Getting Started
This guide walks you through your first 30 minutes on All In One — from initial setup to a fully configured practice.
Modules at a Glance
| Module | What It Does | Docs |
|---|---|---|
| Scheduling | Providers, insurance, visit reasons, templates, appointment data | Scheduling → |
| Marketing ROI | Leads, new patients scheduled/seen, cost-per-acquisition by channel | Marketing ROI → |
| Call Intelligence | AI call scoring, lead attribution, missed-opportunity alerts | Call Intelligence → |
| Reviews | Monitor and request patient reviews across Google, Yelp, and more | Coming soon |
| Forms | Digital intake forms that sync patient data into your workflow | Coming soon |
Quick Start
1. Set Up Your Practice Profile
Go to Settings and enter your practice name, locations, business hours, and contact details. This information flows into every other module — scheduling availability, review templates, and call routing all depend on it.
2. Configure Scheduling
Head to Scheduling and build out the basics:
- Add your Providers — doctors, hygienists, specialists
- Define your Reasons for Visit — appointment types and durations
- Set up accepted Insurance carriers
- Customize your Templates — confirmation and reminder messages
- Brand your widget in Settings and embed it on your site
Once configured, your Dashboard and Appointment Data will start populating automatically.
3. Connect Your Marketing Channels
Open Marketing ROI and link your ad accounts (Google Ads, Meta, etc.) under Settings > Integrations. 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 call-specific context.
Key Concepts
| 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 | Connecting a patient back to the marketing channel that brought them in |
| Cost Per Lead (CPL) | Total marketing spend ÷ number of leads generated |
| Cost Per Acquisition (CPA) | Total marketing spend ÷ number of new patients seen |
📘 See the Platform Overview for the full KPI glossary and how every metric is calculated across dashboards.
Recommended Reading Order
- Platform Overview — Architecture and KPI definitions
- Scheduling — The foundation; most other modules reference appointment data
- Marketing ROI — Which channels deliver real patients, not just clicks
- Call Intelligence — Insights from your phone calls
Need Help?
Reach out to your Customer Success Manager or open a support ticket from the Help menu inside the app.