We don't deliver a project and leave. The Engaged Clinic is a working relationship that audits your current patient journey, builds the system to fix it, then iterates monthly against real patient data.
Before we touch anything, we map your patient journey end-to-end — from first Google click to the third return visit. Every form, every reminder, every silent drop-off, surfaced and quantified.
You leave the audit with a written document you'd be willing to send to your board: what's working, what's leaking, and a prioritized build order.
Time-to-first-byte, mobile rendering, form completion rates, conversion path. Live screen-share walkthrough with you.
How long until a new lead becomes a confirmed appointment? Where do they fall off? Sample of last 30 days, anonymized.
Current SMS/email cadence, no-show rate by provider, recovery sequence (or lack of one). Real numbers, not industry averages.
Google review count, average, request cadence. Referral source tracking — or its absence. Two competitors benchmarked.
A count of patients you haven't seen in 6, 12, and 24 months. Most clinics are surprised. Sometimes alarmed.
EHR, scheduler, CRM, billing — what stays, what consolidates, what plugs in. Migration risk assessment.
We configure your full system on HighLevel — website, CRM, automations, reputation — for your specific workflow. Not a template. Not a bolt-on. Migrated cleanly from whatever you're running today.
Weekly progress reviews. You sign off on each phase before we move to the next. By week 6, your full system is live and your team is trained on it.
Designed, written, and built. Healthcare-specific copywriting included — not generic agency-speak.
Stages mapped to your real patient flow. Custom fields. Provider segmentation. Front-desk-friendly views.
Appointment reminders, new-patient nurture, post-visit follow-up, review requests, no-show recovery, reactivation.
SMS, email, and two-way patient chat — all with BAAs in place. Configured with privacy and consent defaults right.
Existing patient list, lead history, communication logs. Cleaned, deduped, imported with provenance tags.
Two live sessions plus a written playbook. Front desk gets a one-pager; managers get a 30-page operations manual.
A patient growth system is a living thing. Once it's running, we tune it monthly: refine SMS copy that's converting low, expand sequences that are converting well, add workflows for the next priority.
You get a monthly written report and a 60-minute call with the lead operator on your account. No "account manager" stand-in. The person tuning your system is the one talking to you about it.
New patients · no-show rate · review velocity · source ROI · sequence performance. Trends month-over-month.
A/B copy, send timing, branching logic. Small changes, measured impact. Compound returns over 6–12 months.
One new automation built per month based on what your patient data is telling us — not what's on a roadmap.
Owner-level strategy call every 90 days. Where the system is, where it's going, what's next.
Reminder and review-request systems pay back in week 1 — fewer no-shows, more reviews, almost immediately. Reactivation sequences typically return ROI inside 60 days. The compound growth (referrals, repeat visits, paid-search ROI) shows up at the 6-month mark and accelerates from there.
It's the only platform that combines website, CRM, two-way SMS, email, automations, and forms under one HIPAA-compliant umbrella at a price clinics can sustain. We've evaluated the alternatives and configured against them; HighLevel wins for healthcare growth systems specifically. We don't sell HighLevel — we sell the system built on it.
Yes. HighLevel does not replace your EHR; it sits in front of it for the patient-facing experience. We've integrated with Athena, eClinicalWorks, Elation, DrChrono, Kareo, Practice Fusion, and others — direct API where available, middleware (Zapier / Make) where not. Part of the audit is mapping exactly which fields sync where.
Yes. HighLevel signs a Business Associate Agreement. We configure the system with privacy and consent defaults set correctly, log access appropriately, and train your team on safe communication. Our standard practice exceeds HIPAA minimums; we apply the same standards to FQHC engagements with additional 42 CFR Part 2 considerations where needed.
Yes — and with substantial care. FQHCs operate under different funding, reporting, and population-health requirements. We've built sliding-fee enrollment flows, care-gap campaigns, grant pipelines, multi-language patient outreach, and donor-cultivation sequences. We're comfortable with HRSA, UDS, and 340B-adjacent communication requirements.
Setup ranges from $3.5k (solo practice) to $40k+ (multi-site FQHC). Monthly retainers from $1.2k to $10k+ depending on tier. We share specific numbers on the strategy call once we understand your situation. We do not publish a price list because every clinic's right configuration is different.
Most clinics do. We migrate from your existing stack — Wix, WordPress, Squarespace, HubSpot, Mailchimp, generic CRM. The audit identifies what's worth keeping (often very little) and what's worth retiring. Data, history, and SEO equity all carry over.
The audit is paid — and the deliverable is a written document you keep, regardless of whether we go on to build together.