CRM - Growth Plan - Harmony Ops for DPC
Growth Plan
Everything your practice needs to find patients and keep them.
A complete patient acquisition and engagement system for Direct Primary Care. Configured for your practice and running within 10 business days.
$349
per 28 days
One-time setup
$699
configured for you
Your practice becomes visible. Interested patients don't fall through the cracks.
Patient Acquisition
Most DPC practices lose leads because there's no system catching the people who were almost ready to sign up. These systems close that gap.
SIGNATURE FEATURE
Patient Interest Capture calculator
Works on any website platform - Wix, Squarespace, WordPress, Webflow, or GHL-hosted
Results email sent to the patient automatically on submission
Lead record created in your CRM with source tagged
3-email nurture sequence starts within minutes
We help you with the setup - two code blocks pasted on your website
Meet and greet booking calendar
Lead capture forms
New patient inquiry landing page
QR code generator
Your front door is open. Even at 9 PM on a Tuesday.
Voice AI & Chat
When prospective patients have questions at inconvenient times, your practice still responds. Capture interest before they call the next clinic on Google.
SIGNATURE FEATURE
Voice AI Phone Answering
24/7 coverage: Never miss an after-hours inquiry from a prospective patient.
Custom greeting script: Designed to sound natural and match your practice's tone.
Smart routing: Instantly transfers urgent calls while handling basic membership questions.
Lead capture: Logs new contact info directly into the CRM automatically.
Call recordings: Review exactly what was said from your dashboard.
Chat Widget (Live + AI)
Engage website visitors instantly. Start conversations with AI and take over seamlessly when your potential patient requests to speak with a human.
Universal Inbox
See every patient interaction in one place. Combine SMS, email, web chat, and Facebook/Google messages into a single view.
Call Recording & Transcription
Maintain complete records of contact communications. Every call is automatically recorded and transcribed for easy review.
Voicemail Drop
Deliver pre-recorded voicemails straight to a potential patient's voice inbox without ringing their phone. A high-conversion outreach tool.
Leads are followed up with. Members stay connected.
CRM & Automated Follow-up
Your CRM is the central hub that holds every contact and triggers automated sequences to keep them engaged without manual effort.
SIGNATURE FEATURE
Automated Sequences
Four pre-built and pre-loaded automated sequences, ready on day one.
Included Platform Features
Broadcast email
Open and click tracking
Anniversary & Birthday messages
- 2-way SMS
- Contact tagging
- Broadcast SMS
Social Media
Consistent without being a full-time job.
A seamless way to schedule content, generate AI captions in your voice, and keep your practice active online without it taking over your week.
SIGNATURE FEATURE
AI captions in your voice
Our system is trained on your brand voice intake to generate captions that actually sound like you.
Trained on brand voice intake
AI image generation and curation
Hashtag optimization
Visual calendar view
Review your analytics on the planner
Platforms included
*Note: Instagram Stories and TikTok require manual posting via the mobile app notification due to platform API limitations.
MORE REVIEWS. LESS CHASING.
Reputation Management
Google is the new front door for your practice. When patients search for a new doctor, your reviews are the first impression they get. Most DPC practices struggle to build their rating simply because asking for reviews feels awkward and manual.
We automate the entire process of capturing patient feedback, filtering out the noise, and guiding your happiest members to share their experiences online. You can focus entirely on delivering exceptional care while your 5-star reputation grows on autopilot.
SIGNATURE FEATURE
Set it once.
Automated review requests
A continuous engine for practice growth that politely asks for feedback via SMS and email after a patient visit.
Integrates with the Meet & Greet schedule
Directs happy patients to Google
Creates an internal loop for private issues
Google Business Profile setup
Reputation dashboard
Review monitoring alerts
Automate Google Business posts
HIPAA-secure CRM
Pipeline tracking
Mobile app (LeadConnector)
Reporting dashboard
Custom workflow automations
Surveys and feedback forms
Practice website hosting
Email domain authentication
Operations
The infrastructure your practice runs on.
A robust, HIPAA-secure foundation designed specifically for Direct Primary Care. Everything you need to manage patient pipelines, automate routine workflows, and track practice growth, all in one centralized platform so you can focus entirely on patient care.
Operations
The infrastructure your practice runs on.
A robust, HIPAA-secure foundation designed specifically for Direct Primary Care. Everything you need to manage patient pipelines, automate routine workflows, and track practice growth, all in one centralized platform so you can focus entirely on patient care.
HIPAA-secure CRM
Pipeline tracking
Mobile app (LeadConnector)
Reporting dashboard
Custom workflow automations
Surveys and feedback forms
Practice website hosting
Email domain authentication
WHAT THE GROWTH PLAN DOESN'T COVER
Out of Scope
These tools fall outside the Growth Plan by design. Each has a better-suited alternative for DPC practices.
Electronic Health Records
Alternative: Hint, Elation, Atlas MD, or your current EHR
Recurring membership billing
Alternative: Hint, Stripe, or your current billing system
Telehealth video visits
Alternative: Zoom, Doxy.me, or your EHR's telehealth feature
Clinical documentation & charting
Alternative: Your EHR
Legal advice on practice structure
Alternative: A healthcare attorney familiar with DPC
Accounting and tax preparation
Alternative: A CPA familiar with small medical practices
Ready to see it running?
A discovery call is 30 minutes. We look at where your practice is right now and whether the Growth Plan is the right fit.
Copyright 2026 Harmony Ops Health™ a DBA of Crescendo Operations LLC™