Transforming Operations & Employee Retention for a Functional Medicine Practice

Client Background

A primary care and functional medicine provider in Lake Mary and Deltona area was struggling with high employee turnover and inefficient workflows. The constant hiring and training cycle disrupted operations, and the lack of clear systems led to inefficiencies that affected both staff morale and patient experience.

The Challenge

The practice was experiencing:

• A revolving door of employees, making it difficult to maintain consistency.

• Lack of structured SOPs (Standard Operating Procedures) for front and back office staff.

• An inefficient hiring process, leading to misaligned hires.

• Low employee morale and ineffective communication between leadership and staff.

• Gaps in patient experience, with inconsistent customer service.

These challenges impacted overall efficiency and patient satisfaction, making it crucial to implement long-term solutions.

The Solution

StrategiX Med Solutions stepped in with a comprehensive strategy to improve workflow, hiring, and employee engagement:

✅ Workplace Observation & Analysis – We spent time in the practice, identifying inefficiencies and workflow gaps before implementing changes.

✅ SOP Development – Created over 50 detailed SOPs for front and back office operations, ensuring consistency in daily tasks.

✅ Hiring & HR Support – Designed custom templates to help the office manager streamline hiring, and successfully recruited a highly qualified new employee to stabilize operations.

✅ Employee Coaching & Morale Boosting – Conducted one-on-one coaching sessions with staff, helped resolve internal issues, and improved communication between leadership and employees.

✅ Customer Service Training – Delivered an upscale customer service workshop, covering:

• Professional appearance and etiquette

• Effective patient communication techniques

• How to handle challenging situations with professionalism

• Front desk scripts to ensure a seamless patient experience

✅ System & Process Optimization – Assisted with smooth transitions of employees and system upgrades, eliminating inefficiencies and setting up workflows for long-term success.

The Results (In Just 30 Days!)

✔️ Developed over 50 SOPs, creating structure and clarity in operations.

✔️ Successfully hired a skilled new employee, improving office stability.

✔️ Streamlined hiring & HR processes, ensuring the right fit for future hires.

✔️ Resolved inefficiencies and implemented best practices for success.

✔️ Improved employee morale and communication, leading to a more cohesive team.

✔️ Enhanced patient experience, elevating the practice’s reputation and service quality.

Client Impact & Takeaway

By implementing clear systems, improving hiring, and coaching employees, this practice is now operating more efficiently, with reduced turnover and a stronger workplace culture. With a well-trained staff, structured SOPs, and a high-end patient experience, they are set up for long-term success and scalability.

Struggling with high employee turnover and operational inefficiencies?

StrategiX Med Solutions can help you build a stable, well-structured practice.