Helping Health Providers
Deliver Better Care
What Healthcare Businesses Save With WorksBuddy
Every number below represents real time and money your practice recovers by consolidating onto WorksBuddy replacing fragmented tool stacks and eliminating manual workflows that cost more than they deliver.
Every Month Without Automation Costs Your Practice This
Based on a 10 person clinic managing 200+ patient enquiries monthly with disconnected tools
Wasted on disconnected tools monthly
Staff hours lost to manual admin weekly
Patient enquiries that go unanswered
Average billing delay after service delivery
Revenue lost to no shows & cold leads each month
Wasted on disconnected tools monthly
Staff hours lost to manual admin weekly
Patient enquiries that go unanswered
Average billing delay after service delivery
Revenue lost to no shows & cold leads each month
Your Current Stack Vs. WorksBuddy Side By Side
Replace every tool in this table with a single WorksBuddy subscription. No per seat charges. No integration headaches. One platform where all agents share data and work together automatically.
| Challenge | WorksBuddy Solution | You Save |
|---|---|---|
| CRM & Lead Management | $900/mo + 8 hrs saved | |
| Appointment Reminders & Follow-ups | $45/mo + 6 hrs saved | |
| Consent Forms & Medical Paperwork | $60/deal + 6 days saved | |
| Staff Task & Case Coordination | 55 hrs/month saved | |
| Billing & Insurance Invoice Processing | 10 hrs/mo + 15 days saved | |
| Total Savings | WorksBuddy Pro: $199/mo | $1,200+/mo · 40–160 hrs saved |
Features every healthcare
Business Needs
Everything you need to capture patients, coordinate care delivery, and keep revenue flowing without juggling six different tools.
Intelligent lead capture &
routing
Every patient enquiry gets captured, scored, and routed to the right team member instantly no leads sitting in an inbox overnight.
Automated billing &
invoicing
Generate invoices the moment a service is delivered. Track payments, send reminders, and forecast cash flow all without chasing spreadsheets.
Connected project & care
delivery management
Turn every new patient engagement into a structured delivery plan with milestones, team assignments, and real time progress tracking from onboarding through to follow up.
Smart task
management
Assign, prioritise, and track every operational task across your practice automatically. Staff know exactly what needs doing, when, and in what order.
Personalised patient
outreach
Send targeted email sequences for appointment reminders, post visit follow ups, seasonal health campaigns, and re engagement all written and timed by AI.
Additional Tools For Healthcare Teams
These extras smooth everyday workflows and save hours for your staff every week.
AI lead scoring
Score and prioritise patient enquiries based on fit, intent, and engagement so your team focuses on the highest value conversations first.
Automated follow up sequences
Never lose a prospective patient to slow response. Trigger follow ups based on enquiry type, wait time, or engagement history.
Cash flow forecasting
Know what is coming in and when. INZO analyses payment patterns and outstanding invoices to give you a real time financial picture.
Workload balancing
Distribute tasks and patient assignments across your team based on current capacity no one gets overloaded, nothing gets missed.
Milestone based delivery
Structure patient journeys or treatment programmes into milestones. When one completes, the next step triggers automatically.
Role based access control
Control who sees what. Front desk, clinical staff, billing, and management each get the access they need nothing more, nothing less.
Built for healthcare practices that refuse to run on chaos
More Features To Power Your Practice
Additional capabilities designed to make your operations faster, smarter, and more connected across every department.
Built For These Healthcare Use Cases
One Dashboard. Zero Tool Juggling.
LIO captures every patient enquiry from your website, referrals, and portals scoring urgency within 30 seconds and routing to the right team member. TARO auto creates follow up tasks. PRAX builds a structured care journey with milestones. The moment a service milestone is marked complete, INZO fires the invoice automatically. No manual steps, no delays, no missed revenue.
Capture. Nurture. Upsell. Retain.
LIO qualifies consultation enquiries by treatment interest and budget within minutes. EVOX sends a personalised 5 touch nurture sequence treatment explainers, before/after galleries, FAQs, and a time limited consultation offer. Post treatment, EVOX triggers a care instruction sequence followed by a package upgrade offer with a 48 hour window automatically converting single clients into high LTV package buyers.
Remote Care. Fully Coordinated. Always On Time.
PRAX structures every patient's care journey into milestones that auto-trigger task assignments via TARO. Every team member regardless of location sees their responsibilities in real time. INZO fires invoices when milestones are confirmed. EVOX keeps patients engaged between sessions with personalised check in emails and health tip sequences tailored to their treatment plan.
Place Faster. Invoice Instantly. Keep Every Client.
LIO maintains the client engagement view and tracks relationship health scores. PRAX creates a structured placement project with interview stages, compliance checkpoints, and deployment milestones. SIGI handles offer letters, placement agreements, and compliance documentation digitally. INZO auto generates contractor invoices the moment a placement is confirmed with payment tracking and overdue escalation built in.
Trusted By Growing Businesses
See how WorksBuddy is replacing disconnected tool stacks for businesses that need their operations to actually work together.
We were using four different tools just to manage leads, tasks, invoices, and email. WorksBuddy replaced the lot. Our follow up time dropped from two days to under an hour.
Operations Manager
Multi location clinic
The agents actually talk to each other. A new patient enquiry triggers a task for the team, a follow up sequence, and a project plan all without anyone lifting a finger.
Founder
Telehealth startup
Billing used to be a week behind. Now INZO sends the invoice the moment a milestone is delivered. Cash flow visibility is night and day.
Finance Lead
Healthcare services firm
We stopped paying for HubSpot, Asana, and Mailchimp separately. WorksBuddy does what all three did, and the agents actually connect the dots between them.
CEO
MedSpa group
Your practice deserves operations that actually work together
Eight agents. One platform. A healthcare business that runs itself.