2 min read
Meeting Tom Blomfield (and YC Event)
TL;DR Last Friday, I attended an event organized by Y Combinator at my university, meeting like-minded entrepreneurs and getting valuable advice on Collate's journey.
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Supercharge
your clinic
with Collate
Products
/ Products that are available in the Collate ecosystem
Collate Desk
/ Inbound and outbound patient communication. Scheduled callbacks, fast replies, confirmation SMS, no-show re-scheduling. Keep your calendars and operating room full.
Patients
Your saved contacts
Search patients...
SM
Sarah Mitchell
sarah.m@example.com
3 days ago12 messages
JR
James Rodriguez
j.rodriguez@example.com
7 days ago5 messages
EC
Emily Chen
emily.chen@example.com
1 days ago8 messages
MP
Michael Park
m.park@example.com
14 days ago3 messages
SM
Sarah Mitchell
Patientsarah.m@example.com
Recent Topics
Follow-Up - Dr. Tanaka Consultation
Hi Sarah! Confirming your...
Sarah Mitchell booked a...
A reminder for our upcoming...
✦
Event Summary
- Scheduled follow-up for annual checkup
- Discussed treatment options for ongoing care
- Requested prescription refill for maintenance
◆
Thread Intent
Patient seeking appointment scheduling and prescription management for routine healthcare follow-up.
Recent Emails
Sarah
Jan 28
Clinic
Jan 27
Collate Office
/ Payment tracking, RCM, higher capacity utilization, automatically filled patient card, EHR & PMS integration. Automate redundant work, focus on your patients.
Coming Soon
Financial Overview
January 2025 · Real-time sync
EHR Connected
Revenue (MTD)
$127.4K
+12.3%vs last month
Conversion
68.5%
Consult → Treatment
Capacity
84%
Weekly Cash Flow
$44,800
Income
This Week$12K$8K$4K$0
$4.2K
$6.8K
$5.1K
$8.9K
$10.5K
$7.2K
$2.1K
MonTueWedThuFriSatSun
✦
Outstanding AR
$18.2K
0-30 days$8,400
31-60 days$6,200
60+ days$3,600
◆
Top Treatments
Botox42
Filler28
Laser19
Facials15
Collate Leads
/ Advertising and growth optimization. Uses patient journey data from Collate Desk to optimize campaigns and produce clear RoAS metrics. Deploy ads where they matter most.
Coming Soon
Campaign Performance
Last 30 days overview
Ad Spend
$12,450+8.2%
Total Leads
247+12.5%
Cost/Lead
$50.40-5.3%
RoAS
4.2x+0.4x
By Channel
Google Ads
98
Meta
89
Instagram
60
Spring Botox Promo
activeGoogle Ads · Started Jan 15, 2025
✦
Leads Trend
◆
Conversion Funnel
Impressions
45.2k
Clicks
2.3k5%
Leads
984.3%
Consults
4242.9%
Procedures
2866.7%
Leads by Treatment
Botox
42 leads
Fillers
28 leads
Laser
18 leads
Integrations
/ Connect your favorite platforms with support from the Collate Team
/ Do you require a new integration? Contact our Chief Product Officer directly at bartu@collatelabs.com
Convert Instagram leads, optimize marketing
Manage WhatsApp conversations
Integrate Facebook leads
Google Workspace
Sync Gmail, Google Calender, Google Sheets and more
Microsoft Office
Sync with Outlook, Excel, and Office apps
Phone
Track and manage phone calls
Messages
Integrate iMessage conversations
Convert Instagram leads, optimize marketing
Manage WhatsApp conversations
Integrate Facebook leads
Google Workspace
Sync Gmail, Google Calender, Google Sheets and more
Microsoft Office
Sync with Outlook, Excel, and Office apps
Phone
Track and manage phone calls
Messages
Integrate iMessage conversations
Pricing
/ Simple, transparent plans
Core
Supercharge your patient coordinator
Missed call notifications
Unified inbound leads
Patient profile
Plus
Let Collate handle the redundant tasks
Call screening
Automated text, mail replies and scheduling
Basic CRM features
EHR integration
Pro
Intelligent patient coordination
Always on voice agent
Scheduled call-backs
Automated logistics bookings
24/7 technical support
Custom integrations
Automated patient profile generation
Insights
/ Latest from our journal
4 min read
The Entire History of Collate, I guess…
TL;DR: Collate began as a university idea to unify scattered communication tools, evolved into an AI-native platform for clinics, and is now moving into its first office in Istanbul after years of fully remote, globally distributed work.
Read post→
2 min read
Feeling the Christmas Spirit
TL;DR: Collate keeps building through the holidays. Took a short break for e2vc's Christmas gathering
Read post→
Let's chat
/ If you want to schedule a demo or have any other questions get in touch with us through our email or other social media platforms.
/ For open roles see Careers page.
Email
info@collatelabs.com