AI Route Suggestions

February 02, 20261 min read

AI Route Suggestions

The AI Route Suggestions feature analyzes referral trends, opportunities, and ROI potential to recommend practices for your route. It helps you optimize visits by highlighting priority practices and allowing quick additions directly to your schedule.

AI Route Suggestions screen
  1. AI recommends practices based on referral trends, new opportunities, and ROI potential.

AI analysed your data and suggests these practices based on declining referrals, new opportunities, and high ROI potential.

No route suggestions will appear if no practices are available in the CRM.

  1. Click+ Add to Route to instantly add the suggested practice into your scheduled route.

  2. Preview the practice’s location on the map before adding it to the route.

These suggestions are based on your referral patterns, practice relationships, and geographic optimization. Add them to your route to turn suggestions into scheduled visits.

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