Automation for small practices. Based in Lindale, TX.
Booking by phone. Inventory tracked by eyeballing a shelf. No-shows nobody follows up on. I build the systems that take these off your team's plate, usually using tools your practice already pays for.
FORM → SHEET → RULE CHECK → EMAIL SENT
An example of a booking flow once it's automated. A request comes in, gets logged, checked against your rules, and confirmed by email, with nobody at the front desk touching a single step.
Every phone-in appointment takes a staff member away from something else, and there's no way for anyone to book outside office hours. I can set up online booking that feeds straight into your schedule.
No reorder points, no expiry tracking, nothing until something runs out mid-appointment. Most practice management software already has an inventory module built in. I can turn it on and configure it properly.
A missed appointment quietly costs revenue every week. I can set up automatic reminders so the follow-up happens without anyone having to remember to send it.
Before proposing anything, I run a focused discovery meeting with whoever handles your day-to-day admin, walking through exactly how booking, reminders, and inventory work right now and where the friction actually is. That's usually where the real cost shows up, not in what gets assumed from the outside.
Then, before building anything new, I check what your practice already owns. A lot of practice management software comes with features like inventory tracking or automated scheduling that were never configured.
the fastest fix is usually the tool you're already paying forFrom there I build and connect the pieces that make the most difference first, usually booking and reminders, since those are fast to stand up and immediately visible to your team.
About 45 minutes, in person or by video, walking through how booking, reminders, and inventory actually work at your practice today.
Usually not the one that gets complained about the most. Ask what it's actually costing.
A lot of practices own tools with features nobody turned on. Cheaper and faster to configure than to build.
Nothing goes live until it's been tested with real data, not sample data.
I'll run a focused discovery meeting, about 45 minutes, to figure out what's actually eating your team's time, and show you exactly what I'd automate first, with no obligation to go further than that.
david@welldoneoperations.com David