Find where patients drop off before a paid treatment. Then fix it.
We look at how your whole patient journey is designed, from first inquiry to paid treatment, and fix where it breaks. Fully remote, anywhere in the US.
The inquiryA patient reaches out, often after hours.The front deskHow quickly and clearly someone answers.The consultHow the plan and the price are explained.
Where patients drop off
Eight steps from first inquiry to paid treatment. The numbered ones are drop offs the industry already measures.
Inquiry1
Response1
Booking2
Consult3
Follow up
Financing
Intake and consent
Paid treatment
1
Inquiry and response
64.3%
of med spa leads arrive after hours, and 52.1% got no phone call within a week.
Best for seeing the whole journey, through to paid treatment. No Inquiry Check needed first.
$2,500
About 2 weeks, fully remote
What we do
Walk the whole journey, from first inquiry to paid treatment
Short interviews with 2 to 3 of your patients, recruited by your staff with their consent, to hear the journey in their own words
Review the stage by stage counts you already track
Review redacted screenshots and blank forms
Short interviews with your front desk or coordinator
What you get
A drop off map of your whole journey
Why each leak happens
Real patient perspective on where and why people hesitate, shared anonymously in the report
A fix list ranked by impact and effort
A written report and a 60 minute walkthrough call
You keep the report whether or not you continue with us.
Patient interviews are done with proper sign off: a signed Business Associate Agreement with your practice, and each patient’s consent. Your staff invites patients, so we never pull names from your records, and everything in the report is anonymized.
Best for putting the top fixes in place with your team.
Quoted after your audit
Fixed scope, typically from $5,000. No retainer.
About 3 to 6 weeks, depending on scope
What we do
We design the priority fixes from your Patient Journey Audit and set them up with your team, using AI behind the scenes to move faster.
Designed and handed over, ready to use
Coordinator scripts and guides
Consult prep and recap messages
Clearer financing handoffs
Redesigned intake and consent forms
Set up with your team, inside your current tools
After hours replies and instant booking links
Follow up and reminder sequences
What you get
Every fix set up inside the booking and patient tools you already use, like your scheduling or practice management software, with simple documentation so your team owns it.
Book Fix Implementation within 30 days of your audit and $1,000 of your audit fee comes off the price.
No new systems and no access to patient records. We work alongside your team on a screen share or with a staff login you control. If a fix needs a new tool, we’ll recommend one and help you set it up, but you own the account.
20 minutes to understand your practice and whether we can help.
2
Start with an Inquiry Check or a Patient Journey Audit
We walk you through every finding, in plain language.
3
If you want, we fix it
A fixed quote for the changes that matter most. No retainer.
Data and HIPAA
We never need your patient records
How we work instead
We don’t need access to patient records. We work from counts, redacted screenshots, blank forms, test inquiries we create ourselves, and a few consented patient interviews your team arranges.
AI, used carefully
Only in ways that don’t touch protected health information or change how you collect data. Anything that handles patient information runs in your own HIPAA compliant systems, under a signed Business Associate Agreement where required.
Experienced team
Our team has experience in service design, service blueprinting and user experience design, including HIPAA compliant patient onboarding. We help identify how patients experience your practice and where it falls short.
Questions
What kinds of practices could benefit from this?
Traditionally we evaluate wellness and medical offices. Whether you call them patients, clients or guests, the journey from first message to booked treatment works the same way. Reach out to our team to see if this is the right fit for you.
Which should I start with?
The Inquiry Check if you want a quick, low cost look at how you answer new inquiries. The Patient Journey Audit if you want the whole picture, through to paid treatment. Each one stands on its own.
Do I need to give you patient data?
No. We work from counts you already track, redacted screenshots, blank forms, test inquiries we create ourselves, and a few consented patient interviews your team arranges.
How do patient interviews work?
Your team invites 2 to 3 patients, ideally including someone who consulted but didn’t go ahead, to a 20 minute call. Each patient agrees before we talk. We sign a Business Associate Agreement with your practice first, keep notes anonymous, and delete recordings when the Patient Journey Audit is done.
Do I have to buy Fix Implementation?
No. Each package stands on its own, and every report is yours to keep and use however you like.
Do you work outside Atlanta?
Yes. We’re fully remote and work with practices anywhere in the US.
Is this a mystery shop?
Mystery shopping is one input. The Patient Journey Audit covers the whole journey, through to paid treatment.
Will you need access to our systems?
Usually not. Most fixes are designed and handed over for your team or software vendor to add. For setup inside your booking or patient software, we work alongside your staff on a screen share or with a login you control. If any work would involve patient information, we sign a Business Associate Agreement first.
What AI tools do you use?
We choose them per practice, and only where they don’t interfere with how you collect data or with HIPAA.