Health Hue Hub · Opportunities
Turn inquiries into booked revenue.
Every lead sits on one visual pipeline, from first inquiry to booked treatment, so you always know what to chase today. The Hub moves each patient forward as they reply, book, and pay, and it flags the ones going quiet before they slip away.
01 · Visual Pipeline
See every lead in one pipeline.
Open Opportunities and every active lead is already laid out by stage: new inquiry, consult booked, treated, and due for a rebook. Drag a card forward as the patient moves, and the stage, owner, and value update on the record at the same time. You see the whole book of business in one screen instead of a shared spreadsheet nobody trusts.
New inquiry, consult booked, treated, and rebook due, side by side.
Each lead is a card with its value, owner, and last contact.
Stage and value update the moment the record changes.
02 · Prioritised Follow-Up
Chase the lead that actually pays.
Hue reads each opportunity by value, treatment interest, and how long it has sat, then puts the leads worth calling today at the top of the list. Your front desk works a ranked queue instead of guessing, so high-value consults get a human reply while they are still warm.
The leads worth your time today rise to the top.
Treatment interest and likely spend factor into priority.
A lead going quiet is flagged before it goes cold.
03 · Revenue Forecast
Forecast revenue from the live pipeline.
Because every opportunity carries a treatment value and a stage, the Hub adds them up into a forecast you can actually plan against. You see what is likely to book this month and what it is worth, so you staff, order, and set targets on real numbers rather than a hunch.
Total open opportunity value across every stage.
Weighted by stage so the forecast stays honest.
Staff and stock against revenue you can see coming.
04 · Next-Step Reminders
Make sure no inquiry goes cold.
Every opportunity carries a next step with a due date, and the Hub reminds the owner when it is time to act. If a lead stalls, an automated follow-up can go out on its own while a task lands on the right person, so a busy front desk never drops a paying patient because a sticky note got lost.
Each lead has a clear next action and a date.
A stalled lead gets a message without anyone remembering.
Tasks route to the owner, not a shared pile.
05 · Source & Handoff
Know where every lead came from.
Each opportunity keeps its first-touch source, campaign, and owner from the moment it is created, so you can tie booked treatments back to the ad or referral that produced them and hand a lead between staff without losing context. Reporting reads the same data, which is how the Hub ties marketing spend to revenue instead of clicks.
The channel that produced the lead stays on the record.
Booked treatment links back to its original source.
An assigned owner keeps every lead accountable.
Secure, compliant, and clinic-ready
Every feature lives in a platform built for clinics from the ground up, with charting, consent, and payments native to the patient record.
PHIPA & HIPAA-aware
Patient data is encrypted and handled to Canadian health-privacy standards.
Consent & audit
Consents, signatures, and changes log to the record automatically.
Role-based access
Granular permissions keep charts and contact details on a need-to-know basis.
One source of truth
Scheduling, payments, messages, and records in one place. Nothing siloed.
Explore more of the Hub
Opportunities is one part of the Health Hue Hub, your AI-powered clinic operating system.
Conversations
One inbox for SMS, calls, web chat, and DMs.
Patient Records
Every patient in one complete profile.
Calendar & Scheduling
AI booking, reminders, and provider sync.
Payments & POS
Text-to-pay, deposits, and fast checkout.
Memberships
Recurring revenue, packages, and perks.
Automated Flows
Triggers and multi-channel follow-up.
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