Health & Wellness

EPIC Naturopath Snapshot

A comprehensive solution for naturopathic doctors and holistic health practitioners, offering patient acquisition systems, consultation workflows, treatment plan management, and supplement dispensary optimization.

EPIC Naturopath Snapshot

What's included

01 / Included

Marketing Materials

  • Patient communication email sequences
  • Social media content calendar for 12 months
  • Ad templates optimized for naturopathic keywords
  • Seasonal health promotion campaign frameworks
  • Educational webinar and workshop frameworks
  • Educational content on holistic health approaches

Operational Systems

  • Consultation efficiency protocols
  • Supplement dispensary management system
  • Lab testing coordination workflows
  • Treatment plan templates for common conditions
  • Staff training and performance tracking
  • Patient satisfaction measurement tools

Automations

  • Patient education and nurturing sequence
  • Appointment confirmation and preparation workflow
  • Treatment adherence support communications
  • Lab result notification and follow-up scheduling
  • Patient testimonial generation system
  • Supplement reorder and refill reminders

Sample workflows

02 / Workflows

Patient Acquisition & Onboarding

  • New patient inquiry management and education
  • Payment model explanation and financial clarity
  • Initial consultation scheduling and preparation
  • Comprehensive intake form digitization
  • Medical records collection and integration
  • Pre-appointment educational resources delivery

Consultation & Treatment Planning

  • Consultation room preparation protocols
  • Initial assessment documentation templates
  • Lab testing recommendations and ordering
  • Personalized treatment plan development
  • Supplement recommendations and dispensing
  • Patient education resource customization
  • Follow-up appointment scheduling

Follow-up & Ongoing Care

  • Treatment adherence check-ins and support
  • Lab result delivery and explanation
  • Treatment plan adjustments and documentation
  • Supplement refill reminders and fulfillment
  • Patient progress tracking and celebration
  • Wellness maintenance program enrollment

Practice Growth & Management

  • Patient retention and re-engagement system
  • Supplement dispensary inventory and turnover optimization
  • Practitioner productivity and profitability metrics
  • Specialty treatment protocol development and marketing
  • Patient referral program management
  • Community education event coordination
  • Professional referral network cultivation

Pricing & bundles

03 / Pricing
Most Popular

Snapshot + Vision Control™ | Ignite (Annual)

Bundle with annual subscription to Vision Control™ | Ignite

$3997 + $1470/year

Snapshot + Vision Control™ | Ignite (Monthly)

Bundle with monthly subscription to Vision Control™ | Ignite

$3997 + $147/month

This system transformed my struggling practice into a thriving business with a 58% revenue increase in less than a year. The patient education sequences dramatically improved treatment compliance, and the supplement dispensary optimization doubled our product sales without requiring additional inventory investment.
D

Dr. Rebecca Thompson, ND

Evergreen Natural Medicine · Portland, OR

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Vision Control dashboard