Dashboard
Multi-clinic operations · Harbourpoint Health portfolio
Needs attention
HighEverbloom
Drip campaign paused — Dormant Re-engagement
142 patients enrolled, 6-month SMS touchpoint not firing. Root cause TBC.
Review →This week's pulse
Patients
1,247
Total in CRM
SMS sent
4,218
This month
New leads
38
This week
Reminders
156
Scheduled next 7 days
Recent activity
Everbloom only
- +
New lead from web form
Olivia Hartley · Everbloom initial consult form
Everbloom · System
- +
New lead from Google Ad
Marcus O'Brien · landed via search 'telehealth consult Sydney'
Everbloom · System
- →
Reply sent — Olivia Hartley
Confirmation message, Friday 10am consult
Everbloom · Lara Kim
- ‖
Drip campaign paused — Dormant Re-engagement
Auto-paused due to delivery error in 6-month touchpoint
Everbloom · System
- ✓
Appointment booked
Olivia Hartley · Dr. Aarons · Fri 10am
Everbloom · Lara Kim
- →
Follow-up SMS sent — Ethan Whitmore
Drafted by AI Assistant, approved by Tom Brennan
Everbloom · Tom Brennan
Clinics
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