CRM Visualizer
Dashboard
Flowcharts
Timelines
Journey
Maintenance
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Decision Flowcharts
8 interactive decision trees mapping patient journeys
lead
#1
Lead Intake & Initial Response
Decision logic for initial lead handling based on source and response
appointment
#2
Appointment Lifecycle
Complete appointment journey from booking through treatment completion
appointment
#3
No-Show Recovery
7-day automated recovery sequence for missed appointments
maintenance
#4
Maintenance Router
Routes customers through 6 treatment cycles with automated reminders
upsell
#5
Upsell Logic
3 upsell pathways for additional services and upgrades
membership
#6
Membership Enrollment
30-day enrollment sequence with qualification and benefits
retention
#7
Reactivation Campaign
12-month win-back campaign for dormant customers
system
#8
Master Routing Logic
High-level status router directing customers to appropriate workflows