How Accuprime engineered a lead management, KPI, and commission platform for QC Kinetix patient outreach teams across two US regions — turning missed appointments into booked revenue.
QC Kinetix operates 21 regenerative medicine clinics across South Florida and the Midwest, with dedicated patient outreach liaisons responsible for re-engaging cancellations, no-shows, and cold leads. Every patient who never received a follow-up call represented treatment revenue that quietly disappeared.
The outreach teams were working from spreadsheets and memory. Leads slipped through gaps between shifts. Managers had no live visibility into call activity, contact rates, or booking performance — and commission calculations for verified visits were assembled manually at month-end, consuming hours and inviting disputes.
Cancellations and no-shows piled up faster than any front desk could chase. No systematic queue meant no accountability for who called whom, or when.
Managers could not see daily call volume, contact rates, or booking outcomes until days later — too late to coach or intervene.
Liaison commissions tied to verified patient visits were reconciled by hand each month — slow, error-prone, and a recurring source of friction.
South Florida and Midwest teams needed the same playbook, the same metrics, and the same reporting — without doubling the administrative load.
Accuprime understands our numbers better than anyone — so when they built our outreach platform, it wasn't just software. It was our financial priorities turned into a daily operating system for the team.
Accuprime engineered Liaison Flow — a web-based lead management, KPI, and commission platform purpose-built for QC Kinetix's patient outreach operation. Liaisons call, log, and book from smart queues. Managers watch performance live. Nothing slips.
The system was designed around one principle: every lead gets worked, and every outcome gets measured. From first call to verified visit to commission payout, the entire outreach funnel now lives in one system — deployed live and in daily use across both regions.
Every liaison sees exactly who to call next — prioritized queues built from cancellations, no-shows, and cold leads. No lead forgotten.
Outcomes, callbacks, and notes captured in seconds, on any device. The friction of documentation removed from the workflow.
The moment an appointment is set, the right clinic coordinator is emailed automatically. No handoff gaps between outreach and front desk.
Daily and weekly performance reports delivered to leadership every night — calls, contact rates, bookings, and pipeline — hands-free.
Every verified visit and treatment tracked to the dollar. Month-end commission runs that once took hours now reconcile automatically.
Real-time KPI boards for both regions — calls today, contact rate, appointments booked, and total pipeline — visible at a glance.
Liaison Flow is live and running daily across QC Kinetix's South Florida and Midwest outreach teams. Every cancellation and no-show now enters a worked queue. Managers open a live board each morning instead of waiting for end-of-week spreadsheets. Leadership receives automated KPI digests every night without anyone compiling them.
Commission disputes have effectively disappeared — verified visits flow straight into liaison commission records, tracked to the dollar. What used to consume hours of month-end reconciliation now happens automatically as the work happens.
Liaison Flow is the second custom platform in Accuprime's product line — proof of a simple positioning: we are not just an accounting firm that recommends software. When the right tool does not exist, we build it. Because we already manage our clients' financials, the systems we build measure exactly what matters to the bottom line.
Custom platform engagements like Liaison Flow are scoped individually based on operational complexity. We start with a discovery call to understand whether a custom build is the right path or whether existing tools can be configured to fit.