A unified platform built to simplify patient bookings, improve lead triaging, and ensure no opportunity is missed—through seamless Calendly and CallRail integration.
Industry
Healthcare
Services Delivered
UI/UX Design, Web Platform Development, API Integration (Calendly & CallRail), QA
Tech Stack
Figma, React, AWS, Calendly API, CallRail API
Region
USA
Foreverone aimed to fix the problem of how clinics in the United States manage appointments and leads. A wide variety of clinics report that they receive customer booking data on their calendars disconnected and scattered from different sources including Calendly and even CallRail. As this project is expected to systematically unify and align such systems, it is not possible to overemphasize the need for an efficient patient leads triage, management, and short-follow-up system.
The Problem: Fragmented Booking Data & Inefficient Lead Management
Customer booking data is one of the main potential difficulties that clinics have to confront. Clinics using Calendly to capture bookings and CallRail to track calls were not able to view leads from a single interface. This was because there was a lack of an efficient lead triaging system, hence leading to cases of missed leads and poor sequencing when following up with the patients. Our task was that we need to overcome these gaps by achieving Calendly and CallRail integration and providing a centralized dashboard and high-level lead management.
The project was divided into two core components:
Complete integration with Calendly and CallRail APIs for real-time data sync
Customizable dashboard to track new, triaged, missed, and referred leads
Editable and filterable lead records including booking info and call transcripts
Ability to add and manage clinic users with secure role-based access
Real-time view of incoming patient leads and follow-up needs
Custom filters to prioritize new patients, missed calls, or referrals
Built-in transcription and playback for call recordings
Editable lead records to ensure up-to-date contact and appointment data
Calendly and CallRail API Integration for Unified Data Access
Custom Filters to Sort Leads by Type and Priority
Editable Lead Records for Follow-Up and Case Tracking
Editable Lead Records for Follow-Up and Case Tracking
Real-Time View of All Leads: New, Triaged, and Missed
Call Transcription and Playback Integrated with Records
Intelligent Lead Sorting for Faster Response
User Account Management and Secure Role-Based Access
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