🏥 Doctor Transforms HighLevel Into HIPAA-Compliant Medical Practice Management Powerhouse

Speaker A: Foreign m.

Speaker B: From the Marketers Toolkit. I'm your host, Virginia Shower. And today I'm so excited because I have the absolute pleasure of bringing you someone who is not only an incredible physician, but also a visionary who has created some really cool things inside of the SaaS and high level ecosystem that I cannot wait for you to see. Dr. Rania Green. She's a board certified primary care physician who runs a thriving concierge practice in Middle Tennessee. When she set out to build a more personal, human style practice, she ran straight into the same problems many providers face. Disconnected systems, duplicated admin work, technology stack that wasn't built with clinicians in mind so most people would just adapt. But Dr. Rania built something better. She created Care Nexus, a uh, fully customized HIPAA aligned practice management solution that unifies M marketing, patient care, prescribing automations, data tracking and practice workflows all in one place. And now she helps therapists, physicians, med spas, chiropractors and cash based providers streamline their entire practice with the same system she built to solve her own pain points. So in today's episode, Dr. Rania shares how she transformed High Level into a clinical powerhouse. The surprising ways she's improved both patient experience and her quality of life. And how she uses customizations to help her medical providers reclaim time, revenue and sanity. So if you've ever wondered what's possible when industry expertise meets powerful technology, this conversation is going to inspire you. So let's step into The Spotlight with Dr. Rania Green. Welcome to today's episode of uh in the Spotlight series from the Marketer's Toolkit. Today we have Dr. Rania Green here with us. Thank you so much for being here, Dr. Rania.

Speaker A: Thank you so much for having me, Virginia. I'm really excited to talk to you today.

Speaker B: Awesome, awesome. So tell us a little bit about your background as a doctor and then what made you come into the SAS environment.

Speaker A: Yeah, so it was, it's been quite a serendipitous journey for me. So I am a primary care physician and I own and operate a concierge practice uh, in Middle Tennessee. And when I started out with my practice, the biggest up learning for me was really the marketing piece. Like although concierge, um, has been out for a few years, it's still quite new to people. So educating individuals on what this means to see a physician without using commercial insurance and what type of care we provide, it really required me to flex my marketing muscle which I did not have to do when I was an employed physician. Because all that's done for you. And so that was really my introduction to a CRM M and this concept of lead magnets and building an email list, um, and nurturing people to the point of sale. And so I had all of these other tools that I was using in terms of CRMs Calendlys and then I had to have an electronic health record to manage patient care. And I quickly grew very frustrated because none of these things talk to each other. Um, um, and I saw myself just doing like duplicative administrative tasks. And I was like, this is not why I went into private practice. I went into private practice for more freedom, more time with my patients, more time for myself and my family. And suddenly we're stuck, you know, putting the same information in multiple places. And so I was uh, lamenting to a tech friend about this and he was like, you know, you can do this. Like there's, you know, SaaS platform that can help you with this. And I already had some familiarity with high and because that was a CRM that I had that I was using. And so I said, well, really like how would that work? And so that led us down the path of customization and then the integration of a white label prescribing platform. So then it truly became the one solution to manage my practice, um, from beginning to end. And so here I am in the SaaS space sharing it with, with others like me. So it's, it's been a fun journey.

Speaker B: That's awesome. So do you sell your SaaS to like so.

Speaker A: Yes. Yes. So it's called Care Nexus and um, we provide subscription to membership based or cash based providers. So think therap therapists or behavioral health practices, primary care practices, med spas, chiropractors. Those, those are our target audience whether they need to uh, prescribe medications or not. Yeah.

Speaker B: Oh my gosh, that's so great. And so I assume too you have the HIPAA compliance all of your system. That is great. So what is the one thing that you're most proud of with your agency right now?

Speaker A: You know, the thing that really that I've just found a new passion around is helping providers solve their pain points. That has been really interesting to me because of the customization that's available with high level in the marketer's toolkit. You know, we can make your, your management software look however you want it to look. The customization of the notes. So when, you know, using the calendar feature a patient schedules with me, there's a form there that says the reason why they're coming in and there's a workflow behind that. So when they select their reasoning for coming in, there's a note template that comes in for me that's preloaded with how I typically document my patient care notes. And so that at the time of visit I'm able to edit it and sign it and it's done. You know, I didn't have that particular luxury when I was using a, uh, traditional EMR system, templates, but they weren't templates connected to notes. And then the backend automation of after the visit, you know, the visit has concluded. So then there's automatic emails that go out to my patients with their patient education. You know, what do we talk about today? What are our next steps? You know, people need reminders of any orders that I've placed and things of that nature. But then also another email goes out linking to my Google page so that you can send a review. And so then that's how I am able to like increase my SEO for my practice without the awkwardness of actually asking you to do a review on my behalf. But an automation goes out to serve that. So I mean, it has been a game changer for me and so I get really, really excited about sharing that with other, with other clinicians.

Speaker B: That is so cool. Um, do you have a success story of one of your clients that you can share with us, um, about something specifically, um, to their customization that you've been able to do?

Speaker A: Yes. So recently we have been able to onboard a surgeon, which is super exciting to me because, yeah, you know, I'm a primary care physician reaching out across the specialties, but a surgeon who is very specialized in, um, different practice that they, uh, provide to individuals. And one of her pain points was gathering data on her patients conditions before she even saw them and then continue continuing to collect data to see how their condition progressed. And so we were able to customize survey quizzes for her that the patients receive again at the time of booking that they're complete in the email. You know, we paired that with the custom value field so that all of that came into the contact profile and she's able to track it, you know, with the, with the scoring. And then there's another survey that goes out if you're an established, you know, patient. So we can kind of follow up on where we first started that initial survey and how those scores look different throughout the course of the treatment that she's doing with them.

Speaker B: Oh, that's so cool.

Speaker A: Yeah, I mean, so, I mean then, you know, it's her practice management, her clinical care. But then we start thinking about, like, now you're tracking data, right? Yeah, uh, perfectly. Positions you to then have more influential conversations with pharmaceutical companies and parts of industry that are curious about utilizing your patient population. You then have some metrics that you've been able to track all within your. Within your system that you're not necessarily running another report or need, you know, a research assistant to delve into. So I, I'm super excited about the customization pieces and the success that our clients are having with, uh, Care Nexus.

Speaker B: That's amazing. Um, um, do you want to share your screen with us and share with us some something that you've created?

Speaker A: Yes, absolutely. I'd love to share just kind of like what the profile here looks like. Can you see this? Okay. Virginia?

Speaker B: Yes. Yes, it's perfect.

Speaker A: All right. So obviously for HIPAA reasons, I just have myself pulled up, um, as a, as a sample patient. But you see, with Marketer's Toolkit, we were able to customize our panel and, and change contacts to patients to give it more of a, more of a feel of our approach here. Um, and then some of the other customized links that are related to our prescribing platform. Um, and so we added a button that allow us to go right into the iframe and allows us to prescribe medications.

Speaker B: Oh, that's great.

Speaker A: Uh, here. That's been sent for the patient, so you can, you can add. We have some favorites already picked, so I'll go with that one. But the pharmacy information pulls in just like a traditional electronic prescription that a provider would need to send. So you save it and it is electronically sent. If I just, um, click this button and send it over to that selected pharmacy, and it's gone.

Speaker B: Amazing. Amazing.

Speaker A: Yeah. So, I mean, I really love this feature. I mean, all of the correspondence, you know, that we've had with the patient, whether it be an email or a text reminder, all in one place that you really just can't get. In a traditional EMR system, the information is kind of fragmented and you have to bring it back into the patient's chart. But this is in one place that I'm tracking everything. Patients payments, their medical care, patient care notes, any medications that I've prescribed with them, any appointments that they've had with them, all of the traditional, um, you know, features that we love about high level that we've been able to customize, uh, for our practice.

Speaker B: Amazing. And so when did you actually come into finding the marketer's toolkit?

Speaker A: Last year. Last year, yes. Yes. So last year again, uh, I'm grateful to be, um, introduced to the Marketers Toolkit, um, by a marketer who was, who was utilizing it and told me about the amazing, uh, benefits and being able to, to customize my back end. So it's, it's really been an asset, um, not only to my pract, but obviously to the agency and being able to, um, sell the subscriptions to the agency.

Speaker B: That's amazing. That's amazing. And I love the, uh, details. I love the look, the very professional look that you have. I love the, um, esthetics that you have created with the Marketers toolkit as well on that sidebar. Would you mind pulling that up again so we can just look at the, um, sidebar menu?

Speaker A: Yes.

Speaker B: And did you reorganize the sidebar menu or is that, is it in the same order? I want to look at it again and see.

Speaker A: Yeah, it's slightly reorganized. We also kind of added some fields here that will bring us directly to like, labs, so, uh, to send in labs for patients or utilizing a second, um, compounding pharmacy. So again, it really changed the game for me in not having to leave this space to manage patient care needs.

Speaker B: Yes, exactly, exactly. That is so good. There's all those little details too that are in, um, in the Marketer's toolkit that we, that I personally forget about. That's inside, but you share it a lot. Thank you so much for these shares. Is there with somebody starting out their agency, if you could do it all over again, what advice would you give to them?

Speaker A: Wow. For starting an agency, you know, there are so many things, um, so many features, um, you know, as you alluded to with Marketer's Toolkit, we were just talking and I was like, what Virginia does that? Like, I didn't even know. I'm missing out on, um, some more features that I could be using. But I think maybe concentrate on one thing at a time so that you don't feel overwhelmed in trying to drink the ocean. If you will master one thing within your system and then move on to another. I hear a lot of agency owners talk about having subscription models that really just feature one part of High Level M and how the marketer's toolkit helps them with that. Like, so, for instance, customization of AI agents or the dashboards, people are really interested in tracking data and KPIs, so that's my advice is to, to figure out that one thing and then expand from there.

Speaker B: That is awesome. Thank you so much for this, these nuggets were so good and I know that people who are getting into, especially the medical industry, can really use some of your ideas that you've brought forward today. So thank you so much for being so generous with your information and with your, um, your.

Speaker A: Yeah, I thank you for having me. It's. It's truly my pleasure. I hope, you know, from the perspective of medical providers and clinicians, you know, getting them to understand how important it is to have strong systems in place is when you start, that's my advice for them, is like having strong systems when you start as opposed to getting tied up into multiple different platforms that you then have to untangle when you realize it's just not working for you.

Speaker B: Um, so that is really important, not knowing exactly what solutions you were solving at first. It wasn't until you really got in there and started working in the system that you knew you had, that you knew how you had problems to solve. Does that make sense?

Speaker A: Yes, yes, absolutely. And like I said, you know, for me, just the marketing piece of it was a new learning curve. So that piece of it was. And then like, oh, I wasn't fully using my back end to its full capabilities, quite honestly, in the beginning because I was like, well, you could be doing even more automations and workflows for this. And so going through that and then even now being challenged by some of our clients with some of the things that, you know, listening to their issues and then me knowing what the back end can do, I'm like, oh, there's a connection for that. There's actually an easier way we can do that. So, yes, I've been both, you know, surprised and delighted by just the expansion of what we've been able to do between our partnership with High Level in the marketer's toolkit.

Speaker B: Cool.

Speaker A: Cool.

Speaker B: Well, thank you so much again for being on with us today.

Speaker A: Yeah, this was fun. Thank you. Virginia.

Speaker B: Hey, it's Virginia again. I wanted to pop back in after the interview. I've had some time to sit with everything that Dr. Rania shared and I just want to highlight something that really stood out to me. When we talk about building a brand or building a system, people usually jump straight to colors, logos, visuals. But listening to Dr. Rania, it's so clear. Real branding is about solving problems. It's about creating an experience that actually supports your clients in the way they need. And that's exactly what she did. She didn't just make High Level look pretty, she made it functional. She made it intuitive. She built an interface that works the way medical providers think, with buttons, workflows, and customizations that honestly just don't exist in high level on its own. And that's where the marketer's toolkit comes in. The theme builder and the agency plan give you the ability to create those custom interfaces and the layouts and the user experiences for your clients. The things that turn a, uh, CRM m into a true solution. You get the power to solve bigger problems, charge higher retainers, and actually stand out in your knees. So if you're ready to build systems that not only look on brand, but work on brand, head over to themarketerstoolkit. Com and explore what you can create. Thank you so much for being here. Thank you again to Dr. Rania for her insight and I'll see you in the next episode.