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Pollenix Docs

Patient engagement

Patient engagement

Booking widget, lead capture, reputation, NPS, public profile — everything that lives outside the chart but drives panel growth. The Kareo-Engage-equivalent surfaces inside pollenix.health.

Public practice profile

/admin/practice-profile configures the public-facing page at /practice/{slug} — display name, specialty, address, phone, hours, about, accepted insurances. Slug is tenant-unique. Toggle the booking + lead-capture surfaces independently — a practice can open one before the other.

Online booking widget

Embeddable at /book/{slug}. Anonymous patients:

  1. Pick a slot from your published availability.
  2. Submit demographics + insurance + reason for visit.
  3. Land in a confirm-or-reject queue at /admin/booking-requests — no real Appointment until staff confirms.

Rate-limited per IP hash. No write path to live data ever exposed.

Lead capture

Public new-patient inquiry form. Captures channel attribution (search / ad / referral / walk-in / unknown). Lands at /admin/leads as a status-tracked worklist:

new → contacted → converted (or discarded)

Each lead carries the IP hash + user-agent fingerprint for spam triage. Convert flow connects the lead to a real Patient record.

Reputation aggregation

/admin/reputation — daily pull from Google Places. Reviews dedup across re-syncs (matched on author + content hash). Admin-set status (responded / flagged / hidden) survives re-fetch.

Partial index on rating ≤ 3 so detractors surface first. Yelp + Healthgrades adapters are roadmap.

Review-request automation

After every encounter, an optional SMS/email asks the patient to leave a review with a deep-link to the platform you choose. Audit log of sent → clicked → completed so you can measure conversion per channel.

Configurable per tenant — cadence, channel, suppression list (don’t ask the same patient twice within 6 months).

NPS / post-visit survey

/admin/nps — internal 0-10 + free-text survey, separate from public reviews. Single-use submission token sent to the patient via SMS/email post-encounter. Dashboard shows promoter / passive / detractor split + average + trend over time.

NPS scores are private to the practice — they don’t surface in the public profile. Useful for closing the feedback loop without exposing the data publicly.

Audit + reporting

All engagement surfaces sit under the same per-call AuthContext + Why-trace audit spine as the clinical loop. No separate audit table, no separate BAA needed.