GreatclicksFX MED OS
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FX Med OS | Done-for-You Practice Automation

Streamline Your Practice From First Inquiry to Patient Enrollment.

FX Med OS connects your patient inquiries, appointment scheduling, follow-ups, onboarding, and reporting into one automated system—so your team spends less time on admin work and more time serving patients.

Book My Free System Review

A complimentary 30-minute review to identify where your practice can improve its patient journey and reduce manual work.

For functional medicine, integrative medicine, BHRT, longevity, and related wellness practices.

Explore the five connected systems

Trusted by practitioners and founders

  • The Natural Path
  • Forever Young
  • Inception
  • Fitlosophy
  • Reveal Vitality and Longevity Institute
  • Vessel Men's Health
  • Zone Blue
Done-for-you implementation Built around your practice Start with your most important gap
Sound Familiar?

Your Practice Is Growing. Your Admin Work Is Growing With It.

As more patients inquire, book appointments, and enroll in programs, your team has more to manage.

Without connected systems, important follow-ups get delayed, appointments require manual coordination, and patient information gets passed between different platforms.

Your team shouldn't have to manage every step manually. The right systems can take care of repetitive work and keep everyone on the same page.

  • New patient inquiries aren't always answered quickly.
  • Interested patients need multiple reminders before booking.
  • Appointments require manual confirmations and rescheduling.
  • Consultation follow-ups depend on busy staff remembering.
  • Patient enrollment and onboarding involve disconnected tools.
  • Practice owners struggle to see exactly where patients drop off.
What We Automate

5 Connected Systems. One Streamlined Practice.

From the first patient inquiry to enrollment and onboarding, FX Med OS connects the steps your team handles every day.

Greatclicks is a done-for-you practice automation and systems integration partner. We configure and connect systems around how each practice already operates.

System 01

New Patient Inquiry & Follow-Up System

Respond to new patient inquiries within minutes, answer common questions, and automatically follow up with interested prospective patients who haven't booked.

Give every eligible new inquiry timely attention and consistent follow-up without your team manually chasing every prospect.

Instant Inquiry Response
  • Immediate SMS acknowledgment
  • Immediate email acknowledgment
  • AI outbound calling agent for eligible inquiries
  • After-hours inquiry response
  • Missed-call text-back where supported
AI Patient Coordinator
  • Answers practice-approved administrative questions
  • Helps prospective patients find the right next step
  • Assists with appointment booking
  • Escalates questions requiring staff involvement
  • Operates within practice-approved communication boundaries
14-Day Follow-Up & Nurture
  • Scheduled SMS follow-ups
  • Scheduled email follow-ups
  • Appointment booking links
  • Follow-up based on inquiry and booking status
  • Automatic stopping conditions when someone books or opts out
Long-Term Inquiry Nurture
  • Weekly educational email newsletter
  • Begins after the initial 14-day sequence for eligible contacts
  • Content follows the practice's approved messaging
  • Contacts exit or change sequences when their status changes

Outbound calls and SMS depend on applicable consent and practice-approved configuration. Weekly newsletters require appropriate email marketing consent.

System 02

Appointment Management & Recovery System

Keep appointments organized with automated confirmations, reminders, rescheduling, and follow-up for missed visits.

Reduce manual scheduling work and give patients a clearer, easier way to attend or reschedule appointments.

Appointment Coordination & Recovery
  • Appointment booking confirmations
  • SMS appointment reminders
  • Email appointment reminders
  • Rescheduling assistance and links
  • Cancellation handling
  • No-show identification
  • No-show recovery follow-ups
  • Appointment status updates
  • Staff notifications when action is required

Track booked, confirmed, completed, canceled, rescheduled, and no-show appointments separately. Cancellations are not counted as no-shows.

System 03

Consultation & Enrollment Follow-Up System

Automatically send the appropriate next steps after discovery calls and consultations so interested patients can move forward.

Help interested patients complete their next steps without relying on staff to remember every follow-up.

Post-Call Follow-Up
  • Thank-you SMS
  • Thank-you email
  • Practice-approved consultation summaries or administrative recaps
  • Next-step instructions
  • Booking or enrollment links
  • Staff-selected call outcomes
Enrollment Follow-Up
  • Follow-up for interested patients who haven't enrolled
  • Approved program information
  • Pricing or enrollment links where applicable
  • Follow-up messages based on patient decisions
  • Staff notification when personalized assistance is needed
Outcome-Based Automation
  • Interested / needs more information
  • Ready to enroll
  • Enrolled
  • Not interested
  • Needs staff follow-up

Follow-up matches the actual call outcome recorded by authorized practice staff. Each completed consultation does not automatically enter the same sales sequence.

System 04

Patient Onboarding & Care Coordination System

Connect enrollment, onboarding, and administrative care milestones so your team can manage the next steps with fewer manual handoffs.

Reduce repetitive onboarding tasks and keep the administrative patient journey organized across connected systems.

Enrollment and Payment Handoffs
  • Payment confirmation triggers where supported
  • Enrollment status updates
  • Program or membership onboarding triggers
  • Appropriate administrative notifications
Patient Onboarding
  • Welcome email
  • Onboarding instructions
  • Intake form reminders
  • Account or patient portal setup assistance
  • Staff notifications for incomplete onboarding
Lab & Consultation Milestone Tracking
  • Lab order status tracking where supported
  • Administrative reminders
  • Results-received status updates
  • Results-review appointment coordination
  • Staff alerts when follow-up is needed
Practice Software Integrations
  • CRM integrations
  • Calendar and booking integrations
  • Supported EHR handoffs
  • Cerbo, Biocanic, Practice Better, Optimantra, and other supported tools depending on implementation feasibility

Clinical records remain in your practice's EHR. AI does not interpret lab results, provide medical advice, or replace clinical judgment. Integration feasibility is reviewed for your software and workflow.

System 05

Practice Performance & Reporting System

See how your practice is performing, where patients are dropping off, and which parts of your patient journey need attention.

Understand how prospective patients move through your practice and identify operational gaps using actual tracked data.

Weekly Practice Performance Snapshot

An automated weekly report sent to the practice owner or designated team member. Easy to scan without opening a dashboard. Potential metrics:

  • Total new patient inquiries
  • Appointments booked
  • Consultations completed
  • Appointment no-shows
  • New patient enrollments
  • Inquiry-to-booking conversion rate
  • Consultation-to-enrollment conversion rate
  • Comparison with the previous week where supported
Patient Journey & Conversion Dashboard

A reporting dashboard that shows the performance of the connected patient journey. Potential features:

  • Lead or inquiry source tracking
  • Appointment booking performance
  • Pipeline stage visibility
  • Consultation outcomes
  • Enrollment tracking
  • Stage-to-stage conversions
  • Date-range filtering
  • Provider or program filtering where supported
  • Trends over time

Available metrics and filters depend on the connected systems, implementation scope, and actual tracked data. Not every metric is available for every practice.

One Connected Journey. From Inquiry to Enrollment.

Each step connects to the next, so your team can spend less time moving information between systems.

  1. 01

    New Patient Inquiry

  2. 02

    Instant Response + AI Patient Coordinator

  3. 03

    Appointment Booking

  4. 04

    Appointment Reminders & Recovery

  5. 05

    Consultation

  6. 06

    Post-Call Follow-Up

  7. 07

    Program Enrollment

  8. 08

    Patient Onboarding & Care Coordination

Built Around Your Practice. Done for You.

Custom to Your Practice

Your workflows are built around your team, services, and existing systems—not a generic template.

Connected to Your Existing Tools

We connect supported CRMs, calendars, forms, and practice software to reduce manual handoffs.

Built, Tested, and Supported

We handle the technical implementation, test the workflows, train your team, and provide ongoing support based on the agreed scope.

You Own What We Build

Your systems and assets live in your own accounts, so they stay with your practice.

We Find the Gap. Then Build the Right System.

  1. 01

    Free FX Med OS System Review

    In a complimentary 30-minute call, we review your patient journey and identify where manual work, delayed follow-up, or disconnected systems may be slowing things down.

  2. 02

    Custom Implementation Plan

    We recommend what to build first, how it connects to your existing tools, and what the implementation will involve.

  3. 03

    Build, Connect & Test

    We configure the approved workflows, connect supported systems, test the handoffs, and walk your team through the setup.

  4. 04

    Support & Improve

    We monitor and improve the agreed systems, and identify opportunities to streamline additional parts of your practice.

You don't need all five systems at once. We start with your practice's most important operational gap. Standard implementations target approximately 30 days, depending on scope; complex integrations or custom development may require additional time.

See how implementation works
Three practices. Real implementations.

A More Connected Practice.
Here's What That Can Look Like.

01 / TELEHEALTH FUNCTIONAL MEDICINE

Inception Telehealth

54 new patients in six months

Implemented: follow-up, booking, integrations, onboarding, and lab coordination for a new practice that needed its operational foundation.

538 leads · 173 booked calls · 71 consultations · 15+ staff hours reportedly saved per week. Six-month reporting period.

Explore the case study
02 / VIRTUAL FUNCTIONAL HEALTH

Kristi Leigh

12 program clients

Funnels, lab onboarding, and program follow-up ran separately. Greatclicks connected them into one tracked journey from first interest to ongoing care.

110 leads · 29 initial lab clients · 9 ongoing members.

Explore the case study
03 / INTEGRATIVE HEALTH & LONGEVITY

Reveal Vitality

One connected patient journey

Implemented: lead source and pipeline tracking, Cerbo and Biocanic integrations, patient and membership onboarding, equipment scheduling, a custom patient portal, and a custom conversion and reporting dashboard.

Administrative workflows connected around the practice's operations.

Explore the case study

Source: Greatclicks published case studies. Inception and Kristi results are client-reported; individual results vary. Reveal Vitality describes implemented capabilities, not measured revenue or conversion gains.

Client experiences

Hear It From the People
We've Worked With.

Real conversations with practice owners, practitioners, and founders about working with Greatclicks.

Inception Telehealth

Sean Maynard · COO & Integrative Health Specialist

Reveal Vitality

General Manager · Reveal Vitality

Kristi Leigh

Virtual functional health practice

Dr. Erika Schultz

Practice owner

Dawn Giammalvo

Functional Diagnostic Nutrition Practitioner

Debbie Conner

Rested Lifestyle practice

Sean Maynard

Owner · Global Fitness Coaching

Nate Gardner

Life coach & hypnotherapist

Brett Douglas

Fitness coach

Rashid

Online business owner

Coach Tyse

Online coach · Content2Sales

Client experiences span different services and businesses. Individual outcomes are not a guarantee of FX Med OS results.

Need Something More Specific?

Every practice operates differently. We can also build custom patient portals, equipment booking systems, reporting dashboards, membership workflows, and integrations when your practice needs something beyond the core setup.

Ongoing patient engagement, renewal reminders, and retention workflows are also supported custom capabilities. Additional work is scoped separately and is not automatically included in every implementation.

Explore our custom implementations
Complimentary · For qualifying practices

Find Out What's Slowing Down Your Practice.

Book a free 30-minute FX Med OS System Review. We'll look at how your practice handles inquiries, bookings, follow-ups, and onboarding, then identify the systems worth improving first.

  • Your Current Patient Journey

    How prospective patients move from initial inquiry to consultations and enrollment.

  • Your Existing Software

    Where your website, CRM, calendar, EHR and other tools connect—or don't.

  • Your Biggest Automation Opportunities

    Which manual processes could be simplified or automated first.

  • Your Recommended Next Steps

    A practical walkthrough of what FX Med OS could look like for your practice.

Designed for practices like yours

Is FX Med OS Right
for Your Practice?

Functional medicineIntegrative healthBHRTLongevity & wellness

FX Med OS is designed for established practices that already have patient inquiries coming in.

  • Your team spends too much time following up manually.
  • Your CRM doesn't connect to your other tools.
  • You want a more organized way to manage consultations and program enrollment.

You don't need to be running paid ads. And you don't necessarily need to replace your existing EHR.

Good Questions.
Clear Answers.

What is FX Med OS?

FX Med OS is Greatclicks' done-for-you practice automation solution. It connects the administrative steps of your patient journey, including inquiries, scheduling, follow-ups, enrollment, onboarding, and reporting.

Do I need all five systems?

No. We start by reviewing your existing workflow and identifying the most important gap. Your implementation plan is customized to what your practice actually needs.

Will this work with my existing EHR?

We build around your existing systems where integrations are supported. Compatibility depends on your software, access, and specific workflow requirements. We'll review feasibility during your System Review.

Does the AI Patient Coordinator replace my staff?

No. It supports approved administrative tasks such as responding to inquiries, answering common questions, and helping patients book. Your team remains responsible for clinical questions, exceptions, and decisions requiring human judgment.

Do you generate new leads or run ads?

FX Med OS focuses on helping your practice respond to, manage, and convert the inquiries you already receive. Advertising and lead generation are not part of the core FX Med OS offering.

How long does implementation take?

Standard implementations target approximately 30 days, depending on the systems being built. More complex integrations or custom development may require additional time.

How much does FX Med OS cost?

Pricing depends on the scope of the systems your practice needs. After the free System Review, we'll explain the recommended implementation and provide a custom plan if we're a good fit.

What if I already have GoHighLevel?

We can review your existing setup, identify missing workflows, and determine whether to improve what you have or rebuild specific components.

How do you handle patient privacy?

We review data flows, software capabilities and applicable privacy requirements before configuring patient-related workflows. Clinical records remain in your EHR. Clinical decisions remain with your team, and patient-related integrations require appropriate safeguards and agreements.

Find Out What's Slowing Down Your Practice.

Book a free 30-minute FX Med OS System Review. We'll look at how your practice handles inquiries, bookings, follow-ups, and onboarding, then identify the systems worth improving first.

Book My Free System Review

No obligation. Just a practical look at where your practice can work more efficiently.

Free 30-Minute FX Med OS System Review

Choose a Time.
Let’s Connect Your Practice.

Book your free FX Med OS System Review. Share a few details about your practice directly in the calendar form.

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Free 30-minute review · No obligation to purchase

Client story

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