Manage gives you the tools to capture leads and prospects, build relationships with the right campaigns, and measure results across every clinic.
Marketing and Campaign Features
Lead Management
Keep every new lead organized and accessible. Quickly search, filter, and track details to move leads through the funnel and convert them into patients.
New Communication Log
See every patient conversation in one place. Calls, SMS, emails, and mail are logged on the Leads/Patients screen, with notes and outcomes included.
Campaign Management
Plan, run, and measure campaigns across patients and appointments. Target the right audience, track conversions, and know exactly which campaigns bring results.
Patient Engagement Tools
Reduce no-shows and strengthen relationships with built-in SMS reminders powered by Twilio. Ensure every clinic delivers consistent, reliable communication that patients can trust.
New Integration with Marketing Tools
Connect Manage with your existing email and marketing platforms to streamline campaigns and automate workflows. With open API integrations, and Zapier, everything works together in one system.
Lead Management
Capture, Track, and Convert Leads into Patients
Keep every inquiry in one place. Search, filter, and follow each lead from first contact to first appointment, so nothing slips through the cracks.
Communication Log
Keep All Lead and Patient Conversations in One Place
Bring all calls, SMS, emails, and letters into a single view on the lead/patient screen. With searchable records, role-based permissions, and configurable outcomes, your team can hand off tasks smoothly, follow up reliably, and keep communication clear at every step of care.
Campaign Management
Manage All Patient Campaigns in One Place
Create email, SMS, or social campaigns and target them to the right patients. Assign campaigns to appointments, measure performance, and see which efforts drive real results. With everything in one place, you can manage outreach confidently and keep every clinic aligned.
Patient Engagement Tools
Strengthen Relationships and Reduce No-Shows
Stay connected with patients before and after their appointments. With SMS reminders powered by Twilio, you can send timely updates, reduce missed visits, and keep communication consistent across every clinic.
API Integration to Other Systems
Connect Manage to Marketing Tools You Already Use
Connect Manage with your marketing tools through API integration and Zapier. Automate data transfer, reduce manual entry, and keep campaigns running smoothly.
Build Stronger Patient Connections from the Very First Lead
Give your team the tools to nurture leads, reduce no-shows, and grow your patient base.
- Capture and track every lead in one place
- Run targeted campaigns across email, SMS, and social
- Measure results with clear insights into leads, conversions, and ROI
Frequently Asked Questions
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Yes, you can track the performance of your marketing campaigns with the marketing reports.
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Yes, you can export a list of target specific audiences with your marketing campaigns based on criteria such as age, location, and more.
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Yes, you can export the lead data to a CSV file for further analysis or reporting.
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Yes, you can customize the date range for the lead data to view data for a specific period of time.
Get more with Auditdata Manage
Our software for hearing care professionals simplifies practice management, empowering hearing care professionals as they care for others.
Patient Management
Streamline administrative tasks to focus on providing the best care possible to your patients.
New AI-Powered Notes
Automate note-taking with AI so you spend less time typing and more time with patients.
Guided Activity Workflows
Simplify and standardize tasks with step-by-step workflows, ensuring consistent, high-quality care every time.
Billing & Payments
Make invoicing and insurance claims faster and easier with automated billing tools.
Insurance & Reimbursements
Follow country-specific insurance rules for the United States, United Kingdom, and Australia—covering claim formats (CMS-1500, NHS, HSP).
Security & Compliance
We have partnered with Microsoft to give you the most secure and accessible cloud service in the world.
Integrations
Connect your favorite tools and systems to create a smoother workflow, reduce manual tasks, and keep everything in sync.