Navigator, by Traktion Wellness

Proven framework for specialty healthcare providers, helping operators implement solutions that give visibility to its leaders, time back to its clinicians, and ultimately help patients live happier, healthier, and more fulfilling lives.

Why Navigator?

Let’s be honest, no one wants another technology project. But Navigator helps specialty healthcare companies make quantifiable improvements to patient intake and marketing automation, along with greater visibility of the end-to-end patient journey to deliver proven financial results. We bring an established process, tools, and the necessary guard rails to deliver performance on time and on budget, while mitigating risks. Sound good? Then keep scrolling.

How Does It Work?

Navigator is not a piece of software, but a framework to modernize your patient intake process, create visibility to KPIs, and utilize marketing automation to better run your healthcare organization. While these activities typically involve specifying software like a CRM or marketing automation tools, this can be customized for your needs. Just looking for help on patient intake process improvements? We can do that, with packages starting at $5,000. Need to stand-up a full CRM or marketing automation solution? Those projects start at $15,000, including a year of CRM seat licenses.*

* Assumes single-practice location

Pre-Implementation Stages

The pre-implementation stages focus on defining success (financially and clinically), while establishing new processes without breaking the bank. Steps include:

Needs Assessment & Goal Alignment

Intake Process Design (e.g. Define The New Pt. Funnel)

Patient Communication Journey Mapping

CRM/Automation Vendor Evaluation, Scoring Matrix, and Selection

Post-Implementation Stages

In these stages the focus is on implementing the selected CRM/marketing automation solution, building the pipes around this new platform to integrate seamlessly with the organization. Steps include:

CRM/Marketing Automation Implementation

KPI Dashboard Design & Architecture

Post-Launch Support

Why Should We Do This?

The benefits of marketing automation and an improved patient intake process can reverberate across the organization. Here are just a few key reasons to consider a project:

  • Faster conversion from lead to patient

  • Greater paid media efficiency

  • Enhanced patient check-in and experience

  • Improved clinician productivity and morale

  • Higher patient show rates

  • Consistent KPI visibility across the organization

How Do We Get Started?

If there’s one thing more hated than a new technology project, it’s hearing from salespeople. So here’s the good news - we don’t employ any.

The terms of engagement from here are up to you. Want our free White Paper with details around each step of the framework? Simply fill out our form, and we’ll send it to you. Did we mention it’s free?

Want to schedule a 45-minute call for some free advice on your situation? Call us efficiency nerds but we love this stuff, and are happy to do that with no further obligation.

Still not sure? Check out our case study featuring Orthodontic Partners, one of the premier orthodontic MSOs in the country.

Are you really still not sure? Learn more about our founders who came up with Navigator, both of whom have worked in the digital space since before Mark Zuckerberg founded that social media site people used to like.