Client Snapshot
A multi-location aesthetic-surgery group where surgeons double as owners and primary decision-makers. With no dedicated IT department, the practice relied on a mix of cloud EMR, in-house booking software, and ad-hoc automations built by contractors.
- Services: Security, quality, architecture audit
- Client: Techco
- Location: New York,NY,USA
- Completed Date: Ongoing
Project Requirement
Rapid patient-volume growth exposed bottlenecks in scheduling and follow-up workflows.
Disparate systems (EMR, CRM, marketing funnels) produced data silos and compliance risk (HIPAA, PCI).
Manual hand-offs created 3–5-day lags from consult to quote, hurting conversion.
Leadership lacked clear metrics to decide whether to hire staff or invest in new tech.
TechPulse Engagement
“The secret to surpassing your goals isn’t just setting them—it’s installing the systems to sustain them.”
TechPulse performed a Comprehensive Tech Due Diligence + Process & Delivery Governance Audit focused on clinical workflows, patient data security, and revenue drivers.
TechPulse Engagement
Automation & Integration Map – catalogued 27 manual touch-points between EMR, payment gateway, and marketing suite.
Security & Compliance Deep-Dive – SAST/DAST scans and HIPAA gap analysis revealed multiple high-risk data-exposure paths.
Process Metrics Dashboard – instrumented lead-to-procedure funnel (consult, quote, booking, post-op) with real-time KPIs.
AI-Assisted Follow-Up Prototype – integrated GPT-powered chatbot to automate post-consult education and photo collection.
Additional Wins
Surgeons gained 6 hours/week previously spent on admin tasks.
Marketing spend re-allocated using unified analytics, lifting ROAS by 41 %.