Lead Management
Capture prospective patient inquiries, assign responsibility, track status, and keep the next action visible.
See lead management →Practice Align Client Hub
Every patient opportunity. Clearly managed.
Healthcare lead management and workflow software built for everything before the first appointment.
Capture inquiries, manage booking requests, coordinate follow-up, preserve activity history, and give your team a clearer path from patient interest to appointment.
Purpose-built for healthcare teams—not adapted from a generic CRM.
New12 inquiries
Ready for review
Follow-up8 scheduled
Next steps assigned
Booking5 requests
Awaiting confirmation
OwnershipClearly assigned
Visible by role
TimelineCentralized
Notes and activity
ReportingConnected
Source to outcome
The operational gap
The lead arrived. What happened next?
Marketing platforms can show that an inquiry was generated. The Client Hub helps your practice see whether it was assigned, contacted, followed up, scheduled, converted, or lost.
- Fewer opportunities scattered across inboxes and forms
- Clearer responsibility and next steps
- Better visibility into the work behind conversion
A clear product boundary
Not your EMR. Not a generic CRM.
Your EMR remains the system for clinical workflows and established-patient records. The Client Hub organizes the work that happens before a prospective patient enters that clinical process.
- Supports staff instead of replacing their judgment
- Focuses on inquiry-to-appointment workflows
- Complements clinical and practice-management systems
- Reduces the complexity of general-purpose CRM software
Core capabilities
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The pre-appointment workflow, connected.
Booking Requests
Bring appointment requests into a consistent workflow with context, history, ownership, and status.
See booking requests →Workflow Management
Turn informal handoffs and follow-up into a process the whole team can understand.
See workflow management →Website Widgets
Capture leads, booking requests, and secure uploads directly from your practice website.
See website widgets →Reporting & Analytics
View marketing performance and lead activity in a more useful operational context.
See reporting →Security & Access
Support responsible operations with authenticated access, roles, audit history, and secure file handling.
See security →Lead management
Give every inquiry an owner and a next step.
Keep contact details, service interest, source context, notes, status, follow-up, and timeline history together.
- Centralized lead records
- Status tracking from new to converted or lost
- Internal notes and activity timeline
- Follow-up scheduling and notifications
- Lead-to-customer conversion support
Booking requests
Make appointment interest actionable.
A booking request should not disappear into an inbox. Centralize submission context, make ownership visible, and preserve the history behind each request.
- Website appointment-request capture
- Status and responsibility visibility
- Notes, activity, and handoff context
Workflow management
Build consistency without adding complexity.
Coordinate the work
Use roles, notes, status, follow-up dates, activity history, and notifications to keep opportunities moving.
Improve the process
Review outcomes and activity to find handoff gaps, slow responses, and missed follow-up.
Website widgets
Capture opportunities at the source.
Embeddable website experiences connect prospective patient submissions directly with the Client Hub workflow.
- Lead-capture forms
- Appointment-request workflows
- Secure file-upload support
- Submission validation and anti-spam controls
Reporting and analytics
See more than clicks and lead totals.
Marketing data becomes more useful when leaders can also see what happened after an inquiry arrived. The Client Hub brings performance reporting and lead activity into the same operating context.
- Marketing reporting and dashboards
- Lead-source and submission context
- Status and conversion visibility
- Operational questions marketing reports alone cannot answer
Security and privacy
Designed with healthcare responsibility in mind.
- Authenticated application access
- Role-based permissions
- Audit and activity history
- Secure upload handling and malware protection
- HIPAA-conscious architecture and development practices
Specific compliance representations depend on configuration, agreements, policies, and customer implementation.
See the Client Hub
Bring clarity to everything before the first appointment.
See how the Client Hub can support your practice's inquiry, booking, follow-up, and reporting workflows.