1. Intake and access
Collect clinic context, primary treatments, locations, current booking flow, and the channels where inquiries arrive.
Pilot diagnostic
A focused diagnostic before any larger install.
The pilot maps recoverable demand, treatment-level visibility gaps, governance requirements, and the owner brief cadence needed to prove progress.
Delivery process
Small enough to start, concrete enough to decide.
The pilot avoids a giant retainer conversation until the clinic has evidence about where demand is leaking and what the system should install.
2. Leak diagnostic
Review missed calls, form timing, DM handoff, dormant leads, no-show handling, and consult recovery opportunities.
3. Visibility receipt
Audit treatment pages, local discovery, competitor surfacing, and AI answer readiness for priority services.
4. Governance map
Define PHI minimization, claim-risk review, escalation triggers, approval owners, and audit fields.
5. Pilot install
Install the first recovery or visibility workflows where the diagnostic shows the clearest revenue path.
6. Owner brief
Deliver a plain operating brief: what leaked, what recovered, what changed, and what should be scoped next.
Get started
Send the clinic, city, and three priority treatments.
Scrutexity will respond with the practical diagnostic path and what access is needed to begin.