Patient CRM Optimization
2x
Revenue Growth
3
Major Payor Partnerships
-30%
Denied Claims
What?
I customized patient CRM software to optimize scheduling and patient relationship management, while directing company strategy, branding, and messaging.
Why?
Efficient patient relationship management was critical to supporting business growth and ensuring optimal utilization of clinical resources.
So What?
This transformation doubled revenue, established partnerships with three major payors, and reduced denied claims by 30%, positioning the company for national expansion.
Project Overview
At SpineZone Medical Fitness, I led the customization of patient relationship management systems to optimize scheduling and patient engagement. This initiative was part of a broader strategy that included branding, segmentation, and messaging to support growth from 2 to 6 clinics.
Challenges
Inefficient scheduling processes limiting clinical capacity
High rates of denied insurance claims
Need for consistent branding and messaging across locations
Managing complex relationships with healthcare payors
Solution
CRM Customization
Tailored patient relationship management software for spine care
Scheduling Optimization
Implemented algorithms to maximize clinician utilization
Payor Partnerships
Developed risk-sharing models with major healthcare payors
Brand Strategy
Created consistent branding and messaging across all locations
Results
Doubled company revenue
Established partnerships with three major payors
Reduced denied claims by 30%
Supported expansion from 2 to 6 clinics
Key Learnings
This project demonstrated how operational excellence and strategic marketing can work together to drive healthcare business growth. By optimizing patient relationship management while developing innovative payor partnerships, we created a sustainable model for expansion that delivered value to all stakeholders.
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