Healthcare & Wellness
Your Practice Is Running Out of an Inbox
Maybe not literally - though we've seen it. But somewhere in your practice, the thing that keeps a patient moving forward is a person remembering to do it.
The intake form that arrives and waits. The follow-up that happens when someone gets to it. The patient who finished treatment nine months ago and hasn't heard from you since. None of that is a software failure. It's what happens when the work lives in an inbox, a calendar, and someone's memory instead of in a system that can see all three at once.
TruDriveSync is what catches it.
Intake that doesn't wait on anyone
A patient who fills out your form is at their most motivated. Every hour that passes before they hear back, that motivation cools - and they call somewhere else. TruDriveSync captures the intake the moment it's submitted, converts it into a patient record, creates the case or appointment from the right template, and sends the confirmation before anyone on your staff has opened their inbox.
- Online booking with provider-specific calendars
- Automatic confirmations and pre-appointment paperwork
- Custom intake and assessment forms that feed the record directly
- Buffer times, cancellation rules, follow-up automations
- Google, Outlook, and iCal sync
The patient record that remembers what you did
Every interaction, note, document, and follow-up plan lives on the patient - not in an email thread, not in a folder someone named their own way.
- Custom intake and assessment forms
- Encrypted notes and file uploads
- Treatment plan tracking and follow-up tasks
- Full session and communication history
- Role-based access controls
Nobody falls out the bottom
Booked or not. Completed or not. Every patient stays in a sequence that keeps you in front of them - not because someone remembered, but because the system did.
- Missed appointment follow-ups
- Reactivation campaigns for inactive patients
- Compliance and re-certification timing
- Wellness program announcements
- Review and testimonial requests
Billing that isn't a monthly chase
- Custom invoicing per appointment, package, or program
- Payment reminders by email and SMS
- Recurring billing for memberships and programs
- Card-on-file and deposits
- Reporting on payments, overdue balances, revenue trends
Access
Built for Practices Like Yours
Mental health counselors and therapists · Med spas and aesthetics · Cold laser and regenerative therapy · Nutritionists and wellness coaches · Physical therapy and rehab · Home health providers · Holistic practitioners · Boutique fitness and training · DOT physical and occupational health clinics · Veteran evaluation practices
Health & Wellness Case Studies
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A clinic, a medical courier service, a staffing firm, and a supplement brand. Four businesses, four completely different customers – and one system running all of them.
From Paid Click to Completed Physical: Automating DOT Patient Intake and Follow-Through
In a compliance-driven service, the buying decision isn’t made when the driver finds you. It’s made when their certification is about to lapse. Here’s the system that stays in front of them until it does.
From Submitted Form to Signed Case: Fixing a Broken Lead Flow for a Veterans’ Disability Claims Practice
Leads weren’t the problem – follow-through was. We connected intake, case creation, and clinical knowledge into one pipeline. Now every form becomes a structured case in minutes, and every case makes the next one faster.
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