Win more deals with a premium patient experience from day 1
Caddie gives clinics everything they need to close a patient: a customized patient portal, automated nurturing and follow-ups, an AI protocol builder and more.
Hi Susan,
Please find your quote attached.
Kind regards,
The Concierge Team
Sent from my iPhone
Welcome, Susan.
Your knee restoration plan is ready.
HIPAA compliant
Patient data is encrypted, access is logged, and nothing is used to train models.
Works with your tech stack and CRM
Runs alongside the WhatsApp, email, phone, CRM and calendar you already use.
Fully branded to your clinic
Every portal carries your logo, colours, doctors’ videos and tone of voice.
Regenerative medicine clinics worldwide run on Caddie — from one-person practices to multi-location clinics
The average Caddie client sees a 70% increase in conversion rate after 6 months.
Inquiry-to-patient conversion rate.
Your competitors send a generic email. You send them your clinic.
A generic email, days later
A visit to your clinic, from the comfort of home
Caddie connects to the tools you already use to help you close more deals, faster
Caddie connects to your tools to create a personalized patient portal and deal room for every opportunity. Your team oversees everything in one place.
Caddie works with the tools you already use.
Caddie connects to all your existing channels (WhatsApp, phone, Zoom calls, email, web chat and forms) to get the full context on each patient’s needs. No new inbox to learn.
Caddie generates a personalized patient portal and protocols for each opportunity.
Automatically, from the conversation: their treatment protocol, a welcome from their doctor, a tour of your clinic, stories from patients like them and their trip.
Welcome, Susan.
Your knee restoration plan is ready.
Caddie’s AI coordinator assists and nurtures every patient until they convert.
No more questions waiting days for a reply. The AI coordinator answers in real time, right in the portal, and follows up until the patient is ready to sign and book.
How long is recovery?
Is the hotel included?
Can my husband come with me?
Hello?
3 days laterSo sorry for the delay! Back in the office Monday
No reply from SusanHow long is recovery?
Most patients walk out the same day!
Can my husband come too?
Of course! I've added him to your hotel.
Once they sign, Caddie keeps them coming back.
The patient gets their full treatment and travel plan in one place. Then Caddie follows up for upsells, referrals and testimonials, turning every patient into more conversions and new patients.
Everything for October 14.
- Arrive Oct 14 · 2:10 PMFlight details saved
- Airport pickupYour driver meets you at arrivals
- Hotel · 4 nights5 minutes from the clinic
- What to bringYour prep checklist · 6 items
- Day 1Full treatment and travel plan sentPlan
- Day 10“How’s your knee, Susan?” check-inCare
- Week 6Susan records her video storyTestimonial
- Month 3Booster session bookedUpsell
- Month 4Susan refers her sisterReferral
Your team oversees every patient deal room in one place.
From first inquiry to post-treatment care, every member of your team sees every opportunity, where it stands, and what happens next in one centralized place.
Susan Park
Quote sentvia WhatsAppMaria · sales- First inquiryOct 2
- Quote sentOct 2
- Deposit paid
- Treatment
- Aftercare
- Post-treatment
Progress
- Protocol drafted from call notesOct 2 · 9:14 AM
- Approved by Dr. AlvarezOct 2 · 11:02 AM
- Patient portal sent to SusanOct 2 · 11:05 AM
Next actions
- Follow up on depositSuggested · today
- Send knee storiesSent automatically
Offer a fully branded, premium patient experience without spending thousands in dev work
Portal settings · live
Welcome, Susan.
Your knee restoration plan is ready.
Hi! I’ll set up your portal, connect WhatsApp and train your team this week.
Amazing, thank you!
Free setup + training for your whole team
We build your branded portal, connect WhatsApp, email and phone, and train your entire team, free. Your specialist stays on hand after launch.
How much money are you leaving on the table?
Today
- Conversion
- 10%
- New patients / mo
- 6.0
- Revenue / mo
- $60,000
With Caddie
- Conversion
- 17.0%
- New patients / mo
- 10.2
- Revenue / mo
- $102,000
An estimate from your inputs, assuming a 1.7x conversion uplift. We’ll run your real numbers on the demo.
The top regenerative teams are using Caddie to win deals from competitors