Reporting & CRM
Knowing how many calls actually turn into booked patients is hard to track by hand. Velaire keeps every call, lead, and booking request in one place, with a monthly report that shows what happened and why it matters.
How reporting & crm works
One dashboard
Calls, leads, and bookings in a single view instead of scattered across a phone log and a calendar.
Monthly ROI report
A plain-language summary of what Velaire answered, booked, and recovered.
No spreadsheet required
The data your practice needs to see is presented, not buried in raw call logs.
What the first 48 hours actually look like
Most practices are answering with Velaire within two days of signing. Here is what happens in between.
Step 01
You fill in the details
Hours, services, booking rules, routing, and the questions patients actually ask.
Step 02
We build your agent
Configured to your service menu and booking process, not a generic script.
Step 03
It gets reviewed
Every agent goes through a QA pass before it is allowed near a real call.
Step 04
You approve it
Nothing goes live until you have heard it and signed off.
Step 05
Live on your number
Answering on the line patients already call. No port, no new hardware.
Questions about this
Who can access the dashboard?
Whoever you give access to on the account. It isn't limited to a single login.
Can I export the data?
Yes, the monthly report is provided in a format you can keep or forward.