For Group Practices & Multi-Clinician Teams

Full schedules across the team-without adding admin headcount

We install a HIPAA-first, Ethical Patient Engine-done for you-so intake routes to the right clinician, no-shows drop, and owners get ROI visibility by location and channel.

Book a 15-minute HIPAA-safe consult Download: Intake SOP No PHI in chat/forms 30-Day Launch Guarantee BAA executed pre-data flow

Team routing dashboard with reminders and booking flows

Your automated system at a glance

Month-1 install checklist (Group)

Routing by clinician/service/location + team inbox
Shared templates; clinician-approved follow-ups
Online booking with buffers & rules per clinician
Self-serve reschedule + confirmations + iCal nudges
Review prompts 24-72h (non-PHI) & showcase
Reactivation at 30/60/90 days
Location pages & referral-ready local SEO
Lead-source tracking + ROI panel by location
24/7 live support (chat, phone, Zoom) via GoHighLevel

Predictable, ethical growth - measured

We track team utilization, clinic occupancy, and admin time saved - not just "leads."

Will this pay for itself?

Conservative estimate - adjust to your practice.

Total inquiries / month

Inquiry → Booked (%)

Booked → Ongoing (%)

Avg. sessions in first month

Avg. session fee ($)

Cost per inquiry (CPL) ($)

Weekly admin hours saved (team)

Utilization of saved hours to billable (%)

Service cost / month ($)

Revenue (month 1): $-

= Inquiries × Book% × Ongoing% × Sessions × Fee

Paid media cost: $- (Inquiries × CPL)

Time value from admin saved: $-

Est. monthly value: $-

ROMI: -

Directional estimate for planning; we tune to baseline & ethical boundaries.

Here’s the plan

Simple, compliant, measurable.

1) Strategy Call (30-45 min)

Calendars, routing rules, consent. You approve the blueprint.

Itemized pricing - no hidden fees
BAA prepared before any data flows

2) Install Sprint (Days 1-30)

Instant replies, booking, reminders, reactivation, location pages & profiles. You approve copy; we publish.

3) Optimize & Scale

A/B booking copy; tighten reminders; ethical content cadence; optional automation assistants.

Book a 15-minute consult Download Intake SOP

Solution A

Ethical Demand Capture

Fast replies & booking within clinical boundaries.

PHI-safe intake; availability gate
Instant text-back + booking link (consent adjacent)
Self-reschedule; no-show reduction

Solution B

Team Coordination & Visibility

Routing rules + team inbox minimize bottlenecks.

Routing by service/clinician/location
Shared templates with approvals
Owner dashboard: occupancy & ROI

Solution C

Authority & Local SEO

Location credibility that feeds referrals.

Location pages with review embeds
Directory/profile lift + local SEO
Plain-language explainers (no medical advice)

Included Playbooks

No-Show Rescue: 10-minute rebook
Review Sprint: 5-15 new reviews in 10 days
Reactivation: 90-270-day lapsed

Replaces these tools (and costs)

Typical total: - replaced

Calendly/OnceHub ($10-$29/mo) SimpleTexting/Community ($29-$99/mo) Mailchimp/ConvertKit (starter) ($13-$49/mo) Podium/Birdeye (starter) ($79-$199/mo) Hootsuite/Buffer (starter) ($0-$99/mo)

You retain 100% ownership of all accounts, numbers, and data. HIPAA-first operations: no PHI in chat/SMS forms; consent/privacy language at conversion; secure transport & storage patterns. Educational site; not medical advice.

Month-1 KPI targets

Inquiry → Reply < 2 minOperational SLA

No-shows −25-40%Attendance

Time saved 10-20%Admin reduction

ROMI trackedSessions/bookings

LTV:CAC tunedCourse-of-care value

If you don’t have a system…

Admin & DIY content eat clinical hours
Slow replies push high-intent clients elsewhere
Ethical & privacy risks rise without clear boundaries

With this install, you’ll…

Turn every inquiry into a fast, compliant reply
Keep schedules full while reducing no-shows
See ROI by location & channel-without extra staff

After 30 days: your Marketing Operating System (MOS)

Documented, transferable workflows • SOPs • dashboards. Owner-independent growth.

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