Turn Enquiries Into
Patients
Stop losing potential patients to spreadsheets and sticky notes. Lightning tracks every lead from first contact through consultation to treatment start with visual pipelines, automated follow-ups, and task management your whole team can rely on.
Workflows That Run
While You Sleep
Build automated sequences that send emails, fire off SMS messages, create tasks, and branch based on conditions. Set them once and let Lightning handle the follow-up.
Stage-Based Triggers
Automations fire the moment a card enters a stage. Move a lead to "Contacted" and the welcome sequence starts automatically.
Conditional Branching
Build logic into your sequences. If the patient replies, skip the follow-up SMS. If they do not, escalate to a phone call task.
Email and SMS Sequences
Mix emails, SMS messages, delays, and task creation in a single workflow. Track delivery, opens, and clicks for every message sent.
Configurable Delays
Set wait periods between steps (hours, days, or weeks). Cool-down periods prevent leads from being contacted too frequently.
Everything About a Lead,
in One Place
Click into any card and see the full picture. Tasks, notes, communications, and a complete history of every interaction and stage change.
Task Templates and
Smart Patient Import
Tasks auto-generate when a card enters the stage. Blocking tasks prevent the card from moving forward until completed.
Pull patients from your database into any journey using advanced filters. Filter by status, appointment history, billing, and custom attributes.
Know What Is Working
(and What Is Not)
Real-time monitoring for every automation. Track execution success, email performance, SMS delivery, and identify bottlenecks before they cost you leads.
A Pipeline Built for
Orthodontic Practices
Multi-Stage Pipelines
Create unlimited custom journeys with as many stages as you need. Each stage gets its own colour, automation triggers, auto-move rules, and task templates.
Lead Source Tracking
Know where every lead comes from. Referral, website form, walk-in, social media. Track which sources convert best and double down on what works.
Automation Workflows
Build email and SMS sequences that fire automatically when cards move between stages. Delays, conditions, and branching included.
Task Templates
Define tasks that auto-generate when a card enters a stage. Set due dates, priorities, assignments, and mark tasks as stage-blocking so nothing gets skipped.
Integrated Comms
Email, SMS, and phone calls logged directly against each lead card. Track delivery, opens, and clicks without leaving Lightning.
Pipeline Analytics
Conversion rates, average time per stage, drop-off points, and total pipeline value. See where leads stall and fix your intake process.
Ready to Transform Your Practice?
See how Lightning can streamline your workflow and give you more time with patients.