Reveal Vitality
Reveal Vitality: a connected patient journey.
Membership automation, integrated clinical systems, equipment scheduling, and custom technology for Reveal Vitality in Sarasota, Florida.
The starting point
The practice behind the build.
Reveal Vitality offers wellness and medical services, equipment-based therapies, and medical memberships. Its patient journey spans inquiries, consultations, enrollment, appointments, and renewals.
The challenge was connecting these processes so information could move between systems, staff could track progress, and patients could manage their appointments. Some requirements went beyond the existing CRM.
Hear directly from the practice.
“It's just automatic and it makes our jobs and my employees' jobs so much easier.”
Reveal Vitality
General Manager, Reveal Vitality
Source: Greatclicks project materials. These are implemented operational capabilities. Improvements in revenue, conversion, retention, and staff time would need to be measured separately.
What Greatclicks built / 01
Lead source tracking and patient pipeline
Know where inquiries come from and where they are in the patient journey.
Reveal Vitality attracts prospective patients through promotions, website forms, campaigns, and events. We configured lead-source tracking so inquiries entering through these channels are attributed and tracked inside the CRM.
We built a pipeline that follows the enrollment process: new lead, discovery call booked, consultation booked, and medical membership enrollment. Staff can see which stage each prospect has reached, which campaigns are bringing in inquiries, and who may need additional follow-up.
Rather than relying on disconnected lead information, the team has a clearer view of its enrollment pipeline and the next action for each prospective patient.
What Greatclicks built / 02
Membership purchase and EHR integration
Connect membership transactions with patient onboarding and clinical systems.
Reveal Vitality uses Cerbo for membership transactions and Biocanic as its EHR. We built the integration connecting these systems with the CRM.
When a patient purchases or renews a membership, the system captures and synchronizes the membership information in the CRM, sends the relevant patient and membership information to Biocanic, and assigns the appropriate assessments and trackers.
This creates an automated handoff from the membership transaction to patient setup, reducing the need for staff to move information manually between platforms.
What Greatclicks built / 03
Automated membership renewal management
Make renewals easier to track and follow up.
The practice offers 3-month, 6-month, and 12-month memberships. We built automation that monitors expiration dates and identifies when a renewal is approaching.
At configured intervals, such as 30 days or 7 days before expiration, workflows can send renewal reminders and notify staff when action is needed. The practice has a consistent process for monitoring upcoming expirations and following up with members.
We also implemented automated review requests. After a completed doctor appointment is checked out, the system sends an SMS inviting the patient to leave a review for Reveal Vitality.
What Greatclicks built / 04
Equipment-specific booking calendars
Give patients an easier way to schedule and manage equipment sessions.
We configured separate calendars for cryotherapy, the hyperbaric chamber, sauna, and light bed appointments. Each calendar is designed around the corresponding equipment and service.
Equipment bookings trigger appointment reminders. Patients can reschedule appointments or book another session, giving the practice a more organized scheduling process and patients more convenient ways to manage their visits.
What Greatclicks built / 05
Custom patient equipment booking portal
Build the patient-facing experience the existing CRM could not provide.
Reveal Vitality needed a centralized portal for equipment appointments, but its CRM could not accommodate the exact functionality required. We developed a custom patient portal around the practice's workflow.
Patients can access equipment calendars, schedule sessions, view upcoming and previous appointments, and manage their bookings in one place.
The portal connects with the equipment calendars and integrates with Biocanic to automatically record the corresponding sessions. Patient-facing scheduling is connected to the practice's internal systems rather than operating as a separate tool.
What Greatclicks built / 06
Custom reporting and conversion dashboard
See where leads come from and how they progress toward membership.
The practice needed more detailed reporting than its existing CRM provided. We developed a custom dashboard around the information its team wanted to track.
The dashboard shows leads by source, individual source performance, progression through the enrollment pipeline, and conversion rates between stages. The team can evaluate which promotional efforts bring in prospective patients and where opportunities slow down.
Instead of relying entirely on standard CRM reports, Reveal Vitality has a reporting solution built around its business model.
What Greatclicks built / 07
Ongoing systems integration and technical support
Give the practice a technical partner behind the scenes.
Our involvement extends beyond the initial implementation. Greatclicks provides ongoing systems integration and technical support as the practice's needs evolve.
The work includes troubleshooting CRM and automation issues, maintaining integrations, resolving technical errors, modifying workflows, and developing additional functionality when required.
The team can bring questions and changes to a dedicated systems specialist instead of having to build, connect, and troubleshoot everything themselves.
Find out where your practice is leaking.
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