Services

AE Elite

Client

Soulegria

Year

2024

How a Local Therapy Clinic Reduced No-Shows and Saved $2,700 Per Month With Automation

Running a therapy clinic means managing schedules, intake paperwork, reminders, billing, and constant follow-up — all while trying to stay focused on patient care. This clinic came to us because their front-desk team was drowning in repetitive administrative work. No-shows averaged 28%, phones rang nonstop, and intake paperwork piled up daily. Productivity was stalled — and revenue stability suffered.

They enrolled in the AE Elite Plan to streamline patient operations using automation.

The Operational Challenge

  • Manual intake packets required staff involvement every time
  • Appointments were booked over the phone only
  • Staff physically confirmed appointments
  • No-shows created unpredictable revenue
  • Follow-ups happened “when someone had time”

This workflow model cost the clinic both money and momentum.

The Automation Systems We Built

Our Account Executive implemented an end-to-end automated Patient Experience System:

  • Online scheduling + embedded website forms
  • Automated SMS and email reminders
  • Referral and follow-up sequences
  • Digital intake workflows
  • Staff alerts and workflows
  • Contact tagging and status tracking
  • Built-in performance dashboards

Staff simply reviewed the dashboard instead of chasing calls and paperwork.

The Measurable Results

Within 45 days:

No-shows dropped from 28% to 9%
Lead-to-appointment conversion increased 33%
Administrative time reduced by 18 hours per week
Revenue stabilized month-over-month

Financial Impact — Real Savings

18 hours/week × average loaded wage of $37.50/hr
= $2,700/month in savings

Those hours were refocused into:

  • Care coordination
  • Growth initiatives
  • Patient communication
  • Billing support

Bottom Line

Automation didn’t replace anyone — it empowered the team.
The clinic now scales operations without hiring additional admin support — and the patient experience is better than ever.