How It Works
If you're wondering whether this will create more work, more complexity, or more things to manage—this is where we answer that. The short version: it won't.
The first step is a short conversation. Not a demo, not a pitch—just a review of how your clinic currently handles incoming patients.
We'll ask a few questions about your call flow, your follow-up process, and where you suspect things might be falling through. You can be as specific or general as you want.
By the end of that conversation, we'll both know whether there's something here worth exploring. If there isn't, we'll tell you.
We're not auditing your systems. We're listening for patterns—places where patients might be slipping through, or where your team is working harder than they should have to.
How calls are handled
What happens when a patient calls and no one's available? How does a voicemail become a callback?
After-hours inquiries
When someone reaches out at 8pm or on a Sunday, what's the response? Who sees it, and when?
Follow-up consistency
Is follow-up reliable, or does it depend on who's working that day?
Booking friction
How many steps does it take for an interested patient to actually get on the calendar?
This is usually the first thing people want to know. Here's the honest answer.
What Montra handles
Responding to missed calls and after-hours inquiries
Following up with interested patients who haven't booked
Qualifying inquiries before they reach your staff
Getting patients onto your calendar without back-and-forth
What stays the same
Your staff's daily workflow
Your existing phone system
How your team handles patients in the office
Your scheduling software and processes
If we decide to move forward together, setup is measured in days—not weeks. There's no long onboarding process, no training sessions for your staff, no disruption to how your clinic runs.
We handle the configuration. Your team doesn't learn new software.
Everything runs in the background. There's no dashboard you need to check daily.
If adjustments are needed, we make them. You don't troubleshoot.
Most clinics are live within a few days of saying yes.
The goal isn't to give you more things to monitor. It's the opposite. Once things are in place, you should notice less—not more.
Fewer "did we follow up on that?" conversations
Fewer missed opportunities you only find out about later
More patients on the calendar without more effort from your team
Quieter days, even when they're full
Not every clinic needs everything. Depending on where your gaps are, we deploy one or both of these—but only when they make sense for your situation.