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 patientsAckerley - low back pain
Brightwater - sports injury
Calloway - low back pain
Dunmore - sports injury
Eastlake - low back pain
Grayling - sciatica
Hollowell - pediatric adjustment
Ironside - sciatica
Jessamy - pediatric adjustment
Kettering - sciatica
Marchetti - sports injury
Netherby - low back pain
Oakhurst - sports injury
Pelham - low back pain
Quarrington - low back pain
Ravenscroft - sports injury
Sandringham - low back pain
Thistlewood - sports injury
Underhill - low back pain
Whitlock - sciatica
Xanthakis - pediatric adjustment
Yarborough - sciatica
Zachary - pediatric adjustment
Ashdown - sciatica
Cobbett - sports injury
Dalrymple - low back pain
Ellesmere - sports injury
Fenwick - low back pain
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 | Sharp pain when standing up from a chair | ||
| Brightwater - sports injury | Barnaby Brightwater-Oyelaran | (208) 555-0151 | barnaby.brightwater@hillcountrymail.net | Dull ache that wakes me at night | ||
| Calloway - low back pain | Cressida Calloway-Zielinski | (208) 555-0152 | cressida.calloway@hillcountrymail.net | Tight neck after long drives | ||
| Dunmore - sports injury | Evander Dunmore-Achebe | (208) 555-0153 | evander.dunmore@hillcountrymail.net | Stiffness since the fender bender | ||
| Eastlake - low back pain | Fiametta Eastlake-Sorensen | (208) 555-0154 | fiametta.eastlake@hillcountrymail.net | Sharp pain when standing up from a chair | ||
| Grayling - sciatica | Henrietta Grayling-Ibarra | (208) 555-0156 | henrietta.grayling@hillcountrymail.net | Tight neck after long drives | ||
| Fairweather - sports injury | Gunnar Fairweather-Mbatha | (208) 555-0155 | gunnar.fairweather@hillcountrymail.net | Dull ache that wakes me at night | ||
| Hollowell - pediatric adjustment | Isidore Hollowell-Nakamura | (208) 555-0157 | isidore.hollowell@hillcountrymail.net | Pain down the left leg after yard work | ||
| Ironside - sciatica | Jasmin Ironside-Adeyemi | (208) 555-0158 | jasmin.ironside@hillcountrymail.net | Pinched feeling when I run | ||
| Jessamy - pediatric adjustment | Kellan Jessamy-Lindqvist | (208) 555-0159 | kellan.jessamy@hillcountrymail.net | Sharp pain when standing up from a chair | ||
| Kettering - sciatica | Linnea Kettering-Okoye | (208) 555-0160 | linnea.kettering@hillcountrymail.net | Pain down the left leg after yard work | ||
| Larkspur - pediatric adjustment | Matteo Larkspur-Delgado | (208) 555-0161 | matteo.larkspur@hillcountrymail.net | Sharp pain when standing up from a chair |
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 | Oct 17, 2026 | Jocasta Pennywhistle-Nwosu | ||
| Emailed the parking map (Nadezhda) | Marchetti - sports injury | Oct 12, 2026 | Caspian Rowntree | ||
| Went over the care plan price (Osric) | Netherby - low back pain | Oct 10, 2026 | Jocasta Pennywhistle-Nwosu | ||
| Left word about the open Thursday slot (Delphine) | Cobbett - sports injury | Oct 10, 2026 | Jocasta Pennywhistle-Nwosu | ||
| Asked how the neck is feeling since the exam (Pilar) | Oakhurst - sports injury | Oct 8, 2026 | Caspian Rowntree | ||
| Sent the agreement for signing (Rosalind) | Quarrington - low back pain | Oct 8, 2026 | Jocasta Pennywhistle-Nwosu | ||
| Checked the auto claim number (Quentin) | Pelham - low back pain | Oct 6, 2026 | Caspian Rowntree | ||
| Rang to confirm the exam time (Stellan) | Ravenscroft - sports injury | Oct 6, 2026 | Caspian Rowntree | ||
| Left word about the open Thursday slot (Quentin) | Pelham - low back pain | Oct 5, 2026 | Jocasta Pennywhistle-Nwosu | ||
| Emailed the parking map (Tamsin) | Sandringham - low back pain | Oct 5, 2026 | Caspian Rowntree | ||
| Texted the intake link (Tamsin) | Sandringham - low back pain | Oct 4, 2026 | Jocasta Pennywhistle-Nwosu | ||
| Sent the agreement for signing (Everild) | Dalrymple - low back pain | Oct 4, 2026 | Jocasta Pennywhistle-Nwosu |
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 19, 3:00 PM | Sciatica | |
| Larkspur - first exam | Larkspur - pediatric adjustment | Dr. Imani Strathearn | Oct 19, 10:00 PM | Pediatric adjustment | |
| Hollowell - first exam | Hollowell - pediatric adjustment | Dr. Imani Strathearn | Oct 20, 4:30 PM | Pediatric adjustment | |
| Ironside - first exam | Ironside - sciatica | Dr. Leopold Vasquez-Hart | Oct 21, 8:00 PM | Sciatica | |
| Jessamy - first exam | Jessamy - pediatric adjustment | Dr. Imani Strathearn | Oct 22, 9:30 PM | Pediatric adjustment | |
| Kettering - first exam | Kettering - sciatica | Dr. Leopold Vasquez-Hart | Oct 23, 5:00 PM | Sciatica |
Also included
- Care board
- Waiting on an answer
- New callerAlerts the front desk the moment a new lead lands on the board, so the return call is made that day.
Related templates
- Clinical research siteMillbrae Bend Clinical Research4 tables · 5 views · 2 forms · 2 dimension sets · 1 booking page · 1 digest · 1 notification · 1 stage rule set · 1 agentBoards
- Family dental practiceWrenfield Ridge Family Dental4 tables · 6 views · 1 form · 2 dimension sets · 1 dashboard · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 agentForms
- HospiceKingsweir Heights Hospice4 tables · 6 views · 2 forms · 1 dimension set · 1 digest · 1 notification · 1 stage rule set · 1 agentLinked tables
- Midwifery practiceWesterly Bend Midwifery4 tables · 5 views · 2 forms · 2 dimension sets · 1 booking page · 1 digest · 1 notification · 1 stage rule set · 1 agentBoards
- Pediatric dentistryWillowmere Grove Pediatric Dentistry3 tables · 6 views · 2 forms · 1 dimension set · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 agentImports
- Podiatry practiceKestrelmoor Creek Foot & Ankle4 tables · 5 views · 2 forms · 2 dimension sets · 1 digest · 1 notification · 1 stage rule set · 1 agentLinked tables