Meritage Medical Network

Our Results

Increase In Online Appointment Requests

+ 0 %

Increase In Medicare Advantage Enrollments

+ 0 %

Lower CPL On Paid Search

%

Overview

Meritage Medical Network is one of Northern California’s largest independent physician associations, coordinating care for more than 70,000 patients across Marin, Napa, and Sonoma counties.

With hundreds of affiliated doctors and specialists, the organization plays a critical role in making high-quality healthcare more accessible.

Despite their size, Meritage faced digital challenges that limited patient engagement and visibility online.

Challenges Before
Working with Jives

Referral leakage from PCP to out-of-network specialists due to weak find-a-doctor tools and unclear in-network prompts
Medicare Advantage growth capped by low AEP awareness and too many clicks to request a callback
Call center strain with long queues and no digital handoff to online scheduling
Payer filter and language access missing in search, which hurt conversion for Spanish-speaking and Medicare patients
Compliance-first culture made measurement cautious, so leadership lacked a HIPAA-safe view of channel to booked visit

Our Plan of Action

PCP and specialist directory rebuilt with real-time insurance filters, language tags, and in-network prompts plus one-click Book buttons
Stop the leak with cross-specialty routing and smart “in-network specialist” recommendations after a PCP search
AEP surge plan for Medicare Advantage with geo-targeted search and social, simple plan education pages, and a two-field callback form
Access and speed with virtual care and urgent care wait-time modules, plus queue-based call routing tied to clinic schedules
Language-first experiences with Spanish landing pages and ads across priority ZIP codes
HIPAA-safe analytics using GA4, call tracking, privacy-safe server events, and CRM tags that map channel to completed visits and enrollments

Results After Working With Jives

+204% increase in online appointment requests in six months
+71% lift in kept appointments after queue routing and online scheduling
+58% increase in Medicare Advantage enrollments across AEP and OEP
3.8x more near me bookings in top ZIP codes after directory and map pack work
41% reduction in referral leakage to out-of-network specialists on tracked cohorts
2,300 new reviews added with the average rating rising from 3.6 to 4.6
34% lower CPL on paid search and social with tighter intent and language targeting