New Patient Onboarding

Manual onboarding creates inconsistent first impressions whilst new patients often feel confused about next steps. This automation ensures every patient receives professional welcoming with clear guidance.

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New Patient Onboarding Workflow - From chaotic first visits to seamless automated onboarding

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The Evolution Journey

Welcome new patients with clear expectations and next steps.

Stage 1: Inconsistent New Patient Experience

Sporadic welcome communications depending on staff availability
Patients unclear about what to expect at first appointment
Manual explanation of policies and procedures
Inconsistent information delivery between staff members
New patients feeling anxious or unprepared for treatment

Stage 2: Structured Welcome Journey

Automated welcome email sequence with key information
Clear appointment preparation instructions and what to bring
Practice policies, parking, and location details
Introduction to treating practitioner and clinic philosophy
Pre-appointment forms and health history collection

Stage 3: Personalized Onboarding Experience

AI-customized welcome content based on referral source and condition
Condition-specific educational resources and expectations
Personalized video messages from treating practitioners
Intelligent scheduling of follow-up communications
Predictive identification of patients needing extra support

Key Benefits

Enhanced patient confidence and reduced first appointment anxiety
Improved practice efficiency through better-prepared patients
Stronger therapeutic relationships from professional first impressions
Reduced administrative time spent explaining basic information

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