What happens when a board-certified physician gets fed up with disconnected practice management systems? She builds something revolutionary.
Dr. Ronya Green runs a thriving concierge practice in Middle Tennessee, but when she started her private practice, she hit a wall: CRMs, calendars, and EMR systems that didn't talk to each other. Frustrated by duplicative admin work and fragmented patient data, she did what most doctors don't—she built her own solution.
The result? Care Nexus—a fully customized, HIPAA-compliant practice management system built on HighLevel and The Marketer's Toolkit that unifies marketing, patient care, prescribing automations, data tracking, and practice workflows in one powerful platform.
IN THIS EPISODE, DR. GREEN REVEALS:âś… How she transformed HighLevel into a clinical powerhouse with full HIPAA compliance
âś… Custom workflows that automate patient notes, post-visit education, and Google review requests
âś… Success story: how a surgeon uses custom surveys to track patient data for pharmaceutical partnerships
âś… Why traditional EMR systems fragment information (and how Care Nexus solves this)
âś… The biggest mistake medical providers make when starting a practice
âś… Her advice for agency owners: master ONE thing at a time before expanding
âś… How The Marketer's Toolkit enables customizations impossible in vanilla HighLevel
Whether you're a therapist, physician, med spa owner, chiropractor, or cash-based provider looking to streamline your practice—or an agency owner serving medical clients—this conversation will transform how you think about practice management technology.
EPISODE TIMESTAMPS:[
00:08] Meet Dr. Ronya Green
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02:17] From physician to SaaS founder: the marketing learning curve
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04:10] Building Care Nexus: one solution for everything
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05:05] The power of customization with The Marketer's Toolkit
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06:59] Success story: surgeon tracks patient data with custom surveys
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08:52] Live demo: inside the Care Nexus system
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12:31] Advice for agency owners: master one thing at a time
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15:38] Real branding solves problems
CONNECT WITH DR. RONYA GREEN:Care Nexus: https://www.carenexus.com/
RESOURCES MENTIONED:The Marketer's Toolkit: https://themarketerstoolkit.com
ABOUT THE MARKETER'S TOOLKIT:Tom Bristol is the creator and driving force behind The Marketer's Toolkit, a platform trusted by more than a thousand agencies who want systems that actually work. He's known for cutting through noise and building tools that solve real problems, not just make things look pretty. Under his leadership, MTK has become the must-have add-on for agencies who want cleaner workflows, smarter client experiences, and customization HighLevel simply can't deliver on its own. Tom keeps the focus on clarity, usability, and giving agencies the power to scale without chaos. His approach is practical, fast-moving, and impact-driven—which is why so many agency owners treat MTK as their secret weapon for delivering better work with less friction.
ABOUT THE HOST:Virginia Scheuer is an Alignment Coach and the founder of Soulpreneurs Association, and the creative force behind SoulCast Studios and SoulSoftware. She is a longtime champion of The Marketer's Toolkit, where she also contributes as a creation artist and collaborator. Virginia hosts the In the Spotlight Series, showcasing innovators who are building industry-specific solutions on HighLevel and reshaping what's possible for modern agencies.
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