The loop

From search to chart.

Website and search leads, Clara on the line, one staff queue, human release, then the appointment in the chart. Six steps, one log.

Six steps, one system

Search impression to a row in the chart.

The patient-access loop from search to chartSearch impression, then click, then chat or call, then identity verified, then staff release, then a row written in your chart.01Search impressionThe query and the page tha…02ClickWhich listing became a vis…03Chat orcallThe conversation, on the s…04Identity verifiedTwo matching factors, befo…05Staff releaseA named person approves th…06Row writtenin your chartThe write, logged. Not a s…

  1. Search impression

    The query and the page that appeared.

  2. Click

    Which listing became a visit.

  3. Chat or call

    The conversation, on the site or the line.

  4. Identity verified

    Two matching factors, before any chart read.

  5. Staff release

    A named person approves the exact next action.

  6. Row written in your chart

    The write, logged. Not a silent write-back.

What the loop measures

Structure, not sample numbers.

  • Calls answered outside business hoursCount of inbound calls Clara handled when the office was closed.
  • Calls answered while the line was already busyConcurrent pickup — calls that arrive while another call is already on the line.
  • Items released by staffQueue work a named person approved before it became a chart action.
  • Time to first response on a web leadFrom the form submit to the first human or Clara reply.

Figures appear on a named practice’s report when that practice has measured a before and after and given written permission. They are not printed here.

Walk the loop on your practice.

Schedule a walkthrough