A complete framework for automating the full patient journey — from first contact to rebooked appointment — without adding staff or replacing your existing systems.
Each stage addresses a specific part of the patient journey that most EHRs either don't automate or don't connect to your front-facing channels.
Voice agent for inbound calls, missed call recovery, Google Business Profile booking, website booking — 24/7 without staff.
Automated intake, provider briefing, team routing for multi-provider practices. Patient arrives prepared, provider arrives informed.
Review request, referral prompt, auto-rebook for package patients, onsite nudge for everyone else. All automated, nothing manual.
For patients who don't rebook: a structured Day 7 / Day 14 / Day 30 sequence that stops automatically when they book.
The full document maps out the complete patient acquisition system in plain language — no technical jargon, no vendor pitch.
Two tracks are covered: one for practices starting from scratch with no existing CRM, and one for practices already running Jane App or a similar EHR.
It's a Google Doc — you can download it, make a copy, or share it with whoever manages your tech stack.
The framework gives you the full picture. If you want to map it to your actual practice — what you're already running, where the gaps are, what to build first — book a 20-minute practice review.
I'm a systems and data consultant based in Seattle. I work with independent practice owners on the operational infrastructure behind running a connected, automated practice.
I spent several years doing systems and BI consulting for practice management companies — responsible for making sure annual planning and backend workflows were automated for independent practices. I was on the inside of how well-run practices are structured.
Now I work on the other end — helping independent owners build what used to require a buying group membership.
Practice management backgroundBI & systems consulting for practice management companies — backend automation for independent practices
MSBA — UW TacomaSystems integration, data analytics, and business intelligence
Keragon partnerHIPAA-compliant automation for healthcare-adjacent workflows
14+ years in systems & BIHealthcare, field services, nonprofit, and SMB