GreatclicksFX MED OS
Patient Inquiry
Website forms and existing inquiry channels
For functional medicine, integrative health & longevity practices
We automate your practice admin work in 30 days so you can serve more patients
We streamline follow-ups, scheduling, reminders, lab tracking, and onboarding so your team spends less time on admin and has more capacity to welcome and support patients.
Book My Free System Review
Explore the connected journeyFree 30-minute review · Personalized recommendations · No obligation
Trusted by practitioners and founders
Done-for-you implementation Built around your practice 30-day implementation target
The gaps between your tools
Your Practice Has the Tools.
But Are They Actually Working Together?
You might already have a website, an EHR, a scheduling platform, and even a CRM.
But when those systems don't communicate, your team becomes responsible for connecting everything manually.
FX Med OS is designed to connect these steps into one coordinated system.
- Patient inquiries sit in inboxes waiting for someone to respond.
- Your staff manually follows up with prospective patients who haven't booked.
- Appointment confirmations, reminders, and rescheduling take up valuable staff time.
- Lab-to-program follow-up depends on spreadsheets, memory, or disconnected software.
- It's difficult to see where prospective patients are in the enrollment process.
Meet FX Med OS
From First Inquiry to Care-Program Enrollment.
One Connected Process.
AI Patient Coordinator
Approved responses, qualification and follow-up
Consultation Booking
Scheduling, reminders and rescheduling
Lab & Consultation Milestones
Staff-managed status and next-step follow-up
Program Enrollment
Approved enrollment coordination, payment and onboarding
Every practice operates differently. FX Med OS is configured around your existing workflow, supported integrations, and clinical-team responsibilities.
Built for you. Connected for you.
We Don't Just Give You Software.
We Build the System for You.
CRM & Lead Capture
Capture and organize inquiries from your existing channels in one place.
AI Patient Coordinator
Automate approved inquiry responses, follow-up, and booking assistance.
Appointment Automation
Streamline confirmations, reminders, cancellations, and no-show follow-up.
Lab-to-Program Workflows
Coordinate approved administrative follow-up through enrollment.
Supported Integrations
Connect compatible forms, calendars, and practice software.
Done-for-You Implementation
We configure, test, train your team, and support the system.
Why Greatclicks
Built for the Way Functional Medicine Practices Actually Operate.
Most marketing systems focus on generating leads and booking appointments.
But functional medicine practices often have a longer patient journey involving consultations, lab testing, results reviews, and care-program enrollment.
That's why we built FX Med OS to support the administrative process beyond the first appointment.
And unlike traditional software providers, we don't leave the implementation to you. We handle the technical setup, automation workflows, supported integrations, testing, and staff training.
Your practice, connected.FX MED OS
One coordinated system.
Your tools. Your workflow. Your team.
Inquiries & follow-up Connected
Booking & reminders Coordinated
Labs & next steps Staff-managed
Enrollment & onboarding Organized
ILLUSTRATIVE WORKFLOW · CONFIGURED FOR YOUR PRACTICE
Three practices. Real implementations.
A More Connected Practice.
Here's What That Can Look Like.
01 / TELEHEALTH FUNCTIONAL MEDICINE
Inception Telehealth
54 new clients in six months
A new practice needed its operational foundation. Greatclicks built lead capture, automated follow-up, booking, and a patient pipeline.
538 leads · 173 consult calls · 15+ staff hours saved weekly.
Explore the case study02 / 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 lab-test clients · 9 ongoing members.
Explore the case study03 / INTEGRATIVE HEALTH & LONGEVITY
Reveal Vitality
One connected patient journey
Greatclicks implemented membership automation, connected clinical systems, equipment scheduling, and custom technology for this Sarasota practice.
Administrative workflows connected around the practice's operations.
Explore the case studySource: 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.
Complimentary · For qualifying practices
Get Your Free
FX Med OS System Review.
Discover what's disconnected in your patient enrollment process and what you could automate to make your practice run more efficiently.
- 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?
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.
A few things you might be wondering
Good Questions.
Clear Answers.
Do I need to replace my existing EHR?
Not necessarily. We review your existing tools and determine which integrations are technically supported and appropriate.
Do you manage marketing or run ads?
No. Greatclicks focuses on building and maintaining your patient acquisition-to-enrollment systems, not managing advertising campaigns.
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.
Will the AI coordinator replace my front desk?
No. It's designed to support your team by handling approved routine inquiries and administrative follow-up. Your staff continues to manage clinical matters and exceptions.
How long does implementation take?
Our standard FX Med OS implementation targets 30 days. More complex integrations may require additional time and separate scoping.
Is the free review really free?
Yes. There's no charge and no obligation to purchase FX Med OS. If we believe we can help, we'll explain the recommended implementation and pricing.
How do you handle patient privacy?
We review data flows, software capabilities and applicable privacy requirements before configuring patient-related workflows. Clinical decisions remain with the practice, and PHI-related integrations require appropriate safeguards and agreements.
Less manual work. More connected care.
Your Practice Already Has Enough Moving Parts.
Let's Connect Them.
Find out how your existing systems could work together to create a smoother journey from patient inquiry to care-program enrollment.
Get My Free FX Med OS System ReviewFree 30-minute review · For qualifying practices
Your free 30-minute 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.
Calendar not loading? Open the secure booking calendar
Free 30-minute review · No obligation to purchase