DocTalk is a CRM system designed for small medical practices that allows direct messaging with customers through a mobile app. It is HIPAA compliant, customizable, and integrates with existing medical software. DocTalk's mobile app allows customers to schedule appointments, view medical information, and message their doctor directly. This provides an engaging customer experience and communication channel to improve customer retention.

2. WHAT MAKES DOCTALK DIFFERENT FROM OTHER
CRM SYSTEMS?
• DocTalk is a unique but powerful CRM solution created to meet the
unique needs of smaller private practices – thus priced accordingly.
• Has an integrated iPhone/android app for your customers to use –
allows for direct messaging through the application on your customers
phone rather than through email helping to maintain relationships. Of
course email is always an option.
• DocTalk is HIPAA Compliant out of the box.
• DocTalk allows for customization to meet the specific needs of smaller
practices, comes standard with different design view, templates, and
built in medical specialty features.
• DocTalk is not meant to replace the software you have in place but to
enhance it. Will work with any EMR/EHR system you have in place.

3. HOW DO I KNOW DOCTALK IS RIGHT FOR ME?
• Are you a practice of 25 physicians or less?
• Do you feel like you are at disadvantage because you can’t afford the
technology that larger practices use?
• Are you just starting your own practice and looking to gain and
maintain customers?
• Are you doctor that feels that you aren’t very good with technology but
need something to maintain to help retain customer relations?
If the answer is yes to any of the
above - DocTalk was made
specifically for you!

4. DOCTALK HAS EVERYTHING YOUR STANDARD
CRM COMES WITH AND MORE!
Comes with standard features such as:
• Appointment scheduling
• Automated reminders
• Marketing Automation
• Integrated analytics
• Campaign management
• List management/master data management
• Lead generation and follow-up tracking
But wait… there is more….

5. DOCTALK IPHONE & ANDROID APPLICATION
• The single best part about DocTalk is that it comes with an Iphone and
Android App that customers can download directly on to their phone or
tablet!
• When customers come in to see you, tell them to download your app
that can be customized with your practices information.
• If the customer choices to download the free app you are immediately
capturing them as a customer and can use you CRM to push messages,
medical info, take your medicine reminders, and more directly through
the application.
• The application on the customers device is a constant reminder of your
practice, allows for you to communicate with automated messages,
direct chat, and allows your customer to store all their medical info in
one place.

6. A GREAT EXAMPLE OF DOCTALK IN ACTION!
• You can use your CRM to pull a list of all customers that haven’t been to see
you in a year and are due for a checkup. DocTalk can then automate a
message that gets pushed through the application to the mobile device of
the customer, reminding them of a checkup AND offering them your
calendar with times they can schedule the appointment. Allowing them to
do this directly through the application without ever having to speak with
you.
• Customers can also do other great things through the DocTalk application
like set reminders to take their meds, request medical info from their doctor,
or even directly chat with their doctor or administrative staff.
• Email is built into DocTalk as well but is not always in effective way of
communication with your doctor. This application puts all of your medical
info and needs at once source and opens up a direct gateway for
communication with your doctor- often resulting in direct feedback.

7. DEMO REQUEST AN APPOINTMENT

8. DEMO DOCTORS OFFICE RESPONDS TO REQUEST

9. DEMO ADD APPOINTMENT TO YOUR CALENDAR

10. DEMO DOCTOR SEES SCHEDULE ON HIS IPAD

11. CUSTOMER FEEDBACK
• One customer, a PA in a small practice, thinks it would make it
convenient for patients to make appointments.
• His main concern is that it needs to integrate well with their existing
system.
• He is also concerned that it needs to be HIPAA compliant.
• One customer, an acupuncturist, does not see the need for the product
because he does not take very many patients a day.