📞 Cash-Pay Coach
The operating system for high-performing cash-pay practices
🕐 Recent Analyses
View all →📋 All Analyses
Every saved call analysis. Click any row to open the full report and coaching.
📚 Coaching Library
Key trainings, scripts, and techniques from Jarod Carter's coaching framework. Start by watching the Deep Dive training on initial Phone Call conversions, and getting your practice's copy of the Receptionist Script Book. Then click any other topic to expand.
🎬 Deep-Dive Training: Mastering the Initial Patient Phone Call
The full training video this app is built on — watch before diving into the scripts below.
📖 The Script Book
The complete script companion to the training above. Click below to make your own editable copy for your practice.
👆 Click the book to get your own copy
This is the complete script companion that this app is trained on. Clicking the cover will open Google Docs and prompt you to make your own editable copy — it goes straight into your Drive. No sign-in required beyond your Google account.
📄 Make My Own Copy →✏️ Call Analysis Editing & Feedback
This is where you fine-tune how the app analyzes your calls. Use this page to correct a misidentified call outcome, update scripts the AI should use, flag coaching that didn't fit your practice's style, or submit any other feedback that helps the app learn what "great" looks like for your specific practice.
Submit New Feedback
Feedback Log
⚙️ Practice Settings
Your practice information is used to personalize every call analysis. The Call Coach works without additional information, but may give feedback not accurate/relevant to your practice and patient type if it doesn't have the details below. Anything not relevant to your practice can simply be left blank.
🏥 Practice Information
🩺 Healthcare Field & Practice Type
Tells the AI which coaching framework to apply — different fields use different terminology, scripts, and objection patterns.
💳 Business Model & Insurance
The most important section for call coaching accuracy. How your practice handles insurance defines almost every call.
💰 Rates & Sessions
🩻 Specialties & Notes
👥 Front Desk Staff / Receptionists
Add each person who answers patient calls. If the practice owner ever answers calls, add them here as well. Their names will appear as options when you analyze a call, and conversion rates will be tracked individually for each.
👨⚕️ Clinicians
Add all treating clinicians. Helps the AI coach staff when callers ask for a specific provider, calibrates prognosis confidence by specialty, and generates accurate booking scripts.
📅 Scheduling & Availability
Used to coach the "Invite & Book" step (Step 7). Knowing what's typical for your schedule helps the AI evaluate whether staff created urgency and booked effectively.
📋 Referral / Script Requirements
State-specific rules for when a physician referral is required. Step 8 (Rates/Insurance Topic) coaching depends on getting this exactly right for your state and practice.
⚡ Differentiators & Common Objections
Powers Step 6 (Differentiate) and the "Better Script" sections in coaching output. The more specific you are, the more accurate the coaching scripts.
💡 Practice Philosophy
Shapes the tone of all coaching feedback. Prevents the AI from suggesting scripts that contradict your actual values and patient experience.
📞 Phone System Connection
Connect your phone system so calls are automatically analyzed the moment they end — no uploading, no copy-pasting. Just connect once and it runs in the background.
Once connected, every recorded call in your RingCentral account will be automatically transcribed and analyzed — instantly appearing in your Call Log.
Quo already generates call transcripts with speaker labels — connect once and every recorded call instantly appears in your Call Log, pre-analyzed. No extra transcription cost.
Find your API key in Quo → Settings → API. Requires a Quo Standard plan or higher (includes call transcripts).
Once connected, every recorded phone call in Spruce is automatically downloaded, transcribed, and analyzed — fully HIPAA-compliant end-to-end.
Your token is stored securely and never shared.
👥 Team Members
Add your front desk staff so they can log in and receive personalized coaching.
📊 Weekly Owner Report
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📈 Cash Practice KPIs
Track the KPIs that matter so you can make the best decisions in your practice.
Coming Soon
- Revenue by service line / niche
- Net income & true owner-adjusted profit margin
- Payroll % of revenue (target: 45–60%)
- Rent % of revenue (target: 6–10%)
- Marketing spend % of revenue (target: 5–8%)
- Total visits & total evals
- Schedule utilization % (available vs. booked, by provider)
- Avg visits per plan of care (POC)
- Avg revenue per POC
- Total leads (calls, texts, forms, DMs)
- Lead → phone conversation % (target: ≥80%)
- Phone call → booked eval % (target: ≥80%)
- Booked eval → arrived % (target: ≥90%)
- Arrived eval → POC initiated % (target: ≥90%)
- Top 3–5 lead sources by volume & quality
- Cancellation rate (target: ≤10%)
- No-show rate (target: ≤5%)
- Drop-off rate (target: <10–20%)
- % transitioning to maintenance / continuity (target: 10–20%)
- New Google reviews earned (full year)
- Average star rating
- Review request → review left % (target: ≥50%)
🎯 Follow-Up Hub
Every lead tracked. Nothing slips through the cracks.