BROTHERS_AUTOMATE / PITCH · LIVE BETTER HEARING ● 27 LOCATIONS · 10 IDEAS
27 Locations.
Even more potential.
Ideas for saving time, recovering revenue, and reaching more patients through simple automation.
10
Ideas
$150K+
Revenue recovered
25 hrs
Saved per week
NEW PATIENT → AUTOMATIC WELCOME · APPOINTMENT CONFIRMED · REMINDER SENT · REVIEW COLLECTED · PHYSICIAN UPDATED · PATIENT RE-ENGAGED ·
NEW PATIENT → AUTOMATIC WELCOME · APPOINTMENT CONFIRMED · REMINDER SENT · REVIEW COLLECTED · PHYSICIAN UPDATED · PATIENT RE-ENGAGED ·
01 — Where Automation Can Help
You're already doing great.
Here's where automation could do even more.
We looked at your practice and spotted a few areas where simple automation could save your team time and help you reach more patients.
Capture More Website Visitors
Some visitors aren't ready to pick up the phone yet. A simple online assessment or contact form with an instant, personalized response could keep them engaged.
Opportunity to engage visitors online
Reduce Missed Appointments
Automated confirmation emails, text reminders, and gentle follow-ups for missed appointments can make a real difference across multiple locations.
Industry avg: 15-20% no-shows
Build on Your Amazing Reviews
10,000+ five-star reviews is incredible. Automation can make the collection even more consistent and route any concerns internally before they go public.
10,000+ reviews and counting
Get More From Physician Referrals
With 1,500+ referring physicians, even simple tracking and periodic updates could strengthen those relationships and surface trends.
1,500+ referrers to nurture
Re-Engage Past Patients
Patients who haven't visited in a while are a natural fit for a friendly check-in. Hearing aids need updates every 5-7 years, so there's a built-in reason to reach out.
Natural touchpoint for upgrades
Free Up Your Team's Time
Sending confirmations, reminders, and follow-ups manually takes real time. Automating the repetitive stuff lets your team focus on patient care.
Hours back each week
02 — 10 Ideas Worth Exploring
Simple automations
that could make a difference.
Each idea connects to tools you probably already use. Click any to see how it would work in plain terms.
01
QUICK WIN
Automatic Lead Response & Routing
When someone fills out your contact form, they get a personalized response in seconds and your nearest office is notified automatically.
Start Someone fills out your contact form
Read System reads the message and figures out what they need
Match Matches them to their closest office
Respond Sends a personal email based on how urgent it sounds
Notify Your team gets a notification right away
Save Everything gets logged automatically
02
QUICK WIN
Appointment Reminders & No-Show Follow-Up
Patients get a confirmation when they book, a reminder before their visit, and a friendly follow-up if they miss it.
Book Patient schedules an appointment
Confirm They get a confirmation email right away
Remind Email reminder 2 days before, text the morning of
Missed? If they don't show, a kind reschedule email goes out
Alert Your office team is notified so they can follow up
03
BIG OPPORTUNITY
Automated Review Collection
After each visit, patients get a quick check-in. Happy patients are invited to leave a Google review. Concerns get flagged internally first.
Visit Patient completes their appointment
Check-in Short email asking how their experience was
Happy They get a direct link to leave a Google review
Concern Your patient experience team is alerted privately
Care Follow-up tips sent at day 7 and day 30
04
BIG OPPORTUNITY
Physician Referral Tracking & Nurture
See which physicians are sending you patients, spot trends, and keep referrers engaged with periodic updates about your services.
Track Each referral is logged with the referring physician
New? First-time referrers are flagged for a thank-you
Report Monthly summary of top referrers and trends
Nurture Periodic email updates tailored by specialty
05
BIG OPPORTUNITY
Online Hearing Screening
A simple self-assessment on your website that captures contact info, provides helpful results, and connects them to the right office.
Quiz Visitor takes a short hearing self-assessment
Score Results are categorized by concern level
Email Personalized results with educational content
Follow-up Helpful emails over the next two weeks
Urgent Serious concerns get routed to the nearest office fast
06
NICE TO HAVE
Review Monitoring Across All Locations
Automatically check for new Google reviews across all 27 locations every day. Draft responses ready for your team to approve.
Scan Daily check for new reviews at every location
Sort Positive, neutral, and negative identified
Draft Response suggestions ready for your team
Flag Negative reviews get immediate attention
Report Weekly summary of review trends by location
07
NICE TO HAVE
Blog to Social Media Pipeline
When you publish a new blog post, social media content and an email snippet are created automatically from it.
Publish New blog post goes live on your website
Create 3 social media posts generated from the article
Tips 5 patient education tips pulled from the content
Calendar Everything added to a content calendar with suggested dates
08
NICE TO HAVE
Insurance Verification Helper
When a new appointment is booked, insurance details are pre-organized and cases needing manual review are flagged for your team.
New Appointment booked with insurance information
Organize Verification checklist pre-filled by insurance type
Check Common providers looked up automatically
Flag Anything needing a phone call gets routed to your team
09
NICE TO HAVE
Patient Reactivation Outreach
Patients who haven't been in for a while get a friendly check-in email. Great for hearing aid upgrade conversations.
Find Monthly check for patients inactive 12+ months
Group Organized by service type and location
Reach out Personalized email based on their last visit
Series Friendly check-in, then new technology info, then an invitation
Respond Interested patients flagged for your team to call
10
STRATEGIC
Market & Competitor Watch
Weekly digest of OTC hearing aid news, competitor activity, and relevant industry updates delivered to your leadership team.
Watch Weekly scan of hearing industry news and competitors
Summarize Key developments organized by importance
Deliver Brief emailed to your leadership team
Flag Anything urgent gets highlighted right away
03 — Works With What You Already Use
No new software to learn.
These connect to everyday tools.
Everything runs behind the scenes using tools your team is already familiar with.
Smart Automation
Reads messages, writes emails, makes routing decisions
Email
Sends and tracks all patient emails automatically
Team Notifications
Alerts the right person when something needs attention
Your Data
Keeps everything organized and trackable
Text Messages
Same-day appointment reminders to patients' phones
Online Monitoring
Watches for new reviews across all your locations
"Imagine every new patient getting a personal welcome email, every appointment confirmed automatically, and every happy patient asked for a review — without your team lifting a finger."
What's possible with automation
04 — What Could This Look Like?
Rough estimates
based on similar practices.
These are ballpark numbers based on what we've seen work for multi-location healthcare practices.
$150K+
in missed appointments that could be recovered
Automated reminders and follow-ups reduce no-shows across all 27 locations
3x
more reviews, less effort
Your team is already great at this. Automation just makes it consistent across all 27 locations.
40%
of website visitors could be captured
An online hearing screening gives visitors a reason to share their email before they leave
$100K+
in revenue from patients due for upgrades or follow-ups
Friendly outreach to patients who haven't been in for a while
25 hrs
your team could get back each week
Confirmation emails, reminders, follow-ups, and data entry running on their own
Simple
One system ties everything together
Connects behind the scenes to the tools you already use
05 — Privacy First
Your Patient Data Stays Where It Is
None of these automations touch clinical records or patient health data. They only work with basic contact and scheduling information — names, emails, appointment times. Your medical records system stays completely separate.
06 — Interested?
Curious what this
could look like
for your practice?
We'd love to walk you through any of these ideas in more detail. No pressure, no pitch — just a conversation about what's possible.
Prepared for Live Better Hearing + Balance · by Brothers Automate