Case Study: Optima Dermatology converts 1 in 3 lost leads into patients with Luma Health

A Luma Health Case Study

Preview of the Optima Dermatology Case Study

With Luma, 1 in 3 lost leads returned to become Optima patients

Optima Dermatology & Medical Aesthetics faced a common specialist-market problem: potential patients often began booking online but abandoned the process before confirming appointments. To recover those “lost leads,” Optima Dermatology integrated their Salesforce CRM with Luma Health, leveraging Luma Health’s Schedule Online capability and outreach workflows.

Luma Health implemented a closed-loop self-scheduling and outreach solution that syncs appointment and patient data across Luma Health, Salesforce, and Optima’s EHR, supported by targeted digital marketing and LumaKits workflows. The result: with Luma Health, one in three lost leads returned to become Optima patients, boosting conversions and streamlining follow-up.


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Optima Dermatology

Greg Traquair

Chief Technology Officer


Luma Health

68 Case Studies