Custom automations that became “a real game changer” for Monty Osteo.
Monty Osteo's last automation tool left all the setup to the practice manager. After one call with Luha, every automation was built for them.
Dana RobbinsOsteopath, Monty Osteo
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01 · The clinic
About Monty Osteo
Monty Osteo (Montmorency Osteopathic Clinic) is a multi-practitioner clinic on Were Street in Montmorency, in Melbourne's north-east. Alongside osteopathy, its team of around eight practitioners offers myotherapy, Chinese medicine and pelvic health physiotherapy.
Dr Dana Robbins is one of the clinic's osteopaths.
Osteopathy
Myotherapy
Chinese medicine
Pelvic health physio
Postural assessment
02 · Before Luha
Automation software that left the work to them
Monty Osteo had tried another automation plug-in, but it expected the practice manager to build and look after every automation herself.
The goal was simple: automations that just work, without any confusion on her end.
03 · How we worked
One call, then we built it all
Dana sat down with the Luha team for a one-hour development call and talked through everything she had in mind. Luha took notes, then built every automation around how Monty Osteo actually runs.
“You guys really do go to that next level of creating them as custom automations. It's been a real game changer.”
Dana RobbinsMonty Osteo · VIC
Built for Monty Osteo
What Luha automated for Monty Osteo
Four automations, each set to the clinic's own timing and rules. Pick one to see it in action.
Patient journeyAlex R.
Visit 1Initial consult
Visit 2Follow-up
Visit 3Follow-up
Review request sent after visit 3
MMonty Osteo
Thanks for coming in again, Alex! If we've helped, we'd love it if you left us a Google review.
★★★★★“Couldn't recommend Monty Osteo more.”
Illustration · sample data
Signature automation
Google reviews, asked for at the right time
Instead of asking for a review after the first appointment, Monty Osteo's request goes out after a patient's third visit, once they've come to know and trust the clinic.
We've seen that patients who have been in a handful of times are far more likely to leave a five-star review.
This weekendMonty Osteo
FridayMonday's reminders go out6 sent
SaturdayNo admin inClosed
SundayNo admin inClosed
MondayPatients arrive6 confirmed
MMonty Osteo
Hi Alex, see you Monday at 9:00am at Monty Osteo. Reply Y to confirm.
Y
Illustration · sample data
Automation 2 of 4
Monday reminders, sent on Friday
There's no admin over the weekend, so patients booked on Monday get their reminders on Friday, while someone is still there to answer.
Past patientsBy type and visits
Sam K.1 visit · 8 weeks agoInvite sent
Lee W.5 visits · 12 weeks agoInvite sent
Ruth P.Booked next weekSkipped
MMonty Osteo
Hi Sam, it's been a little while since your visit. How's the back feeling? Reply if you'd like to book in.
Illustration · sample data
Automation 3 of 4
Reactivations
Based on appointment type and how many times the patient has been in, past patients get a timely invitation to come back.
Kim D.Follow-up sequence
MondayMissed appointmentDNA
TuesdayNext-day follow-upSent
Next MondayRebooked yet?Not yet
Next MondayOne-week follow-upSent
MMonty Osteo
Hi Kim, sorry we missed you yesterday. Would you like to rebook? Reply and we'll find a time.
A week later
Hi Kim, just checking in. We'd love to help you get back on track. Reply to rebook.
Illustration · sample data
Automation 4 of 4
Cancellation and DNA follow-ups
After a cancellation or missed appointment, patients hear from the clinic the next day and again a week later. What they're sent depends on whether they've already rebooked.
Every automation was custom-built around how Monty Osteo runs, not switched on from a plug-in.