C4 AI Assistant
Ask questions about patient cohorts, trigger campaigns, and automate workflows
Dashboard Overview
Total Patients
120,458
ā 3.2% from last month
Daily Appointments
847
ā 5.1% from yesterday
Active Campaigns
12
2 ending this week
Locations
20
Across 8 states
Patient Volume by Month
Quick Actions
Recent Activity
| Timestamp | Activity | User | Status |
|---|---|---|---|
| 2 minutes ago | Annual Wellness Visit Campaign launched | Sarah Johnson | Active |
| 15 minutes ago | Outbound call campaign completed | AI Agent | Completed |
| 1 hour ago | Patient cohort analysis generated | Michael Chen | Ready |
| 3 hours ago | Refill reminder SMS sent to 342 patients | System | Sent |
RFM Segmentation Overview
High-Value Patients
8,456
Top 7% by RFM score
At-Risk Patients
3,289
Need engagement
Due for Refill
1,847
Next 7 days
Overdue Follow-ups
2,134
>90 days
Patient Events Detection
| Event Type | Patients | Priority |
|---|---|---|
| Medication Refill Due | 1,847 | Medium |
| Annual Wellness Visit | 4,521 | Low |
| Chronic Care Gap | 892 | High |
| Overdue Follow-up | 2,134 | High |
RFM Score Distribution
Top Locations by Patient Volume
| Location | Patients | Daily Appointments | Trend |
|---|---|---|---|
| Houston Main Campus | 18,456 | 127 | ā 4.2% |
| Dallas North Clinic | 15,234 | 98 | ā 2.8% |
| Austin Central | 12,890 | 84 | ā 5.6% |
| San Antonio West | 10,567 | 71 | ā 1.2% |
š¤
Intelligent Query Console
Suggested Actions
šØ
Marketing AI Studio
Create campaigns with AI-powered content generation and multi-channel distribution
Active Campaigns
| Campaign | Brand | Channels | Reach | Status |
|---|---|---|---|---|
| Annual Wellness Visit 2024 | Brand A | Email, SMS, Meta | 15,432 | Active |
| Back-to-School Checkup | Brand B | Email, Google Ads | 8,921 | Active |
| Flu Shot Reminder | All Brands | SMS, Email | 42,156 | Scheduled |
Campaign Templates
Wellness Visit
Annual checkup reminder
Annual checkup reminder
New Patient Welcome
Onboarding sequence
Onboarding sequence
Seasonal Health
Flu, allergies, etc.
Flu, allergies, etc.
Total Communications (Today)
2,847
ā 12% from yesterday
Outbound Calls
523
342 AI / 181 Human
SMS Sent
1,456
89% delivery rate
Emails Sent
868
42% open rate
Communication Breakdown
Response Rates
SMS Response Rate
68%
Email Open Rate
42%
Call Connection Rate
81%
Recent Communications
| Time | Patient | Type | Purpose | Status |
|---|---|---|---|---|
| 10:45 AM | Sarah Martinez | š Call | Appointment confirmation | Connected |
| 10:42 AM | James Wilson | š§ Email | Wellness visit reminder | Delivered |
| 10:38 AM | Maria Garcia | š¬ SMS | Refill reminder | Read |
| 10:35 AM | Robert Chen | š Call | Follow-up scheduling | Voicemail |
Marketing Performance Dashboard
Campaign ROI
342%
ā 18% from last quarter
Total Spend (MTD)
$18,456
Within budget
New Patient Acquisition
847
ā 24% from last month
Cost Per Acquisition
$21.78
ā 8% from target
Channel Attribution
Funnel Performance
Impressions
456,789
Clicks
18,456
Leads
3,421
Appointments
847
Campaign Performance Summary
| Campaign | Impressions | Clicks | Conversions | Spend | ROI |
|---|---|---|---|---|---|
| Annual Wellness Visit | 145,678 | 5,234 | 342 | $4,567 | 423% |
| Back-to-School | 98,456 | 3,890 | 234 | $3,210 | 298% |
| Chronic Care Management | 76,543 | 2,456 | 189 | $2,890 | 367% |
| New Patient Acquisition | 112,345 | 4,567 | 289 | $5,120 | 312% |
š¤ļø
Interactive Patient Journey Map
Visualize the complete patient lifecycle from lead capture to appointment booking
End-to-End Patient Journey
Lead Capture
Multi-channel acquisition
3,421
New Leads/Month
ā
Qualification
AI-powered scoring
2,456
Qualified Leads
ā
Engagement
Automated outreach
1,892
Engaged Prospects
ā
Nurture
Personalized content
1,234
Nurtured Leads
ā
Booking
Appointment scheduled
847
Appointments
šÆ Lead Capture Stage
Multi-channel lead acquisition using GoHighLevel integrations and targeted campaigns.
1,234
Email Signups
892
Web Forms
756
Social Media
539
Google Ads
1
Lead Enters System
Patient fills out web form, responds to ad, or calls clinic directly
š¤ Auto-capture to PostgreSQL
š Initial data enrichment
2
Data Sync to Bitrix24
Lead information synchronized to CRM with source attribution
š Real-time sync
š·ļø Source tagging
š Location assignment
3
Welcome Message Triggered
Automated welcome email or SMS sent within 5 minutes
š§ Email: 89% delivery
š¬ SMS: 94% delivery
š Lead Qualification Stage
AI-powered lead scoring using RFM methodology and predictive analytics.
68%
Qualification Rate
8.2
Avg. Lead Score
< 2min
Scoring Time
100%
Automated
1
AI Scoring Engine Activated
Machine learning model evaluates lead quality based on demographics, intent signals, and behavior
š§ ML Model: Med42/Qwen
š Data points: 25+
2
Segmentation & Routing
Leads categorized as Hot (>8.0), Warm (5.0-8.0), or Cold (<5.0) and routed accordingly
š„ Hot: Immediate call
āļø Warm: Email sequence
āļø Cold: Long-term nurture
3
Task Assignment
High-value leads automatically create tasks in Bitrix24 for CX team follow-up
ā
Auto-assigned
ā° Priority flagged
š¬ Engagement Stage
Multi-touch automated outreach across email, SMS, and voice channels.
42%
Email Open Rate
68%
SMS Response Rate
81%
Call Connect Rate
4.2
Avg. Touchpoints
1
First Touchpoint: Email
Personalized welcome email with clinic information and booking CTA
š§ Sent: Day 0
šØ AI-generated content
2
Second Touchpoint: SMS
Follow-up SMS reminder with direct booking link (Day 2)
š¬ Sent: Day 2
š 1-click booking
3
Third Touchpoint: AI Voice Call
ElevenLabs AI agent calls to answer questions and schedule appointment (Day 4)
š Call: Day 4
š¤ AI Agent: ElevenLabs
ā° Avg. 3.2min call
4
Human Follow-up (if needed)
CX team member calls high-value leads who haven't responded to automation
š¤ Human call: Day 7
šÆ High-value only
š± Nurture Stage
Long-term relationship building with educational content and health reminders.
12
Content Pieces/Month
34%
Engagement Rate
45
Avg. Nurture Days
62%
Conversion Rate
1
Educational Content Drip Campaign
Weekly health tips, seasonal wellness advice, and preventive care information
š§ Weekly emails
šØ Brand-specific content
2
Behavioral Triggers
AI monitors engagement and sends relevant content based on opens, clicks, and interests
š¤ AI-driven timing
šÆ Interest-based
3
Re-engagement Campaigns
Special offers, new service announcements, and seasonal health campaigns
š Special offers
š
Seasonal campaigns
š Appointment Booking Stage
Final conversion to scheduled appointment with automated confirmation and reminders.
847
Appointments/Month
24.8%
Conversion Rate
2.3
Avg. Booking Time (min)
89%
Show-up Rate
1
Online Booking / Phone Scheduling
Patient books via web portal, mobile app, or phone call (human or AI agent)
š Online: 62%
š Phone: 38%
š¤ AI-assisted: 45%
2
Instant Confirmation
Immediate email and SMS confirmation with appointment details and location info
š§ Email confirmation
š¬ SMS confirmation
š² Calendar invite
3
Pre-Appointment Reminders
Automated reminders sent 48 hours and 24 hours before appointment
ā° -48 hours: Email
ā° -24 hours: SMS
ā° -2 hours: Phone call
4
Patient Arrival & Check-in
Patient arrives at clinic, data synced to AthenaHealth EMR, journey continues as existing patient
š„ Check-in complete
š RFM tracking begins
š Becomes retention focus
Conversion Funnel Analysis
Lead Capture
3,421 (100%)
Qualified
2,456 (71.8%)
Engaged
1,892 (55.3%)
Nurtured
1,234 (36.1%)
Booked Appointment
847 (24.8%)
šÆ Key Insights
- ā High qualification rate (71.8%) thanks to AI scoring
- š AI voice calls boost engagement by 23% vs email alone
- ā” Average journey: 12.4 days from lead to booking
- š° Cost per acquisition: $21.78 (8% below target)
- š 89% show-up rate with automated reminders