Physical Therapy
60% reduction in manual tasks
A busy PT practice was losing inquiries to slow follow-up and drowning staff in manual scheduling, reminders, and intake processing.
The challenge
Where they started.
New patient inquiries came through website forms, phone, and referral partners-but follow-up was inconsistent. Front desk staff spent hours on appointment reminders, insurance verification calls, and manual data entry between systems. When marketing started working, operations couldn't keep up.
60%
Reduction in manual tasks
+52%
Inquiry-to-appointment conversion
4 hrs
Daily staff time recovered
Our approach
What we built.
- 1
Mapped the full patient journey from inquiry through first appointment
- 2
Integrated CRM with scheduling and automated inquiry routing by location
- 3
Built automated email and text follow-up sequences for new inquiries
- 4
Implemented AI-assisted intake form processing and insurance verification workflows
- 5
Created executive dashboard showing inquiry volume, conversion, and staff workload
Capabilities
Services in the growth system.
- CRM integration
- Marketing automation
- AI workflow automation
- Patient intake optimization
- Executive dashboard
Want results like these for your practice?
Schedule a strategy session to discuss your goals and market.