Patient Intake
Patient Intake Process Review & Operational Improvement
Evolve helps healthcare providers succeed in highly competitive markets.
According to patient engagement consultant firm, Care Sherpa, about 79% of leads never convert. This is often due to a faulty intake process. Care Sherpa notes:
- 78% of all leads go with the first organization to respond
- 54% of organizations take over 24 hours to follow up on leads
- 23% of organizations don’t even respond to digital leads
Flawed operations can render marketing efforts useless. That’s why Evolve is a full-funnel healthcare marketing agency–we provide counsel and resources on related operational best practices and technology.
Healthcare marketing is more than just generating leads—it’s about guiding patients through their journey. Unfortunately, most agencies abandon their efforts after attracting potential patients (aka the “evaluate” stage). As such, 79% of leads are lost due to lack of follow-up and missed appointments cost the industry around $150 billion annually.

In the figure above, we visualize the 7 steps of the patient acquisition journey with key statistics and the division of responsibility for each part of the funnel.
That’s where Evolve comes in. We enact a full-funnel strategy by optimizing patient intake and engagement in addition to attracting quality leads. This includes implementing patient engagement tools, providing real-time reporting, and optimizing your intake process. This way, your clinical staff and internal operations team can feel free to focus on delivering an excellent care experience.
A peek into our real-time reporting dashboard. We keep navigation simple and only report meaningful metrics.
Call attribution & reporting that elevates strategy
Our dashboard integrates call attribution software, allowing us to:
- Record, transcribe, and analyze every marketing call and form fill
- Identify which keywords engaged prospects
- Find the exact source of each lead
Steering clear of useless data, your dashboard will only report metrics that matter, such as conversion, click-through rate (CTR) and cost per click (CPC). Best of all, results are real-time and accessible anytime, anywhere.
A peek into the CallRail section of our real-time reporting dashboard. It shows metrics such as first-time callers, missed calls and voicemail calls
Reputation management made simple
A HealthGrades study reveals that 77% of patients turn to online reviews when searching for a doctor, and, according to Repugen, 90% of consumers expect a reply within a week.
Our channel partner addresses this problem in several ways:
- Monitoring all review platforms daily
- Notifying practice leads of new reviews and offering prompt replies through its dashboard
- Providing HIPPA-compliant review-response suggestions
Experience how easy operations can be with top-tier healthcare partner resources.
Evolve’s Patient Intake Review & Operational Services
Patient Engagement
Implementing intelligent reminders, mass notifications, precision scheduling, a virtual waiting room, touchless intake and more for a better patient intake experience
Intake Operational Evaluation
Our patient acquisition diagnostic includes a comprehensive review of operations
Reputation Management
Management of online listings, public testimonials, patient service recovery and patient satisfaction insights & timelines
Operational Analytics
Our dashboard provides record, transcription and analysis of every marketing call and form fill, tracing them to keyword searches and lead sources
We don’t just promise — we deliver
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Read Full Blog Post“We had ambitious growth goals, and the Evolve team was instrumental in helping us generate consistent results and greater efficiencies. The team has been our long-term partner for both sales and marketing activities. The results have been truly impressive!”

Kelley Holsten, Sales & Marketing Operations Manager at Riverside Radiology and Interventional Associates
“Highly recommend the team at Evolve.”

Neel Patel, Patient Care Coordinator at Pain Relief Institute
“The Evolve team has a deep understanding of the business of medicine, as well as the ability to help keep the ball moving forward in a high-growth environment. They know what targeted decision-makers and influencers want to know, ramp up quickly, have a comprehensive toolbox, are process orientated and keep ahead of the curve.”

Michael Morgan, Former Chief Business Development Officer at PhyMed Healthcare Group
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