Patient Flow System — Montra

Patient Flow System

Predictable booked patients. Shared accountability. No wasted spend.

A system designed to turn qualified demand into patients who actually show up—with economics that only work when you win.

The problem isn't lead generation

Most clinics we talk to have tried agencies before. Leads came in. Some were good, most weren't. Follow-up was inconsistent. Consults were booked sporadically. And every month felt like a reset.

The agency reported clicks and impressions. You paid invoices. But the connection between spend and patients in chairs remained unclear.

That's not a lead problem. That's an accountability and conversion problem.

Most clinics don't have a lead problem. They have a patient conversion and accountability problem.

This is not a marketing agency. It's a patient flow system.

We don't sell leads. We don't hand off campaigns. We manage the full path from inquiry to a patient showing up for their consult.

That means we own more than traffic. We own conversion, follow-up, show-rate, and the infrastructure that makes it all work predictably.

Demand capture

Campaigns designed around booked consults, not vanity metrics. Every dollar tied to a qualified outcome.

Conversion control

Intake and follow-up systems that don't depend on your staff's availability or memory.

Show-rate optimization

Confirmation sequences, reminders, and pre-consult communication designed to reduce drop-off.

Visibility at every stage

You see where patients are in the funnel, where they drop, and what's being done about it.

How our incentives are aligned

The standard agency model is broken. They get paid whether you book patients or not. That misalignment creates waste on your end and complacency on theirs.

We structure economics differently. How we get paid depends on what actually happens—not what we promise.

Clinics should not carry all the risk while vendors carry none.

Performance-based and retainer-based structures both exist—depending on your volume and capacity.

Specific economics are discussed after we understand your situation, not before.

You're still in the driver's, we add autopilot.

This isn't for everyone

We're selective because misalignment wastes everyone's time. This system works best when the clinic is ready to commit to structure—not chase shortcuts.

Clinics shopping for the cheapest lead source

Owners unwilling to adjust intake processes if needed

Practices looking for magic without operational commitment

Long insurance-heavy sales cycles without clear conversion points

This works best for owners who want visibility, control, and accountability—and are willing to build the structure that makes it sustainable.

How the system works

1

Qualification & baseline review

We assess your current state—volume, capacity, intake process, and economics—to determine if there's a fit.

2

System deployment

Campaigns, intake systems, follow-up sequences, and tracking are built and launched around booked consults.

3

Weekly oversight

Performance is reviewed weekly against outcomes—not impressions. Adjustments happen in real time.

4

Controlled scaling

Once the system is stable and conversion is predictable, volume increases without operational strain.

Nothing is hidden. You can interrogate the system at any point.

What we've observed

This system was built from patterns observed across clinics—not theoretical frameworks or agency playbooks.

The same breakdowns appear repeatedly: disconnected ad spend, inconsistent follow-up, no visibility into drop-off, and vendors optimizing for the wrong metrics.

Patient Flow addresses the structural issue. It doesn't patch symptoms—it replaces the underlying system with something that actually connects spend to outcomes.

Common questions

How is this different from hiring a marketing agency?

Agencies typically hand off leads and report on activity. We own the full path to a patient showing up—and our economics are tied to that outcome.

What if we already have an agency or internal marketing?

We can work alongside existing efforts or replace them entirely—depending on what's working and what isn't.

How long before we see results?

Most clinics see booked consults within the first few weeks. Stable, predictable flow typically develops over 60-90 days.

What's the minimum commitment?

We don't do month-to-month experiments. This is built for clinics ready to commit to a system—typically 90 days minimum to prove the model.

How do I know if my clinic qualifies?

We assess fit during an initial conversation. If there's misalignment—volume, capacity, economics—we'll tell you directly.

If you want predictable patient volume without carrying all the risk, let's talk.

We'll review your current situation and tell you honestly whether this makes sense—or not.

See If Your Clinic Qualifies No pitch. Just clarity.