Use cases

Know which request became a new patient, and where it came from.

Built for a primary care or specialty physician practice, one office or several, whoever runs the marketing. TruLata reads your Google accounts, each office's Business Profile and the appointment requests from your own site's forms, runs the watching and the drafting on a schedule while the doctors are with patients, and shows you which request became a first visit.

Illustration: a clipboard with a stethoscope draped across it beside a first aid case, lit in purple and blue.

Is this built for a doctor's practice?

Yes. It is built for a physician practice that sees patients from the towns around its offices: family medicine, internal medicine and pediatrics, or a specialty such as cardiology, gastroenterology or orthopedics. A group with several offices fits the same way, each office read on its own. The marketing may sit with the practice manager between staffing and the schedule, with a physician-owner after the last patient of the day, or with a marketing manager for the group, and each of them gets the same screen. The search, the ads, the content and the counting run on a schedule whether anyone had time this week, every appointment request is counted from your own site, and one screen shows what happened and what it cost.

Patients look for a doctor for different reasons, and they choose on different things. Someone who moved, changed jobs or lost a doctor to retirement wants to establish care: they search for a doctor near home or work, check whether the practice is accepting new patients, read the physician's bio and the reviews, and ask for a first appointment. Someone sent to a specialist may arrive with a name from the referral and still search it, read the rating, and look at how soon the practice can see them before calling that office or another one nearby.

A request from your own site's form is yours alone, written to your lead sheet the moment it lands with the office and the kind of visit on the row where your form asks for them. So the screen puts each new-patient request in front of the front desk at the right office the day it lands, with the page it came from one click away, and asks one question when you are done with it: what did it become.

  1. Search near home or workFor a doctor, a specialty and the town, on a phone
  2. Check the practice is accepting new patientsAnd how soon it can see them
  3. Read the physician's bio and the reviewsEach office's rating on its own listing
  4. Ask for a first appointmentWritten to your lead sheet the moment it lands, yours alone
Illustration: an exam table with its paper roll and a stethoscope resting on it, beside a rolling stool and a small cart with a box of gloves.

A request from your own site's form is yours alone.

What does the screen read for a medical practice?

It leads with appointment requests. When someone asks for a new-patient appointment on your site, the form handler appends the row to a lead sheet server-side and emails your team, and the Leads view reads that sheet newest first, with the kind of visit and the office on each row. Where your site gives each office and each physician a page, the request carries the page it was sent from. Keep the form to scheduling details: the screen needs the request, not the reason for the visit. Mark each request from the screen, contacted, quoted, won or lost, or not a lead with the reason, such as an existing patient trying to reach the office. Won is the new patient seen at a first appointment, and the mark stays on the row.

Google Business Profile gives rating, reviews and listing performance through a manager invitation you can revoke, one listing at a time, so each office's rating stays its own; the reviews card sits on the search view. Search Console gives the queries you appeared for, impressions, clicks and average position, two to three days behind; for a practice those queries are the kind of doctor and the place, a primary care doctor near me, a family doctor accepting new patients, a named specialty and the town, and the positions are Search Console's own averages, not a rank tracker. GA4 adds sessions, sources, pages and key events, hours behind intraday, so you can see whether the physician bios and the new-patient page are being read. Google Ads shows spend, conversions and cost per conversion by campaign, so where each office runs its own campaigns, each office's cost per conversion is its own row.

Where your practice runs on a CRM or booking platform, the Jobs view reads what it records live, and shows a coming-soon card rather than a number until the data is trustworthy. Every source here is a marketing or lead record. Charts, visit notes and billing stay in your own systems today; a source with an API can be connected during setup. Card data is never read. Your inbox and calendar stay outside the screen today and connect during setup where your engagement calls for them. A phone call to an office counts as a request where your CRM or booking platform records it, and a call-tracking platform with an API is connected during setup where you run one. The page loads last night's snapshot the instant you open it, pulls live numbers behind it when that snapshot is older than five minutes, and stamps the header with how old the data is.

TruLata Overview for a fictional physician practice, Lakeview Medical Group: new-patient requests, cost per request, first visits and review rating across the top, a funnel from site visitors to first visits, revenue by channel, and a card for each workstream marked Running.
A medical practice's TruLata dashboard, filled in with example data for a fictional practice, Lakeview Medical Group.

What runs while the doctors are with patients, and what waits for a person?

Every mapped Google Ads account is watched every morning. At 7:05 Eastern the ads change watch reads each account's change history and its user list, sets our own writes and routine noise aside, and raises a material change made by anyone else the same morning, including a recommendation Google applied on its own. A setting switched on under an office manager's login, or a new address given access, reaches the team the next morning rather than at the end of the month. Where we manage your search campaigns on all tiers, a budget or bid change is made within the limits set for your engagement and lands in the account's own change history, so opening spend at the office with new-patient openings and easing it where the schedule is full is a decision with a record behind it.

On Launch, Growth and Command, the content engine researches and drafts, on your cadence, the articles a patient reads before asking for an appointment: what to bring to a first visit, how an annual physical differs from a sick visit, how a referral to a specialist works, what a telehealth visit is used for. Each topic passes a demand gate on real search volume and what already occupies the result page, the research cites current sources, the dedupe reads the titles already published on your site, and each piece is filed as a Google Doc in your Drive with a featured image. Auto-publish is a per-client setting and approval is optional, which matters when a physician reads every medical sentence before it goes out. On Growth and Command, Meta ads run alongside search.

On Command, the outbound engine sources prospects weekly to the target profile set with you, which for a primary care practice can be the employers near each office, and for a specialty practice the primary care offices that refer. It finds a deliverable address for each one or routes it to a contact-form path and drafts an introduction into a review-first queue; a person releases them, or the queue releases on the schedule set for the engagement, and every send is logged with the draft, the mailbox and the time. Replies are classified and shown, and not-interested or bounced addresses are suppressed from further sends.

Every day at 7:20 Eastern, where your forms feed the sheet, the lead watch runs five checks across the sheet, GA4 and Ads, so a dead tag, a blind ad account or an appointment form that stopped submitting is flagged the next day rather than at the end of the quarter. Every night at 12:01 Central a fallback snapshot is baked, and a failed pull leaves the previous page up. What stays with a person is the judgement: the limits on spend, and anything that answers a patient. A content piece with auto-publish off waits as a draft until someone approves it, and appointment reminders and messages to current patients stay with your practice software today. From the screen you can set a lead outcome, request a website change, and request a content, keyword, category or targeting change; each lands with the team as a logged ticket, and the engine's writes to your ad accounts and your site go through their APIs and land in each account's own change history.

While the doctors are with patients

  1. Ads change watchReads every mapped account's change history and user list, raises material changes the same morning
  2. Lead watchFive checks across your form sheet, GA4 and Ads, so a stalled appointment form is flagged the next day
  3. Content draftsFirst-visit and referral articles filed in your Drive, on Launch, Growth and Command
  4. Prospect sourcingEmployers near each office and referring offices, on Command
  5. Fallback snapshotBaked nightly, so a failed pull leaves the previous page up

Can I see it before anyone contacts the practice?

Yes. Open the demo at demo.trulata.com. It opens with your name and email, and the follow-up is an email, not a call. It runs on a fictional company called Meridian, every number in it is illustrative, and it is the same engine code every client dashboard runs. Open the Leads view, the Google Ads view and the search view, and you are looking at the screen a physician practice gets, with your sources in place of Meridian's.

Then read it against your own practice. You see patients from the towns around your offices, they find you through a search, a referral or a listing, and someone carries the marketing between everything else the practice needs. That is the practice the product is built for, one office or several; the multi-location page shows how each office stays readable on its own instead of folded into a total. Part of it runs on your own numbers during setup: the first pull, the answer-engine baseline and the ads watch run on your accounts in the first two weeks, before most of the engines are switched on.

Read the search view the way it is built. Ranking is not earning, and a position there is Search Console's average for that query rather than a rank tracker's guess. A position is not a new patient on the schedule. That is why the screen counts the requests your own forms took, office by office, and why proving which dollar made the phone ring starts from your own records.

The Leads view for a fictional physician practice: a New-patient requests table with establish-care requests at the Carmel and Noblesville offices, a pediatrics new patient at the Fishers office, an annual physical at the Carmel office and a referred new-patient visit at the Fishers office, newest first.
The Leads view for a medical practice: every new-patient request from the site, newest first, office on each row. Example data, fictional practice.

A position is not a new patient on the schedule.

Which tier fits a medical practice?

Starter includes the TruLata dashboard, full analytics, leads, search visibility, the AI visibility program, managed Google Ads search, the assistant and briefings and support tickets. The content engine runs on Launch, Growth and Command. Meta ads run on Growth and Command. The outbound engine, the one that sources employers and referring offices, runs on Command. Command adds the outbound engine, ad creatives and your full marketing team, always on, is scoped per engagement and carries no number on this site.

Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command, so the practice manager and each office lead can sign in with a seat of their own, and a seat you remove is revoked within 30 seconds. Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement. Every tier is month to month with nothing metered, and an annual commitment takes twenty to twenty-five percent off the monthly. The pricing page carries the same figures.

Which engine runs on which tier

EngineTier
  • Content engineLaunch, Growth and Command
  • Meta adsGrowth and Command
  • Outbound engine, for employers and referring officesCommand
  • Seats, for the practice manager and each office leadthree on Starter, three on Launch, ten on Growth and unlimited on Command

Can your team run it for my practice?

Yes. Command adds the outbound engine, ad creatives and your full marketing team, always on, scoped per engagement, and the managed strategy retainer sits on top of any tier with strategy, optimization and the approvals on our side, scoped with you. Every change we make lands in each account's own change history, which the same 7:05 Eastern watch reads and sorts as ours. The marketing work comes off the practice manager's desk. The managed page covers both.

TruLata is also a marketing services firm, and the software sits beside that work. If you want the work done as a service rather than run as a system, local services marketing is the hub, with search and paid search underneath it. The other practices and trades the product is built for are on the industries page.

Illustration: a front desk bell beside a closed appointment book and a frosted cup of pens.
The sources

What a medical practice's screen reads, and how fresh it is.

WhatWhere it comes fromHow fresh
New-patient appointment requestsYour site's forms, appended to a lead sheet server-side and emailed to your team; the Leads view reads it newest first, office on each rowLive
Rating, reviews, listing performanceGoogle Business Profile, one listing per office, with our Google account as a manager you can revokeRefreshed with each pull; the header stamp says when
Spend, conversions, cost per conversionGoogle Ads, by campaign, across every mapped accountIntraday lags hours; change history read daily at 7:05am ET
Sessions, sources, pages, key eventsGoogle Analytics 4Hours behind intraday
Queries, impressions, clicks, average positionSearch Console; its own average positions, not a rank tracker2 to 3 days behind
Jobs and job pipelineYour CRM or booking platform, where the practice runs on itLive; a coming-soon card until the data is trustworthy
The page itselfSnapshot on open, live pull behind it when older than 5 minutes, nightly bake at 12:01am CTHeader stamp says when the data was pulled
What this page holds to

A phone call counts as a request where your CRM or booking platform records it, and a call-tracking platform with an API is connected during setup where you run one. Charts, visit notes and billing stay in your own systems today, card data is never read, and your inbox and calendar stay outside the screen today and connect during setup where your engagement calls for them. Positions are Search Console's own averages. Every request on the screen traces to your forms or your CRM.

FAQ

Questions, answered.

Does it read patient charts?

The sources are the ones on this page: your Google accounts, each office's Business Profile, your website forms, and your CRM or booking platform where the practice runs on one. Charts, visit notes and billing stay in your own systems today; a source with an API can be connected during setup. Card data is never read, and the appointment form itself is best kept to scheduling details.

Can each office be read on its own?

Yes. Each Business Profile listing is read one listing at a time, so one office's rating stays its own. Where each office runs its own campaigns, its spend and cost per conversion sit on their own campaign row, and the office on each lead row says where the request is headed. <a href="/product/use-cases/multi-location-multi-truck">The multi-location page</a> covers the setup.

Do you count phone calls to the front desk?

Where your CRM or booking platform records the call, yes, and a call-tracking platform with an API is connected during setup where you run one. The requests the screen counts on its own are submissions from your website's forms, written to a sheet server-side as they land and read newest first.

Can a physician read every article before it is published?

Yes. Auto-publish is a per-client setting, and with it off each piece waits as a draft, filed as a Google Doc in your Drive, until someone approves it. The topics are the questions a patient asks before booking, and each one passes a demand gate on real search volume first.

What do we have to connect?

Manager invitations on your Google Analytics property, your Search Console site, your Google Ads account and each office's Business Profile listing, each one revocable in your own console. Our team connects your CRM or booking platform, your email platform and your website forms from the inside with the access you grant during setup, and we never hold your passwords.

What does it cost for a medical practice?

Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement. Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command. Every tier is month to month with nothing metered, and a managed strategy retainer sits on top of any tier, scoped with you rather than priced on this site; <a href="/product/managed">the managed page</a> says what our team takes on.

See it running
before you decide.

The demo is the real product on a fictional company, with your name and email in front of it. Pricing is three published tiers.

Open the live demo See pricing

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  • Refreshed when you open itLive data on page load, never a monthly PDF
  • Counted from your own formsLeads recorded server-side, compared daily with Ads and GA4
  • Seen in AI answersHow often ChatGPT, Gemini, Claude and Grok name you, measured
  • Every send loggedProspect emails leave from a review-first queue, and every send is logged.