Specialty Medical & Wellness (Chiro, MedSpa, Health Clubs, Optometry)

Higher Revenue-per-Room, Fewer Heroics for Wellness Practice Owners

In wellness and specialty med, your profit is tied to your physical space and your time. If your intake process is manual and your no-show rate is high, you are paying for overhead that is not generating revenue. We use a Surgical Operator Approach to optimize your patient flow and maximize your Revenue-per-Room.

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Common Symptoms We See

If any of these sound familiar, the Scorecard will pinpoint exactly where profit is leaking and what to fix first.

Manual paperwork and front-desk check-in bottlenecks create poor patient experience
No-show rate is high, meaning empty rooms and 100% margin loss on those slots
Heavy ad spend with no visibility into which channels produce high-value recurring members
Practitioner is the bottleneck for every clinical and business decision
No weekly scorecard; revenue per room, retention, and conversion rates are unclear
Membership churn is climbing but root causes are unmeasured

What We Fix First

Ranked by impact. Implemented in the 30-day sprint.

1Deploy AI-driven digital intake and automated insurance verification before patients arrive
2Install Surgical confirmation sequences (SMS + email) to slash no-show rates by half
3Build the Marketing-to-Margin Funnel so you know exactly where to spend your next ad dollar
4Implement a weekly KPI scorecard (revenue per room, no-show rate, conversion, retention, ad ROI)
5Optimize scheduling for maximum room and provider utilization
6Create SOPs for intake, treatment flow, follow-up, and membership management

Practical AI Quick Wins

Real workflows that remove toil and improve decisions. Not AI theater.

AI-driven digital intake completing paperwork before the patient arrives
Automated insurance verification and eligibility checks
SMS and email confirmation sequences reducing no-shows by 50%
Marketing attribution dashboards showing cost per acquired member by channel
Automated membership churn-risk detection and win-back sequences
Review generation and response automation

KPIs That Run the Business

These are the metrics we track weekly. When these move, profit moves.

Revenue per room / treatment room
No-show rate
Patient conversion rate (consult to treatment)
Membership retention rate
Average revenue per patient visit
New patient volume by source
Marketing cost per acquisition
Provider utilization %
Rebooking rate
Monthly recurring revenue (memberships)
Client lifetime value
Net promoter score

What You Get in 30 Days

0-100 Scorecard across 5 focus areas with evidence-based notes
Top 10 Fixes ranked by impact for your specific business
90-day execution plan with owners, weekly metrics, and meeting rhythm
1-3 practical AI workflows deployed and adopted by your team
Weekly operating cadence and dashboards that stick
"No-heroics" playbook so the business runs without the founder in every room

Ready to make margin obvious in your specialty medical & wellness business?

Book the Scorecard call and get your ranked Top 10 Fixes + 90-day plan.

Book the Scorecard Call