Chiropractic clinic
Ashcombe Heights Chiropractic · Chiropractic clinic · Boise, ID
Caspian Rowntree is the office manager at Ashcombe Heights Chiropractic, a two-doctor office in Boise, and he uses this to move every new caller from the first phone call through a first exam and a care plan to a signed agreement, so nobody is left waiting on an answer.
HealthcareSales pipelineBoards5 tables · 7 views · 1 form · 1 dimension set · 1 booking page · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agent
Use this templateCare board
Prospective patientsNew call6
Ackerley - low back painOttoline Ackerley-Boateng(208) 555-0150
Brightwater - sports injuryBarnaby Brightwater-Oyelaran(208) 555-0151
Calloway - low back painCressida Calloway-Zielinski(208) 555-0152
Dunmore - sports injuryEvander Dunmore-Achebe(208) 555-0153
Eastlake - low back painFiametta Eastlake-Sorensen(208) 555-0154
1 moreExam booked6
Grayling - sciaticaHenrietta Grayling-Ibarra(208) 555-0156
Hollowell - pediatric adjustmentIsidore Hollowell-Nakamura(208) 555-0157
Ironside - sciaticaJasmin Ironside-Adeyemi(208) 555-0158
Jessamy - pediatric adjustmentKellan Jessamy-Lindqvist(208) 555-0159
Kettering - sciaticaLinnea Kettering-Okoye(208) 555-0160
1 moreExam done4
Marchetti - sports injuryNadezhda Marchetti-Owusu(208) 555-0162
Netherby - low back painOsric Netherby-Hallberg(208) 555-0163
Oakhurst - sports injuryPilar Oakhurst-Rahman(208) 555-0164
Pelham - low back painQuentin Pelham-Odukoya(208) 555-0165
Plan offered6
Quarrington - low back painRosalind Quarrington-Bandele(208) 555-0166
Ravenscroft - sports injuryStellan Ravenscroft-Ishikawa(208) 555-0167
Sandringham - low back painTamsin Sandringham-Eze(208) 555-0168
Thistlewood - sports injuryUlises Thistlewood-Moreau(208) 555-0169
Underhill - low back painVesna Underhill-Tanaka(208) 555-0170
1 moreAgreement signed6
Whitlock - sciaticaXiomara Whitlock-Karimi(208) 555-0172
Xanthakis - pediatric adjustmentYannick Xanthakis-Reyes(208) 555-0173
Yarborough - sciaticaZenobia Yarborough-Okafor(208) 555-0174
Zachary - pediatric adjustmentAlaric Zachary-Lindgren(208) 555-0175
Ashdown - sciaticaBronwen Ashdown-Sato(208) 555-0176
1 moreNot moving forward4
Cobbett - sports injuryDelphine Cobbett-Varga(208) 555-0178
Dalrymple - low back painEverild Dalrymple-Nyambura(208) 555-0179
Ellesmere - sports injuryFlorian Ellesmere-Quist(208) 555-0180
Fenwick - low back painGalina Fenwick-Abara(208) 555-0181
Tables
Prospective patients
32 sample rows · 20 columnsEvery person who has called, booked a first exam or been offered a care plan, until they sign or step away.
| Lead | Patient name | Phone | What brings them in | In their words | How they found us | |
|---|---|---|---|---|---|---|
| Ackerley - low back pain | Ottoline Ackerley-Boateng | (208) 555-0150 | ottoline.ackerley@hillcountrymail.net | Low back pain | Sharp pain when standing up from a chair | Doctor referral |
| Brightwater - sports injury | Barnaby Brightwater-Oyelaran | (208) 555-0151 | barnaby.brightwater@hillcountrymail.net | Sports injury | Dull ache that wakes me at night | Community event |
| Calloway - low back pain | Cressida Calloway-Zielinski | (208) 555-0152 | cressida.calloway@hillcountrymail.net | Low back pain | Tight neck after long drives | Employer wellness program |
| Dunmore - sports injury | Evander Dunmore-Achebe | (208) 555-0153 | evander.dunmore@hillcountrymail.net | Sports injury | Stiffness since the fender bender | Attorney referral |
| Eastlake - low back pain | Fiametta Eastlake-Sorensen | (208) 555-0154 | fiametta.eastlake@hillcountrymail.net | Low back pain | Sharp pain when standing up from a chair | Friend or family |
| Grayling - sciatica | Henrietta Grayling-Ibarra | (208) 555-0156 | henrietta.grayling@hillcountrymail.net | Sciatica | Tight neck after long drives | Doctor referral |
| Fairweather - sports injury | Gunnar Fairweather-Mbatha | (208) 555-0155 | gunnar.fairweather@hillcountrymail.net | Sports injury | Dull ache that wakes me at night | Google search |
| Hollowell - pediatric adjustment | Isidore Hollowell-Nakamura | (208) 555-0157 | isidore.hollowell@hillcountrymail.net | Pediatric adjustment | Pain down the left leg after yard work | Community event |
| Ironside - sciatica | Jasmin Ironside-Adeyemi | (208) 555-0158 | jasmin.ironside@hillcountrymail.net | Sciatica | Pinched feeling when I run | Employer wellness program |
| Jessamy - pediatric adjustment | Kellan Jessamy-Lindqvist | (208) 555-0159 | kellan.jessamy@hillcountrymail.net | Pediatric adjustment | Sharp pain when standing up from a chair | Attorney referral |
| Kettering - sciatica | Linnea Kettering-Okoye | (208) 555-0160 | linnea.kettering@hillcountrymail.net | Sciatica | Pain down the left leg after yard work | Friend or family |
| Larkspur - pediatric adjustment | Matteo Larkspur-Delgado | (208) 555-0161 | matteo.larkspur@hillcountrymail.net | Pediatric adjustment | Sharp pain when standing up from a chair | Google search |
20 more rows
Care plans
6 sample rows · 6 columnsThe plans the doctors offer, with what each costs and covers.
| Plan | Visits | List price | What it covers | Prospective patients |
|---|---|---|---|---|
| Maintenance tune-up | 6 | $390 | One visit a month for people who are out of pain. | |
| Young spine plan | 8 | $520 | Eight short visits for children and teens. | Xanthakis - pediatric adjustment, Zachary - pediatric adjustment, Birchfield - pediatric adjustment |
| Prenatal comfort plan | 10 | $750 | Ten gentle visits through the second and third trimesters. | |
| Relief plan | 12 | $960 | Twelve visits over six weeks for a recent flare-up. | Quarrington - low back pain, Sandringham - low back pain, Underhill - low back pain |
| Restore plan | 24 | $1,680 | Twenty-four visits over twelve weeks with exercises between visits. | Ravenscroft - sports injury, Thistlewood - sports injury, Vanderhoek - sports injury, Whitlock - sciatica, Yarborough - sciatica, Ashdown - sciatica |
| Accident recovery plan | 18 | $2,430 | Eighteen visits billed to auto medical payments or the claim. |
Follow-ups
35 sample rows · 6 columnsEvery call, text and email sent to a prospect before they decide.
| What was said | Prospect | Channel | Outcome | Contacted on | Done by |
|---|---|---|---|---|---|
| Texted the intake link (Gunnar) | Fairweather - sports injury | Text | Spoke | Oct 4, 2026 | Jocasta Pennywhistle-Nwosu |
| Emailed the parking map (Nadezhda) | Marchetti - sports injury | Sent forms | Sep 29, 2026 | Caspian Rowntree | |
| Went over the care plan price (Osric) | Netherby - low back pain | Call | Booked exam | Sep 27, 2026 | Jocasta Pennywhistle-Nwosu |
| Left word about the open Thursday slot (Delphine) | Cobbett - sports injury | Plan accepted | Sep 27, 2026 | Jocasta Pennywhistle-Nwosu | |
| Asked how the neck is feeling since the exam (Pilar) | Oakhurst - sports injury | Text | Quoted plan | Sep 25, 2026 | Caspian Rowntree |
| Sent the agreement for signing (Rosalind) | Quarrington - low back pain | Text | Spoke | Sep 25, 2026 | Jocasta Pennywhistle-Nwosu |
| Checked the auto claim number (Quentin) | Pelham - low back pain | Call | Left message | Sep 23, 2026 | Caspian Rowntree |
| Rang to confirm the exam time (Stellan) | Ravenscroft - sports injury | Sent forms | Sep 23, 2026 | Caspian Rowntree | |
| Left word about the open Thursday slot (Quentin) | Pelham - low back pain | Plan accepted | Sep 22, 2026 | Jocasta Pennywhistle-Nwosu | |
| Emailed the parking map (Tamsin) | Sandringham - low back pain | Text | Quoted plan | Sep 22, 2026 | Caspian Rowntree |
| Texted the intake link (Tamsin) | Sandringham - low back pain | Call | Booked exam | Sep 21, 2026 | Jocasta Pennywhistle-Nwosu |
| Sent the agreement for signing (Everild) | Dalrymple - low back pain | Text | Spoke | Sep 21, 2026 | Jocasta Pennywhistle-Nwosu |
23 more rows
Exams
24 sample rows · 6 columnsEvery first exam on a doctor's schedule, booked online or by phone.
| Exam | Prospective patient | Doctor | Exam time | Status | What brings them in |
|---|---|---|---|---|---|
| Grayling - first exam | Grayling - sciatica | Dr. Leopold Vasquez-Hart | Oct 6, 3:00 PM | Booked | Sciatica |
| Larkspur - first exam | Larkspur - pediatric adjustment | Dr. Imani Strathearn | Oct 6, 10:00 PM | Booked | Pediatric adjustment |
| Hollowell - first exam | Hollowell - pediatric adjustment | Dr. Imani Strathearn | Oct 7, 4:30 PM | Booked | Pediatric adjustment |
| Ironside - first exam | Ironside - sciatica | Dr. Leopold Vasquez-Hart | Oct 8, 8:00 PM | Booked | Sciatica |
| Jessamy - first exam | Jessamy - pediatric adjustment | Dr. Imani Strathearn | Oct 9, 9:30 PM | Booked | Pediatric adjustment |
| Kettering - first exam | Kettering - sciatica | Dr. Leopold Vasquez-Hart | Oct 12, 5:00 PM | Booked | Sciatica |
Also included
- Care boardStage rules
- Waiting on an answerDigest
- New callerNotificationAlerts the front desk the moment a new lead lands on the board, so the return call is made that day.
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