Client Profile
- 3 locations
- 22 staff
- $2.8M annual revenue
- EMR, POS, CRM, marketing automation, and multiple add-ons
The Challenge
The practice was experiencing operational friction:
- Staff re-entering patient data between EMR and CRM
- Inconsistent contact records
- Reporting discrepancies between locations
- Underutilized premium license tiers
Team morale was declining due to repetitive manual tasks.
The Intervention
DC Consulting Group executed the Diagnose → Remediate phases of the DC Profit Optimization Framework™.
We:
- Conducted a full system and workflow audit
- Right-sized licenses and eliminated unused add-ons
- Built structured data mapping between EMR and CRM
- Standardized intake and consent workflows
- Automated patient follow-ups and remarketing triggers
The Results
- 18 administrative hours returned weekly
- 22% reduction in unnecessary software expenses
- Clean EMR ↔ CRM sync with no manual reconciliation
- Improved patient follow-up consistency
- Reduced reporting errors across departments
Client Feedback
“The biggest win was how much time we got back. Our team now focuses on patients instead of fixing systems.”
— Director of Operations, Aesthetic Practice