romanReports first. Generic outreach next.
Someone searches through reports, builds a recall list, and sends a broad text or email. The patient’s specific treatment journey is easily lost.
Every patient journey.
A next step that fits.
Roman finds missed revenue opportunities and coordinates personalized follow-through for each patient’s treatment journey.
REVENUE OPPORTUNITIESIllustrative product story
FIND AN OPPORTUNITY01
Two visits remaining.
No next visit booked.
Roman connects package history with the patient’s booking status.
Package visits available✓No upcoming booking✓
Package follow-through · Sarah M. · Sample patient
✦
ROMAN IS WORKINGChecking for missed opportunities
✓
READY FOR YOUAn opportunity identified
An opportunity identified
Roman finds missed revenue opportunities and coordinates personalized follow-through for each patient’s treatment journey.Illustrative action workflow · Sample patient
Personal follow-through, with context that stays connected.
Each patient gets a relevant next step.
Roman connects treatment history, package status, and booking context, then coordinates tailored follow-through under your practice’s rules.
Revenue Opportunities.
Built around your work.
Move beyond broad recall campaigns. Connect treatment history, timing, and patient context to a relevant next step—and follow it through to an outcome.
Find missed opportunities
Recall, cancellations, no-shows, consultations, packages, and more.
Make every action clear
Give tasks an owner, due date, playbook, and the context to act.
Follow through to revenue
Record responses and bookings, then track what becomes realized revenue.