Elite Dermatology

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    Voicemail closed
    Task: Website | 2018-02-12 | Chandra | #117961 |

    Please call, Christopher called Danny directly but did not state a reason 251-605-0634.


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    Edit Requests closed
    Task: Website | 2018-02-07 | charles.b | #117779 |

    1. Under “Skin Care” page Can you make “skinbetter science”
    All lowercase and no space between skin and better with “(R)” as a superscript? Thanks!

    2. Could we replace the wording of the first paragraph on the patient forms page with

    “We recommend you arrive 5-10 minutes early to your appointment to complete patient forms on our patient kiosk. If you prefer to print the forms, you may bring the completed forms to your visit or email them to info@elitedermatology.com. Thank you!”

    Also, I didn’t mean replace the 4 pages with just the one new page. Please replace the corresponding page out of the existing 4 with the new one. So there will still be 4 pages of patient forms. Let me know if you need me to resend the other forms. Thanks!


    2018-02-12 | charles.b
    closing task
    2018-02-08 | charles.b
    #1 still needs subscript added
    #2 completed forms issue addressed as well

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    Edit Request **DONE 
    Notes | 2018-02-07 | charles.b | #117763 |

    Could you please replace just the demographics form (1 page) of our patient forms in our website with this version?


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    Edit Requests from Connie (Already Tasked) 
    Notes | 2018-02-06 | charles.b | #117587 |

    Hope you’re doing well!
    I have a few changes that need to be made on the website.

    1. can we remove the “now open”s
    2. lets remove the blog feature
    3. Can we also add a scrolling feature for the specials on the front page? For instance I’d like to add the “buy any elta..” attachment in addition to the current special (10$ botox, 30% off fillers…) at the bottom of the page
    4. For the skin care section I would like to display products and their prices. Please see the example of what I’m looking for attached as “example”
    — we can group the products by brand – maybe have links that say: “EltaMD®” and “skinbetter science™
    — when patients click on the link it will take them to the products in that brand
    — Please also list the product price along with the product (I’ve attached a list of prices) – maybe have it pop up as the patient hovers over the product
    — The prices are the highlighted SRP prices not the wholesale prices, and not all products need to be on the website – just the ones that are highlighted
    — I’ve attached the product images for the skinbetter brand in this email. I will attach the eltaMD products in another email.


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    Website Edits closed
    Task: Website | 2018-02-06 | charles.b | #117580 |

    1. remove the “now open”s (over hero image and in promotions section)
    2. remove the blog feature
    3. add a scrolling feature for the specials on the front page. add the “buy any elta..” attachment in addition to the current special (10$ botox, 30% off fillers…) in the promotions section above the request an appointment section


    2018-02-08 | charles.b
    I removed blogs

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    Website Edits closed
    Task: Website | 2018-02-06 | charles.b | #117572 |

    1. On “Skin Better Science” and “EltaMD®” pages, use divi to add product images and list the name of the product as well as its price underneath the image in a new text module (I did an example for each – reference these) Reference price sheets attached for pricing for each product – please be sure to have “open in lightbox” option enabled for each image module.

    Necessary files attached – sent in email as well


    2018-02-08 | charles.b
    Looks good, thank you - closing task

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    Impact Marketing – SEO closed
    Marketing | 2018-01-26 | brent.d | #117024 |

    Chris,

    Great speaking with you today.

    I am glad I was able to answer all of your questions regarding our impact marketing package and the flexibility we have on each bundle.

    Per discussion: I know we spoke about doing potential SEO for the practice. I’ve attached a PDF of the different bundles within our Impact Marketing package.

    Look this over and we can touch base next week.


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    Edit request 
    Notes | 2018-01-22 | charles.b | #116645 |

    Hi Charles!
    Can we replace the Botox deal with this?

    _____

    Hello Connie,

    Thanks for the attachment, This will be added within 1-3 business days.

    I also changed the wording “Opening January 16, 2018” to “Now Open!”


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    Edit request 
    Notes | 2018-01-22 | charles.b | #116646 |

    Hi Charles!
    Can we replace the Botox deal with this?

    _____

    Hello Connie,

    Thanks for the attachment, This will be added within 1-3 business days.

    I also changed the wording “Opening January 16, 2018” to “Now Open!”


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    Update promotions image closed
    Task: Accounting | 2018-01-22 | charles.b | #116643 |

    Update promotions image with attachment


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    Wording changed to “Now Open” 
    Notes | 2018-01-15 | charles.b | #115417 |

    Wording over header image changed to “Now Open”


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    Going Live Items closed
    Task: Social | 2018-01-08 | charles.b | #114160 |

    1. Please add domain(s) to statuscake.com – Added
    2. Complete 301 Redirects – None
    3. Check Analytics & Reporting – Added
    4. Run theme images through ImageOptim – Done
    5. Add Favicon to customizer – Added


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    Email: Your Website is Live 
    Design | 2018-01-08 | charles.b | #114159 |

    Website Live since Nov 20 – sending email for CP purposes.


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    Add image + adjust hero image slider closed
    Task: Website | 2018-01-03 | charles.b | #113390 |
    1. Add attached image to home page underneath testimonials section; replace image of woman touching her face with promotional image attached
    2. Please add navigation circles on hero slider

    2018-01-08 | charles.b
    edits confirmed - closing task

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    Edit Requests 
    Notes | 2018-01-03 | charles.b | #113387 |

    Hi Charles!
    Hope you had a wonderful holiday and happy new year!

    Can we take out the release of medical records link that isn’t linked to anything?
    Can we add this ad to the page? Maybe near the bottom where you had a previous botox special? and keep the request an appointment next to it?
    OR if you think it will go well on the top where it scrolls through – that would work too.


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    Edit Notes from Belinda and Des 
    Notes | 2018-01-02 | charles.b | #113094 |

    Belinda:

    – missing map on contact page – ***added
    – footer hours: tuesday is miss abbreviated! – ***changed
    – insurance vs payment page text sizes are off, should these pages be combined? – ***Menu structure and page layouts decided on by Doctors.
    – services drop down and buttons require too much clicking and doesn’t look complete. Looks like it’s missing a lot. Would it be better if we jsust did the blog roll from divi?- ***Menu structure and page layouts decided on by Doctors.
    – did they order blog? why is the service turned on?
    – home; welcome section; hard to read the text – asked to make bold or larger

    Desirae:

    – security section in CP is not marked; please activate these items and mark CP
    – hero slider – all of the images are blurry! needs to be replaced – ***tasked
    – home; testimonials – should add a button for “read more” – ***tasked
    – home; “opening” section (under the testimonials) – add another button for “payment options” or “insurance” to fill this section – *** This was originally Promotions and will convert back to promotions once client decides on the particular specials they want to promote here (will be a slider)
    – office info page – redundant with the contact page; remove from the “patient resources” menu – *** Client had requested that there be 2 so visitors can access the contact info from both tabs
    – contact us – move address above the phone #, delete “our location” column, add the form on the right column instead – *** Client had requested that I format page to its current format – Will leave as is
    patient forms – the arrow on the buttons are off…do they not have forms yet?
    ALL services – please tell developer to format like a Blogroll instead (https://dentistporterranch.com/our-services/) *** tasked


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    Website Edits review
    Task: Website | 2018-01-02 | charles.b | #113071 |

    1. home; testimonials – Please add a button for “read more” – link to testimonials page
    2. ALL services – please format like a Blogroll instead (https://dentistporterranch.com/our-services/)
    3. Images in hero slider are blurry – do you need me to provide them again for you to update?


    2018-01-08 | charles.b
    images attached - lease make sure crops are similar to current crops
    2018-01-06 | developerrhythm
    #3 - I believe because of compression. But you can send me the images so that I can replace them. #2 - https://elitedermatology.com/our-services/

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    Edit Requests closed
    Task: Website | 2017-12-28 | charles.b | #112457 |

    On this page:  https://elitedermatology.com/patient-forms/

    1.

    “We know that your time is valuable, so recommend you register for the patient portal (deep link) to complete your new patient documents prior to your appointment to speed up the check-in process. If you prefer to print the forms, you may bring the completed forms to your visit or email them to info@elitedermatology.com. Thank you!”

    Please change the above to

    “We know that your time is valuable, so we recommend you register for the patient portal to complete your new patient documents prior to your appointment to speed up the check-in process. If you prefer to print the forms, you may bring the completed forms to your visit or email them to info@elitedermatology.com. Thank you!”

    Can we change the current 3 deep links to just 1? – use ilovepdf.com to combine PDFs

    NEW PATIENT FORMS
    — and include all 3 of these PDFs (financial policy and hipaa consent, demographics, and patient history form – final) in this link so they download all at once? I don’t know how to make them all 1 PDF – wondering if you could do that for me?

    2.

    “You may access your medical records through patient portal. If you want your records to be released to another physician or want your records from another physician sent to us please complete the following form and return to our office by fax or email.”

    Please change the above to:

    “You may access your medical records through patient portal. If you want your records to be released to another physician or want your records from another physician sent to us, please complete the following form and return to our office by fax or email”

    After Release of Medical Records button,  please add these 2 buttons.  Link opens in separate browser window.

    1. Medical Records Release to Elite Dermatology (link the PDF file attached – PHI release from OSH to ELITE)
    2. Medical Records Release to Outside Physician (link the PDF file attached – PHI release from ELITE to OSH)


    2018-01-03 | catherine.c
    https://elitedermatology.com/wp-content/uploads/sites/489/2018/01/New-Patient-Forms.pdf
    move financial policy (page 1) to the last page of PDF

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    Update Email for ALL buttons closed
    Task: Website | 2017-12-20 | charles.b | #111269 |

    Update link for all “request appointment” buttons to on home page to go to “Office Information” page


    2017-12-21 | charles.b
    Sorry Deepak I meant to task this to someone else - please disregard
    2017-12-21 | developerdeepak
    Need FTP details for update forms

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    Edit Requests closed
    Task: Website | 2017-12-19 | charles.b | #111071 |

    On the contact us page, can you move the contact us/ book an appointment column all the way to the left, keep the hours column in the middle, and move the elite dermatology column all the way to the right side. Also can you change the words elite dermatology to “Our Location”, then under it in smaller font write “Katy/Fulshear/Cinco Ranch Location”, then under that will be our address. Also with regards to contact us column, can you please place our phone numbers and fax at the top, then the zocdoc box under them.


    2017-12-19 | charles.b
    edits completed

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    Edit Requests 
    Notes | 2017-12-15 | charles.b | #110487 |

    Hi Charles,

    It looks like the menu bar at the top no longer stays in place when you scroll down. Did we do that on purpose?
    Can we take Tiffany’s review out from the scrolling testimonials as well – it was taken out of the testimonials page but I still see it in the home page.
    ___

    Hello Connie,

    Im not sure why that functionality was disabled, but I’m having it addressed right now.

    I also replaced Tiffany H’s review on the home page.


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    Menu bar no longer sticking closed
    Task: Website | 2017-12-15 | charles.b | #110483 |

    Menu bar no longer sticking as visitor scrolls down – please fix


    2017-12-19 | charles.b
    edits confirmed closing task
    2017-12-19 | charles.b
    edits confirmed closing task

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    Website Edit closed
    Task: Website | 2017-12-13 | charles.b | #110295 |

    Create each list as buttons (use divi builder and add 4 rows – distribute the number of items in each list evenly) and link them to appropriate pages. Maintain the alphabetical order

    Use this page as an example: http://christopherrizk.360sites.net/wp-admin/post.php?post=536&action=edit

    Do this for ALL pages under “Services” tab


    2017-12-14 | charles.b
    edits confirmed - closing task

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    Edit Requests 
    Notes | 2017-12-13 | charles.b | #110186 |

    1. Has the SSL been done/activated?
    2. Why do I keep getting the error below?
    3. Can we change all the words under the services section tabs (in the medical/cosmetic/surgical/tabs) to make it obvious that they are hyperlinks to more info? Currently it isn’t obvious and people don’t realize they can click on the words.
    4. Currently on the website main page, the word “home” at the top is encroaching on the logo.

    ____

    Hello Dr. Rizk,
    Yes the SSL has been activated.

    1/2. This is happening for particular pages where images were added to the site before it was http”s” secured. I will have to go back and target each page where this warning is showing up (it seems to be only affecting pages of your website with images) and reinsert those images to so that they are uploaded/read as “https”. Will try and have this done as soon as possible.

    3. Regarding making the text more apparent as links, they do change color and become underlined when you hover over them, but yes I agree in that it’s not quickly apparent that they’re links.
    I put together this option in which we can present each service as a button: https://elitedermatology.com/cosmetic-2/ But if I were to do this for all items in the ‘Medical’ page, the page itself would become much longer to scroll down, unless I add them in several parallel sections instead of keeping them as a continuous alphabetical list. Please let me know if you would like me to implement this option

    4. The design is fluid responsive and adjusts to browser/device sizes. I minimized my browser size and did get the same effect provided in your screen shot. There is a certain margin that when it is reached, will rearrange the menu items and logo to preserve an aesthetic presentation of these elements. You can adjust your browser size to view the effects of this functionality.


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    Edit Requests + Question Regarding SSL 
    Notes | 2017-12-12 | charles.b | #109889 |

    Hello Connie,

    1. Will have this addressed before the end of the day 🙂

    2. I updated the the link to point to your Contact page – I will also add a fillable form to this page that functions similarly to the fillable form on your home page (notification of filled form will be forwarded to your email)

    ____
    I still get this error only with our website:

    (screen shot of “connection is not secure (parts of site such as images)”)

    ______
    Hello Dr. Rizk,

    This is happening for particular pages where images were added to the site before it was http”s” secured. I will have to go back and target each page where this warning is showing up (it seems to be only affecting pages of your website with images) and reinsert those images to so that they are uploaded/read as “https”.


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    Website Edits closed
    Task: Website | 2017-12-11 | charles.b | #109555 |

    1. Please add attached logo “e” to the left of ‘Elite Dermatology’ in the header and footer areas.
    2. Link facebook icons to facebook link: https://www.facebook.com/EliteDermatology/
    3. Mobile Version: Please fix formatting of office hours near footer

     

     


    2017-12-13 | charles.b
    Thank you Rythm
    2017-12-13 | charles.b
    edits confirmed - closing task
    2017-12-12 | developerrhythm
    Updated the logo, #2 as I can see all of them are in right position (mobile) but if you see an issue please send me the screenshot. Thanks
    2017-12-12 | charles.b
    Hello Rythm,
    1. Please add more spacing between the 'e' and logo name
    2. The logo for mobile version isnt fitting right, please adjust

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    Edit Requests 
    Notes | 2017-12-11 | charles.b | #109548 |

    Dear Charles,

    First I wanted to say what a great job you have done with the website. It looks amazing!
    Second I did have some minor changes I wanted to add:

    1. We noticed our logo attached to this email is not on the website at all. We would like it incorporated into the banner to the left of ELITE dermatology as well as at the bottom of the page
    2. We made a facebook page for the practice and would like to link it to the facebook widget: https://www.facebook.com/EliteDermatology/
    3. In the mobile version of the website the hours of operation at the bottom of the page is formatted funny
    4. Can you take out this testimonial? “Everything about my 1st visit was great, except for for front desk, I didn’t received a warm welcoming when I first mentioned that I booked my appointment online.”


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     closed
    Task: Website | 2017-12-08 | charles.b | #109292 |

    For Mobile version:
    1. Make the “Opening January 16, 2018” visible
    2. Move Meet the Doctor and Welcome to Our Clinic sections to the top then the featured services underneath them


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    Website Edits closed
    Task: Website | 2017-12-07 | charles.b | #109240 |

    1. Link menu items in footer to appropriate pages
    2. Replace testimonials text on Home page testimonials slider with some testimonials from the testimonials page- When you change these, be sure to do so in “Text” mode, so that you dont change the code being utilized in the slider.
    3. Begin linking posts to appropriate Procedure text listed in each category page: Medical, Cosmetic, Surgical, Skin Care Products if the post doesnt exist yet, create it and write “Coming soon…” in content area.


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    Website Edits closed
    Task: Website | 2017-12-07 | charles.b | #109237 |

    1. Change the color of ELITE DERMATOLOGY in the footer from that pink color to a light gray
    2. Make the links in the medical/surgical/cosmetics pages more obviously. Maybe they change color when you hover over them or get underlined or become a little bigger?
    3. Please add attached Zocdoc widget next to social media icons in footer and on the Contact Us page under “Contact Us”

    Widget-Code-1
    2017-12-08 | charles.b
    Thank you Rythm - widget is working fine on my end - edits confirmed closing task
    2017-12-08 | developerrhythm
    Hi, I have updated the site, but please check the widget if it is ok because from my end it showing IP access denied.

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    Edit Requests 
    Notes | 2017-12-07 | charles.b | #109025 |

    Hi Charles,

    We’ve noticed all the changes and greatly appreciate all your hard work!

    We do have a few more edits in mind:

    1. Could we change the color of ELITE DERMATOLOGY in the footer from that pink color right now to a light gray?

    2. The quick links in the footer including about us, patient resources, and contact us are linked to unfinished pages. Can we link them to an appropriate corresponding page?

    3. The scrolling testimonials on the home page are still the stock testimonials and are not linked to the real reviews in the testimonials page

    4. Can we make the deep links in the medical/surgical/cosmetics pages more obviously deep links? I don’t know that patients will know to click on them for more information

    5. I provided some content for a lot of the posts over the past 2 days in the webpage editor but they are not linked to the deep links

    6. And yes, I would appreciate if you could begin creating placeholder posts for the items I haven’t made content for and I will go in and edit them asap

    7. we will provide the pdfs for the hipaa forms and new patient intake forms next week to add to the site

     

    8. — Would you also mind adding this zocdoc widget on to the website (attachment to this email)?

    Widget Code

    Widget Code

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    Follow Up 
    Notes | 2017-12-06 | charles.b | #108990 |

    Hello all,

    The majority of the edit requests have been addressed. This is what remains, which are minor:

    1. Home page: linking “meet the doctor” button to meet the doctor page
    2. Linking Cosmetic Services featured service button to Cosmetic Services page
    3. Adding testimonials form to testimonials page

    4. Updating footer office hours to reflect office hours on Contact Us page

    Do you have more edits in mind or write-ups for content that I can also begin creating posts for and linking this posts to the items in each service category? In the meantime, I can begin creating posts for each item listed in each service page just so that the posts themselves are present and accessible to add content to.


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    Add list of insurances closed
    Task: Website | 2017-12-05 | charles.b | #108670 |

    Add list of insurances in insurance page under Patient Resources tab with list provided in attachment.

    I’ve already set up the divi modules for this page – populate them as a bulleted list number of items in each module as 9-9-9-7 to distribute them evenly.

    Elite-Derm-Insurance
    2017-12-06 | charles.b
    edits confirmed - closing task

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    Edits closed
    Task: Website | 2017-12-05 | charles.b | #108429 |

    1. Home page: link “meet the doctor” button to meet the doctor page
    2. Link Cosmetic Services featured service button to Cosmetic Services page
    3. Add testimonials form to testimonials page

    4. Update footer office hours to reflect office hours on Contact Us page


    2017-12-08 | charles.b
    edits completed by charles - closing task
    2017-12-07 | charles.b
    update on this task?

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    Please add SSL for this site closed
    Task: Technical | 2017-12-04 | charles.b | #108346 |

    Please add SSL for this site ASAP as client would like it activated before the end of the week.


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    Please Charge for SSL closed
    Task: Accounting | 2017-12-04 | charles.b | #108336 |

    Please charge client $500 for SSL setup fee and add $49/mo to their monthly – please do ASAP! Ty!!!

    “With regards to the SSL, I would like to activate this ASAP, im happy to pay the $500 and the additional $49 (assuming that paying for this will Correct the inability to logon to the website that we are experiencing)
    – We will Hold off on the HIPPA compliance for now. ”


    2017-12-04 | chandra.t
    Monthly starts on the renewal 12/16/17.
    2017-12-04 | chandra.t
    Charged.

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    Follow Up from Chris and Connie 
    Notes | 2017-12-04 | charles.b | #108332 |

    (From Chris)
    Thank you Charles,

    – Thank you for working on the changes, I just want to ensure that all the emails Dr. Wang sent on December 1st and before will be addressed by this Wednesday (Dec 6th). This not only includes the 4 changes on this email chain, but also includes an Extensive word document that she emailed on December 1st. Please confirm that you received this word document and that it will be completed by December 6th.
    – With regards to the Logo, we do not want this change, please ignore that request
    – With regards to the SSL, I would like to activate this ASAP, im happy to pay the $500 and the additional $49 (assuming that paying for this will Correct the inability to logon to the website that we are experiencing)
    – We will Hold off on the HIPPA compliance for now.
    – Please let me know if you have any questions
    – Thank you so much for your hard work, I would like to mention that I am happy to pay you an extra fee Charles if you are willing to expedite the changes we want to make as we move forward

    _______
    (From Connie)

    Charles,

    I’m sorry the edits area all over the place .
    I compiled them all into this email:
    _________

    Hello Connie and Chris,

    Thank you for consolidating all of the information!

    I can confirm that myself and the support team are working on ALL of the above-listed items.

    Regarding SSL I will go ahead and have our account make the charges regarding this – once these charges have gone through, the site should be SSL certified by the end of the week.

    I understand the urgency of getting this new site up and functioning for your visitors. I’ll be sure to check the progress of these changes daily to help expedite the process and will make it my goal to have all of these edits done before the end of the week 🙂


    2017-12-04 | charles.b
    Also to further expedite the process, we do not have content for these procedures and would need you to add or provide them please:
    MEDICAL
    Basal Cell Carcinoma Cold Sores Folliculitis Fungal Infections Hair loss Keloids Molluscum Contagiosum Nail Problems Seborrheic Keratosis Shingles Squamous Cell Carcinoma Vitiligo COSMETIC
    Botox® and Dysport® Kybella® SURGICAL
    Cyst/Lipoma removal

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    Email sent regarding SSL and HIPAA 
    Notes | 2017-12-04 | charles.b | #108290 |

    Hello all,

    I have the first 3 requests being addressed at the moment. Typically edit requests are applied within 1-3 business days.

    Regarding #4: This falls under logo design work and unfortunately, would have to charge $100 to make this change – If you would like to avoid the charge – perhaps you can have the initial logo designer, make the changes in the original file, then provide me with the updated version?

    Regarding the Screenshot of “Your Connection Is Not Private” – This is happening because of the SSL (Secured Site Login) requirements initiated by Google. I can read in your initial quote that you had opted to postpone including SSL (as well as HIPAA) features to the site. To address the popup window being visible, SSL would have to be purchased, which we can then have implemented within this week.

    The pricing for is an initial fee of $500 + $49/mo charge added on top of your current $99/mo. The pricing would be the same for HIPAA features to be included as well. So for both Products (SSL and HIPAA), would come out to a $1000 initial fee and a total monthly fee of $197/mo.

    I was informed that the pricing I had quoted you will be changing for 2018 and would be best if you had purchased either or both within the month.
    Please let me know if you would like to move forward with either of these features.


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    Pricing discussed with Alec and Belinda 
    Notes | 2017-12-04 | charles.b | #108284 |

    Doctor had considered paying 6500 + 249 monthly but had opted out of getting SSL and HIPAA – (she is currently on what WAS Gold Package) but is paying what is NOW Select package. Only difference is that she was only interested in SSL and HIPAA (not ADApt)

    Client is not aware of the changes in the products and we have decided to not inform her of the changes so as not to confuse the client.

    Plan of Action:
    Charge Doctor a la carte for SSL and HIPAA – I will push her to purchase both products within this month as “These are 2017 prices which, will be changing in 2018”
    Pricing for both: $1000 + $99/mo on top of current monthly fee.


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    Edit Requests 
    Notes | 2017-12-04 | charles.b | #108116 |

    1. I think before any other changes are made I would like for it to be easily seen from the home page without scrolling that the office will be open January 16, 2018.

    2. Please replace “beauty with care” in all of the photos with:
    – achieve skin confidence
    – patient-centered care
    – friendly staff
    – same-day appointments available

    3. Please take out the following testimonial since it pertains to the front desk of a different office:

    ““Everything about my 1st visit was great, except for for front desk, I didn’t received a warm welcoming when I first mentioned that I booked my appointment online.”
    Tiffany H.”

    4. Can we add my name to below elite dermatology in the logo? Something like this:


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    Add text over hero image closed
    Task: Website | 2017-12-04 | charles.b | #108114 |

    Add a box with text over it that reads ” Opening January 16th, 2018!”

    ** This will be temporary and will be removed once the site is ready and live.

    box reference: http://anitamyers.360sites.net/

    Also,

    Please replace “beauty with care” in all of the photos with:
    1st slide – achieve skin confidence
    2nd slide – patient-centered care
    3rd slide – friendly staff
    4th slide – same-day appointments available


    2017-12-05 | charles.b
    edits confirmed - closing task
    2017-12-04 | charles.b
    Please make these edits as soon as possible - client is on a time crunch

    Leave a Comment:




    Edits for Deepak closed
    Task: Website | 2017-12-01 | charles.b | #107815 |

    1. ABOUT US tab –
    Add sub menu items
    (1) Meet the Doctor
    (2) About our Team

    For the meet the doctor page – include doctor photo along with the bio (attached)

    For the about our team page please include the following:
    “ Every member of the Elite Dermatology team is dedicated to ensure you are treated withcare, compassion, and respect. Our goal is to provide the highest quality and individualized care to each patient. Our friendly, energetic, and experienced staff will work hard to ensure a pleasant experience during your visit.”

    2. Create pages for these 4 listed services and add them as submenus under “Services” tab: (1) MEDICAL (2) COSMETIC (3) SURGICAL (4) SKIN CARE PRODUCTS

    Add below bulleted list in each service and link them to appropriate Post (If post doesnt exist, please create it, add “Coming Soon…” in content area, and link this post to wording)

    MEDICAL
    (add all of these items as a bulleted list in the same order – alphabetical)
    • Acne
    • Actinic Keratosis
    • Basal Cell Carcinoma
    • Cold Sores
    • Dry Skin
    • Eczema
    • Folliculitis
    Fungal Infections
    Hair loss
    Keloids
    Melanoma
    Melasma
    Molluscum Contagiosum
    Nail problems
    Psoriasis
    Rashes
    Rosacea
    Seborrheic Keratosis
    Shingles
    Skin Cancer Screening
    Skin Tags
    Squamous Cell Carcinoma
    Urticaria/Hives
    Vitiligo
    Warts

    COSMETIC
    (add all of these items as a bulleted list)
    Botox® and Dysport®
    Dermal Fillers
    Kybella®         

    SURGICAL
    (add all of these items as a bulleted list)
    Cyst/Lipoma removal
    Mole removal
    Skin cancer surgery

    SKIN CARE PRODUCTS
    “Coming soon”

    3. Replace OFFICE tab with PATIENT RESOURCES
    Add sub-menus:
    1)Office information
    (Office information content: Office hours M,T,T,F 9-4:30; W 9-12:30
    Office Location: address + google embeded map of location
    Contact us: phone and fax

    2)Insurance: “We accept the following insurance plans:” I will give you a list of which plans we take in an attachment to this email.

    3)Payment Options: “We accept all major credit cards, debit cards, and cash.”

    4)Patient Portal
    (“Coming Soon…”)

    5)Patient forms:
    “We know that your time is valuable, so recommend you register for the patient portal (deep link) to complete your new patient documents prior to your appointment to speed up the check-in process. If you prefer to print the forms, you may bring the completed forms to your visit or email them to info@elitedermatology.com. Thank you!

    Download new patient forms (create links for downloading forms which will include the following)
    -HIPAA form
    -Patient Intake Form
    -Financial Policies Form

    You may access your medical records through patient portal. If you want your records to be released to another physician or want your records from another physician sent to us please complete the following form and return to our office by fax or email.
    Fax: (281) 612-0051
    Email: info@elitedermatology.com

    -Release of Medical Records (link – doctor will provide form later)

    Conni-Wang-Bio
    2017-12-04 | charles.b
    Please make these edits as soon as possible (work on these edits first before any of the other tasks I had assigned you) - client is on a time crunch

    Leave a Comment:




    Edits for Sohan closed
    Task: Website | 2017-12-01 | charles.b | #107808 |

    1. Remove text for the BOTOX special and replace it with “Opening January 16, 2018” – (This is temporary text – another promotion will eventually be added).

    2. Replace skin cancer featured image on homepage with attached file

    3. On the Home page – change the link in the” meet Dr. Connie Wang” from “request an appointment” to “Meet the Doctor” – link it to Doctors bio page.

    4. Change the Featured service from BOTOX/Filler to “Cosmetic Services” and link it to the Cosmetic services page from the SERVICES tab

    5. Replace all testimonials on testimonials page with ones from this link: https://www.zocdoc.com/doctor/connie-wang-md-212003


    Leave a Comment:




    Edit Requests 
    Notes | 2017-12-01 | charles.b | #107756 |

    Can we make these changes to the webiste?

    1. take out the botox special since we will not be honoring that and people visiting the site might ask for it
    2. add a meet the doctor section
    3. change the link in the meet Dr. Connie Wang from “request an appointment” to a link to the doctor’s bio
    4. Maybe in the botox special section we could temporary put the open date which will be January 15?
    5. When I put my cursor on the highlighted services they all say something about moles – can we change it to text that applies to the service highlighted?
    6. Can we make the phone number at the bottom of the front page our phone number instead okay 1234567890?
    7. Change the hours to 9 – 4:30 Monday, Tuesday, Thursday, Friday. And Wednesday 9-12:30?

    ___

    More edits included in attached file

    Elite-Derm-Edits
    2017-12-01 | charles.b
    include photos of people of all ages, families, etc...

    Leave a Comment:




    Shutterstock image links 
    Notes | 2017-11-28 | charles.b | #107004 |

    Links for shutterstock images in case she wanted to change them again

    https://www.shutterstock.com/image-photo/extended-family-group-park-40275355

    https://www.shutterstock.com/image-photo/multi-generation-family-having-fun-garden-284522969?src=f5r6MQiaDJE6Pnn3lYhL_A-1-30

    https://www.shutterstock.com/image-photo/portrait-loving-african-american-couple-countryside-184844348

    https://www.shutterstock.com/image-photo/family-playing-seashells-on-beach-292626881?src=xnkg3Kd4wA3Evs-d83Fl2g-2-58


    Leave a Comment:




    Replace images for Featured Services closed
    Task: Website | 2017-11-28 | charles.b | #106999 |

    Please replace featured service images with attachments (attachments titled as appropriate service they are to replace)

    Please crop image as best you can


    Leave a Comment:




    Login Credentials for Connie 
    Notes | 2017-11-28 | charles.b | #106947 |

    http://christopherrizk.360sites.net/wp-admin/

    UN: cmwang87@gmail.com
    PW: zDhs9Xe^z3(mqiElg4o6kB3v


    2017-11-28 | charles.b
    http://christopherrizk.360sites.net/wp-admin/

    Leave a Comment:




    Follow up 
    Notes | 2017-11-27 | charles.b | #106787 |

    Hi Charles,

    Hope you had a great Thanksgiving and weekend!

    I was on the elitedermatology.com website and had a few comments:
    1. I think it’s supposed to say “Meet Dr.Connie Wang” instead of “meet dr. connie wangs”
    2. When and how can we fine tune the contents – I love the colors and layout but don’t particularly like the photos – I think I want some more families represented (particularly in the bigger scrolling photos) and less model-looking girls.
    3. Are the testimonials supposed to be up already?
    _________

    Hello Connie,

    I did have a great Thanksgiving and weekend 🙂 I hope it was the same for you as well.

    1. Sorry for the type, I’ve adjusted this
    2. Text and images we can change any time – I’ll go ahead and find/apply images closer to your preference you had mentioned above
    3. I added the current generic reviews as placeholder for when you begin to get actual Reviews concerning your practice – Once they’re available, just let us know and we can replace them 🙂


    2017-11-28 | charles.b
    Hello Connie,
    Sorry for the late response, I've been going through the rest of my emails. But yes I will be helping you throughout the development of your website all the way up to making it live.
    Regarding changes to text and content, If you'd like, I can give you a brief tutorial through a screen sharing application to show you how to make text/image changes yourself. There are some images/text that must be changed on our end though (such as header/featured services images).
    Or if you prefer, you can make a word doc containing a numbered list of edits you'd like me to make and I can begin working on these changes.
    Whichever your preference just let me know!
    2017-11-28 | charles.b
    Good morning Charles,
    I was wondering if you could clarify some things about the development phase.
    - Who is my point of contact - will someone contact me?
    - How do I go about making changes?

    Leave a Comment:




    PSD to WP: Christopher Rizk closed
    Design Task: Development | 2017-11-22 | charles.b | #106386 |

    URL: christopherrizk.360sites.net

    Please develop theme based on provided PSD in dropbox. FTP and credentials have been confirmed.

    Include hover effects in appropriate areas and link all buttons/links to related pages.

    Below are specific instructions:
    • Please add effects of your choosing throughout the site to make it more Dynamic
    • Make testimonials background image parralax
    • Reference services tabs from this website https://synergywellnesscenter.com/ for featured services effects
    • Please incorporate the SEO title based on the following formula: [pageTitle] – [city]+[specialty [practiceName].
    • Do NOT add SEO title individually per page, use Site-Wide SEO on Customizer.

    Charles B.
    charles.b@optimized360.com


    2017-11-28 | charles.b
    looks good thank you rythm - closing task

    Leave a Comment:




    Email: Design Approval 
    Design | 2017-11-22 | charles.b | #106385 |

    Hello Dr. Connie Wang and Chris,

    Your design has been approved!

    Approved concept URL:
    https://360controlpanel.com/wp-content/uploads/2017/11/Connie-Wang-Draft.jpg
    If you have any major changes to the design, please let us know. Other than that, your design has been submitted to our development team. This process will take about 1-2 weeks and if you have any content material, please send them my way. This includes photos, biographies, forms and anything you’d like to mention onto the site. You’ll get more opportunities to review the site and make additional changes as well.


    Leave a Comment:




    F/U to/from Dr. 
    Notes | 2017-11-21 | charles.b | #106170 |

    This looks AWESOME!
    It’s exactly what I’m looking for! The colors and layout are perfect!

    Thank you so much for your work on this!
    Please let me know how we should proceed from here.

    Happy Thanksgiving!!!

    Response:
    Hello Connie,

    I’m glad you like it!

    If you are happy with the overall structure and colors being used, we can move onto the development stage?

    In this stage, our developers will input functionality within your website and I’ll be inputting content for the inner pages. Afterwards, I will provide you a link to your temporary domain where you’ll able to navigate through/ review the different pages of your website and make further changes if need be.

    Happy Thanksgiving as well!


    Leave a Comment:




    F/U to/from Dr. – Confirmation to go Live 
    Notes | 2017-11-21 | charles.b | #106168 |

    This looks AWESOME!
    It’s exactly what I’m looking for! The colors and layout are perfect!

    Thank you so much for your work on this!
    Please let me know how we should proceed from here.

    Happy Thanksgiving!!!

    Response:
    Hello Connie,

    I’m glad you like it!

    If you are happy with the overall structure and colors being used, we can move onto the development stage?

    In this stage, our developers will input functionality within your website and I’ll be inputting content for the inner pages. Afterwards, I will provide you a link to your temporary domain where you’ll able to navigate through/ review the different pages of your website and make further changes if need be.

    Happy Thanksgiving as well!

     

    Client Response:

    Yes I think we can move on to development. You nailed it, Charles!!!


    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-11-20 | charles.b | #105958 |

    Hello Dr. Connie Wang and Chris,
    Based off of our discussion I have compiled a design draft for your review. Please take a moment to review this concept and let me know of any changes you would like to see. Additionally, we want to focus on the layout and colors of the design, as the text and images can be changed at any given time.

    Thank you,
    Charles


    Leave a Comment:




    New Design closed
    Task: Website | 2017-11-17 | charles.b | #105663 |

    Logo files and Dr. profile image in this link:
    https://www.dropbox.com/sh/oe3uj6g55ky6f7w/AACwTSD1Pq2z8nFfYx8XSp0La?dl=0

    Examples:

    sba-skincare.com
    -Reference colors from this site

    breast-surgery.com.au
    -Reference colors from this site as well

    synergywellnesscenter.com
    -Reference testimonials section from this site (but make it a little smaller)
    -Reference navigation bar area

    https://www.kloraneusa.com/?SID=32bc377v127r037c03as095e84
    Reference “A passion for plants and Nature” element for Doctor Bio
    and another spot of your choosing

    Category:

    Dermatology

    Layout:

    Open
    slight sectional

    Sections / Features:

    Social Media Links
    Featured Services
    Promotions
    Contact Form
    Office Map
    Doctor’s Bio
    Office Summary

    Featured Services:

    1. Acne
    2. Mole check/removal
    3. Rashes
    4. Skin cancer
    5. Botox/Filler

    Overall Feel:

    Modern
    Elegant
    Simple and Clean
    Visual (Minimum Text)
    White & Bright

    Colors:

    Pastel/Neutral
    Lavender – light and dark
    Soft greys
    Natural greens

    Images:

    People
    Closeup
    Flower image to add some color


    2017-11-28 | charles.b
    Thank you Sachit - closing task

    Leave a Comment:




    Connie sent email requesting updated ad 
    Notes | 2017-11-17 | charles.b | #105659 |

    Email from Client:

    Hey Charles,

    I think you already spoke to Chris about having some sort of temporary thing on the website as a place holder.
    I have a lot of patients at my current practice asking where I’m going and asking about a website – so I just would like a very simple temporary page up stating that Elite dermatology will be opening on Jan 16 2018 and I will be the practitioner there. I made an ad for something else, I’m wondering if this would be okay to use. I’m open to what you come up with too.

    I’ve attached a different version of the ad than Chris sent you. I think it’s more appropriate.

    Response:
    Hello Connie,

    Yes I did speak with Chris concerning this, but I went ahead and updated the ad to the one you had provided.

    I’m waiting for a pathway to be created for your hosting files to connect to the domain name “elitedermatology.com” but don’t believe this will be finished until Monday. In the meantime, you can share this link with your clients:
    http://christopherrizk.360sites.net/

    Once the pathway is ready I will make the domain name live so that this website shows up when people search elitedermatology.com. (sorry if the temporary domain prefix was supposed to be your name instead of Chris’! It will only be like this until Monday when the site goes live.)


    Leave a Comment:




    Original DNS + IP 
    Notes | 2017-11-17 | charles.b | #105642 |

    Name Server: dns191.a.register.com
    Name Server: dns056.b.register.com
    Name Server: dns010.d.register.com
    Name Server: dns152.c.register.com

    208.91.197.39


    Leave a Comment:




    Dr. Rizk Sent email requesting that site go up right away 
    Notes | 2017-11-17 | charles.b | #105609 |

    Hey Charles,

    Several people have started asking about our office, I understand the website will take time to make but we need a temporary website ASAP, can you basically upload the attached AD as our website until we finalize our full website? We just need people to be able to google Connie wang and find elite dermatology!!! That way they can get our phone number!! The ad is attached. Please let me know.

    Login Credentials:
    register.com
    username: jjc7329
    password: jc2017

    Put attached ad into website

     

    Had asked if people google search Connie Wang M.D. Dermatology, if this can lead directly to the site/ad he had provided.


    2017-11-20 | charles.b
    Email sent:
    Hello Connie and Chris,
    I just wanted to let you know that the temporary site has been activated - elitedermatology.com
    Because the website is so new, Google as well as other Search engines are still indexing some of the keywording throughout the website and so searches for specific keyword combinations may take several days to become associated with the site.
    Please let me know if you have any questions!

    Leave a Comment:




    Initial Conversation 
    Notes | 2017-11-14 | charles.b | #104520 |

    Spoke with Connie, not Rochelle. We mainly went over the websites she had provided. (mentioned that she was just googling different sites – didn’t spend much time looking)
    Overall they’re typical examples of modern, clean, sectional, full-width sites. She didn’t really have much to say about what she liked about each site – I had to verbalize what I was seeing and she was agreeing what I was describing for the most part.

    For all sites, she liked that the menu navigation bar stuck as you scrolled down. Most sites WERENT sectional but she did have the most to say about the sectional site example she had included. She does like something that is visual and simplistic/clean.

    Thinking of suggesting more custom website examples for her consideration, as the examples she had provided were somewhat the same.

     

    sba-skincare.com
    Mainly liked the color scheme of this site

    breast-surgery.com.au

    Liked how site was visual, simple, colors (Prob copy the functionality of navigation bar)

    synergywellnesscenter.com

    somewhat liked the functionality of the featured services here.

    drinksoma.com

    Didn’t have much to say concerning this site – I had pointed out the circle shapes to break up the squares throughout the site which she liked

    kloraneusa.com

    She mentioned that she doesnt remember why she had included this site – I had mentioned it was mainly a product listing page.


    Leave a Comment:




    Spoke w Dr. left VM to Connie 
    Notes | 2017-11-14 | charles.b | #104474 |

    Dr. Rizk informed me that Connie would be the main point of contact for the project, Connie had filled out the Questionnaire, Dr. Rizk hadnt looked at it and felt it was best I go over all of these aspects with Connie. Left Connie a voicemail.


    2017-11-14 | charles.b
    Hello Dr. Rizk and Connie, Thank you, I'll go ahead and communicate through this thread between the 3 of us! And yes please If you can include the login credentials for the registrar where you had obtained the domain. That will be really helpful once we're ready to make the website live.

    Leave a Comment:




    Design Questionnaire 
    Notes | 2017-11-14 | charles.b | #104445 |

    360 Design Questionnaire 2016
    Submission Date
    Your Name
    Desired Domain(s)
    Do you have an existing Site? Practice Name
    Secondary Title (Dr. Name)
    Practice Telephone
    2017-11-13 17:21:29 Connie Wang www.eliteDermatology.com No
    Elite Dermatology Connie Wang
    4603 FM 1463 Ste 100 Katy
    Texas
    77494
    United States (281) 6120050 Yes
    Social Media Links Featured Services Promotions Contact Form Office Map Doctor’s Bio
    Office Summary
    Modern
    Spa-Like
    Elegant
    Simple and Clean Visual (Minimum Text) White & Bright
    https://www.sba-skincare.com/
    http://www.breast-surgery.com.au/ https://synergywellnesscenter.com/
    https://www.drinksoma.com/ https://www.kloraneusa.com/?SID=32bc377v127r037c03as095e84
    Light Background (dark text)
    Lavender – light and dark Soft greys
    Natural greens
    Neutral

    Practice Address
    Will you be the decision maker during this process?
    Sections
    Overall Feel
    Please Give us Examples of Websites You Like
    Light or Dark
    Select Colors

    Image Types
    Ethnicity
    Age Group Demographic
    Specialty
    Your Images (Upload or Email) People
    Closeup
    Flowers/Colorful
    Specialty (Medical, Dental…) All
    Adults
    Working Class
    Upscale Dermatology
    Acne
    Mole check/removal Rashes
    Skin cancer Botox/Filler


    Leave a Comment:




    Create Temp Site closed
    Task: Website | 2017-11-13 | charles.b | #104294 |

    Please create temporary site and include client original content (if any).


    Leave a Comment:




    Email: Design Introduction 
    Design | 2017-11-13 | charles.b | #104293 |

    Hello Rochelle and Dr. Christopher Rizk,

    Welcome to Optimized360!

    My name is Charles B. and I will be the designer working with you every step of the way, starting from concept to going live! I had a quick meeting with your account rep. this morning to discuss your account and review the notes you initially had.

    Please take a few minutes to fill out our design questionnaire below (If you haven’t already done so through the link Danny had provided). This should give you a better idea of the variety of elements that are featured in an effective design.

    URL: https://form.jotform.us/61947943668171??Designer=charles.b@optimized360.com&cpId=104155

    After we gain a better sense of what you are looking for I can start the design process. If it is easier for you to explain this via phone we can schedule a phone interview instead.

    I look forward to working on this design with you.

    Charles B.
    charles.b@optimized360.com


    Leave a Comment:




    NOTE FOR FUTURE – SSL & HIPAA Forms 
    Notes | 2017-11-13 | Danny | #104264 |

    Rochelle wanted to do hipaa forms which i had gone over with them the 360 Shield at the time.

    Did a few proposal revision but Dr decided to do the website first and then decide on the SSL and HIPAA-related features. I believe it came down to pricing right now since its a new started and his goal is to setup the site then add this feature. He is aware of all the security features that is at risk.

    All the quotes are in previous proposal (now expired).


    Leave a Comment:




    Website Design (New Project) closed
    Task: New Project | 2017-11-13 | Danny | #104262 |

    – Dr. Rizk (EXTREMELY NICE) & Rochelle (his manager, she’s more technical).
    – New practice opening around Jan 2018
    – has logo already (please request)

    pleas esend intro email.


    Leave a Comment:




    Design Interview Scheduled – 11/14 at 9:30am PST closed
    Task: Other | 2017-11-13 | Danny | #104256 |

    sent questionnaire already. Dr requested for tomorrow. Tried to do it on Wed to allow some time but dr wants to start tomorrow. Told him he has to fill out the questionnaire by tomorrow which I had sent him already.


    2017-11-16 | charles.b
    Ticket has been completed. Closing ticket.

    Leave a Comment:




    Website Design (New Order) closed
    Task: Accounting | 2017-11-13 | Danny | #104250 |

    Gold: $4,500 + $99/m

    e-signed by Dr.
    Chan, please check before setup of charges.


    2017-11-17 | chandra.t
    Charged 11/16/17.
    2017-11-13 | danny.n
    Ok to set for tomorrow. Scheduled interview tomorrow morning.
    2017-11-13 | danny.n
    "I logged in and paid online. Thanks. Sincerely, -Christopher Rizk, M.D. Baylor College of Medicine, Houston, Tx Department of Dermatology Rizk318@gmail.com 251-605-0634"

    Leave a Comment:




    Revised Estimate – OPT OUT OF 360Shiled Add-on 
    Estimates | 2017-11-13 | Danny | #104234 |

    Dr. Rizk called, stated that he had a group meeting with the partner and decided to hold off on the SECURITY Package (360Shield). PLEASE SEE ALL HISTORY NOTES, THIS IS THE 3RD Revised Proposals.

    They want to move forward with the website makeover and to send an updated proposal with the ORIGINAL PROPOSAL when i first spoke to Dr.

    ALSO NOTE FOR FUTURE: I had originally quoted him $4,500 + $99/m which is $500 more than regular GOLD. This is technically equivalent to SELECT pricing released TODAY at $4,500 + $99/m which is GOLD + SSL feature.

    Sent to dr to fax or e-sign to start.


    Leave a Comment:




    Phone Conference – Rochelle (Nurse/Consultant) 
    Estimates | 2017-11-09 | Danny | #103431 |

    Spoke to Rochelle for the 1st time (been emailing back/forth after my phone call with Dr. Rizk last month), we decided to speak over the phone to cut the back/forth cause she had a lot of technical questions.

    Extremely nice, she’s a nurse/consultant helping the Dr with the technical features which Dr has no clue. She was looking for hipaa forms submitted through the site. I went over with her in details how it works  and she is well aware that the staff will need to manually enter it into the software at the office because I told her if she’s looking for direct integration to reduce staff’s time, that has to go through the patient portal setup by the software which she now understands and is ok. Her goal is to have it available for new patients streamlining it for them and not necessarily for the office. She mentioned that she believes the software has the capability that I was talking about and will contact them in the future to see the cost.

    Overall, we decided to talk because there was a gap in communication and questions that Dr was asking vs hers. Dr was impressed with us so far talking to me hence why he asked Rochelle to reach out to me via email (communicated the past week). I’ve sent Dr a proposal for Web + Marketing and Rochelle 360Shield separately.

    Now that I have a better understanding, I told her to simplify everything, ignore those 2 proposal, I will send a new updated proposal for the Website (Gold + 360Shield) and Marketing (PPC/SEO) but will work on the WEb first and then the Marketing (per her request).

    Sent rochelle & Dr. rizk updated proposal to review, also included the initial email usually sent to new leads following phone call highlighting everything along with examples.

    Potentially hot lead and most likely will order soon.


    2017-11-09 | danny.n
    Dr. Rizk called to discuss the new proposal sent to him and rochelle which merged the 2 previous proposals. Dr wasn't sure why there was an increase which I clarified to him that Rochelle wanted to capability for patients to submit forms. Dr was ok and understand and was just inquiring. Also asked why it jumped from $99 to $249/m whcih is the security package which i explained that cost involves the security of the domain and it wasn't our cost but the servers and license and why it is necessary. He also asked if there were other reasons which I stated it helps with SEO which is what he had inquired about too. Marketing will be next step once site is near launched as discussed with Rochelle. Dr appreciated all the explanations and will ge tback to me. ALSO IMPORTANT, i forgot to select SSL which is included in the proposal

    Leave a Comment:




    Calendly with Rochelle 11/9 at 8:30 am 
    Leads | 2017-11-08 | Danny | #103276 |

    “10:30 am CST. I’m assuming this is a telephone call and not a gotomeeting or teleconference. My phone number is 832-646-4344.

    Rochelle”


    Leave a Comment:




    Missed Call & Email – Voicemail from Dr. Rizk 
    Leads | 2017-11-08 | Danny | #103052 |

    Dr called, lm stating to give him a call.

    emailed me at 8am:

    Give me a call back ASAP at the number below. Thanks Danny.
    Sincerely,

    -Christopher Rizk, M.D.
    Baylor College of Medicine, Houston, Tx
    Department of Dermatology

     


    2017-11-08 | danny.n
    waiting to confirm CST or PST. Told her either one would work.
    2017-11-08 | danny.n
    "Can we do tomorrow morning at 10:30 am?"
    2017-11-08 | danny.n
    called Dr back 1st thing, went to his cell's vm. lm.

    Leave a Comment:




    Rochelle’s Resp.- Possibly Schedule Call 
    Leads | 2017-11-07 | Danny | #102835 |

    “Danny:

    Thank you so very much for your email(s). I am struggling with comparing apples-to-apples with other bids. Your quote is significantly lower than others and I can’t tell why? Do your online forms allow the patient to fill them out on line and submit? And is this information sent to the office via their practice management software? I am not a huge software/technology person but I do know what we want. Perhaps a phone call would be beneficial?

    Best,


    2017-11-07 | danny.n
    told her it woudl be best if we speak so i can clarify all the questions vs going back/forth. Also can figure out what exactly they are looking for to create a custon proposal. Told her to use the link in my email to schedule a call. Told her that we have very few comparable competitors and they charge on avg $10000 with limitations. Waiting her to confirm day/time for a phone conference.

    Leave a Comment:




    Estimate with 360 Shield or HIPAA EMAIL/FORMS 
    Estimates | 2017-11-07 | Danny | #102615 |

    Sent separate proposal in addition to the last created proposal per Rochelle’s separate request.

    This is based on today’s price sheet


    2017-11-07 | danny.n
    also fwd emails sent to Dr. Rizk for her to have on file for comparison and so she's up to speed

    Leave a Comment:




    Email Introduction from ROCHELLE LAMPORT – rochelle_lamport@yahoo.com 
    Leads | 2017-11-03 | Danny | #102048 |

    “Danny:

    I am the medical practice consultant working with Dr. Chris Rizk, who you spoke to recently. We are a start-up dermatology practice and need to get 2-3 quotes on website design HIPAA online forms, hosting and SEO. You may have sent a quote already, but I would like to compare apples to apples and not try and decipher what one company offers when the “scope of work” per se is not the same. Could you please send me the quote so I can see it side-by-side with the others? We would ask that you give us “best pricing” for all areas as we have two other quotes that we are looking at, as well.

    Thanks so much!”


    2017-11-03 | danny.n
    replied back to her to see if she has a copy of the email that i had sent dr rizk. Told her the proposal had everythign with exception to the HIPAA form which i can quote. Waiting for her to let me know before i send her a new update proposal (will propose a custom 360 Shield package) with all the information. Assured her when it comes to QPS, ours is very competitive since she is gathering info comparing apples to apples. told her to let me know who she is comparing us to so i can point out to her the difference bt us and them. Will wait for her response.

    Leave a Comment:




    Phone Conference 
    Estimates | 2017-10-18 | Danny | #97030 |

    Finally was able to speak to dr, extremely nice. Dr is opening a clinic from scratch with a partner around Jan 2018. Has a logo already and looking for “SEO”. Doesn’t know much about SEO so I gave him a crash course in SEO and how it works educating him and also what to avoid and also the expectation since he is in Houston and has no online history. Advised dr to go with PPC and if he can, to do SEO as well. PPC will get him immediate traffic. Proposed PPC MGMT for him. For SEO, told him the importance of on-site SEO (his website’s quality vs going with a template). Dr understands. Told dr a min of 50 hours is recommended for SEO cause Houston is saturated with high traffic volume.

    Gave him overview of what we do vs others when it comes to QPS. Gave him outline of our streamlined design process as well. He did see my initial email with our current projects.

    Dr has a logo already and does not want/need anything else for now cause its a new startup but will add later on as his practice grows.

    Dr asked to send proposal so he can review with his business partner. Hot lead but will see based on his budget and his partner who he needs to consult with as well.

    Sent him an email with contract, dr stated he will respond once he receives it.


    2017-11-01 | danny.n
    dr called back, lm. Was in a meeting (company)
    2017-11-01 | danny.n
    called dr back. Dr was very nice stating he will give me a call back.
    2017-11-01 | danny.n
    missed call this morning at 7:22am
    2017-10-25 | danny.n
    called, spoke to Dr. EXTREMELY NICE. Told dr that i called to see if he got the email cause i didn't get a reply. Dr was nice and said he got it and his apologies for not responding to confirm. he said he's still waiting for his partner to review whcih should be this week. He asked if i can f/u with him next week via phone. CALL HIM next week.
    2017-10-25 | danny.n
    sk on 10/22 twice at 12:49pm and 2:22pm

    Leave a Comment:




    Initial Contact 
    Leads | 2017-10-18 | Danny | #96970 |

    Called, went straight to his vm. Sent dr an email with general information and also asked dr call me back and/or reply back to my email to confirm receipt.


    2017-10-18 | danny.n
    dr called back twice but i was on another line. Called dr back 20 mins later. Dr was very nice. Asked if he can call me back in 30 mins. Told him i'll keep my line open but do have another call at 2pm. currently it is 1:15pm

    Leave a Comment:




    Initial Assessment 
    Leads | 2017-10-18 | Danny | #96963 |

    No website yet. Seems to be in Houston, TX based on this:

    https://www.bcm.edu/people/view/christopher-rizk-m-d/b2443e45-ffed-11e2-be68-080027880ca6


    Leave a Comment:




  • Domain Information
    Client Registrar
    Hosts Email
    Alias Info
    Registrar Info

    Milestones
    .360temp.com

    Intro & Gallery URL:
    Site Sucker & 301s:
    Site Username (subdomain):
    Map Domain in Pagely/WP:
    Customizer:
    Additional Pages:
    Review:
    Tutorial:
    Website is Ready:

    Cancelled
    301:
    Other Products:
    Status Cake:
    Live Online:
    Analytics Setup:
    Jetpack Stats Setup:
    Analytics ID:
    Google Account

    Analytics by Client

    Shared Dropbox
    Custom Content
    Please submit a task to create content.
    ADDITIONAL EMAIL TO:

    ADDITIONAL EMAIL TO:

    ADDITIONAL EMAIL TO:

  • FTP / Logins
    Website Location:
    Godaddy / 360 Sites
    Subdomain
    FTP USER

    FTP PW

    Shared Dropbox
    Domain Information
    Exclusivity
    Ownership
    Client Registrar
    Hosts Email
    Website Hacked
    Hacked on:
    Resolved?


    Alias Info
    Registrar Login
    Milestones
    Introduction: 2017-11-13
    Questionnaire: 2017-11-14
    Site Download/Site Sucker:
    Temporary Site: 2017-11-21
    Concept: 2017-11-20
    Approved: 2017-11-22
    Add to Upwork
    Add Developer to Temp Site
    Review: 2017-12-29
    Design # and Download: 2017-12-29
    Image Optim: 2017-12-29
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake: 2018-01-08
    Live Online: 2018-01-08
    Analytics Setup: 2017-12-29
    Analytics Report or Jetpack Setup: 2017-12-29
    Analytics ID:
    Google Account

    Analytics by Client
    Custom Content
    Ordered Topics: (please submit a separate ticket)
    ADDITIONAL EMAIL TO:


    Additional Recipients:




    Previous Concepts:
    Additional Recipients:

    Message for Client:

    Task for Developers:




    Add new milestone to Upwork.com Add new milestone to Upwork.com
    Add Developer to Temp Site: 360developers 360developers103259
    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:

  • MILESTONES
    Website Backup:
    Introduction:
    Questionnaire:
    Concept:
    Approved: 2017-11-22
    Developed:
    Sitemap, Submissions, 301:
    Check Other Products:
    Analytics Applied:
    Review:
    DC is Ready:
    DC is Live:
    Cancelled
    Previous Design #

    Previous Site Removed:
    Previous Location:
    Previous Subdomain:
    Godaddy / 360 Sites / 360 Temp

    Previous FTP USER

    Previous FTP PW

    ADDITIONAL EMAIL TO:



    Additional Recipients:
    Attach File(s):


    Previous Concepts:
    Additional Recipients:

    Message for Client:


    Task for Developers:


    Add new milestone to Upwork.com Add new milestone to Upwork.com
    Add Developer to Temp Site: 360developers 360developers103259

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:



  • Video Information
    Added to vendor DB
    Checked for alias
    Placed on site
    Declined (note reason why)
    Cancelled

    COMPANY
    Media Med
    Media Med Integrated
    3D4 Dental
    Optio: register w/client info
    Swarm
  • Facebook
    Account Access:
    Active
    Cancelled
    Google Plus
    Account Access: PIN: F/U: URL: Active
    Cancelled
    Twitter
    Twitter
    Active
    Cancelled

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:




    Facebook
    Google
    Twitter
  • Blog Schedule
    Monthly
    None


    Notes

    After submitting the form, copy + paste the EDIT SUBMISSION URL on the thank you page here:



    Need topics? See a list of topics here.

    Initial Blog DQ
    Social Media Access

    Facebook

    Account Access:
    Active
    Cancelled

    Google Plus

    Account Access:

    PIN:
    F/U:
    URL:
    Active
    Cancelled

    Twitter

    Twitter


    Active
    Cancelled

  • Logo Milestones
    Intro:
    Concept:
    Approval:
    Sent Files:
    File URL: Decline to Use (note reason why):
    Cancelled

    ADDITIONAL EMAIL TO:





    Additional Recipients:



    Previous Concepts:
    Additional Recipients:

    Message for Client:
    Instructions to Place on Website (ticket)
  • Username: Password:
    Reviewed:
    Placed on Website:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    Reviewed:
    Active:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    CSR: Pagely Ticket Created:
    Domain Mapping: DB Search & Replace:
    Active/Completed:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

  • Email
    HIPAA
    Regular Email

    Active
    Cancelled

    Inboxes Created:
  • BRC - Reputation Management
    Pending
    Active
    Placed on Site
    Cancelled

  • Marketing




    STEPS
    Ordered:
    Account:
    Waiting for Live Website
    Ad Setup
    Test Ad
    Active
    Paused
    Cancelled
    SEARCH ENGINES
    Adwords
    Yahoo/Bing
    Remarketing
    Display (generic)
    Video
    Mobile
    Other Campaigns (see notes)
    SEO
    Pending
    Monitored by oDesk
    Paused
    Cancelled

    KEYWORDS

  • ORDERED/PAID
    Template



    Website
    2017-11-13
    2017-11-16
    Mobile
    Fluid Responsive
    2017-11-13
    2017-11-16
    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security
    2017-12-04
    2017-12-04
    ADApt


    Others


    360 Plan



    Estimates | 2017-11-13 | Danny | Revised Estimate – OPT OUT OF 360Shiled Add-on Ordered

    Gold


    Initial: 2 Payments of $2,249
    Monthly: $99


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map

    Ownership

    Own the Custom Design We Create

    Exclusivity

    Design Will Be Exclusive to Your Area

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    On-Site SEO

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x - includes all default features listed on far left. Month to month contract. guaranteed competitive

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Estimates | 2017-11-09 | Danny | Phone Conference – Rochelle (Nurse/Consultant) Expired

    Gold w/ 360 Shield


    Initial: 2 Payments of $3,249
    Monthly: $249


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map

    Ownership

    Own the Custom Design We Create

    Exclusivity

    Design Will Be Exclusive to Your Area

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    On-Site SEO

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x features continued on next column

    continue...

    Regular Price:

    Initial: Payments of
    Monthly:

    HIPAA Email

    HIPAA Compliant Email Storage

    HIPAA Form

    HIPAA Compliant Form Storage

    - includes all default features listed on far left. Guaranteed Competitive. Month to month contract

    Google Adword & SEO

    Regular Price:

    Initial: Payments of
    Monthly: **

    Advanced SEO

    Ongoing SEO (10hrs/m)

    PPC Management

    Google Adwords Management

    ** MARKETING CAMPAIGN Options: TBD near website launch. * Google Ad (PPC) Management: 15% of Marketing budget allocated each month determined by Dr. towards Google. Full Transparency with full access to campaign. Month to month contract. * Advanced SEO: $25/hour - recommend 50 hours per month.

    COMMENTS:

    2017-11-09 | danny.n
    Dr. Rizk called to discuss the new proposal sent to him and rochelle which merged the 2 previous proposals. Dr wasn't sure why there was an increase which I clarified to him that Rochelle wanted to capability for patients to submit forms. Dr was ok and understand and was just inquiring. Also asked why it jumped from $99 to $249/m whcih is the security package which i explained that cost involves the security of the domain and it wasn't our cost but the servers and license and why it is necessary. He also asked if there were other reasons which I stated it helps with SEO which is what he had inquired about too. Marketing will be next step once site is near launched as discussed with Rochelle. Dr appreciated all the explanations and will ge tback to me. ALSO IMPORTANT, i forgot to select SSL which is included in the proposal
    Leads | 2017-11-08 | Danny | Calendly with Rochelle 11/9 at 8:30 am


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Leads | 2017-11-08 | Danny | Missed Call & Email – Voicemail from Dr. Rizk


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-11-08 | danny.n
    waiting to confirm CST or PST. Told her either one would work.
    2017-11-08 | danny.n
    "Can we do tomorrow morning at 10:30 am?"
    2017-11-08 | danny.n
    called Dr back 1st thing, went to his cell's vm. lm.
    Leads | 2017-11-07 | Danny | Rochelle’s Resp.- Possibly Schedule Call


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-11-07 | danny.n
    told her it woudl be best if we speak so i can clarify all the questions vs going back/forth. Also can figure out what exactly they are looking for to create a custon proposal. Told her to use the link in my email to schedule a call. Told her that we have very few comparable competitors and they charge on avg $10000 with limitations. Waiting her to confirm day/time for a phone conference.
    Estimates | 2017-11-07 | Danny | Estimate with 360 Shield or HIPAA EMAIL/FORMS Expired

    360 Shield


    Initial: 2 Payments of $750
    Monthly: $149


    x

    HIPAA Email

    HIPAA Compliant Email Storage

    HIPAA Form

    HIPAA Compliant Form Storage


    HIPAA Email/Forms

    Regular Price:

    Initial: 2 Payments of $249
    Monthly: $49

    HIPAA Email

    HIPAA Compliant Email Storage

    HIPAA Form

    HIPAA Compliant Form Storage


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-11-07 | danny.n
    also fwd emails sent to Dr. Rizk for her to have on file for comparison and so she's up to speed
    Leads | 2017-11-03 | Danny | Email Introduction from ROCHELLE LAMPORT – rochelle_lamport@yahoo.com


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-11-03 | danny.n
    replied back to her to see if she has a copy of the email that i had sent dr rizk. Told her the proposal had everythign with exception to the HIPAA form which i can quote. Waiting for her to let me know before i send her a new update proposal (will propose a custom 360 Shield package) with all the information. Assured her when it comes to QPS, ours is very competitive since she is gathering info comparing apples to apples. told her to let me know who she is comparing us to so i can point out to her the difference bt us and them. Will wait for her response.
    Estimates | 2017-10-18 | Danny | Phone Conference Expired

    Gold


    Initial: 2 Payments of $2,249
    Monthly: $99


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map

    Ownership

    Own the Custom Design We Create

    Exclusivity

    Design Will Be Exclusive to Your Area

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    On-Site SEO

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x - includes all default features listed on far right. Guaranteed Competitive. Month to month contract.

    PPC Management (Google)

    Regular Price: $499

    Initial: 0 Payments of $0
    Monthly: $99*

    PPC Management

    Google Adwords Management

    * Flat Rate of $99/m. Dr will determine budget allocated towards Google directly each month. Full Transparency with full access to campaign. Month to month contract.

    Advanced SEO

    Regular Price: $499

    Initial: 0 Payments of $0
    Monthly: $25/hour*

    Advanced SEO

    Ongoing SEO (10hrs/m)

    * $25/hour. Recommend 50 hours per month for Houston, Texas - Dermatology keyword.

    COMMENTS:

    2017-11-01 | danny.n
    dr called back, lm. Was in a meeting (company)
    2017-11-01 | danny.n
    called dr back. Dr was very nice stating he will give me a call back.
    2017-11-01 | danny.n
    missed call this morning at 7:22am
    2017-10-25 | danny.n
    called, spoke to Dr. EXTREMELY NICE. Told dr that i called to see if he got the email cause i didn't get a reply. Dr was nice and said he got it and his apologies for not responding to confirm. he said he's still waiting for his partner to review whcih should be this week. He asked if i can f/u with him next week via phone. CALL HIM next week.
    2017-10-25 | danny.n
    sk on 10/22 twice at 12:49pm and 2:22pm
    Leads | 2017-10-18 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-10-18 | danny.n
    dr called back twice but i was on another line. Called dr back 20 mins later. Dr was very nice. Asked if he can call me back in 30 mins. Told him i'll keep my line open but do have another call at 2pm. currently it is 1:15pm
    Leads | 2017-10-18 | Danny | Initial Assessment


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS: