Use casesMulti-site follow-up

Multi-site follow-up

One way of following up, at every site.

Each site follows up its own way, or not at all. Coherent runs the same programmes across every clinic in the group, from each site's diary, with messages from the patient's own clinician and site, and one inbox for every reply.

30 minutes. Bring your site list, not patient details.

One group, two ways of running it

Illustration, names invented.

Illustration
MondayThree sites each have patients due back this week.MondayThree sites each have patients due back this week.
Site AThe manager runs a list and calls who she can.Site APatients hear from their own clinician, in the group's voice.
Site BA new receptionist doesn't know the list exists.Site BSame rules and timing, whoever is on the desk.
Site CJust acquired. Head office can't see its diary.Site CJoins on the group's rules once we can reach its diary.

Three sites, three answers to who's due back.One way of working, and every reply in one inbox.

Why follow-up varies by site

Every site follows up a little differently.

Groups grow site by site, often by acquisition. Each clinic brings its own habits, lists and staff turnover.

1

Lists that depend on one person

Follow-up runs when a particular manager or clinician has time, and stops when they leave.

What we do

Programmes run every day from each site's diary, whoever is in.

2

Different channels at different sites

City clinics hear from patients on WhatsApp; others mostly by phone. One approach fits nobody.

What we do

Each site uses the channels its patients answer: WhatsApp, text, email or calls.

3

New sites start from scratch

Every acquisition arrives with its own system and no follow-up habits.

What we do

New sites join on the group's rules, once we can reach their diary.

How it runs

One setup, every site.

Programmes run every day from each site's diary. Head office sees every conversation, and each site's team steps in when you want them to.

1Together

Map

We list each site, its PMS and its team, and agree group rules with any local exceptions.

Across the group

Group rulesAgreed
Local exceptionsNoted
2Coherent

Run

Programmes find patients at every site and message them from their own clinician and site.

Messages

From their own siteSent
Channel per siteChosen
3Coordinator

Reply

Every reply lands in one inbox. A coordinator approves it; anything clinical goes to that site's team.

Inbox

All sitesOne inbox
Clinical questionSite team
4Coherent

Book

Approved bookings go into the right site's diary, and reporting covers every site.

Your diaries

Site B · Thu 17:30Booked
Every siteReported
Each site's team grants access to its PMS. We handle the setup, site by site.Talk through your sites

Your rules

Group rules, with room for each site.

We agree group-wide rules with you, note where a site works differently, and write it all down so every coordinator follows it.

Which sites

Start with the sites we can reach, and add the rest as they're ready.

Live nowNext quarter

Which channels

Match each site to the channels its patients answer.

WhatsAppPhone

Timing by treatment

Set follow-up timing by treatment, the same at every site.

After injectionsAfter a course

Who's left out

Exclude patients your team shouldn't contact, at every site.

DischargedDo not contact

Works with your PMS

Runs on the PMS you already have.

Multi-site follow-up reads each site's appointment history, even when sites run different systems, and puts approved bookings back in the right diary.

Fit and limits

A strong fit when each site does its own thing.

Multi-site follow-up gives every clinic in the group the same programmes. It doesn't change how each site runs its diary.

A good fit

  • Follow-up depends on which site, and who's working.
  • Sites run on different systems, or you're adding sites.
  • Head office can't see who's been followed up.

Know the limits

  • Not a PMS: each site keeps its own diary.
  • Not clinical: anything clinical goes to that site's team.
  • Runs on the PMSs we work with.
For physio, chiropractic and other multi-site clinic groups.See where we're the wrong fit

Questions

What groups ask about multi-site follow-up.

Answers reviewed with our product team before publishing. Last updated 12 November 2026.

Ask us your own question
Do patients hear from head office or their own clinic?

Their own. Messages come from the patient's own clinician and site, in your group's voice.

Our sites run different PMSs. Does that matter?

No, as long as each one is a system we work with. We read each site's diary and book back into it.

Can we start with some sites and add others later?

Yes. We start with the sites we can reach and add each one as it's ready, on the same rules.

Can a site work differently from the rest?

Yes. We agree group-wide rules and note any local exceptions, such as different treatments or channels.

Who answers the replies?

Our coordinators, from one inbox for every site, or each site's own team. Clinical questions always go to that site's clinicians.

What does it cost?

One monthly price per programme, set by your appointment volume across the group. We quote after the call.

30minutes

Group walkthrough

Bring your site list. See follow-up across the group.

A walkthrough of each site from your own PMS data: who's due back, who cancelled and who drifted, site by site.

How many sites do you run?

See it across your sites