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CRTX Agent + Platform

FAQs

If you have questions about CRTX Agent + Platform, you can chat with CRTX or call.  
If you prefer to read or want to skim through frequently asked questions, just scroll down.
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Frequently asked questions
Integration and setup

How does CRTX Agent + Platform integrate with my current practice management software (PMS) appointment calendars?

CRTX Agent + Platform integrates seamlessly with most major practice management systems (PMS), including Dentrix, Dentrix Enterprise, Eaglesoft, Open Dental, OrthoTrac, Dolphin, Dentrix Ascend, eClinicalWorks, Athena, Curve, Cloud9, and Denticon. No affiliation or endorsement is implied. If your PMS is not immediately compatible, our support team may be able to guide you through custom integrations.

Do I have to set up a new website, or can CRTX be added to my website?

CRTX Agent + Platform can be seamlessly added to your existing website without the need to set up a new one. In fact, if you are using a WordPress site, CRTX can be added via a WordPress plugin. It will track leads generated across different pages and provide valuable insights into how visitors interact with your site.

How long does it take to get set up with the CRTX Agent + Platform?

The setup process typically takes 1-2 weeks, depending on your practice's specific needs and any necessary customizations. This includes onboarding, integrating with your systems, and personalizing the Agent to align with your practice’s preferences.

Do I have to change my phone number to use CRTX, or can I use my current office number?

No, you do not have to change your phone number. Anyone who calls your practice will still be directed to your office phone as usual. However, CRTX uses tracking numbers to monitor lead sources, which will change the number displayed on your website.
Lead management and scheduling

How does the system manage scheduling for new patient appointments?

Potential patients can book appointments directly through the Agent. The system reflects real-time availability based on your practice’s schedule, keeping your calendar up to date with new appointment bookings.

Can the platform track how many leads turn into actual patients?

Yes, the CRTX Platform offers comprehensive lead tracking from the initial inquiry through to the booked appointment. It can also track whether those leads convert into actual patients if your practice provides that information. This can be done either manually by updating the lead’s status or through integration with your practice management system (PMS).

How does the CRTX Platform handle lead follow-up to maximize conversions?

CRTX Platform automates follow-up processes to ensure no lead slips through the cracks. When a potential patient interacts with the Agent but does not immediately book an appointment, the platform can send automated follow-up emails or texts, reminding them to schedule. This persistent follow-up is critical for maximizing conversions and turning more leads into patients.

How does CRTX handle potential patient privacy and security?

CRTX Agent + Platform is fully HIPAA-compliant, ensuring all patient data is handled with the highest level of privacy and security. The platform uses encrypted communication channels for all patient interactions, and patient information is securely stored and managed in accordance with strict data protection standards. You can be confident that sensitive information is protected at all times.
Agent customization and capabilities

Can CRTX Agent + Platform be customized to suit my practice’s specific needs (e.g., services offered, branding, etc.)?

Absolutely. The platform is fully customizable to reflect your practice’s specific services, branding, and workflows. From personalized messaging to tailored lead nurturing sequences, CRTX Agent + Platform adapts to your unique requirements for engaging potential patients.

Can the Agent accurately represent my practice’s personality and tone in communications?

Yes, the CRTX Agent is designed to mirror your practice’s personality and values. We customize the Agent’s responses during the setup to reflect your practice's tone, language, and values. This ensures that every interaction with potential new patients feels authentic and personal, just as if your staff were handling the conversation.

Can I adjust the CRTX Agent’s script or responses over time as my practice evolves?

Yes, the CRTX Agent is fully adaptable, and you can update its responses at any time to reflect changes in your practice. Whether you’re adding new services, adjusting office hours, or changing the way you handle inquiries, our team can help you modify the Agent’s script to ensure it continues to meet your practice’s needs.

What happens if my practice’s schedule changes frequently? Can the CRTX Agent adapt?

Yes, the CRTX Agent is fully adaptable to changes in your practice’s schedule. You can easily update your availability through the CRTX Platform, and the Agent will automatically reflect those changes when booking appointments.
Patient Experience and Communication

What do potential patients experience when interacting with the Agent? Do they know it's an AI?

What do potential patients experience when interacting with the Agent? Do they know it's an AI?
Potential patients experience a smooth, intuitive interaction that feels like they’re speaking to a knowledgeable member of your staff. While the Agent is not hidden, it’s designed to engage in natural, human-like conversations, ensuring that interactions feel personable and helpful, reducing the "robotic" feel.

Does the CRTX Agent support multiple languages?

Yes, the CRTX Agent can support English and Spanish to cater to diverse patient populations. Language preferences can be customized during setup to ensure potential patients receive communications in the language they are most comfortable with.

What happens if the CRTX Agent can't answer a question from a potential patient?

If the CRTX Agent encounters a question it can’t answer, or if the inquiry requires human intervention, it is programmed to escalate the issue appropriately. The Agent can transfer the caller to a staff member, send an internal notification for follow-up, or provide instructions for scheduling a callback.
Marketing and tracking

How does the platform help generate new leads for my practice?

The CRTX Agent + Platform itself does not generate new leads; this is achieved through your paid advertising efforts (e.g., Google Ads, Facebook Ads) or organic strategies like SEO and word-of-mouth referrals. Once potential patients reach your practice by calling or visiting your website, the platform steps in to manage those leads.

Can CRTX optimize my current marketing campaigns, and how much improvement can I expect?

Yes, the CRTX platform tracks your existing digital marketing campaigns in real time. It uses advanced algorithms to score leads and provides insights to refine targeting, messaging, and ad spending, resulting in better campaign performance and lead conversions.

What data and metrics does the platform track in real time to optimize my digital advertising?

The platform tracks multiple data points, including lead sources, patient interactions, engagement metrics (like email opens and clicks), ad performance, conversion rates, and overall ROI. This data is displayed on a comprehensive dashboard, giving insights into how each campaign performs and where to allocate resources.
Support and reliability

What kind of support is available after we start using CRTX Agent + Platform?

In addition to the one-hour onboarding session, we provide ongoing support to ensure your practice gets the most out of the CRTX Agent + Platform. You can schedule time with a CRTX Customer Success Manager via video conference for personalized guidance.

What happens if the CRTX Agent is not available for some reason?

The CRTX Agent is highly reliable, but in the rare event of any downtime, calls and website inquiries will be forwarded to your practice’s existing phone system or web forms.
Pricing and additional services

What is the monthly subscription fee, and are there any setup or hidden fees?

The monthly subscription fee for CRTX Agent + Platform starts at $499 per month. There are no hidden fees or setup costs, and you get full access to all platform features from day one.

Are there additional fees for features like lead generation or sales coaching?

Yes, lead generation services start at $1,900 monthly, and the online sales coaching academy is available for $199 per month per user.

Is a trial period or demo available before committing to a full subscription?

We offer a 30-day money-back guarantee, allowing you to try the CRTX Agent + Platform risk-free. If you're not satisfied, you can cancel within 30 days for a full refund.

30-Day Trial

The cost is $795 each month. 
If not satisfied, you can cancel for a full refund.
© 2024 The Executive Whisper LLC. DBA Microsite Health. CRTX and Microsite Health are trademarks of The Executive Whisper LLC. All rights reserved.
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