It is no news that as a doctor or healthcare professional, managing patient relationships, appointments, and follow-ups can be overwhelming.
From handling patient inquiries to ensuring timely reminders and maintaining records, your practice requires seamless coordination.
This is where GoHighLevel for Doctors comes in – an all-in-one platform designed to help you automate administrative tasks, enhance patient communication, and improve overall efficiency.
Go High Level isn’t just another CRM; it’s a complete patient engagement and practice management tool.
Whether you run a private clinic, a specialized practice, or a multi-location healthcare facility,
GoHighLevel provides automation, marketing, and communication tools to streamline your operations.
It doesn't matter what kind of doctor that you are:
You name it – GHL got you!
In this guide, I will show you how to use GoHighLevel for Doctors in the simplest form possible and grow your business this year.
Key Takeaways:
- GoHighLevel saves time by automating key tasks such as appointment scheduling, reminders, and patient follow-ups – you to focus on patient care.
- Improves patient communication through automated messages, appointment updates, and easy access to conversations, enhancing patient experience.
- Helps grow your practice by automating marketing campaigns, managing leads, and providing insightful analytics to boost patient acquisition and retention.
First – we will create an account and all of the strategies you can use will follow.
Let's start!
How to Set Up GoHighLevel for Doctors
Setting up GoHighLevel for your medical practice is a straightforward process.
Here's how to set it up:
Step 1: Creating Your GoHighLevel Account
Since you will be setting up your account – you should do that for FREE!
Luckily, you can get a 30-day free trial here.
To start, go to GoHighLevel.com/30-day-trial and you will be redirected to the page below.
Click on “30-Day Free Trial” and you will be asked basic information about your business, such as:
- Company Name
- Full Name
- Phone Number
- Email Address
Upon filling in everything, click on “Go To Step #2” where you will be asked to select the plan you want.
For now, you need to Select the GoHighLevel Unlimited Plan and you will be able to upgrade or downgrade later.
You will be asked to input your credit card details next – you will not be debited anything until the end of your trial.
After that, the next is, the onboarding process.
Step 2: GoHighLevel Onboarding
Once you finish the steps above, Go High Level will ask you some onboarding questions to ensure that your account is well set up.
Let’s take a look at them!
The first thing is to tell GHL more about your business, you would need to:
- Select the industry you operate in
- The primary purpose of using GoHighLevel
- The number of your customers
- And if you have a website
Supply the information based on what is right for you.
If anything isn’t clear to you now, select anything and continue because you can always change it later.
The next page will ask for your business address and billing information.
Then, you need to specify if you’re willing to resell GoHighLevel or not.
Reselling GoHighLevel means that you can resell the entire platform on your name – at your prices and keep the balance.
Just fill in the blank as you can see above and proceed to the next stage.
If you take a closer look at the image above, you will see that it’s asking you to select the tools you currently use.
Selecting the tools is going to keep you organized under one single dashboard.
So, select all that apply and proceed to the next stage.
And if you have none for now, just click on “Next ->“
So, the next stage will ask you to set up your password and a code will be sent to your email for confirmation.
Input the code and you will have the page below which confirms that your GoHighLevel account has been created.
I want to say congratulations, you have just set up your HighLevel account.
Now, you have access to your dashboard which looks like the image below.
Step 3: Set Up Your CRM & Patient Pipeline
- Import patient data or start adding new patients manually.
- Organize patients into pipelines based on their care stage (e.g., new patient, ongoing treatment, follow-up).
- Create custom tags and filters to segment patients by condition, service type, or visit frequency.
Step 4: Automate Follow-Ups & Appointment Reminders
- Set up SMS and email reminders to reduce no-shows.
- Automate post-appointment follow-ups to check on patient recovery and satisfaction.
- Personalize communication workflows based on patient history and treatment plans.
Step 5: Integrate Payment & Invoicing Systems
- Connect Stripe or PayPal for seamless online payments.
- Automate billing reminders and invoice generation for faster processing.
- Offer payment plans or subscriptions for long-term treatments.
Step 6: Build Funnels & Landing Pages for Patient Lead Generation
- Create a website or landing page to attract new patients.
- Set up lead capture forms for appointment requests and consultations.
- Use call-to-action (CTA) buttons to guide visitors toward booking a service.
Step 7: Set Up Reputation Management & Review Requests
- Automate review requests after patient visits.
- Monitor and respond to patient feedback on Google, Facebook, and other review platforms.
- Use positive reviews as testimonials on your website and social media.
Step 8: Optimize Workflows & Team Collaboration
- Assign tasks to staff members for a smooth workflow.
- Set up automated notifications for upcoming appointments and pending tasks.
- Use internal messaging tools to improve team communication.
By following these steps, you can fully integrate GoHighLevel into your medical practice, making patient management, communication, and marketing more efficient.
Key Features of GoHighLevel for Doctors
GoHighLevel provides powerful tools to help doctors and healthcare providers manage their practice more efficiently.
From patient management to automated reminders and secure billing, its features are designed to save you time, enhance patient communication, and improve overall workflow.
CRM & Patient Management
Managing patient records and tracking interactions is crucial for any medical practice.
GoHighLevel’s CRM (Customer Relationship Management) system allows you to:
- Store and organize patient details, appointment history, and treatment plans in one place.
- Track all interactions via calls, emails, SMS, and follow-ups to provide personalized care.
- Segment patients based on their treatment needs for targeted communication and follow-ups.
Automated Appointment Reminders
Missed appointments can lead to revenue loss and disrupted schedules.
With GoHighLevel, you can:
- Send automated SMS, email, and voice reminders to ensure patients don’t forget their appointments.
- Reduce no-shows and optimize your daily schedule.
- Personalize reminders with customized messages based on the type of visit.
Telemedicine & Virtual Consultations
Virtual consultations are becoming essential in modern healthcare.
GoHighLevel helps you:
- Schedule and manage online appointments seamlessly.
- Provide secure virtual consultations through integrated communication tools.
- Follow up with patients via automated messages after their virtual visit.
GoHighLevel for Doctors – Billing & Payments
Handling payments manually can be time-consuming.
GoHighLevel simplifies this by allowing you to:
- Generate and send digital invoices to patients.
- Accept online payments securely via credit card, PayPal, or Stripe.
- Set up automated payment reminders for outstanding balances.
HIPAA Compliance & Data Security
Patient confidentiality is a top priority.
GoHighLevel ensures:
- Secure storage of patient data with industry-standard encryption.
- Compliance with HIPAA regulations to protect sensitive medical information.
- Controlled access to patient records, ensuring only authorized personnel can view data.
GoHighLevel equips your practice with a complete suite of tools to manage patient relationships, automate workflows, and improve operational efficiency – all in one platform.
Enhancing Patient Communication & Engagement
Effective communication is key to building strong patient relationships and ensuring they receive the best care.
GoHighLevel helps you streamline patient interactions, automate responses, and improve engagement across multiple channels.
Unified Inbox
Juggling multiple communication channels – SMS, email, calls, and social media – can be overwhelming.
GoHighLevel’s Unified Inbox centralizes all patient interactions so you can:
- Respond to SMS, emails, and social media messages from one dashboard.
- Track past conversations for a seamless patient experience.
- Assign messages to specific team members to ensure prompt responses.
AI Chatbots & Automation
Patients often have common questions about appointments, prescriptions, or services.
Instead of spending time answering repetitive inquiries, you can:
- Use AI chatbots to provide instant responses to frequently asked questions.
- Automate appointment confirmations, prescription reminders, and follow-ups.
- Set up custom workflows to guide patients through their healthcare journey.
Reputation Management
Your online reputation plays a crucial role in attracting new patients.
GoHighLevel makes it easy to:
- Automate review requests via SMS or email after appointments.
- Collect patient feedback to improve services and identify areas for improvement.
- Monitor and respond to reviews on Google, Facebook, and other platforms to maintain a positive online presence.
By leveraging these tools, you can ensure timely responses, better patient satisfaction, and a stronger online reputation, all while reducing manual workload.
Boosting Patient Retention & Follow-Ups
Keeping patients engaged beyond their initial visit is essential for long-term retention and improved health outcomes.
GoHighLevel provides powerful automation tools to help you follow up, educate, and maintain strong patient relationships.
Automated Follow-Ups
Many patients forget or delay follow-up appointments, leading to gaps in their treatment.
With GoHighLevel, you can:
- Set up automated SMS and email reminders for follow-up visits.
- Personalize messages based on the patient’s treatment plan.
- Send post-appointment check-ins to ensure patient satisfaction and adherence.
Health & Wellness Campaigns
Beyond appointments, ongoing engagement is key to building trust.
You can:
- Create and send automated health tips, newsletters, and wellness reminders.
- Provide educational content on treatments, medications, and healthy habits.
- Personalize campaigns based on patient conditions or interests.
Patient Feedback & Surveys
Understanding patient experience helps you enhance care and grow your practice.
GoHighLevel allows you to:
- Send automated feedback requests after consultations.
- Use custom surveys to collect insights about patient satisfaction.
- Identify areas for improvement and increase patient loyalty.
By automating follow-ups and engagement, you ensure higher patient retention, better health outcomes, and a thriving practice.
Managing Operations & Team Collaboration
Running a successful medical practice requires seamless coordination between doctors, nurses, administrative staff, and other team members.
GoHighLevel helps streamline operations, automate workflows, and improve team collaboration for maximum efficiency.
Task & Workflow Automation
Manual tasks can slow down your practice and take time away from patient care.
GoHighLevel allows you to:
- Automate repetitive tasks like appointment scheduling, follow-up reminders, and billing notifications.
- Set up workflow automations to ensure smooth patient onboarding and treatment tracking.
- Use pre-built templates to create automated sequences for different patient needs.
GoHighLevel for Doctors – Pipeline Management
A well-organized patient pipeline ensures that no one falls through the cracks.
With GoHighLevel’s pipeline management, you can:
- Track where each patient is in their care journey (initial consultation, treatment, follow-up, etc.).
- Set up automated status updates and next-step reminders for both staff and patients.
- Improve patient experience by ensuring timely and consistent communication.
Team Collaboration Tools
A medical practice runs smoothly when everyone is on the same page.
GoHighLevel’s built-in collaboration tools allow you to:
- Assign tasks and responsibilities to different team members.
- Share important patient notes, appointment details, and treatment updates.
- Improve efficiency with real-time notifications and internal messaging.
By streamlining operations and improving collaboration, GoHighLevel helps you run a more organized, efficient, and patient-focused practice.
Industry-Specific Use Cases
How Different Medical Practices Benefit from GoHighLevel – GoHighLevel is versatile and can be customized for different types of medical practices.
Whether you run a private clinic, a dental office, or a specialized healthcare center, the platform helps you manage patient relationships, automate communication, and streamline operations.
Primary Care Clinics – Improving Patient Management & Engagement
For general practitioners, keeping track of patient visits, prescriptions, and follow-ups is crucial.
GoHighLevel helps by:
- Automating appointment reminders to reduce no-shows.
- Managing patient records and interactions in a centralized CRM.
- Sending post-visit check-ins to improve patient care and retention.
Dental Practices – Enhancing Patient Communication & Follow-Ups
Dentists need efficient scheduling, reminder systems, and patient follow-ups.
With GoHighLevel, you can:
- Set up automated cleaning and check-up reminders.
- Manage billing and payment automation for easy transactions.
- Send patient education materials on dental hygiene and treatment plans.
Chiropractors & Physical Therapists
Ongoing treatment and follow-ups are critical for chiropractors and physical therapists.
GoHighLevel enables you to:
- Automate follow-up appointment scheduling for continued care.
- Send personalized exercise plans and recovery tips via email or SMS.
- Use feedback surveys to measure patient satisfaction and adjust care plans.
Specialists (Dermatologists, Cardiologists, etc.)
Specialists often deal with referrals and long-term patient care.
GoHighLevel supports this by:
- Automating patient intake forms for faster onboarding.
- Tracking referrals and specialist appointments with a structured pipeline.
- Sending treatment updates and care instructions to improve patient adherence.
Mental Health Professionals
Therapists and counselors require secure, consistent, and discreet communication with patients. GoHighLevel helps by:
- Automating session reminders and follow-up messages.
- Providing a secure CRM for storing client history and progress notes.
- Enabling telehealth session scheduling with automated confirmations.
Regardless of the medical field, GoHighLevel helps you increase efficiency, improve patient communication, and automate workflows, making it an essential tool for modern healthcare practices.
Integrations & Customization
GoHighLevel is a highly flexible platform that allows you to integrate third-party tools and customize workflows to fit your practice’s specific needs.
Whether you need electronic health record (EHR) integrations, patient forms, or branded communication, GoHighLevel offers powerful options.
Third-Party Integrations – Connecting Essential Tools
Medical practices often rely on multiple tools for patient management, communication, and billing.
With GoHighLevel, you can integrate:
- EHR & EMR Systems – Sync patient records from platforms like DrChrono, Kareo, or AdvancedMD.
- Telehealth Services – Connect Zoom or other video conferencing tools for virtual consultations.
- Payment Gateways – Accept online payments via Stripe, PayPal, or Square.
- Google Calendar & Outlook – Sync appointments to avoid scheduling conflicts.
- Zapier Integrations – Automate data flow between GoHighLevel and thousands of other apps.
Custom Forms & Surveys – Collecting Patient Data Seamlessly
GoHighLevel allows you to create custom patient intake forms, feedback surveys, and consent forms without needing additional software.
You can:
- Design HIPAA-compliant intake forms for new patients.
- Collect pre-appointment information to streamline consultations.
- Send automated satisfaction surveys to improve patient experience.
White Labeling – Branding GoHighLevel for Your Practice
If you want a fully branded experience, GoHighLevel’s white-labeling feature allows you to:
- Customize the platform with your clinic’s logo, colors, and domain name.
- Create a branded patient portal for appointment scheduling and communication.
- Send SMS and email notifications using your practice’s name.
By leveraging integrations and customization, you can make GoHighLevel a seamless extension of your practice, ensuring efficiency, compliance, and a professional patient experience.
Case Studies & Success Stories:
How Doctors Are Using GoHighLevel – Many healthcare professionals have successfully integrated GoHighLevel into their practices, which leads to improved patient engagement, streamlined workflows, and increased revenue.
Here are a few real-world examples of how doctors have used GoHighLevel to optimize their operations:
Case Study 1: Private Clinic Boosts Appointment Show Rates by 40%
A small family medical clinic struggled with frequent appointment no-shows, affecting revenue and patient care.
After implementing GoHighLevels:
- Automated appointment reminders,
- Two-way SMS confirmations, and
- Reputation management system for post-visit feedback,
They saw a 40% reduction in missed appointments and increased patient retention.
Case Study 2: Dental Practice Generates More Leads & Bookings
A dental office wanted to improve online lead generation and automate follow-ups for new patient inquiries.
Using GoHighLevel’s:
- Funnel and landing page builder,
- Automated follow-up sequences, and
- CRM for tracking patient inquiries,
They increased new patient bookings by 30% in just three months.
Case Study 3: Chiropractor Automates Patient Engagement & Follow-Ups
A chiropractic clinic needed a better way to engage with patients between sessions and ensure they completed their treatment plans.
With GoHighLevel’s:
- Automated email and SMS reminders,
- Patient education sequences, and
- Reactivation campaigns for inactive patients,
They improved patient compliance rates and increased return visits by 25%.
Case Study 4: Mental Health Practice Improves Client Communication
A group of therapists wanted a centralized communication system to handle scheduling, intake forms, and follow-ups.
By using:
- Unified inbox for secure patient messaging,
- Custom online forms for intake & assessments, and
- Telehealth integrations for virtual sessions,
They streamlined patient communication and reduced administrative workload by 50%.
These success stories highlight how GoHighLevel can transform medical practices by reducing manual tasks, improving patient engagement, and driving revenue growth.
Frequently Asked Questions
These are common questions we often receive from doctors about using GoHighLevel for their practice.
Is GoHighLevel suitable for small medical practices?
Yes! GoHighLevel is perfect for small to medium-sized medical practices. It offers scalable features, such as automated scheduling, patient management, and marketing, that can grow with your practice. Its flexibility ensures it adapts to the needs of various specialties, whether you’re a solo practitioner or part of a small clinic.
How does GoHighLevel help with patient retention?
GoHighLevel enhances patient retention by automating follow-ups, sending personalized reminders for appointments, and collecting feedback to improve care. Regular communication, like appointment reminders and post-visit check-ins, helps keep patients engaged and encourages them to return for future appointments.
Does GoHighLevel support multiple team members and roles?
Yes, GoHighLevel allows you to assign roles to different team members and set permissions for access. You can have administrative access for yourself, while other team members (e.g., medical assistants, office managers) can have limited access to specific features such as scheduling or billing.
Can I integrate GoHighLevel with my Electronic Health Record (EHR) system?
GoHighLevel offers integration with many third-party tools, including EHR and EMR systems, via API or through platforms like Zapier. If your current system supports integration, you can seamlessly connect it to GoHighLevel, ensuring all patient data is synced and accessible in one place.
How secure is patient data on GoHighLevel?
GoHighLevel prioritizes security and complies with HIPAA standards, ensuring that patient data is encrypted and stored securely. Additionally, the platform offers robust user authentication protocols to ensure that only authorized team members can access sensitive patient information.
Can I customize GoHighLevel to fit my practice’s specific needs?
Yes! GoHighLevel is highly customizable. You can create custom forms, automate workflows, and design your own email templates to match your branding. The platform also supports white-labeling, allowing you to fully brand the platform with your clinic’s logo and colors.
Final Thoughts
GoHighLevel is more than just a CRM; it’s an all-in-one platform that streamlines patient management, enhances communication, and automates your practice’s workflows.
Go High Level integrates all the tools you need – appointment scheduling, automated reminders, patient management, marketing, and billing – HighLevel helps your medical practice run more efficiently, allowing you to focus on delivering exceptional patient care.
GoHighLevel empowers your medical practice to deliver efficient, high-quality care while improving your operational efficiency.
By implementing GoHighLevel, you’re not just adopting a tool; you’re investing in the long-term success of your practice.