Patient 360 built in
Automatic lead capture, enrichment, segmentation, and routing with full pipeline tracking from inquiry to reactivation.

Full lead pipeline with ads auto-ingestion
Leads captured from every channel
One patient record, every interaction
Chat, calls, bookings, invoices, and tasks on one timeline with full attribution from every source.
Automatic Lead Capture Across Every Channel
All channels and lead forms auto-captured with full attribution. Every ad dollar tracked to a patient.
Auto-Enriched Patient Profiles
Source, intent, service line, doctor preference, branch, and language enriched automatically.
Right Person, Right Away
Auto-routed to the right coordinator by segmentation and SLAs for faster response.
Lifecycle Tracked Automatically
New to Engaged to Qualified to Booked to Visited to Reactivation, auto-tracked by triggers.
One Timeline, One Truth
Chat, calls, bookings, invoices, and tasks on one record. Patients never repeat themselves.
Full Revenue Attribution
Lead to conversation to booking to revenue by source, doctor, service, and campaign.
CRM stages, auto-tracked by triggers
Stages auto-advance on replies, call outcomes, bookings, payments, and visit changes.
Revenue visibility, built in
Revenue, collections, and outstanding balances synced with your EMR in one shared source of truth.

Ready to see Patient 360 in action?
See how Zavis Patient 360 gives your team full pipeline visibility from ad click to revenue.