Signature Case Study

Lakeshore Dental Group

Dental New-Patient Funnel Redesign

A trust-first redesign for a multi-provider dental practice that needed clearer insurance pathways, stronger provider credibility, and more qualified appointment requests.

Patient Intake UX Insurance Clarity Provider Trust Architecture Appointment Flow

New-Patient Requests

28%

Increase in qualified form submissions.

Form Completion

33%

Lift in completion rate after flow redesign.

Qualification Calls

22%

Reduction in repetitive pre-visit phone questions.

New Patients

+28%

Qualified new-patient requests.

Form Completion

+33%

Higher completion from cleaner flow.

Qualification Calls

-22%

Fewer repetitive front-desk calls.

Modern dental clinic reception area

Project Snapshot

From Generic Site to Trust-Led Patient Journey

The previous site listed services but did not answer the real questions prospective patients had before booking: insurance fit, provider confidence, urgency pathway, and first-visit expectations.

  • Before: unclear insurance details and weak provider trust signals.
  • After: intent-led pathways, stronger authority modules, and a cleaner intake flow.

Information Architecture

Organized by Patient Intent

Instead of listing every service equally, the new structure starts with urgent care, insurance, cosmetic goals, and first-visit guidance. This mirrors the order real patients use when deciding who to trust.

Insurance Clarity

Reduced Friction Before Contact

Insurance acceptance and financing options were moved into prominent, plain-language modules. Patients now get key coverage direction before submitting forms.

Trust Framework

Provider Proof at Decision Points

Provider profiles, certifications, years of experience, and treatment highlights are placed near appointment CTAs, reducing uncertainty for first-time visitors.

Post-Launch Optimization

Higher-Quality Intake Data

Appointment forms were refined to capture visit reason, urgency, and insurance context so front desk teams could schedule faster with less follow-up.

Conversion Blueprint

How New Patients Move Through the New Experience

1

Confirm Fit

Patients quickly see services, insurance options, and urgency paths relevant to their need.

2

Build Trust

Provider credentials and treatment proof reduce anxiety before appointment submission.

3

Request Visit

Simplified intake forms capture useful detail for faster scheduling and better lead quality.

Design System

Visual and UX Decisions

Readable Hierarchy

High legibility and clear section pacing to support anxious, time-sensitive healthcare decisions.

Trust Proximity

Proof elements are intentionally placed beside action controls to reduce hesitation loops.

Color Tokens

#D8AB4D #0F1A28 #79DBD5 #F3F5F8

Problem

Trust and Clarity Gaps

Patients could not quickly verify insurance fit, provider confidence, or appointment expectations.

How I Fixed It

Intent-Led Conversion Architecture

I rebuilt page flow around urgent intent, trust proof, and a cleaner appointment capture experience.

Design Decisions

Stability Over Noise

The interface emphasizes emotional calm, clarity, and predictable reading paths to reduce drop-off.

Result

Better Requests, Faster Scheduling

More qualified appointment requests came through with less back-and-forth for front-desk teams.

Performance Detail

Measured Outcomes at 6 Weeks

MetricBeforeAfterImpact
New-Patient Form Conversion3.9%5.0%+28%
Form Completion Rate41%55%+33%
Qualification CallsHighLower-22%

Execution Timeline

A focused four-phase process designed to improve trust and appointment conversion quality.

  1. Patient Journey Mapping

    Identified top concerns that blocked appointment form completion and trust formation.

  2. Architecture and Content Prioritization

    Reordered pages by intent, added insurance clarity, and structured treatment pathways.

  3. Design and Conversion Build

    Introduced trust modules and simplified form capture with better pre-qualification fields.

  4. Launch and Intake Optimization

    Refined labels and field ordering based on completion behavior to improve lead quality.