Getting Started with All In One
Your practice deserves a single platform that handles scheduling, reputation, marketing analytics, call tracking, and patient intake -- without juggling a dozen logins. All In One brings every operational tool under one roof so you can focus on patient care, not software.
This guide walks you through your first 30 minutes on the platform and points you to the detailed docs for each module.
Platform at a Glance
| Module | What It Does | Docs | |---|---|---| | Scheduling | Manage providers, insurance, visit reasons, templates, and appointment data | Scheduling | | Marketing ROI | Track leads, new patients scheduled/seen, and cost-per-acquisition by channel | Marketing ROI | | Call Intelligence | AI-powered call scoring, lead attribution, and missed-opportunity alerts | Call Intelligence | | Reviews | Monitor and respond to patient reviews across Google, Yelp, and more | Reviews | | Forms | Digital intake forms that sync patient data straight into your workflow | Forms |
Quick Start Workflow
Follow these steps to go from zero to a fully configured practice in under 30 minutes.
1. Set Up Your Practice Profile
Start in Settings to enter your practice name, locations, business hours, and contact details. This information flows into every other module -- scheduling availability, review response templates, and call routing all depend on it.
2. Configure Scheduling
Head to Scheduling > Settings and build out the basics:
- Add your Providers (doctors, hygienists, assistants)
- Define accepted Insurance plans
- Create Reasons for Visit categories
- Set up Templates for recurring appointment blocks
Once those are in place, your Appointment Data dashboard will start populating automatically.
3. Connect Your Marketing Channels
Open Marketing ROI and link your ad accounts (Google Ads, Meta, etc.). The platform will begin tracking:
- Leads Generated -- every form fill, call, or chat from a campaign
- New Patients Scheduled -- leads that book an appointment
- New Patients Seen -- patients who actually show up
- Cost Metrics -- CPL, CPA, and ROAS per channel
4. Enable Call Intelligence
Turn on Call Intelligence to automatically record, transcribe, and score every inbound call. The system tracks the same funnel stages as Marketing ROI with its own dedicated metrics:
Pro Tip: Call Intelligence and Marketing ROI share the same patient funnel but measure different touchpoints. Use them together to see the full picture -- which channels drive calls, and which calls convert to booked appointments.
Key Concepts
Before diving deeper, familiarize yourself with these terms that appear across every module:
| Term | Definition | |---|---| | Lead | Any new contact who has not previously been a patient at your practice | | New Patient Scheduled | A lead who books their first appointment | | New Patient Seen | A scheduled new patient who completes their visit | | Attribution | The process of connecting a patient back to the marketing channel that brought them in | | Cost Per Lead (CPL) | Total marketing spend divided by the number of leads generated |
Pro Tip: Check the Overview page for the full KPI glossary and a breakdown of how every metric is calculated across dashboards.
Recommended Reading Order
If you are new to the platform, we recommend exploring the docs in this order:
- Overview -- Understand the high-level architecture and KPI definitions
- Scheduling -- The foundation; most other modules reference appointment data
- Marketing ROI -- See which channels deliver real patients, not just clicks
- Call Intelligence -- Unlock insights hiding in your phone calls
- Reviews -- Close the loop on patient experience
- Forms -- Streamline intake and reduce no-shows
Need Help?
If you get stuck at any point, reach out to your dedicated Customer Success Manager or open a support ticket from the Help menu inside the app. We typically respond within one business hour during weekdays.