A strategic guide created by UpMedico | www.upmedico.com. Need help or advice on healthcare marketing? Write to Angelo at [email protected], and let’s chat!

To save it as a PDF*,* go to File → Print →  Select “Save as PDF”

Before downloading this template, enjoy the video “ Mastering Patient Journey” below and let us know your thoughts!

https://www.youtube.com/watch?v=-Aao83bwQn0

Most clinics lose patients not because of bad care—but because of friction in the experience. That’s why we created this Patient Journey Mapping Template—to help growth-focused healthcare providers identify gaps, improve conversions, and increase lifetime value at every stage.

📌 How to Use This Template

• Use this as a live document with your team
• Review each phase quarterly
• Track KPIs and adapt based on results
• Pair this with your CRM, email platform, or booking software

🧭 The 5-Phase Patient Journey

Each phase includes: goals, key metrics, channels, pitfalls, and clear action items.

1. Awareness

How people discover your clinic.

• Goals: Educate. Build visibility.