Growing your panel
The part nobody built you a tool for.
In direct primary care you do not get patients handed to you by an insurer. You find them one at a time. Notive keeps track of them from the first question to the first visit — without a separate sales tool bolted onto your practice.
Right now this lives in your phone.
Someone emails asking what you charge. Someone else fills in a form on your website. A third person texts you at nine at night because a friend gave them your number.
You mean to call all three back. You call two. The third one joins the practice down the road, and you never find out why.
Growing a panel is the single most important thing a new DPC practice does, and most doctors run it out of a notes app. It belongs in the same system as everything else.
First question to first visit
Six steps, no extra software.
- 01
They find your page
You get a simple page on your own link that says who you are and lets someone ask about joining. Put it in your Instagram bio, on a flyer, in your email signature. Turn it off whenever your panel is full.
- 02
They land in one list
An inquiry arrives with their name, how to reach them, and what they asked about. Someone who phoned or emailed you directly can be added to the same list by hand, so everything lives in one place.
- 03
You send the intro link
One click sends a friendly email from your practice with a link to book a call. Send it again later and the old link stops working, so nobody books twice.
- 04
They pick a real time
The link shows times you are actually free, in their own time zone. It checks your calendar as they book, so an intro call will not land on top of a patient visit.
- 05
You talk — by phone or on video
Take it as a phone call, or meet them on video right in the browser. No app to download, no account to make — they click the link and you are face to face. Video calls use the same telehealth that comes with your plan.
- 06
They become a patient
When they say yes, one action turns the inquiry into a chart. Everything they already told you carries over — you are not typing their name a second time.
Keeping track
Nobody falls through.
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One list, honest stages
Everyone you have logged sits in one place, sorted by where they are: new, talked to, booked, joined, or moved on. You can see the whole thing in ten seconds.
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Counts you can act on
How many came in, how many you have called, how many joined. Enough to tell you whether last month worked, without pretending to be a marketing dashboard.
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Notes that stay with the person
What they are looking for, what you promised, why they said no. It stays attached to them, so a call six weeks later starts where the last one ended.
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They link themselves up
When a new patient signs up on their own and confirms their email, Notive quietly connects them to the inquiry they sent weeks earlier. If there is any doubt about who is who, it does nothing and leaves it to you.
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The chart remembers how they found you
Open a patient chart and you can see they came in through your page in March, asked about a family plan, and joined after one call. Small thing, but it makes the first visit warmer.
Someone asking is not yet a patient.
A person who fills in your page has not consented to anything and has no chart. Notive treats them that way — kept apart from your clinical records until you convert them, and visible only to the people at your practice you have given access to.
- No chart exists until you decide to create one
- Inquiries are visible only inside your practice, never to another
- The booking link is single-use and expires
- Turn the whole thing off when your panel is full
Stop losing people between the email and the call.
Included on every plan. Nothing extra to buy.