The situation
A three-doctor family chiropractic clinic in Tampa with two Webster-trained DCs and a strong prenatal-care reputation. About 600 active patients, with 70 active prenatal patients at any given moment. Strong intake of prenatal patients via Instagram and OBGYN referral. But the practice was hemorrhaging patients in the postpartum window.
The pattern: a prenatal patient delivered, the clinic congratulated her, and then… nothing. The patient was overwhelmed with a newborn, the clinic didn’t have a frictionless way to bring her back, and 6–10 weeks went by. By then, the prenatal relationship had quietly ended.
What changed
- Postpartum 6-week reminder cadence activated automatically when a prenatal patient marked “delivered” in their portal. Three gentle touchpoints in the first 6 weeks — empathetic, no pressure.
- Pediatric intake link auto-issued at delivery. Mom could book the newborn in 4 minutes via her phone, with the appropriate parental-consent flow baked in.
- Family billing consolidated mom + baby (and eventually dad) under a single account with sibling-discount logic.
- Milestone-note pediatric workflow captured “first solid foods,” “first walk,” “school physical due” — making the clinic feel like family rather than transactional.
What the numbers mean
The big lift wasn’t conversion rate at any single moment — it was not losing the relationship at the postpartum gap. Once the mother + baby were re-engaged, the natural family-care arc kicked in: spouse, older sibling, eventually all four family members became regular patients.
This case is illustrative. Specific clinic names and live numbers are not shared.
The unexpected unlock
The milestone notes. “Logged first walk on June 14” appearing in the parent’s portal made the parents feel known. Multiple parents independently mentioned this in Google reviews and word-of-mouth referrals to friends. It’s a small piece of automation with outsized emotional return.
What we’d do differently in retrospect
Build the spouse-conversion workflow earlier. The clinic naturally converted the mother → baby → toddler in the first 12 months. Spouse conversion (the dad walking in for his own care) took longer because the clinic didn’t have a specific touchpoint for it. We’ve since added a “your spouse is welcome” gentle email at the 90-day mark of a new family.
Book a demo → to see the prenatal-to-pediatric handoff live.
“We've always loved prenatal patients but we lost most of them after delivery. The 6-week postpartum sequence + the auto-issued pediatric intake link changed everything — most of our new moms now bring their newborns in within 8 weeks.”