A Supported Patient Journey CRM for Functional Medicine
Support education-heavy patient journeys from first inquiry and discovery call through onboarding, team follow-up, reviews, and a standard EMR handoff.
Captured and acknowledged
Reminders scheduled
Warm leads stay engaged
Next steps delivered
Happy clients stay connected
Complex patient journeys need a clear operational path.
When education, scheduling, and onboarding stretch across multiple team members, visibility and consistent follow-up become essential.
See What Gets OrganizedWarm prospects lose momentum before a conversation starts.
Manual reminders and rescheduling depend on your memory.
New clients receive links, forms, and next steps in separate places.
Leads and past clients go quiet without a simple nurture path.
The same 11-part Core System, tailored for education-heavy patient journeys.
Start with the moments that most directly affect response, booking, onboarding, and long-term client relationships.
Lead Capture Automation
Route website and campaign inquiries into one visible pipeline.
Discovery Call Booking and Reminders
Confirm bookings and send clear reminders before the call.
No-Show Recovery
Give missed prospects a simple path to reschedule.
7-Email Lead Nurture Campaign
Stay useful and visible while a prospect decides.
New Client or Patient Onboarding
Deliver welcome steps, links, and reminders in a clearer sequence.
Review and Referral Request Automation
Reconnect with happy clients at the right time.
Client Journey Pipeline
See each inquiry, call, follow-up, and onboarding stage clearly.
Email and Loom VIP Support
Get practical help when the included system needs attention.
One-Hour Kick-off Call
Launch with a clear walkthrough of your tailored client journey.
Messaging Customization During Onboarding
Adapt the included reminders and messages to sound like your practice.
EMR Integration
Connect one standard EMR handoff, subject to access and capability review.
You should not have to become your own CRM technician.
Greatclicks helps set up the system, explains how it works, and supports the included workflows when they need attention.
Support for the system includes:
- Troubleshooting forms, calendars, emails, automations, and pipeline stages.
- Fixing missed triggers, broken links, and simple workflow issues.
- Small updates to reminders, messages, links, and settings.
- Loom walkthroughs when seeing the solution is easier.
A clear boundary
Support covers the included system and small updates.
Brand-new funnels, campaigns, or custom workflows are scoped separately.
Software, templates, more tabs
You receive tools, then spend your own time making everything work together.
System, onboarding, support
Your core client journey is organized around your practice and supported after launch.
Start with the core Functional Medicine system. Add custom workflows only when you need them.
Get the essential client journey and support first. Expand the system only when your virtual practice has a clear operational need.
Greatclicks Functional Medicine Core System
6-month minimum commitment.
The essential inquiry-to-client workflows set up and supported inside GoHighLevel for a functional medicine practice.
- Lead Capture Automation
- Discovery Call Booking and Reminders
- No-Show Recovery Automation
- 7-Email Lead Nurture Campaign
- New Client or Patient Onboarding
- Review and Referral Request Automation
- Client Journey Pipeline
- Email and Loom VIP Support
- One-Hour Kick-off Call
- Messaging Customization During Onboarding
- EMR Integration
Includes one standard EMR connection when a native connector, supported webhook, or documented API is available. Access and capability are reviewed during onboarding.
Get Started For $297/monthCustom Functional Medicine Automations and Integrations
For practitioners who need workflows beyond the core Functional Medicine system.
Add custom work after the core journey is stable and the business need is clear.
Custom work may include:
- Lead magnet and webinar follow-up
- Additional nurture or reactivation campaigns
- Membership and renewal reminders
- Referral partner workflows
- Advanced reporting dashboards
- Third-party platform integrations
Best for functional medicine teams.
For practices that want an education-heavy patient journey organized and supported.
- You are manually following up with inquiries and no-shows.
- You want a clearer path from discovery call to onboarding.
- You need automation without losing a personal experience.
- You want help maintaining the system after it launches.
Not a clinical records platform.
Greatclicks focuses on practice growth workflows, not clinical documentation.
- You are looking for diagnostic or treatment-plan software.
- You do not need lead, booking, or onboarding workflows.
- You want unlimited custom campaigns included every month.
- You do not want to use GoHighLevel for practice growth.
Move from scattered follow-up to a supported system.
Map the journey
We review how leads currently become clients and where follow-up breaks down.
Build the core
We organize the agreed workflows, messages, forms, and pipeline in GoHighLevel.
Launch with support
You receive a walkthrough and ongoing help for the included system.
Questions before we map your system?
Clear answers about pricing, fit, platforms, scope, and support.
View Functional Medicine PricingYes. It supports discovery calls, education, onboarding, team follow-up, reviews, and a visible patient journey pipeline.
No. We can help organize a new setup or review an existing GoHighLevel account.
No. Greatclicks focuses on CRM, lead follow-up, scheduling communication, onboarding, and practice growth workflows. It is not a clinical record system.
Core includes one standard EMR connection when the EMR provides a native connector, supported webhook, or documented API. Authentication, available field mapping, testing, and a documented handoff are included after an access and capability review. Advanced integration work and additional connections are quoted separately.
The Functional Medicine Core System is $297 per month with a six-month minimum commitment, no setup fee, and VIP support included. The 30-day money-back guarantee applies after you complete onboarding and provide the access and information needed to start.
Yes. We can adapt the included messages and reminders to better match your voice during onboarding.
VIP support covers troubleshooting and small updates inside the included forms, calendars, emails, automations, and pipeline.
We can scope new campaigns, funnels, integrations, and custom workflows separately after the core system is clear.
Ready for a patient journey your team can follow?
Tell us how your practice currently handles inquiries, calls, onboarding, and follow-up. We will help identify the right starting point.