Feature 01
Patient-Facing Landing Page
A branded entry point designed to introduce the clinic and guide prospective patients toward their next step.
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Case Study 02
Viridian Dental Clinic
Patient CRM & Retention System
Focus
Patient Communication + Retention
Project Overview
A patient management system designed to organize appointment communication, treatment follow-up, and patient retention. The system brings together forms, scheduling, pipelines, and automated communication to create a more structured patient experience.
The Challenge
Managing the patient experience involves more than simply scheduling appointments. Patients need timely reminders before their visits, follow-up after treatment, and continued communication that encourages them to stay engaged with the clinic. The goal was to create a system that could organize these touchpoints while maintaining consistent patient communication.
My Approach
I approached the system from the patient's perspective, considering what communication would be helpful before, during, and after their visit. From there, I built the necessary forms, reminders, follow-ups, and retention processes within GoHighLevel.
System components
What I Built
- 01New Patient Forms
- 02Appointment Scheduling
- 03Appointment Reminders
- 04Patient Pipeline
- 05Post-Treatment Follow-Up
- 06Patient Retention
End to end
Customer Journey
- 01New Patient
- 02Appointment Booked
- 03Appointment Reminder
- 04Treatment Completed
- 05Review Request
- 06Retention Follow-Up
Inside the system
Screenshots
Feature 02
Patient Intake Form
A structured form designed to collect patient information before the appointment process begins.
Feature 03
Appointment Scheduling
A customer-facing scheduling experience that allows patients to select an appointment time directly.
Feature 04
Appointment Workflow
An automated communication process designed to keep patients informed and supported throughout the appointment process.
One system, shown in sequence
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4Feature 05
Patient Retention Pipeline
A structured pipeline designed to organize patients and support ongoing engagement throughout the care journey.
One system, shown in sequence
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2Feature 06
Patient Communication
Branded email communication designed to maintain a consistent patient experience beyond the appointment.
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2Feature 07
Active Patient Workflow
An automated sequence designed to support ongoing communication and maintain the patient relationship beyond the initial appointment.
One system, shown in sequence
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2Skills applied
What This Project Demonstrates
- CRM Architecture
- Workflow Automation
- Patient Communication
- Appointment Management
- Customer Journey Mapping
- Retention Strategy
- Email Marketing
Project Takeaway
This project allowed me to explore how CRM systems can support both day-to-day operations and the customer experience. It demonstrated how thoughtful automation can make recurring communication easier to manage while keeping the patient relationship at the center.