Booking Automation
Healthcare Appointment System
Tech & Tools
Role
CRM & Automation Architect
Project Overview
An automated scheduling and multi-channel notification engine for a healthcare clinic. Designed to replace manual reminder phone calls by front-desk staff.
The Challenge
Clinic suffered from a high rate of missed appointments (no-shows), directly impacting revenue. Administrative staff spent up to 3 hours a day making confirmation calls.
The Solution
Designed a booking automation flow where patients booking through the website or portal were instantly synced to GHL. Created a sequence of triggers sending confirmation messages, 24-hour reminders with dynamic 'Confirm/Reschedule' buttons, and 2-hour emergency follow-ups. The clinic's no-show rate fell from 15% to under 5%.
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