Doctor of Oriental Medicine Michael Forman, DOM,PA was looking to re-brand his online presence to reflect his focus on clinical nutrition and acupuncture and improve the efficiency of his practice.

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Streamline  patient management processes for greater efficiency in order to more effectively handle an ever increasing volume of patients.  Create a new website more closely aligned with his practice message.


Process efficiency project included mapping out the specific tasks of the various roles within the practice, identifying bottlenecks and areas for automation.  Created a training video and job aids to support implementation of the streamlined processes.  Provided strategy guidance on practice growth.  Conducted a CRM software comparison against the specific requirements of the practice.  Implemented a CRM tool to automate portions of the process and better track patient interaction.  Developed a new responsive WordPress website, including content written to reflect the market focus of the practice.


More efficient and automated processes, greater capacity for patient appointments and an enhanced online presence.

From The Client

“Diane has been working with me to streamline my patient management and has done a great job. She is a whiz at understanding what you do, seeing the bottlenecks and helping to create a better way to do it. She is also very resourceful when it comes to things like company image, branding and web/social media presence. I highly recommend working with her.”
Dr. Michael Forman DOM PA