Chiropractic snapshot mini-course

Six short visual lessons. Follow along in your own GoHighLevel account and you’ll be live by lesson 6.

Lesson 1 of 6

Install and brand the chiropractic snapshot

Get the snapshot into the clinic's sub-account and branded with the clinic's details and offers.

Import the snapshot link, then go to Account Snapshots > Imported Snapshots and push it to the clinic's sub-account.
Open Settings > Business Profile and add the clinic name, logo, address and time zone.
Go to Settings > Custom Values and fill in the doctor's name, phone, booking link and service area.
Confirm the new-patient, returning-patient and seasonal offers with the clinic and update those custom values.
If the clinic will store PHI, enable the HIPAA option and get the BAA signed before going further.

Agency → Snapshots → Load

Lesson 2 of 6

Make sure every web lead and missed call gets an instant, HIPAA-aware response.

Go to Sites > Forms > Builder and review the New Patient Request form fields.
Embed the form on the clinic website and connect any Facebook lead ad forms.
Open Automation > Workflows > 01 and set the team alert to the front desk manager.
Open workflow 02 and confirm the missed-call text-back is published.
Submit a test lead and check Conversations for the instant text and email.

Workflow 01 · Speed-to-Lead

Lesson 3 of 6

Set up the New Patient Exam calendar so booked exams actually show up.

Go to Calendars > Calendar Settings and edit the New Patient Exam calendar.
Assign the doctors and set availability to match the clinic's new-patient blocks.
Copy the booking link into the booking_link custom value.
Open workflow 04 and review the confirmation, 24-hour and 2-hour reminders.
Open workflow 05 and confirm the no-show recovery texts point to the booking link.

Calendars

Lesson 4 of 6

Use the Sales Pipeline to track every new patient from exam to accepted care plan.

Go to Opportunities > Pipelines and walk through New Patient Exam Booked, Exam Completed and Care Plan Presented.
Show the front desk how to move a card to Care Plan Presented after the report of findings.
Review workflow 07 so care-plan follow-ups cover scheduling, insurance and payment questions.
Move a card to Won when the patient starts care to trigger the welcome in workflow 08.
Check workflow 18 alerts so no prospect sits untouched for a week.

Opportunities → Pipelines

Lesson 5 of 6

Turn happy patients into reviews and referrals, and bring inactive patients back.

Go to Settings > Integrations and connect the Google Business Profile.
Confirm the review link in Reputation > Settings and in the review_link custom value.
Open workflow 11 and assign who receives private 1-3 star feedback.
Export inactive patients from the EHR, import them under Contacts and tag them 'start reactivation'.
Watch replies come into the Reactivation pipeline and book them from Conversations.

Workflow 14 · Reactivation

Lesson 6 of 6

Go live with missed-visit recovery and track the numbers that matter to the clinic.

Agree with the front desk on a daily routine to tag missed visits 'niche campaign', or connect the EHR via Zapier.
Open workflow 21 and confirm the copy and timing match the clinic's visit schedule.
Set up a smart list for wellness patients and tag them 'service due' at the doctor's recommended interval.
Schedule the year-end HSA/FSA campaign for late October.
Review the Dashboard monthly for exams booked, show rate, care-plan acceptance and new reviews.

Dashboard

One-time $397. Includes the snapshot, both PDFs, the walkthrough and the mini-course. Or get all 20 niches for $1,997.