GuardenerAI for physiotherapy and chiropractic is a CRM that sits beside the clinical system and handles everything around treatment: new patient enquiries, referrals from doctors and coaches, booking links for first assessments, follow-up tasks and recall campaigns by email, SMS or WhatsApp. It is for independent and multi-practitioner clinics that want more first visits and fewer patients lost after week two.
Your clinical system holds the notes and the treatment plan. The enquiries, the referrers, the patients who stopped coming after three sessions and the money usually live somewhere else. GuardenerAI is the system for that half of the clinic, kept beside the clinical record rather than replacing it.
Web enquiries arrive as leads, duplicate rules flag anyone already on file, and a first-assessment booking link lets the patient pick a time that is really free.
Set each referring practice or club up as a lead source and a company, so a saved report shows where new patients come from and who deserves a call.
An action plan lays down the check-in calls after a first visit, and a recall journey sends a reminder by email or SMS to patients your team adds to it.
Invoice the sports club or employer that pays for treatment, record payments, and on the Max plan send a Stripe card payment link with the invoice.
There is no one-click template for this industry, so you add these objects and fields yourself in Settings. It takes an afternoon, and nothing about it is fixed.
New patient enquiries arrive as leads and become persons once they book a first assessment.
Referring practices, sports clubs and employers who send or pay for patients.
First assessments booked through links and synced to each practitioner’s calendar. Clinical notes stay in your clinical system.
Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.
Encrypted, audit-logged, isolated per tenant, with default-deny roles. HIPAA and BAA support are on our roadmap, not yet delivered, and we say so plainly here rather than letting you discover it later. GuardenerAI is a CRM, not an EHR: it sits beside your clinical system instead of replacing it.
Read the security details →Start free in an afternoon, or have us walk you through it with data that looks like yours.
Also built for healthcare practices, fitness studios and gyms and therapy and counselling. See every industry.
Tell us about your team and what you want to see, and we'll reply by email to set a time.
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