The Challenge

• Generate qualified and interested patient leads

• Ensure patients show up on time to their appointments

• Increase the percentage of patients who begin treatment

• Maintain full clinic schedules across multiple locations

Foundations with Necodex

During the two-week kickoff phase, a Foundations Workshop was conducted to align processes, map operational gaps, and establish shared goals. Four key operational areas were analyzed:

• New Patients

• Clinics

• Insurance

• Collections

This discovery allowed both teams to understand workflows, uncover bottlenecks, and design a scalable strategy for patient acquisition and operational efficiency.

Our Solution

Our approach combined technology, call-center operations, marketing funnels, referral systems, and data-driven optimization to improve the full patient journey—from initial contact to treatment start. Key initiatives included:

• Strengthening lead qualification workflows

• Creating follow-up and reminder systems to reduce no-shows

• Improving patient experience to increase conversion into treatment

• Enhancing insurance validation and collections performance

This demonstrate the transformative impact of the optimized processes and highlight the long-term potential of the collaboration. Additionally, with the implemented strategies, they expanded with more planned-reflecting consistent growth supported by operational excellence.

The Results