Portfolio · Data + Tech · Healthcare
The Aspen Group
Patient scheduling + data foundation
The impact
One simpler way to book across brands, and a consent-first view of every patient.
The challenge
The Aspen Group runs a portfolio of consumer healthcare brands, including Aspen Dental and WellNow Urgent Care. Its online scheduling had slow pages, unclear steps and patterns that differed from brand to brand, and patients were dropping off before they booked. At WellNow, patient data and consent lived in separate tools, with no automated way to stay in touch after a visit.
What we did
We mapped the patient journey and rebuilt scheduling as a mobile-first, step-by-step flow that works across TAG's brands and supports new service lines like weight loss and telehealth. For WellNow we put Segment and OneTrust in place as the consent and customer data backbone, connected the clinical and engagement systems, designed the lifecycle CRM program and a PHI-aware tracking plan, and built an automation that pauses a clinic's ads when it is fully booked. For Aspen Dental we delivered a paid media performance review and a creative plan.
How it fits together
Consent first, then one view of the patient.
OneTrust captures each patient's preferences before any data moves. Segment builds a single patient profile on top of that, so messaging, media and reporting all work from the same consented data.
Patients
Website + scheduling
Where patients find a clinic and book
Consent
OneTrust
Preferences captured and honored first
Customer data
Twilio Segment
One patient view, governed by consent
Engagement
Messaging, media + analytics
Reminders, follow-ups and reporting
Next partner
Soliant
Owned apps for a staffing marketplace