50+ SMS Messages
35+ Emails
10 Workflows
30+ Tags
90-Day Nurture Cycle
4 Service Funnels
MENDING HEALTH CARE

Operating System

End-to-end practice playbook — acquisition through ongoing care & retention

PATIENT ACQUISITION JOURNEY
AWARENESSFirst touchpoint
Google Organic / SEO
Insurance Directory Listings
Physician & PCP Referrals
Headway & ZocDoc Profiles
Google Business Profile
Social Media (Facebook / Instagram)
CAPTUREPatient enters ecosystem
New Patient Inquiry Form
Mental Health Screener Quiz
Telehealth Request
Direct Phone / Chat Inquiry
Patient Portal Self-Schedule
CRM ENTRYGoHighLevel
Auto-sync from all capture points
Tagged by presenting concern
Tagged by source (Google / ZocDoc / Referral / Headway)
NURTUREAutomated sequences
Email Nurture Sequence (7 emails)
SMS/Text Sequence (10 texts)
AI Chatbot (24/7 FAQ)
Educational Mental Health Content
⚡ DR. AHAIWE ENGAGEMENTTherapeutic relationship begins
Personal Welcome from Team
Evaluation Scheduled
SERVICE DELIVERY ENGINE
PRE-EVALUATIONAutomation + education
Booking Confirmation SMS
Intake Paperwork Sent
What-to-Expect Email
Insurance Verification Info
Telehealth Link (if virtual)
Day-of Appointment Reminder
EVALUATION DAYComprehensive psychiatric assessment
Psychiatric History & Intake
DSM-5 Diagnostic Assessment
Treatment Plan Discussion
Medication Review (if applicable)
BAMFAM (Schedule follow-up)
TREATMENTOngoing care delivery
Therapy / Medication Sessions
Prescription Management
MAT Monitoring (if enrolled)
Progress Notes Updated
⚡ ONGOING FOLLOW-UPTherapeutic continuity
Post-Session Check-In SMS
Medication Adherence Reminder
Month 1 Progress Review
Treatment Plan Adjustment
PATIENT LIFECYCLE
PROSPECTInquiry submitted
Screener Completed
Presenting Concern Tagged
Speed to Lead Fires
EVALUATEDPsychiatric evaluation completed
Diagnosis Established
Treatment Plan Proposed
Insurance / Self-Pay Confirmed
ACTIVE PATIENTTreatment underway
Treatment Series Active
Symptom Progress Tracking
Therapeutic Alliance Check-ins
ADVOCATEReferring & continuing care
Google Review Left
Referral Program Active
Maintenance / Wellness Plan
Re-engagement Campaigns
OPERATIONS & SYSTEMS
AUTOMATIONSGoHighLevel workflows
Speed to Lead (< 5 min response)
Missed Call Text-Back
Appointment Reminders (48hr + day-of)
No-Show Recovery Sequence
Review Request Sequence
Insurance Verification Reminder
TRACKINGKPIs & dashboards
Lead → Patient Conversion Rate
Show Rate by Channel
No-Show Recovery Rate
Retention Rate at 90 Days
Google Review Score
TEAMRoles & responsibilities
Front Desk — scheduling, intake, verification
Billing — insurance, collections
Clinical — Dr. Ahaiwe, care delivery
Marketing — content, reviews, referrals
REVENUE GROWTH
ACQUISITIONNew patients
Insurance + Self-Pay Mix
Headway / ZocDoc Volume
Referral Network Tracking
MONETIZATIONRevenue per patient
Average Session Value
Evaluation + Ongoing Therapy Rate
MAT Program Revenue
Telehealth vs In-Person Mix
SCALINGGrowth levers
Increase Referral Source Network
Add Group Therapy (higher yield)
Expand Telehealth Geography
Wellness / Education Workshops
RETENTION & CONTINUITY OF CARE
POST-EVALUATIONFirst 30 days
Day 1 Welcome & Next Steps
Week 1 Check-In SMS
Day 14 Satisfaction Survey
Day 30 Review Request
CONTINUITYOngoing therapeutic engagement
Monthly Mental Health Newsletter
Seasonal Wellness Check-ins
Medication Refill Reminders
Re-engagement at 60/90 days of silence
REFERRALSGrowth through trust
Patient Referral Program
Provider Referral Tracking
Testimonial Collection (HIPAA-compliant)
Community Partnership Outreach
TRAFFIC SOURCES

Multi-Channel Patient Acquisition

  • Google SEO: Targeting "psychiatrist Riverside CA," "PMHNP Inland Empire," "medication management mental health," "telehealth psychiatry California," "child psychiatry Riverside" — educational blog content establishing Dr. Ahaiwe as the trusted authority in Inland Empire mental health
  • Headway & ZocDoc: Insurance-friendly directories capturing actively searching patients — optimized profiles with Dr. Ahaiwe's credentials, specialties, and availability
  • Provider Referral Network: PCPs, emergency departments, therapists, school counselors, OB/GYNs — referring patients for psychiatric evaluation, medication management, and MAT
  • Social Media (Facebook / Instagram): Mental health awareness content, destigmatization posts, community resource shares. "Quality Care is Accessible for All" — positioning Mending Health Care as the compassionate, barrier-removing option
  • Google Business Profile: Optimized listing for Riverside + Inland Empire, review management, HIPAA-compliant patient interactions
  • CTA on all channels: "Request a Consultation" → mendinghealthcare.com
drives traffic to
LANDING PAGE

mendinghealthcare.com — New Patient Intake Funnel

  • Hero: "Quality Care is Accessible for All — Expert Psychiatric & Mental Health Care, Rooted in Compassion."
  • Mental Health Screener: "What brings you here?" (Anxiety / Depression / ADHD / Trauma / Medication Management / Substance Use / Child or Teen / Older Adult) + current impact on daily life + "Have you received psychiatric care before?"
  • Social Proof: PMHNP-BC, DNP — board-certified nurse practitioner with doctoral training; culturally responsive, evidence-based care
  • Differentiator: "Virtual + in-person flexibility, culturally responsive care, and no barriers to quality psychiatric treatment"
  • Offer: New patient consultation + care plan overview on form submit
  • CRM Action: Contact created → tagged by screener answers (presenting concern + service type) → service-specific Speed to Lead fires; Headway/ZocDoc bookings auto-sync to GHL
screener submitted / form filled
SPEED TO LEAD — IMMEDIATE

First-5-Minutes Response Protocol

  • Instant SMS from Team: "Hi [Name]! This is Dr. Ahaiwe's team at Mending Health Care. We received your inquiry and want to make sure you get the support you deserve. We'll be in touch shortly to get you scheduled!"
  • Instant Email: "Your Path to Healing Starts Here" — customized based on screener answers (anxiety/depression gets therapy + med mgmt info, MAT inquiry gets dedicated program overview, child/adolescent gets parent-focused guide)
  • AI Chatbot (24/7): Answers FAQ about services, insurance accepted, telehealth setup, Dr. Ahaiwe's credentials, what to expect; escalates high-intent or urgent inquiries to care team
  • 5-Min Follow-Up Call Attempt: CRM task created — "Welcome call — understand their needs, answer insurance questions, and schedule evaluation"
7-day nurture begins
7-DAY NURTURE SEQUENCE

Day-by-Day Conversion Sequence (Branched by Presenting Concern)

10 SMS + 7 Emails
  • Day 1 — 3 Texts + Call: Text 1 (9am): Affirming message tailored to their concern | Text 2 (12pm): Educational content — "What a comprehensive psychiatric evaluation actually looks like" | Text 3 (5pm): "What questions do you have? We're here" | Call attempt from care coordinator
  • Day 2 — 2 Texts: Patient healing story relevant to their concern (de-identified) + "Getting the right diagnosis is the foundation of real recovery"
  • Day 3 — 2 Texts + Email: Education: "Why the right medication management changes everything — and how Dr. Ahaiwe approaches it" + Email: Dr. Ahaiwe's story — the PMHNP-BC who built Mending Health Care for the Inland Empire
  • Day 4 — 1 Text + Email: FAQ buster relevant to their concern + Email: "What to bring to your first psychiatric evaluation — a simple guide"
  • Day 5 — 1 Text + Email: Another patient success story + Email: "Here's exactly what your first appointment looks like, step by step"
  • Day 6 — 1 Text + Email: "Dr. Ahaiwe believes every patient deserves transparent, honest care — that's what sets Mending apart" + Email: Full service menu, telehealth details, insurance accepted, self-pay rates
  • Day 7 — 1 Text + Email: "Your mental health can't wait — we have telehealth appointments available this week" + Email: Direct booking CTA + patient testimonials + ease of access messaging
booking decision
BOOKED?
YES → Pre-Evaluation
NO → Left column nurture
YES path continues
PRE-EVALUATION SEQUENCE

Confirmation & Preparation Flow

5 SMS + 2 Emails
  • Instant Confirmation: "You're scheduled! Psychiatric evaluation with Dr. Ahaiwe on [date] at [time]. We're honored you chose Mending Health Care — we look forward to supporting you!"
  • Email — What to Expect: Pre-visit guide (telehealth setup if virtual / office directions if in-person, what to bring, list of current medications, mental health history), insurance reminders
  • 48hrs Before: SMS — Affirming message: "Your appointment is in 2 days. It takes strength to prioritize your mental health — we'll be ready for you"
  • 24hrs Before: SMS — "See you tomorrow! If telehealth, test your connection at mendinghealthcare.com/portal. Bring a list of any medications you take"
  • Morning-of: SMS — "Good morning, [Name]! Your appointment with Dr. Ahaiwe is today at [time]. You've taken a brave step — we're proud of you"
  • Insurance Email: Confirmation of insurance accepted, self-pay sliding scale details, what to expect on billing
evaluation day
SHOWED?
YES → Evaluation
NO → No-Show Recovery
YES — evaluation begins
EVALUATION DAY

Dr. Ahaiwe Comprehensive Psychiatric Evaluation

  • Psychiatric History: Dr. Ahaiwe conducts thorough bio-psycho-social assessment — presenting symptoms, mental health history, trauma history, family history, substance use, medications, medical history
  • DSM-5 Diagnostic Assessment: Evidence-based diagnostic interview, standardized screening tools (PHQ-9, GAD-7, AUDIT, DAST, ACES), functional impairment assessment
  • Goal Alignment: Honest, collaborative discussion — Dr. Ahaiwe explains what she's seeing, discusses diagnosis openly, and ensures the patient is heard
  • Treatment Plan Design: Individualized plan — therapy, medication management, MAT (if applicable), referrals to community resources, frequency of follow-up
  • BAMFAM: Schedule first follow-up before patient leaves session — treatment continuity starts immediately
post-evaluation automation fires
POST-EVALUATION SEQUENCE

Onboarding & Therapeutic Engagement Flow

6 SMS + 4 Emails
  • Day 0: "Welcome to Mending Health Care, [Name]! Dr. Ahaiwe is committed to supporting your healing. Your treatment plan is ready in your patient portal" — immediate warm welcome text
  • Day 1: Check-in text — "How are you feeling after your evaluation? It's normal to feel a range of emotions — we're here if you have questions"
  • Day 3: Email — Your first week in care guide + what to expect from medication (if prescribed) + therapy resources
  • Day 5: SMS — "Would you be willing to share your experience? A Google review helps other Inland Empire residents find compassionate psychiatric care" + review link
  • Day 7: Email — Cross-sell intro: "Based on your treatment plan, you may also benefit from [therapy / MAT / wellness education]"
  • Day 14: SMS — Progress check: "Two weeks in — how are you managing? Let's discuss any medication adjustments at your next session"
  • Day 21: Email — Continuity reminder: "Consistent care leads to lasting recovery. Here's how to get the most from your ongoing sessions"
  • Day 30: SMS — Milestone check: "30 days of care! Let's do a full progress review at your next appointment"
treatment plan decision
FULL PLAN?
YES → Comprehensive Care
NO → Targeted Service
YES PATH
COMPREHENSIVE CARE

Full Psychiatric Care Plan

  • Therapy + Medication Management
  • Priority scheduling with Dr. Ahaiwe
  • Monthly treatment plan reviews
  • MAT coordination (if applicable)
  • Quarterly comprehensive reassessment
  • Care coordination with other providers
TARGETED PATH
SINGLE-SERVICE

Focused Treatment Track

  • Med Management only
  • Telehealth check-ins
  • Symptom monitoring
  • Cross-sell education (add therapy)
  • Comprehensive care upgrade offers
  • Upgrade path active
quarterly community events
QUARTERLY COMMUNITY EVENT

Mental Health Wellness Workshop + Referral Activation

  • Workshop: "Understanding Mental Health — Breaking Barriers in the Inland Empire" — Dr. Ahaiwe presents on anxiety, depression, stigma reduction, when to seek help, and what treatment really looks like
  • 7-Day Hype Sequence: 5 SMS + 4 Emails building event anticipation + inviting existing patients to bring family and friends
  • Referral Activation: Patients who bring a guest get $50 credit toward their next session co-pay
  • Lead Generation: All attendees offered free 15-min phone consultation — warm leads from community authority positioning
  • Service Cities: Rotating events across Riverside, San Bernardino, Ontario, Rancho Cucamonga, Fontana, Corona + partner community health centers
  • Target: 20+ attendees per event. Revenue goal: $8,000/quarter from event-sourced patients
REVENUE TRACKING

Patient Lifetime Value Ladder

Service / OfferStageRevenue
Free Phone ConsultationTop of FunnelLead Magnet
Psychiatric Evaluation (Initial)Lead Conversion$250–$450
Medication Management Follow-UpCore Service$150–$250/session
Psychotherapy / CounselingCore Service$150–$200/session
MAT Program (Monthly)Specialty$300–$600/mo
Child / Adolescent PsychiatrySpecialty$200–$400/session
Geriatric Mental HealthSpecialty$200–$350/session
Wellness Education PackagePremium Add-On$150–$300/mo
Referral Revenue (per ref)MultiplierLTV x 0.75
Traffic / Acquisition
Active Nurture Sequences
Decision Points
Treatment Programs
Recovery / Win-Back
Dr. Ahaiwe's Personal Touchpoints
Revenue / Money Nodes
Cross-Sell / Referral Paths
Brand / Core Funnel