The SOW ensures that all parties involved—whether clients, vendors, or service providers—are aligned on the project’s goals and expectations, minimizing confusion and miscommunication.

Scope of Work

Retention Marketing: AdvancedMD Digital Business Management Services

A Scope of Work (SOW) is a detailed document that outlines the specific tasks, deliverables, timelines, and responsibilities for a project or service agreement. It serves as a roadmap, providing clear guidance on what needs to be done, who will do it, and when it should be completed.

AdvancedMD Digital Business Management Services

Retention Marketing

Our AdvancedMD Retention Marketing  are designed to boost patient satisfaction with personalized engagement strategies, including automated appointment reminders, follow-ups, and reputation management.

We deliver reminders in multiple languages, gather post-visit feedback for continuous service improvement, and create custom campaigns using patient data for targeted messaging.

Patients benefit from birthday greetings, telehealth visit reminders, and access to a comprehensive library of educational resources to support informed health decisions. These services build a stronger patient-practice relationship, promoting long-term loyalty and better health outcomes.

Scope of Work

  1. Initial Setup and Implementation (One-time) - $2,400

  • Campaign Messaging Configuration:

    • Setup of text and email messaging templates for patient communication, promotions, seasonal reminders, and wellness outreach.

    • Integration of patient engagement automation for specific scenarios (e.g., appointment reminders, follow-ups, and missed appointment messaging).

  • Advanced Reputation Management Setup:

    • Configure reputation management software to automate patient feedback collection and online review requests.

    • Implement workflows to gather reviews post-consultation and direct positive feedback to public platforms (e.g., Google, Healthgrades).

  • Patient Portal Customization:

    • Design and launch a secure patient portal branded with the practice's colors and logo.

    • Enable features for patients to manage appointments, view health records, pay bills, and engage securely with healthcare providers.

  • Telemedicine Integration:

    • Set up telemedicine software for video consultations and remote check-ins.

    • Train staff on telemedicine workflows and patient scheduling through the platform.

  • Education Management Module Setup:

    • Build a library of patient educational resources and link to specific conditions and treatments.

    • Develop a system for delivering educational content through the patient portal and email campaigns.

1.2. Monthly Services (Recurring) - $1,700/month (3-6 month contract, 10% discount for 12-month contract)

1. Campaign Messaging by Text and Email Setup

Scope:

  • Set up email and text message templates for promotions, seasonal reminders, and wellness campaigns.

  • Create automation workflows for patient outreach, follow-ups, and appointment reminders.

  • Monthly management includes sending up to 4 campaigns and reporting on campaign engagement.

Description:
Configure and manage custom campaigns to boost patient engagement through automated and manual text and email outreach. This service ensures consistent communication and helps improve retention through targeted messaging, reminders, and personalized outreach.

2. Advanced Reputation Management Implementation

Scope:

  • Set up online reputation management tools to gather feedback and automate review requests.

  • Integrate reputation management into patient workflows to direct positive reviews to public platforms.

  • Bi-Monthly management includes responding to patient feedback and providing performance reports.

Description:
Optimize practice reputation by automating patient feedback collection and review requests. Bi-Monthly management ensures continued growth in positive reviews and addresses negative feedback to improve the practice’s online image and attract new patients.

3. Patient Portal Customization and Management

Scope:

  • Customize and configure the patient portal with branding, educational content, and appointment management tools.

  • Provide ongoing updates to patient resources, announcements, and user interface improvements.

  • Monthly reporting on portal usage, engagement, and patient satisfaction.

Description:
Customize and manage a secure patient portal to facilitate appointment scheduling, bill payments, and patient-provider communication. This service enhances patient satisfaction and engagement by keeping resources up-to-date and offering a seamless online experience.

4. Telemedicine Setup and Support (additional charge TBD based on the Scope)

Scope:

  • Set up telemedicine software for remote patient consultations.

  • Provide training on video consultation workflows and best practices.

  • Monthly support includes troubleshooting, software updates, and optimization.

Description:
Implement a telemedicine solution to expand patient care beyond traditional office visits. This service supports video consultations, providing convenience and continuity of care for patients, while maintaining high standards of healthcare delivery.

5. Education Management Module

Scope:

  • Develop a library of patient educational resources linked to health conditions and treatment plans.

  • Update content based on patient needs and feedback.

  • Monthly management includes adding new materials, webinars, and virtual Q&A sessions.


Create and maintain a comprehensive library of educational resources to engage and inform patients. This service enhances patient knowledge and understanding, leading to better health outcomes and increased patient satisfaction.

Summary of Total Monthly Fees:

  • Campaign Messaging by Text and Email

  • Advanced Reputation Management

  • Patient Portal Customization and Management

  • Telemedicine Setup and Support

  • Education Management Module

What You Need To Know

Let’s break down what we really do for your business—no buzzwords, no fluff, just clarity. Read on, and I promise you’ll walk away knowing exactly how we can help (and why it matters).

Retention Marketing

Retention Marketing is a strategic approach focused on engaging and retaining current patients rather than solely acquiring new ones. Within the context of AdvancedMD Digital Business Management Services, retention marketing involves using digital tools and personalized strategies to keep patients actively engaged with a healthcare practice.

Why It Matters

Why Do You Need It ? 

  • Retaining patients is more cost-effective than acquiring new ones.

  • Builds strong relationships and reduces patient churn.

  • Increases patient lifetime value and boosts practice profitability.

  • Ensures patients stay engaged, informed, and satisfied.

What You Need to Know?

  • Involves ongoing communication through automated tools like reminders, follow-ups, and feedback collection.

  • Requires patient data to personalize engagement strategies.

  • Regular updates to content and communication workflows are essential.

  • Focuses on building trust and loyalty over time.

How Does This Make My Life Better?

  • DBM will be able to take care of repetitive tasks, freeing up staff time.

  • Reduces no-shows and increases appointment compliance.

  • Improves patient satisfaction, leading to fewer complaints.

  • Creates a predictable schedule and reduces last-minute cancellations.

Why You Need Digital Upkeep

(Pros & Cons)

  • Pros:

    • Keeps patient communication fresh and relevant.

    • Enhances security and compliance (e.g., HIPAA).

    • Provides access to the latest tools and features for engagement.

    Cons:

    • Requires continuous investment in technology and training.

    • Staying updated may disrupt regular operations temporarily.

How Will This Effect My Business

  • Increases patient loyalty and repeat visits.

  • Reduces patient churn and generates steady revenue.

  • Enhances practice reputation, leading to more referrals.

  • Provides data insights for better decision-making.

How It Helps Your Business:

  • Maximizes patient lifetime value.

  • Turns patients into advocates, promoting the practice.

  • Strengthens patient relationships for long-term success.

  • Supports sustainable business growth through improved retention rates.

Why Choose OmniSynergy?

OmniSynergy offers a unique blend of innovative strategies, industry expertise, and personalized service to help businesses streamline their operations and grow their digital presence.

From automated workflows to strategic marketing and engagement, we design solutions that are not just efficient but also scalable and results-driven, ensuring long-term success for your business.

Our dedicated approach means we focus on understanding your specific needs, providing hands-on support, and delivering measurable outcomes that truly make an impact.

Marcel Dudley

Digital Business Manger

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