Most independent practices have a website. Very few have a patient conversion system — one that works at 10pm on a Sunday without anyone touching it. This audit shows you exactly where the gaps are.
Questions. 5 minutes.
No call required to get results
Score + gap summary on screen
It's not your clinical work. It's not your reputation. It's the gap between someone finding you online and actually showing up at your door — and what happens (or doesn't happen) in between.
If booking takes more than two clicks or requires a phone call during business hours, you're losing people who wanted to come in.
Someone fills out your contact form on a Tuesday night. Who follows up? When? If the answer is "we try to call them back," you're operating on hope.
You don't know which pages are killing conversions, which sources bring the best patients, or where people bail. So nothing gets fixed.
Your front desk is doing work that systems should be doing automatically — confirmations, reminders, intake forms, follow-up. That's expensive and fragile.
It's not your marketing. It's not your headcount. It's the timing gap — the 5–10 minute window after someone decides to book with you where you either capture them or lose them. This video explains exactly what that looks like and how to close it.
This isn't about whether your website looks good. It's about whether the entire path from "I found you online" to "I booked an appointment" is connected, automated, and working without a human babysitting it.
Is your site set up to convert visitors, or just inform them? We look at booking entry points, friction, and clarity of next steps.
Form submission, online booking request, or phone inquiry — what system catches it, and what happens next without human intervention?
Are intake forms automated? Does the patient know what to expect before they arrive? Is your EHR connected to your front-of-house workflow?
What's the automated response when someone misses an appointment or goes quiet after two visits? Or does that just fall through?
Can you see which sources bring the best patients, your no-show rate, or your reactivation numbers — without pulling it manually?
Answer honestly — this is for your benefit, not a sales qualifier. You'll get an instant score and a breakdown of your highest-priority gaps.
Want to walk through what these gaps look like in your specific practice — and what it would take to close them? No pitch. No package. Just a real conversation about what you're working with.
Drop your name and email and I'll send you a short breakdown of what a fully automated patient acquisition system looks like for an independent practice — no software pitch, just the framework. You can decide what to do with it.
No sales call. No follow-up pitch. Just the resource.
I'm a systems and data consultant based in Seattle. I work with small business owners who are running on good instincts but missing the infrastructure to back them up.
Back in 2019, I was doing systems and business intelligence consulting for practice management companies — responsible for making sure their annual planning processes were automated on the backend for independent practices. I was on the inside of how well-run practices are supposed to operate.
Now I work on the other end of that equation — helping independent practice owners build the systems that used to only exist inside large management groups. You don't need to be part of a franchise or buying group to run a connected, automated practice.
My approach: I look at what you actually have before recommending anything new. Most practices don't need more software. They need what they already own to work together.
Practice management backgroundBI & systems consulting for practice management companies — annual planning automation for independent practices
MSBA — UW TacomaSystems integration, BI, and analytics strategy
14+ years in BI & systemsHealthcare, field services, nonprofit, and SMB
Keragon partnerHIPAA-compliant automation for healthcare workflows
Systems Reality CheckImmersive diagnostic methodology — no assumptions, no shortcuts