Membership-based platform that handles insurance credentialing, billing, and client matching for private-practice therapists. KloudMD plugs into it as your front office — phones, online scheduling, forms, and follow-ups that work directly with your Alma calendar.
Happens automatically, with nothing for your team to re-type.
KloudMD doesn't just read Alma — it writes back. Appointments and cancellations made in Alma appear in KloudMD within minutes, and bookings made through KloudMD land in Alma with the correct provider, service, and true visit duration. Your service menu, provider work schedules, and client records all stay mirrored automatically, and new bookings create the chart in Alma — no double-entry, ever.
Your website booking widget shows only genuinely open times, scoped exactly how you practice: by provider, service, and location. Build custom booking flows — multi-step questions, virtual vs. in-person choice, phone verification to stop spam bookings — and choose instant confirmation or a request-then-approve mode where your team reviews each booking before it syncs to Alma.
Most phone AIs take a message. KloudMD's AI receptionist answers every call and text around the clock, checks live availability, re-validates the slot at booking time, and books straight into Alma during the conversation — then follows up by text. Missed calls become booked clients, even at 9pm on a Sunday.
Because every booking is tied to its source, reporting runs on what owners actually care about: booked visits and revenue, not form fills. See which channels, campaigns, and pages fill the schedule, and follow every client from first click or call through booked, showed, and sold.
Call tracking with dynamic number insertion attributes every phone call to the campaign that drove it, and stage-based conversions (booked, showed, sold) are pushed back to Google Ads as offline conversions — so your ad platforms optimize toward real appointments and revenue in Alma, not clicks.
Intake forms and consents are assigned automatically per appointment — including different paperwork per service — and completed from a link before the client arrives. Reminders and confirmations are fully configurable, and tuned so people never get duplicate messages when Alma sends its own.
Every patient phone call is recorded, transcribed, and summarized by AI — who called, what they asked for, and what was agreed. The transcript and summary are uploaded straight to that patient's chart in Alma, so the record reflects the conversation without anyone typing a note after the fact. Nothing said on the phone gets lost between the front desk and the chart.
Booked, cancelled, rescheduled, and no-show events in the synced calendar can trigger no-code workflows: follow-up texts, staff tasks, pipeline stage moves, review requests, and reactivation campaigns. Design the exact journey you want around Alma, and let it run itself.
Cancellations, no-shows, and missed calls are revenue leaks — KloudMD plugs them. A cancelled or no-show appointment automatically triggers a rebooking follow-up; a missed call gets an instant AI text-back that can rebook on the spot; clients who are due back get procedure-based recall campaigns that keep trying until they rebook; and leads that went quiet are re-engaged with reactivation campaigns. The schedule refills itself.
Integrations are monitored continuously: failed outbound bookings are retried automatically, slot availability refreshes on a fast cadence so the widget never sells a taken time, and your team is alerted if Alma ever disconnects — before it costs you a booking.
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