Funnel Dynamics Information

Roughly 40% of provider appointments are missed or never filled. The room, the clinician and the equipment are already on the books — so an empty chair costs a practice twice: once as an hour nobody used, and once as a patient who never got seen. Funnel Dynamics works in the gap between your CRM and your practice management system. Your CRM knows a patient was interested but not whether they turned up. Your PM system owns the schedule but knows nothing about the patient before they book. QUALIFY, SCHEDULE, NURTURE • Prioritize every inquiry. Everyone who inquires gets prioritized, and the ones who need an answer today go to the top of your team’s list. • Schedule a time they can keep. Each patient is booked into the appointment time they’re most likely to be able to keep, read live from the schedule your practice already runs. • Nurture the ones who slip. Missed and cancelled visits are flagged for rebooking instead of quietly falling off the schedule. WE ARE NOT A PATIENT ENGAGEMENT SERVICE Funnel Dynamics works out who your team should work next, and when. Your practice does the talking, on the phones and messaging tools it already runs. RUNS ON WHAT YOU ALREADY HAVE Connectors for Dentrix, Eaglesoft, Open Dental, Epic, Boulevard and WebPT, plus a REST API for anything else. No migration, no change to how your front desk books. Most practices are live in 30-60 days. Built for dental practices and DSOs, med spas and aesthetics, physical therapy, and specialty practices. COMPLIANCE-NATIVE HIPAA-compliant handling of PHI under a BAA, encryption in transit and at rest, role-based access controls, and a SOC 2 Type II audit in progress. Our nondiscrimination commitment is written down: Funnel Dynamics decides the order and timing of a practice’s outreach. It never decides whether a patient gets care, and it is not used to screen or deny access. Now in pilot with design partners.