
Renewal Timeline View
Pack Usage Tracker

Pack Booster

Growth Engine

Alert near-limit visit-pack patients at the perfect moment for an upgrade conversation. Convert pack users to wellness members at peak intent.

  • 14% higher upgrade conversion
  • Triggered alerts at the right intent moment
  • Visit-pack usage visibility
  • Drives membership growth
Integrations

Plays nicely with your existing stack

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

๐Ÿฉบ Axis ๐Ÿ“ฑ Carbon ๐Ÿ” Google Workspace

Coming soon

๐Ÿค AI-Driven Check-in, Intake & Sales ๐Ÿ“ˆ Productivity AI Dashboard for Managers ๐Ÿ“ž AI Call Quality Dashboard

Ready to see Autom8Task in action?

Schedule an internal demo and walk through every feature with your team.

Request Demo โ†’