For clinics, counseling & new-patient practices
They Booked. Then the Paperwork Arrived. Are They Still Coming?
A new patient the night before their first visit is nervous, second-guessing, and — at most practices — holding a packet that reads like a mortgage application. Intake either calms that gap or weaponizes it.
Score Your IntakeFree · 10 questions · about 3 minutes · scored 0–100 with a written report
The Last Wall Between a Booking and a Patient
At The Clipboard, we measure the road between "booked" and "in the chair": when intake materials arrive, how long they really take, who finishes before day one, and what happens when someone stalls. Then we fix the wall.
- Scored 0–100 with a written report
- Monthly intake-friction cost, from your own numbers
- Measured discovery: your real booking-to-visit path, timestamped
- Fixes scoped from measurements — from $2,500
Where First Visits Dissolve
The Paperwork Wall
The packet that arrives day-of, the PDF nobody can fill on a phone, the portal with a password, and the stall nobody notices.
The Math
New bookings × friction-loss rate × patient value — at a 100% close rate, because a booked first visit is committed revenue.
How We Measure
We walk your real intake path as a new patient would — every arrival, form, and stall, timestamped.
The Booked Are Your Surest Revenue — Measured
In a live practice we measure, getting something booked was the strongest revenue predictor in thirteen months of records — once on the calendar, even the coldest leads closed at 67%.
That's what makes the booking-to-visit gap precious: the hard part is done. The intake packet is the last thing standing between committed revenue and a filled chair — and at most practices, nobody has ever measured which side it's working for.
The Proof Behind the Numbers
Measured findings come from a live outpatient specialty practice we work with, anonymized. Its numbers, not industry averages — and this door's friction estimate is deliberately the most conservative in our family.