How to Automate the Onboarding Process for the Standard Process 21-Day Purification Program

Modern Practice Management
How to Automate the Onboarding Process for the Standard Process 21-Day Purification Program

Automate the onboarding process for the Standard Process 21-Day Purification Program by codifying it as a Master Protocol in SupplementPractice.com — patient intake survey routes to a pre-drafted Purification template, Patient Direct fires the SP Cleanse + SP Complete + SP Green Food kit, and the printable 21-day schedule emails to the patient before their appointment ends.

Quick Reference

21-Day Purification Onboarding Automation

StepTriggerPatient Sees
1Patient books Purification consultPre-visit intake survey
2Practitioner approves Master Protocol21-day printable schedule
3Stripe chargesReceipt
4Patient Direct ships SP kitTracking
5Day 7 / 14 / 21 check-insAuto-emailed prompts

Why Automated Onboarding Triples 21-Day Completion

Manual onboarding loses 40–60% of patients before day 7 — they get lost in the kit, the schedule, or the timing. Automated onboarding turns the program into a guided journey with reminders at every step, lifting completion to 80%+.

Clinical & Technical References

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