Patient Acquired

Reporting & Visibility

See the Entire Patient Acquisition Journey.

Patient Acquired gives your practice a connected view of new inquiries, conversations, opportunities, appointments, pipeline activity and performance—so your team can understand what is happening from the first inquiry through the booked patient.

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Patient Pipeline

Know Exactly Where Every Opportunity Stands.

Organize new inquiries into a visual pipeline and follow their progress from first contact through engagement, qualification, scheduling and conversion.

Patient Acquired
▣
✦ Ask AI
?
Patient Acquisition Pipeline⌄
⇩ Import
+ Add opportunity
☷ Open opportunities
+ List
▽ Advanced filters
↕ Sort
New Inquiry
18 opportunities $28,450

Jessica Morgan

Service: Consultation
Source: Google Ads
Value: $1,250
☎◌✉☑

Emily Carter

Service: New Patient
Source: Website
Value: $850
Contacted
14 opportunities $21,600

Michael Davis

Service: Consultation
Source: Meta Ads
Value: $1,100
☎◌✉☑
Qualified
11 opportunities $18,850

Sarah Mitchell

Service: New Patient
Source: Google
Value: $1,500
☎◌✉☑
Scheduled
9 opportunities $14,950

Amanda Wilson

Appointment: Sep 29
Time: 10:30 AM
Value: $1,750
Confirmed
6 opportunities $9,800

Olivia Harris

Status: Confirmed
Source: Referral
Value: $1,950
Patient
51 converted $72,300

James Anderson

Status: Converted
Source: Google Ads
Value: $2,400
Pipeline Reporting

See What Is Happening Across Your Pipeline.

Review open opportunities, expected opportunity value, completed opportunities and areas of the pipeline that may require attention.

Coastal Healthcare
✦ Ask AI
?
All pipelines⌄
▥ Summary
▣ Forecast timeline
Max potential value $86,450 Total value of open opportunities
Expected value $42,780 Based on pipeline activity
Completed opportunity value $31,250 Completed opportunities
Open opportunities 63 Currently in progress

At-risk opportunities

Opportunities that may require attention.
High priority No response 14+ days
4
Medium priority Follow-up overdue
7
Low priority Recently inactive
3

Pipeline data quality

Keep opportunity data organized.
Missing follow-up date 3
Missing opportunity value 2
Overdue opportunities 4
Opportunities by status ● Completed   ● Expected
Open
63
Completed
51
Lost
8
Inactive
5
Conversion Reporting

Understand How Inquiries Move Toward Appointments.

View opportunity status, pipeline distribution, conversion activity and funnel performance from one connected reporting environment.

Coastal Healthcare
✦ Ask AI
?
Opportunity status All pipelines⌄
63
Open opportunities
Opportunity value All pipelines⌄
$86.4K
Potential opportunity value
Conversion rate Patient Pipeline⌄
64%
Patient Acquisition Funnel Patient Pipeline⌄
New Inquiry 184 opportunities
100%
78%
Contacted 143 opportunities
78%
83%
Qualified 119 opportunities
65%
81%
Scheduled 96 opportunities
52%
81%
Confirmed 78 opportunities
42%
65%
Patient 51 opportunities
28%
—
Stage distribution Patient Pipeline⌄
New Inquiry
184
Contacted
143
Qualified
119
Scheduled
96
Patient
51
Connected Scheduling

See Your Patient Calendar Fill in Real Time.

Connect scheduling with your patient acquisition workflow so your team can see appointments alongside the inquiries and opportunities that generated them.

Calendars    Calendar view    Appointment list view    ⚙ Calendar settings
✦ Ask AI
?
Today
‹
Sep 28 – Oct 4
›
Week view⌄
Appointments⌄
+ New
28 Mon
29 Tue
30 Wed
1 Thu
2 Fri
3 Sat
4 Sun
9 AM
10 AM
11 AM
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Emily Carter 10:00 AM – 10:30 AM
Sarah Mitchell 12:00 PM – 12:30 PM
Michael Davis 11:00 AM – 11:30 AM
Amanda Wilson 2:00 PM – 2:30 PM
Olivia Harris 1:00 PM – 1:30 PM
New Patient 3:00 PM – 3:30 PM
Connected Operations

Keep Important Activity Inside One Platform.

Depending on your configuration and connected services, additional business activity can live alongside your patient acquisition workflow for greater operational visibility.

Patient Acquired
✦ Ask AI
?
Invoices & Estimates⌄
Documents & Contracts⌄
Orders⌄
Subscriptions
Payment Links
Transactions
Products⌄
Settings

Invoices

Create and manage invoices for Coastal Healthcare

⚙ Settings
+ New
3 Invoice(s) in Draft $1,850
4 Invoice(s) Due $3,450
18 Invoice(s) Received $18,950
1 Invoice(s) Overdue $650
Sep 1, 2026 → Sep 30, 2026
Invoice Name Invoice Number Patient Amount Status
Consultation #1048 Sarah M. $450 Received
Treatment Deposit #1047 Jennifer L. $1,250 Received
Service Invoice #1046 Michael R. $850 Due
Patient Deposit #1045 Amanda W. $650 Overdue
Visibility Across the Patient Journey

One System. A Clearer Picture.

Patient Acquired helps connect the activity surrounding your patient acquisition process so your team can spend less time piecing information together and more time acting on it.

01

Pipeline Visibility

See where new inquiries and patient opportunities stand throughout your configured acquisition process.

02

Appointment Visibility

Keep upcoming appointments visible and connected to the workflow your team uses to manage opportunities.

03

Conversion Reporting

Review pipeline movement and conversion-related activity to better understand how inquiries progress.

04

Opportunity Insights

Identify inactive opportunities, follow-up needs and other areas that may require attention.

05

Source Visibility

Understand where configured opportunities originate and how different sources contribute to the pipeline.

06

Connected Operations

Bring key acquisition and operational activity into a more connected environment for your practice.

See the Platform in Action

See What Your Patient Acquisition Process Could Look Like in One Place.

In a 20-minute demo, we'll show you how Patient Acquired can help organize inquiries, conversations, follow-up, appointments, pipeline activity and reporting around your practice.

BOOK YOUR 20-MINUTE DEMO →
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