You can’t deliver boutique medical consulting without a boutique approach to user experience. Now, SpecialDocs does both, while saving hundreds of hours monthly on manual intervention.

• Complete rollout of Sales and Marketing Clouds
• A 360° view of all doctors and patients in one place
• Scalable marketing, measurable engagement, and a clear road to growth

Since inception, SpecialDocs Consultants, a boutique medical practice consulting firm, has been dedicated to successfully transitioning traditional medical practices to individually designed concierge medicine & personalized care models.

Problem

❌ Siloed, rudimentary data & record storage in QuickBase.

❌ No automation, requiring hundreds of hours to be wasted monthly on significant manual intervention.

❌ No calculation capabilities and lack of payment integration, leading to long hours wasted daily on cumbersome invoicing and payment procedures.

❌ Tedious, disjointed onboarding for practices, doctors and patients.

❌ Marketing initiatives produced no reach or ROI insight, therefore not scalable.

Solution

• Complete rollout of Sales and Marketing Clouds
• Automation of the patient & doctor management process.

Creating custom solutions for:

• Lead management
• Registration, onboarding, and monitoring the completion of those.
• Payment integrations
• Engagement portal to create relationships with doctors & practices.
• Pardot for creating scalable, engaging marketing.

Results

• An easy, sleek user experience that engages the users
• A 360° view of all doctors and patients in one place
• Hundreds of hours saved monthly on the most basic manual day-to-day activities
• Scalable marketing, measurable engagement, and a clear road to growth.