Your Carepatron trial wrap-up

{%- comment -%} ======================================================================== LIQUID: PICK THE HERO METRIC ------------------------------------------------------------------------ Biggest-number-wins across the Big Four. Default every counter to 0 so comparisons never blow up on nil. `clients_count` is wrapped because it may not exist yet — if missing, it stays at 0 and cannot win. ======================================================================== {%- endcomment -%} {% assign appts = customer.appointments_count | default: 0 | plus: 0 %} {% assign notes = customer.notes_count | default: 0 | plus: 0 %} {% assign invs = customer.invoices_count | default: 0 | plus: 0 %} {% if customer.clients_count %} {% assign clients = customer.clients_count | plus: 0 %} {% else %} {% assign clients = 0 %} {% endif %} {% assign hero_metric = "appointments" %} {% assign hero_value = appts %} {% if notes > hero_value %} {% assign hero_metric = "notes" %} {% assign hero_value = notes %} {% endif %} {% if invs > hero_value %} {% assign hero_metric = "invoices" %} {% assign hero_value = invs %} {% endif %} {% if clients > hero_value %} {% assign hero_metric = "clients" %} {% assign hero_value = clients %} {% endif %} {%- comment -%} ======================================================================== LIQUID: PLAN RECOMMENDATION ------------------------------------------------------------------------ ai_scribe_count > 0 -> push Advanced ($49) — "keep unlimited AI" team_size > 1 OR Stripe -> push Plus ($39) — "keep team + payments" otherwise -> push Plus ($39), Advanced as upsell ======================================================================== {%- endcomment -%} {% assign plan_reco = "plus" %} {% assign plan_reason = "default" %} {% if customer.ai_scribe_count and customer.ai_scribe_count > 0 %} {% assign plan_reco = "advanced" %} {% assign plan_reason = "ai" %} {% elsif customer.team_size != blank and customer.team_size != "Just me" and customer.team_size != "1" %} {% assign plan_reco = "plus" %} {% assign plan_reason = "team" %} {% elsif customer.payments_stripe_onboarding_complete == true or customer.payments_stripe_enabled == true %} {% assign plan_reco = "plus" %} {% assign plan_reason = "payments" %} {% endif %}

Your 14‑day trial

{% case hero_metric %} {% when "appointments" %}

appointments on the books, {{ customer.first_name | default: "there" }}.

Hours of care delivered in a workspace you set up two weeks ago.

{% when "notes" %}

clinical notes signed off, {{ customer.first_name | default: "there" }}.

Documentation done and filed without leaving the chart.

{% when "invoices" %}

invoices out the door, {{ customer.first_name | default: "there" }}.

Billing sent, not sitting on your desk.

{% when "clients" %}

clients chose you for their care, {{ customer.first_name | default: "there" }}.

Real people, real records, all set up and running inside Carepatron.

{% endcase %}

Two weeks ago, you set up a workspace. Since then you’ve run your practice on it. Here’s a snapshot before your trial closes today.

{%- comment -%} Count how many stat cards will render so widths are distributed evenly (avoids the single-lonely-card-at-33%-width layout bug). {%- endcomment -%} {% assign stat_count = 0 %} {% if hero_metric != "appointments" and appts > 0 %}{% assign stat_count = stat_count | plus: 1 %}{% endif %} {% if hero_metric != "notes" and notes > 0 %}{% assign stat_count = stat_count | plus: 1 %}{% endif %} {% if hero_metric != "clients" and clients > 0 %}{% assign stat_count = stat_count | plus: 1 %}{% endif %} {% if hero_metric != "invoices" and invs > 0 %}{% assign stat_count = stat_count | plus: 1 %}{% endif %} {% assign stat_width = "33%" %} {% if stat_count == 1 %}{% assign stat_width = "100%" %}{% endif %} {% if stat_count == 2 %}{% assign stat_width = "50%" %}{% endif %} {% if stat_count > 0 %}

{% if hero_metric != "appointments" and appts > 0 %} {% endif %} {% if hero_metric != "notes" and notes > 0 %} {% endif %} {% if hero_metric != "clients" and clients > 0 %} {% endif %} {% if hero_metric != "invoices" and invs > 0 %} {% endif %}

appointments

Hours of care delivered.

notes signed

Documentation handled and filed.

clients added

Real people you’re caring for.

invoices sent

Billing that left your desk.

{% endif %} {% assign feature_count = 0 %} {% if customer.ai_scribe_count and customer.ai_scribe_count > 0 %}{% assign feature_count = feature_count | plus: 1 %}{% endif %} {% if customer.telehealth_count and customer.telehealth_count > 0 %}{% assign feature_count = feature_count | plus: 1 %}{% endif %} {% if customer.templates_count and customer.templates_count > 0 %}{% assign feature_count = feature_count | plus: 1 %}{% endif %} {% if customer.insurance_claims_count and customer.insurance_claims_count > 0 %}{% assign feature_count = feature_count | plus: 1 %}{% endif %} {% if customer.payments_stripe_onboarding_complete == true or customer.payments_stripe_enabled == true %}{% assign feature_count = feature_count | plus: 1 %}{% endif %} {% if feature_count > 0 %}

Premium features you leaned on

{% if customer.ai_scribe_count and customer.ai_scribe_count > 0 %}

{{ customer.ai_scribe_count }} AI scribe session{% if customer.ai_scribe_count != 1 %}s{% endif %} — drafting notes during your sessions.

{% endif %} {% if customer.telehealth_count and customer.telehealth_count > 0 %}

{{ customer.telehealth_count }} telehealth call{% if customer.telehealth_count != 1 %}s{% endif %} — clients seen remotely.

{% endif %} {% if customer.templates_count and customer.templates_count > 0 %}

{{ customer.templates_count }} custom template{% if customer.templates_count != 1 %}s{% endif %} — your clinical forms, in your words.

{% endif %} {% if customer.insurance_claims_count and customer.insurance_claims_count > 0 %}

{{ customer.insurance_claims_count }} claim{% if customer.insurance_claims_count != 1 %}s{% endif %} filed — paperwork submitted, not stacked.

{% endif %} {% if customer.payments_stripe_onboarding_complete == true or customer.payments_stripe_enabled == true %}

Online payments live — clients can pay the moment they get an invoice.

{% endif %}

{% case plan_reason %} {% when "ai" %}

Your trial closes today. You don’t lose anything you’ve built. Your workspace drops to our Free plan and stays there.

You leaned on AI scribe across the trial. Advanced is the only plan that keeps it unlimited — everything else you set up comes with it.

{% when "team" %}

Your trial closes today. You don’t lose anything you’ve built. Your workspace drops to our Free plan and stays there.

You’ve got a team set up in here. Plus keeps your team seats and everything else you’ve been running.

{% when "payments" %}

Your trial closes today. You don’t lose anything you’ve built. Your workspace drops to our Free plan and stays there.

Online payments are live in your workspace. Plus keeps payments running and the rest of what you set up.

{% else %}

Your trial closes today. You don’t lose anything you’ve built. Your workspace drops to our Free plan and stays there.

Plus is where most practices your size land. Advanced adds unlimited AI if you want it.

{% endcase %}

{% if plan_reco == "advanced" %}Keep Advanced{% else %}Keep Plus{% endif %}

{% if plan_reco == "advanced" %} Prefer Plus? Stay on Plus. {% else %} Want unlimited AI? Go Advanced. {% endif %}

View your workspace

Questions? Reply to this email. We read every one.

Carepatron | 408 W 14th Street, New York, NY 10014

Unsubscribe