Pacific Heights

How TIEIT Helped Pacific Heights Medical Clinic Save 85% of Admin Time and Increase Bookings by 45%

THE CHALLENGE

An Inefficient, Time-Consuming Process

Pacific Heights was struggling with an outdated, inefficient workflow that required staff to manually manage patient communications across three different spreadsheets and 14 disconnected steps. Their existing software was outdated, lacked an API, and forced their team to spend hours every week on manual data entry, scheduling, and follow-ups.

Key Issues:

Staff was manually transferring patient data between systems.

Following 14 different steps just to book, confirm, and follow up on appointments.

Multiple team members had to manage six separate spreadsheets to track patient interactions.

No automated reminders led to missed appointments and unnecessary follow-ups.

Incorrect emails were being sent to patients. 

The existing software had no API for automation, limiting efficiency.

THE SOLUTION

A Custom Integration Powered by TIEIT’s Automation Engine

To solve these challenges, we developed a two-part solution that seamlessly integrated with their existing workflow while eliminating inefficiencies:

A Custom Chrome Extension – Since their legacy software lacked an API, we built a secure Chrome extension to push patient data directly into the new system without requiring manual entry.

A HIPAA-Compliant Patient Management Portal – We developed a custom secure portal to streamline patient records and automate communications, powered by TIEIT’s automation engine.

How It Worked

Automated Workflows

The new system eliminated 14 manual steps, drastically reducing administrative workload.

Seamless Patient Communications

Automated appointment reminders and follow-ups reduced the need for MOAs to manually call or email patients.

Improved Scheduling Efficiency

With real-time data syncing and automation, the clinic saw a 45% increase in booking rates within the first 14 days.

THE RESULTS

Massive Time Savings & Increased Bookings

%

reduction in admin time, allowing staff to focus on patient care.

%

increase in appointment bookings in the first two weeks.

Eliminated the need for three separate spreadsheets by consolidating all data in one system.

Significantly reduced MOA workload, cutting down manual calls and emails.

Want to Achieve Similar Results?

LET’S TALK

If your organization is still juggling manual processes, outdated software, and inefficient workflows, we can help. Whether it’s seamless integrations, custom automation, or optimizing your current systems, our team has the expertise to build a solution tailored to your needs.

With TIEIT’s powerful automation engine and our ability to customize workflows, integrate with existing tools, and streamline operations, we help organizations reduce admin time, improve efficiency, and drive measurable growth.

Let’s explore how we can do the same for you. Contact us today to discuss your challenges and see how automation can transform your operations

Contact us today to discuss your challenges and see how automation can transform your operations.

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