Pre-consultation assessment
Pre-consultation assessments that improve readiness
Help prospective patients understand the next administrative step while giving the practice a cleaner, more useful enquiry.
Discuss this serviceA long generic form creates friction, but an unstructured enquiry leaves staff without the context needed to route the conversation. Both slow the path to a useful consultation.
An assessment should support intake and education. It should never diagnose, determine treatment or replace practitioner judgment.
What we build
A working system, not a strategy document.
- 01Step-by-step question flow
- 02Conditional administrative routing
- 03Plain-language expectation setting
- 04CRM and scheduling handoff
- 05Completion and booking measurement
Prospective patients reach the contact step with more context and intent, while staff receive information in a consistent format.
The practice owns and approves every clinical reference, eligibility rule and patient-facing statement.
I handle strategy, implementation, testing and ongoing improvement. Your team approves patient-facing language and keeps ownership of all clinical decisions.
Tell us about your practiceWork, not theatre
What we actually built.
Building a complete patient acquisition system for a telehealth wellness practice
$50 · consultation offer defined
Steven Smith, FNP-BCFounder, Primary Wellness NYRead the build notes →02 · Psychiatry practiceHow a psychiatry practice turned a confusing digital presence into a clear path to inquiry
Clearer · practice positioning
Erica SmithFounder, AccessMind PsychiatryRead the build notes →03 · Growth operations engagementWhat building the growth engine for a clinical AI platform taught us about practitioner adoption
28 · trial registrations in one retargeting period
FunctionalMind AIGrowth operations engagementRead the build notes →Common questions
The practical details.
What kinds of private practices do you work with?
We build for independent healthcare practices, including functional and integrative medicine, longevity, concierge care, mental health, med spas, chiropractic and physical therapy. The system is adapted to your services, team and patient journey.
Are you a marketing agency?
We are a patient acquisition systems agency. That means we can support demand generation, but we also fix what happens after a lead arrives: response, qualification, booking, reminders, reactivation, reviews and reporting.
Do we need to replace our current software?
Usually not. We begin with the website, calendar, phone, CRM and practice tools you already use. We only recommend a change when the current setup cannot reliably support the outcome.
Does the system handle clinical questions?
No. Administrative questions can follow an approved path, but clinical questions are routed directly to your practice. We keep the acquisition system in front of clinical care.
How long does implementation take?
Most initial systems are designed and launched in two to four weeks. Timing depends on the number of locations, providers and channels involved, plus any messaging registration your setup requires.
Free 30-minute audit
Bring us the growth problem.
We'll map the patient journey, identify the first constraint and explain the system we would build.
Get your free growth audit