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Consult Engine
RetainNeeds integration

Ask for reviews at the right appointment stage

Consult Engine sends the appointment state; a configured messaging workflow delivers the request.

Reviews & Reputation

  • Auto-send after visits
  • Standard workflow template
  • Integration readiness

What it does.

Auto-send after visits

Completed-appointment events can trigger a configured messaging workflow.

Standard workflow template

The manifest documents the expected trigger, tags, and appointment states.

Integration readiness

Connection, configuration, and failed sync states stay visible to the clinic.

What you get.

  • Post-appointment trigger context
  • Visible integration readiness
More in Retain

Works with the rest of the platform.

Nurture WorkflowsNeeds integration

Treatment-aware workflow signals sent to your connected CRM and messaging system.

Explore Nurture Workflows
RecallComing soon

Win-back campaigns that re-engage lapsed patients.

Explore Recall

Ready to connect
the workflow?

Start with what is live, then add integrations and roadmap modules as they become ready.

Start integration setupSee pricing