FunnelCake MD
Marketing Made Delicious, Patient Engagement
Made Delightful.
HIPAA-Compliant. AI-Powered. EMR-Integrated.
Questions? We’re here to help! Contact us at [email protected].
Your practice shouldn't rely on human memory to function. Build intelligent, background systems that manage patient journeys, operational tasks, and revenue generation automatically.
Your practice shouldn't rely on human memory to function. Build intelligent, background systems that manage patient journeys, operational tasks, and revenue generation automatically.
For Patient Communication
The "Goldmine" Campaign: Automatically identify patients who haven't visited in 6, 9, or 12 months and trigger a personalized text invitation to book a check-up.
Birthday & Holiday Logic: Set up evergreen wishes that go out on patient birthdays or holidays, keeping your practice warm and top-of-mind without manual effort.
Offer Distribution: Instantly broadcast special promotions (like "End of Year Benefit Use") to your entire list to fill slow months with high-value appointments.
Why It Matters: Your existing patient charts are your most valuable asset. Reactivation turns a "dead" list into an immediate influx of appointments, often generating thousands in revenue within hours.
Speed-to-Lead Protocols: The moment a prospective patient fills out a form, the system immediately initiates a sequence of texts and emails to secure the booking.
Long-Term Drip Sequences: If a lead isn't ready to book today, place them in a 6-month educational bucket that gently provides value until they are ready to say "yes."
Multi-Channel Pursuit: If an email remains unopened, the system automatically tries a friendly SMS or a ringless voicemail to ensure the message lands.
Why It Matters: Most leads are lost simply because follow-up stops too soon. Automation ensures every inquiry is pursued relentlessly and professionally until a resolution is reached.
The "Goldmine" Campaign: Automatically identify patients who haven't visited in 6, 9, or 12 months and trigger a personalized text invitation to book a check-up.
Birthday & Holiday Logic: Set up evergreen wishes that go out on patient birthdays or holidays, keeping your practice warm and top-of-mind without manual effort.
Offer Distribution: Instantly broadcast special promotions (like "End of Year Benefit Use") to your entire list to fill slow months with high-value appointments.
Why It Matters: Your existing patient charts are your most valuable asset. Reactivation turns a "dead" list into an immediate influx of appointments, often generating thousands in revenue within hours.
Staff Task Assignment: When a new patient onboards, automatically generate a "To-Do" list for your front desk (e.g., "Verify Insurance," "Scan ID") to ensure no step is skipped.
Internal Notifications: Send an instant alert to the provider's phone when a VIP patient books or when a specific high-priority form is submitted.
Pipeline Management: Automatically move patients from "Lead" to "Consultation Scheduled" in your CRM based on their actions, keeping your data pristine.
Why It Matters: Great clinical outcomes require strict adherence to process. Automation enforces your standard operating procedures digitally, reducing human error and administrative chaos.
Speed-to-Lead Protocols: The moment a prospective patient fills out a form, the system immediately initiates a sequence of texts and emails to secure the booking.
Long-Term Drip Sequences: If a lead isn't ready to book today, place them in a 6-month educational bucket that gently provides value until they are ready to say "yes."
Multi-Channel Pursuit: If an email remains unopened, the system automatically tries a friendly SMS or a ringless voicemail to ensure the message lands.
Why It Matters: Most leads are lost simply because follow-up stops too soon. Automation ensures every inquiry is pursued relentlessly and professionally until a resolution is reached.
Intuitive Flowchart Design: Sketch out your ideal patient experience on a visual canvas. Simply connect the dots between "Trigger" and "Action" to build complex systems in minutes.
Branching Paths: Create "If/Then" scenarios—If they confirm the appointment, send a thank you; If they don't, send a reminder.
AB Testing: Split your traffic between two different nurture sequences to scientifically determine which messaging converts more patients.
Why It Matters: You don't need a coding degree to build sophisticated systems. Our visual interface gives you the power to design, test, and launch enterprise-level automation effortlessly.
Staff Task Assignment: When a new patient onboards, automatically generate a "To-Do" list for your front desk (e.g., "Verify Insurance," "Scan ID") to ensure no step is skipped.
Internal Notifications: Send an instant alert to the provider's phone when a VIP patient books or when a specific high-priority form is submitted.
Pipeline Management: Automatically move patients from "Lead" to "Consultation Scheduled" in your CRM based on their actions, keeping your data pristine.
Why It Matters: Great clinical outcomes require strict adherence to process. Automation enforces your standard operating procedures digitally, reducing human error and administrative chaos.
Intuitive Flowchart Design: Sketch out your ideal patient experience on a visual canvas. Simply connect the dots between "Trigger" and "Action" to build complex systems in minutes.
Branching Paths: Create "If/Then" scenarios—If they confirm the appointment, send a thank you; If they don't, send a reminder.
AB Testing: Split your traffic between two different nurture sequences to scientifically determine which messaging converts more patients.
Why It Matters: You don't need a coding degree to build sophisticated systems. Our visual interface gives you the power to design, test, and launch enterprise-level automation effortlessly.

Our Workflow features are available as a flat-rate add-on. For $97/month, you receive Unlimited Workflows, Unlimited Contacts, The Visual Canvas, and Reactivation Tools.

Hiring an administrative assistant to manually follow up with leads and send reminders costs $30,000+ per year. Funnel Cake MD acts as a "digital employee" that works 24/7/365 for a fraction of a single paycheck.

Our Workflow features are available as a flat-rate add-on. For $97/month, you receive Unlimited Workflows, Unlimited Contacts, The Visual Canvas, and Reactivation Tools.

Hiring an administrative assistant to manually follow up with leads and send reminders costs $30,000+ per year. Funnel Cake MD acts as a "digital employee" that works 24/7/365 for a fraction of a single paycheck.
The soft phone and SMS feature allows you to make and receive calls, send text messages, and manage patient communication all from one HIPAA-compliant platform. It’s flexible, accessible across devices, and customizable to fit your practice’s needs. This ensures you stay connected with patients anytime, anywhere.
Yes! The soft phone and SMS feature works on desktops, tablets, and smartphones. No additional hardware is required, making it convenient and cost-effective for you and your team.
Absolutely! You can add as many phone numbers as your practice needs. Use different numbers for departments, providers, or specific campaigns to keep everything organized.
Yes, you can forward calls to a hard line, another team member, or even an external number. This ensures no patient call goes unanswered, even when your team is busy or after hours
Definitely! Your team can access and manage calls and SMS collaboratively in real time. Assign calls or messages to specific staff members and track communication to maintain accountability and ensure timely responses.
When you sign up, you’ll receive a $10 credit to get started. This credit can be used toward call minutes and SMS messaging.
• Additional minutes and SMS messages come at a nominal cost, so you only pay for what you use.
• You’ll always have complete visibility into your usage through the platform’s dashboard.
Additional minutes and SMS messages are affordably priced:
• Call Minutes: Making Calls - $0.042 per minute, Receiving Calls - $0.0255 per minute
• SMS Messages: SMS - $0.0237 per SMS Segment
Yes! The basic phone and SMS system includes automated responders for common inquiries, while AI-driven capabilities can be added on an upgraded plan. With AI, you can handle more complex requests, route calls seamlessly, and send personalized follow-ups—all to ensure every patient receives a quick, professional response.
Yes, 100%! The platform is fully HIPAA-compliant, ensuring
that all patient communication is secure and meets healthcare privacy regulations.
You’ll have access to a detailed dashboard where you can track your usage, costs, and activity in real time. This transparency helps you stay on top of your communication expenses and optimize your practice’s workflow.
Getting started is easy!
1) Purchase the Foundational Layer Cake Plan for $97.
2) Complete the onboarding process, where we’ll help you set up your phone numbers and preferences.
3) Begin making calls, sending SMS messages, and experience seamless patient communication.
You don’t need to add more funds manually. If your usage exceeds your $10 credit, you’ll simply be billed for any additional amount at our transparent, nominal rates—ensuring uninterrupted communication without surprises.
Yes, our upgraded plans offer seamless EMR integration, syncing patient data for efficient, streamlined communication. Please note that EMR integration is not included in the Foundational Layer Cake Plan.
Our support team is here to guide you every step of the way. We offer training videos, detailed articles, chat support, and live Zoom sessions—whether you’re setting up the system, troubleshooting, or optimizing your workflow, we’ve got you covered.
The soft phone and SMS feature allows you to make and receive calls, send text messages, and manage patient communication all from one HIPAA-compliant platform. It’s flexible, accessible across devices, and customizable to fit your practice’s needs. This ensures you stay connected with patients anytime, anywhere.
Yes! The soft phone and SMS feature works on desktops, tablets, and smartphones. No additional hardware is required, making it convenient and cost-effective for you and your team.
Absolutely! You can add as many phone numbers as your practice needs. Use different numbers for departments, providers, or specific campaigns to keep everything organized.
Yes, you can forward calls to a hard line, another team member, or even an external number. This ensures no patient call goes unanswered, even when your team is busy or after hours
Definitely! Your team can access and manage calls and SMS collaboratively in real time. Assign calls or messages to specific staff members and track communication to maintain accountability and ensure timely responses.
When you sign up, you’ll receive a $10 credit to get started. This credit can be used toward call minutes and SMS messaging.
• Additional minutes and SMS messages come at a nominal cost, so you only pay for what you use.
• You’ll always have complete visibility into your usage through the platform’s dashboard.
Additional minutes and SMS messages are affordably priced:
• Call Minutes: Making Calls - $0.042 per minute, Receiving Calls - $0.0255 per minute
• SMS Messages: SMS - $0.0237 per SMS Segment
Yes! The basic phone and SMS system includes automated responders for common inquiries, while AI-driven capabilities can be added on an upgraded plan. With AI, you can handle more complex requests, route calls seamlessly, and send personalized follow-ups—all to ensure every patient receives a quick, professional response.
Yes, 100%! The platform is fully HIPAA-compliant, ensuring
that all patient communication is secure and meets healthcare privacy regulations.
You’ll have access to a detailed dashboard where you can track your usage, costs, and activity in real time. This transparency helps you stay on top of your communication expenses and optimize your practice’s workflow.
Getting started is easy!
1) Purchase the Foundational Layer Cake Plan for $97.
2) Complete the onboarding process, where we’ll help you set up your phone numbers and preferences.
3) Begin making calls, sending SMS messages, and experience seamless patient communication.
You don’t need to add more funds manually. If your usage exceeds your $10 credit, you’ll simply be billed for any additional amount at our transparent, nominal rates—ensuring uninterrupted communication without surprises.
Yes, our upgraded plans offer seamless EMR integration, syncing patient data for efficient, streamlined communication. Please note that EMR integration is not included in the Foundational Layer Cake Plan.
Our support team is here to guide you every step of the way. We offer training videos, detailed articles, chat support, and live Zoom sessions—whether you’re setting up the system, troubleshooting, or optimizing your workflow, we’ve got you covered.
©2025 Funnel Cake MD