Evergreen Clinic Improves Patient Retention by 40%
How a 5-practitioner naturopathic clinic replaced disconnected scheduling and payment tools with one platform — and kept 40% more patients coming back.
The Challenge
Evergreen Clinic offered naturopathic consultations, acupuncture, and nutritional counseling across 5 practitioners. Jane App handled scheduling and charting, while Square processed payments — but patient follow-through on treatment plans was poor.
Patients would complete an initial consultation but never book follow-ups. There was no automated re-engagement, no between-visit communication, and no way to track whether patients were following their wellness protocols.
- 60% of patients not booking follow-up appointments
- No automated reminders for treatment plan milestones
- Payment processing disconnected from patient records
- Front desk spending 3+ hours daily on manual scheduling calls
The Solution
Evergreen migrated to Dewx in two weeks, building automated patient journeys that keep patients engaged between visits and on track with their treatment plans.
Portal — Patient Comms
Automated appointment reminders, treatment plan check-ins, and between-visit wellness tips per patient.
GTM Hub — Patient Journey
Automated re-engagement sequences for patients who haven't booked follow-ups within their treatment window.
OPS Hub — Billing
Integrated payment processing with package pricing, automatic receipts, and insurance claim tracking.
Dew AI — Care Summaries
AI-generated visit summaries and personalized wellness recommendations sent to patients after each appointment.
The Results
40%
Improvement in patient retention
3 hrs
Saved daily on scheduling
85%
Follow-up booking rate
2 → 1
Tools consolidated into Dewx
Timeline
Migrated patient records and configured Portal with automated appointment reminders and treatment plan check-ins.
Launched GTM Hub re-engagement sequences and OPS Hub integrated billing for all practitioners.
Follow-up booking rate jumped from 40% to 75%; front desk scheduling calls cut in half.
Patient retention improved 40%; follow-up booking rate reached 85%.
“Naturopathic care only works when patients follow through. Before Dewx, most of our patients came once and disappeared. Now automated check-ins keep them on their treatment plan, and our retention is up 40%.”
Features That Made the Difference
Treatment Reminders
Automated check-ins tied to each patient treatment plan.
Re-engagement Flows
Automatic outreach when patients miss follow-up windows.
Package Billing
Multi-visit packages with automatic payment tracking.
AI Care Summaries
Post-visit summaries with personalized wellness tips.
Wellness Dashboard
Patient progress and treatment adherence at a glance.
Practitioner View
Caseload, retention, and revenue per practitioner.
Ready to Improve Patient Retention?
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