Patient outreach platform
Turn patient outreach into an operation you can measure.
Liaison Flow gives clinic groups one system for the work between a lead and a treatment: who was called, who showed, what treatment sold, and what every liaison earned.
Purpose-built for outbound clinic outreach. Live across two US regions today.
Tuesday is the problem. Now it's a staffing decision, not a mystery.
The gap
Outreach happens. Proving what it produced is the hard part.
Most clinic groups run outreach on a call list, a KPI workbook, a commission tracker and a timesheet. Four files, four owners, and no line between a dial and a dollar.
Call history nobody can reconstruct
Attempts live in a notebook or a spreadsheet that stops being updated by week three. When a lead goes cold or a patient complains, there is no record to go back to.
No-shows counted, never explained
Everyone knows the rate. Almost nobody knows the pattern: which day, which location, which liaison. Without that, there is nothing to fix.
Bookings that never reach revenue
An appointment is a vanity metric until it connects to treatment started, dollars collected and balances still owed. Most systems stop at the calendar.
The platform
Everything between the first dial and the final payout.
Call queues that don't leak
Import a list, de-duplicate it against every patient already on file, distribute it. Attempt caps retire unreachable numbers on their own. Callbacks resurface at the right hour in the patient's time zone.
Show rates you can act on
Show and no-show rates by liaison, location and day of week, with treatment conversion beside them. Small samples are flagged, so nobody is judged on three appointments.
Treatment revenue and installments
When treatment starts, the sale is captured: total value, collected today, payment method. Balances carry forward and settle as each installment lands.
Commissions that reconcile
Rates set per liaison and earned on verification, not on a promise. Choose what to pay for a period, mark it paid, and every liaison sees their own ledger.
Time clock and bi-weekly payroll
Liaisons clock in and out, split shifts included. Hours times rate plus eligible commissions produce a payroll report they review and send to HR themselves.
Reports leadership will actually read
Performance, appointments, lead status, clinic, revenue, commissions, payroll. Filtered by period, region or liaison. Exported to Excel, PDF or CSV under your own logo.
How it works
The numbers assemble themselves as the work gets done.
Liaisons work a queue, not a spreadsheet.
Each liaison opens the day to a prioritised list: callbacks due now, new leads, anyone gone quiet. Logging an outcome takes one tap and the record writes itself.
- Patient-local time shown before every call
- Callbacks scheduled to the minute and resurfaced automatically
- Attempt caps close unreachable numbers without anyone chasing ghosts
Generated by the liaison, checked by them, sent to HR.
Pay day takes minutes, not an afternoon.
Hours come from the clock. Commissions come from verified outcomes. Each liaison generates their own bi-weekly report, checks it and sends it on. Nobody retypes a patient list again.
- Hourly rates and commission tiers set per liaison
- Commissions verified late still catch up into the next period
- Branded Excel output, ready for payroll
No-shows stop being weather.
Every appointment is verified after its date: showed, no-showed, cancelled, or started treatment. Those verifications become the pattern behind the rate.
- Show rate measured on resolved appointments, cancellations kept separate
- A dedicated follow-up coordinator role for confirmation calls
- Nightly alerts when appointments sit unverified past their date
Who it's for
Groups where outreach is a job, not an afterthought.
Two locations or twenty, across regions and time zones, with one view of the whole operation.
Every location measured on the same definitions, so a territory conversation starts from agreed numbers.
Liaisons paid hourly, on commission, or both, with the tracking that makes either defensible.
The line from calls placed to dollars collected, without waiting on a month-end workbook.
Pricing
Priced by locations and liaisons.
Every plan includes the full platform. What changes is scale, and how much of the operation we run alongside you.
Essential
A single location putting structure behind its outreach.
- Full platform: queues, KPIs, commissions
- Show-rate and revenue reporting
- Onboarding and email support
Growth
Several locations, a real outreach team, and payroll to run.
- Everything in Essential
- Time clock and bi-weekly payroll reports
- Follow-up coordinator role and reminder workflow
- Your logo on the portal and every report
- KPI digests to leadership, daily and weekly
Enterprise
Regional groups that want the operation run, not just the software.
- Everything in Growth
- Dedicated onboarding and data migration
- Custom reports and finance workbooks
- Fractional CFO advisory from Accuprime
Questions
What clinic owners ask first.
How long does it take to get running?
Days, not months. Bring a patient list as a CSV and your clinic locations. The system de-duplicates on import and assigns to your liaisons. Most teams are calling out of Liaison Flow the same week.
Do our liaisons need training?
They work one screen, their day's queue, and log outcomes with a tap. Most are comfortable inside a shift. Admins get more depth, and we provide guides for both.
Can we keep our own commission structure?
Yes. Rates are set per liaison, so a long-tenured team member and a new hire can earn different amounts for the same outcome. Changing a rate never rewrites commissions already earned.
What about patient data and privacy?
Your data lives in your own database instance, not pooled with other clinics. Access is role-scoped, so liaisons see only the patients assigned to them, and every edit is logged against the person who made it. We're glad to walk through specifics, including business associate arrangements, with your compliance contact.
Does it replace our EMR or practice management system?
No. It sits in front of them. Liaison Flow handles the outreach that happens before a patient is ever in your chair, then follows the outcome through to revenue so you can see what that outreach was worth.
Can we export our data?
Every report exports to Excel, PDF or CSV, and full lead exports are available to admins at any time. It's your data.
See it against your own numbers.
A 30-minute walkthrough using a sample of your real outreach data, so you can judge it on your operation rather than a demo account.
- No slide deck. We open the product and load your kind of data.
- You'll see show rates, commissions and a payroll report end to end.
- If it isn't a fit, we'll say so.
Prefer email? rbgumban@accuprimefinancials.com