INSIDE THE CLINIC
Real practices, real people.
Behind every review and rebooked visit is a patient who felt cared for — and a team with time to make that happen.
PLATINUM CRM · AI-POWERED GROWTH
The AI-powered growth engine for modern chiropractic practices.
Platinum CRM is more than a traditional customer relationship management platform. Fully integrated within Platinum OS, it connects patient care, communication, scheduling, billing, reviews and marketing into one intelligent growth engine — every interaction powered by real-time patient data, so your clinic automates engagement, strengthens relationships and grows with confidence.
Campaigns run while you treat
Reviews asked for automatically
Lapsed patients won back
Tracked to booked visits
New 5-star review
Lapsed patient rebooked
SEE IT IN ACTION
Your growth engine, one dashboard.
Growth doesn’t happen through disconnected tools. It happens when every patient interaction is connected. Platinum CRM uses real-time clinical and operational data to automatically engage patients at the right moment — helping your practice increase retention, generate more referrals, improve online reputation and create predictable growth.
- Increase patient retention
- Generate more positive online reviews
- Drive more patient referrals
- Reduce front desk administrative work
- Improve patient engagement
- Create predictable practice growth
Illustrative — replace with a product screenshot of Platinum CRM.
WHAT GROWTH LOOKS LIKE
The practice, a year later.
Platinum CRM doesn’t just help you communicate with patients — it helps your clinic get discovered, earn more reviews, strengthen its reputation, reactivate inactive patients and support long-term practice growth through one connected platform.
4.9
average Google rating
62%
email open rate
35%
more referrals
30%
practice growth
EVERYTHING YOU NEED TO GROW
Marketing that fills the schedule.
Acquisition, retention and reputation — automated, so the practice grows while you’re in the treatment room.
THE ENGINE BEHIND THE REST
Patient engagement
Automated email & SMS journeys — patients come back on schedule, without anyone writing emails.
What it means: patients return on schedule and fewer slots sit empty — without staff writing a single message.
Campaign management
Segmentation, A/B testing and conversion tracking — know which message fills the schedule.
What it means: your marketing budget goes to the campaigns that actually book visits — not guesswork.
Reputation management
Review monitoring and automated requests — your rating reflects the care you deliver.
What it means: when someone nearby compares practices online, your reviews win the new patient.
Social media management
Schedule and publish from one dashboard — a consistent presence, no evenings lost.
What it means: your practice stays visible to the community without anyone giving up their evenings to post.
Referral management
Sources tracked, thank-yous automated — happy patients recruit the next ones.
What it means: a steady stream of new patients from the people who already trust you — at no extra ad spend.
Local SEO
Google Business Profile and listings, managed — get found, get chosen.
What it means: when someone nearby searches for a chiropractor, your practice shows up — and the phone rings.
AI & AUTOMATION, BUILT IN
Turn happy patients into your best marketing channel.
Growth that runs itself — Platinum CRM watches visit outcomes and patient behavior, then makes the right move automatically: the review request, the referral invite, the win-back.
Intelligent patient journeys
Every journey starts with something real that happened in the clinic — and runs on its own.
- Appointment completedAutomatically request a review.
- Missed appointmentLaunch a personalized recall campaign.
- Treatment plan incompleteStart a re-engagement sequence.
- Outstanding balanceSend an automated payment reminder.
- Birthday & milestonesSend personalized patient communication.
Smart review requests
Happy patients get a personal review invite at the right moment — automatically.
Win-back campaigns
Patients who fall off their plan are spotted and re-engaged — before they’re gone.
Self-optimizing outreach
The CRM learns which messages convert and adjusts segments, timing and content.
Nobody writes the follow-up. The practice keeps growing on the weeks everyone is too busy to think about growing it.
Explore the AI layer →AI-POWERED GROWTH INTELLIGENCE
An AI that knows every patient.
Platinum’s AI reads the same real-time record the clinic runs on — and turns it into the next review, the next referral, the next rebooked visit.
BEFORE THE SCHEDULE SHOWS IT
Patients at risk, spotted early
AI identifies patients at risk of dropping out of care — while there is still time to bring them back.
Next best action
AI recommends the next best action for every patient.
Drafts, ready to send
AI drafts campaign messages and review responses for you.
Retention & lifetime value
AI highlights opportunities to improve retention and patient lifetime value.
Reviews & referrals
AI recommends review and referral opportunities automatically.
A DAY IN THE PRACTICE
The same campaigns, three points of view.
Growth is not a separate job someone does on Fridays. Here is where it shows up for each of you.
Nobody has to remember to ask for the review or chase the patient who stopped coming. The messages go out on their own, and when a lapsed patient rebooks it lands on the schedule like any other booking.
- Review requests sent after positive visits
- Lapsed patients re-engaged automatically
- Rebooked patients arrive on the live schedule
What happens in the room is what triggers the message. A patient who finishes a phase of care gets the follow-up; a patient who falls off their plan gets the win-back — timed to the visit, not to a calendar blast.
- Outreach triggered by real visit outcomes
- Care milestones prompt the right follow-up
- Happy patients are the ones asked to review
You can see which campaign filled which slot. Acquisition cost, retention and review volume sit next to the schedule they moved, so the marketing budget follows the message that books visits.
- Campaign results tracked to booked visits
- Acquisition cost and retention in one view
- Rating and review volume tracked over time
HOW IT WORKS
Three steps to automated growth.
Set it up once — the journey below runs on its own, week after week.
-
You connect
Link Google, social and the review platforms. Your patients are already synced from Platinum, so there is no list to build and nothing to import.
Set up once -
The CRM works
Reviews, referrals and win-backs go live — each one triggered by a real visit rather than by a date on a calendar.
Right message, right time -
You grow
Lapsed patients rebook, reviews accumulate, and every campaign is tracked through to the visits it booked.
Results compound
BEFORE & AFTER
What changes about growth.
The same patients, the same care. The difference is what happens between visits.
✕ Before Platinum
- Reviews asked for when somebody remembered
- Lapsed patients noticed months later
- Referrals thanked whenever there was time
- Social posts written in the evening
- No way to tell which campaign booked the visit
✓ With Platinum CRM
- Review requests sent after positive visits
- Lapsed patients re-engaged automatically
- Referral thank-yous go out on their own
- Posts scheduled and published from one dashboard
- Campaign results tracked to booked visits
UNLIKE A TRADITIONAL CRM
Unlike traditional CRMs that rely on imported contact lists and manual updates, Platinum CRM understands every patient’s appointments, treatment plans, billing history, provider interactions and engagement — allowing automations that are smarter, more relevant and more effective.
ONE CONNECTED SYSTEM
Platinum CRM connects to everything.
Because Platinum CRM is fully integrated within Platinum OS, every workflow is connected to your EHR, scheduling, billing, patient communications, AI and patient app. There are no disconnected systems or duplicate data — just one intelligent platform managing the entire patient journey.
WHAT SETS A CAMPAIGN OFF
Scheduling (PMS)
Campaigns trigger from scheduling data — no-show follow-ups, recalls and lapsed outreach.
Analytics
Campaign performance, acquisition cost and retention feed practice analytics.
Patient App
Reviews, recalls and campaigns reach patients through the app.
EHR
Visit outcomes and care milestones trigger the right message at the right moment.
QUESTIONS OWNERS ASK
Before you turn the campaigns on.
No. The email and SMS journeys run on their own once they are set up, and the CRM learns which messages convert and adjusts segments, timing and content from there.
From the clinic, not from a list you upload. Patients are already synced from Platinum, and visit outcomes, care milestones and scheduling data decide who gets the review request, the referral invite or the win-back.
Yes. Segmentation, A/B testing and conversion tracking run on every campaign, and results are tracked through to booked visits — so the budget follows the message that works.
On the profiles patients actually read. Review monitoring and automated requests sit alongside Google Business Profile and listings management, so your rating and your search presence move together.
Yes. You schedule and publish from the same dashboard, so the practice keeps a consistent presence without anyone posting at night.
Sources are recorded and thank-yous are automated, so you can see which patients are sending you the next ones — and they hear back without anyone remembering to send a note.
SEE YOUR GROWTH ENGINE
Grow on the weeks nobody has time to.
See how Platinum CRM works hand in hand with your EHR, AI, Marketing, Billing, Reviews and Patient App to help your practice grow.
HIPAA compliant
SOC 2 Type II
Built for chiropractic