Insight

Insight is a marketing automation, lead management, patient loyalty & revenue reporting application developed by DLM. We use it to improve the patient experience, generate new patient revenue, forecast revenue, and to convert more leads into paying patients. Below is what the patient journey looks like using Insight and partnering with DLM.

The Patient Experience

A prospect finds you from your marketing efforts
Search
Website Design & Branding
Search Engine Optimization (SEO)
Paid Advertising Management
Video Production and Editing
A prospect finds you from your marketing efforts
A prospect researches your reviews and requests more information
Consideration
Review Management
Patient Re-Engagement Campaigns
Local Business Listing Management
A prospect researches your reviews and requests more information
The patient lead is managed via the CRM & books an appointment
Conversion
Customer Relationship Management tool (CRM)
2 Way Secure SMS
Email & SMS Automations with Drip Campaign
The patient lead is managed via the CRM & books an appointment
The patient receives educational material before the appointment
Prior to Appointment
Email appointment education packets
The patient receives educational material before the appointment
The patient proceeds with the appointment & data is collected
During Appointment
Telemedicine Appointment
EMR Procedure and Revenue data processing
Revenue Reporting by Marketing Channel
Add tags to patient record for future campaigns
The patient proceeds with the appointment & data is collected
The patient is sent an automated survey & review email & SMS
After Appointment
DLM Review
Predictive Practice Analysis & Revenue Forecasting
The patient is sent an automated survey & review email & SMS
The patient is sent automated campaigns based on medical history
Retention
Patient Re-Engagement Campaigns
The patient is sent automated campaigns based on medical history

DLM manages the patient experience within Insight in three stages

Check out our demo here

Are you interested in seeing how DLM leverages their platform Insight? Watch this video and it will go over the entire patient journey and help address some of the key pain points that most practices face with transparent marketing, effective lead management, and PM revenue reporting. 

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