Terra Fertility Modernizes Patient Journey Management with EngagedMD Navigate

Terra Fertility Modernizes Patient Journey Management with EngagedMD Navigate

Terra Fertility is a newly launched, physician-founded fertility clinic created by three reproductive endocrinologists formerly at Boston IVF. From the beginning, Terra Fertility’s leadership shared a common challenge with many modern clinics: how to guide patients through a complex, emotional journey without relying on fragmented tools, manual follow-ups, or unnecessary delays.

Like many fertility practices, Terra Fertility recognized that patient confusion and operational inefficiencies often stem from a disconnected patient experience —not from a lack of care or expertise.

As Terra Fertility prepared to open its doors, leadership sought a platform that could unify the patient journey, reduce operational friction, and support a faster path to treatment without adding staff burden. They partnered with EngagedMD, implementing Navigate, a patient journey management platform as the central hub for patient actions, education, and visibility into care progress.

Clinic Leadership

  • Pietro Bortoletto, MD, MSc, FACOG, Co-Founder
  • Emily Seidler, MD, FACOG, Co-Founder
  • Denis Vaughan, MD, FACOG, Co-Founder
  • Victoria Paddock, RN, BSN, VP of Clinical Operations
“One of my biggest concerns was that patients would feel like there was a lot of stuff in different places—and that can feel really stressful.”
Victoria Paddock, RN, BSN

Clinic Overview

Main problem Terra Fertility wanted to solve

Terra Fertility wanted to avoid launching with a fragmented patient experience where patients bounce between paper forms, emails, portal messages, and verbal instructions, often losing track of what to do next. Operationally, the team also aimed to reduce unnecessary follow-up visits and keep patients moving forward without constant manual intervention from staff.

“We needed one place where patients could complete tasks and see what’s next, and where staff could track progress in real time. Having education, forms, and next steps connected means fewer delays, fewer follow-ups, and a much smoother journey for everyone.”
Pietro Bortoletto, MD, MSc

Clinic Goals

Terra Fertility’s goals in partnering with EngagedMD included:

  • Creating a single, trusted nerve center for the patient journey
  • Reducing delays between intake, consult, and treatment
  • Improving operational visibility without increasing staff workload
  • Replacing paper and scattered communications with a modern, digital experience
“Our goal is to get meaningful work done earlier so patients aren’t stuck waiting for next steps. Navigate helps us front-load testing, education, and consents in a way that feels organized instead of overwhelming.”
Victoria Paddock, RN, BSN

Solution

Terra Fertility implemented EngagedMD Navigate as the organizing layer for the patient experience, alongside EngagedMD’s Learn and Sign. Navigate is the central platform guiding patients through their care journey to improve outcomes.

Rather than relying on fragmented communications channels such as paper checklists, emails, or voicemail reminders, Terra Fertility uses Navigate Actions to guide patients step-by-step through intake, prescreening, education, and treatment readiness.

By using EngagedMD to bring patient journey management into a single experience, Terra Fertility created a more unified patient journey, reducing fragmentation, improving clarity for patients, and giving care teams better visibility into progress across care.

“Navigate replaced what used to be a mix of paper, emails, voicemails, and portal messages. Now patients know exactly what to do next, and our team isn’t spending time tracking people down.”
Victoria Paddock, RN, BSN

Results

As a new modern fertility clinic, Terra Fertility's results reflect early outcomes and structural improvements rather than historical before-and-after comparisons.

Improved patient clarity and preparedness

Patients have a single place to see what’s next, which reduces confusion and increases confidence as they move through their care journey.

“Fertility care is stressful enough. Navigate gives patients clarity and confidence because everything they need lives in one place, laid out step by step.”
Emily Seidler, MD

Accelerated path to treatment

By front-loading education, records, and testing, Terra Fertility enables patients to move forward without unnecessary pauses—helping care teams maintain momentum and reduce delays common in fragmented workflows.

Greater operational visibility

Navigate’s dashboard gives staff real-time insight into where patients are in their journey, what’s overdue, and where intervention is needed, often described internally as “air traffic control.”

“When we can see exactly where each patient is in their journey, we don’t just save time—we remove obstacles that could slow or stop their progression to treatment. That visibility makes a real difference for both patients and staff.”
Pietro Bortoletto, MD, MSc

Reduced administrative burden

With fewer manual reminders and less back-and-forth communication, staff can focus more time on supporting patients rather than tracking tasks.

A modern, patient-forward experience

From the patient perspective, the experience feels clean, calm, and intuitive—helping reduce stress during an already emotional process.

“The experience feels clean, calm, and intuitive. It makes a complex, emotional process feel far more manageable for patients.”Victoria Paddock, RN, BSN

Testimonials

“Navigate gives our patients one clear place to go and keeps them moving forward without us having to constantly chase things down. From intake through treatment, everything lives in one place, which makes a huge difference when you’re trying to move quickly without losing people along the way.”
Pietro Bortoletto, MD, MSc, FACOG, Co-Founder
“When education, consent, and next steps all live together in one platform, patients stay on track, and care teams aren’t constantly chasing missing information. That clarity transforms the way we deliver care, it reduces delays, keeps everyone aligned, and ultimately helps patients move through treatment more confidently and efficiently.”
Emily Seidler, MD, FACOG, Co-Founder
“The biggest impact is that patients don’t get stuck waiting, and our team doesn’t waste time on redundant follow-ups. Everything flows more quickly, from intake to treatment, and that clarity benefits everyone.”
Denis Vaughan, MD, FACOG, Co-Founder
“What really stands out about EngagedMD is how responsive and thoughtful the team is. They listen to how we work, take feedback seriously, and continue evolving the product in ways that actually matter to clinics like ours.”
Victoria Paddock, RN, BSN, VP of Clinical Operations

Conclusion

By unifying patient tasks throughout their treatment into a streamlined process, Terra Fertility demonstrates how clinics can reduce administrative complexity while improving the patient experience. EngagedMD Navigate digitizes and automates workflows creating consistent and timely care delivery, fewer manual touches, and more consistent care delivery without adding operational burden.

Call to Action

For clinics looking to reduce fragmentation, improve patient preparedness, and gain clearer visibility into the care journey, Terra’s experience shows what’s possible with the right foundation.

EngagedMD: Manage the journey. Optimize every outcome. 


Emily Seidler, MD, FACOG, Co-Founder
“When education, consent, and next steps all live together in one platform, patients stay on track, and care teams aren’t constantly chasing missing information. That clarity transforms the way we deliver care, it reduces delays, keeps everyone aligned, and ultimately helps patients move through treatment more confidently and efficiently.”
Denis Vaughan, MD, FACOG, Co-Founder
“The biggest impact is that patients don’t get stuck waiting, and our team doesn’t waste time on redundant follow-ups. Everything flows more quickly, from intake to treatment, and that clarity benefits everyone.”
Victoria Paddock, RN, BSN, VP of Clinical Operations
“What really stands out about EngagedMD is how responsive and thoughtful the team is. They listen to how we work, take feedback seriously, and continue evolving the product in ways that actually matter to clinics like ours.”

Conclusion

By unifying patient tasks throughout their treatment into a streamlined process, Terra Fertility demonstrates how clinics can reduce administrative complexity while improving the patient experience. EngagedMD Navigate digitizes and automates workflows creating consistent and timely care delivery, fewer manual touches, and more consistent care delivery without adding operational burden.

Call to Action

For clinics looking to reduce fragmentation, improve patient preparedness, and gain clearer visibility into the care journey, Terra’s experience shows what’s possible with the right foundation.

EngagedMD: Manage the journey. Optimize every outcome. 

Victoria Paddock, RN, BSN, VP of Clinical Operations
“What really stands out about EngagedMD is how responsive and thoughtful the team is. They listen to how we work, take feedback seriously, and continue evolving the product in ways that actually matter to clinics like ours.”

Conclusion

By unifying patient tasks throughout their treatment into a streamlined process, Terra Fertility demonstrates how clinics can reduce administrative complexity while improving the patient experience. EngagedMD Navigate digitizes and automates workflows creating consistent and timely care delivery, fewer manual touches, and more consistent care delivery without adding operational burden.

Call to Action

For clinics looking to reduce fragmentation, improve patient preparedness, and gain clearer visibility into the care journey, Terra’s experience shows what’s possible with the right foundation.

EngagedMD: Manage the journey. Optimize every outcome. 


Emily Seidler, MD, FACOG, Co-Founder
“When education, consent, and next steps all live together in one platform, patients stay on track, and care teams aren’t constantly chasing missing information. That clarity transforms the way we deliver care, it reduces delays, keeps everyone aligned, and ultimately helps patients move through treatment more confidently and efficiently.”
Denis Vaughan, MD, FACOG, Co-Founder
“The biggest impact is that patients don’t get stuck waiting, and our team doesn’t waste time on redundant follow-ups. Everything flows more quickly, from intake to treatment, and that clarity benefits everyone.”
Victoria Paddock, RN, BSN, VP of Clinical Operations
“What really stands out about EngagedMD is how responsive and thoughtful the team is. They listen to how we work, take feedback seriously, and continue evolving the product in ways that actually matter to clinics like ours.”

Conclusion

By unifying patient tasks throughout their treatment into a streamlined process, Terra Fertility demonstrates how clinics can reduce administrative complexity while improving the patient experience. EngagedMD Navigate digitizes and automates workflows creating consistent and timely care delivery, fewer manual touches, and more consistent care delivery without adding operational burden.

Call to Action

For clinics looking to reduce fragmentation, improve patient preparedness, and gain clearer visibility into the care journey, Terra’s experience shows what’s possible with the right foundation.

EngagedMD: Manage the journey. Optimize every outcome. 

Conclusion

By unifying patient tasks throughout their treatment into a streamlined process, Terra Fertility demonstrates how clinics can reduce administrative complexity while improving the patient experience. EngagedMD Navigate digitizes and automates workflows creating consistent and timely care delivery, fewer manual touches, and more consistent care delivery without adding operational burden.

Call to Action

For clinics looking to reduce fragmentation, improve patient preparedness, and gain clearer visibility into the care journey, Terra’s experience shows what’s possible with the right foundation.

EngagedMD: Manage the journey. Optimize every outcome. 


Emily Seidler, MD, FACOG, Co-Founder
“When education, consent, and next steps all live together in one platform, patients stay on track, and care teams aren’t constantly chasing missing information. That clarity transforms the way we deliver care, it reduces delays, keeps everyone aligned, and ultimately helps patients move through treatment more confidently and efficiently.”
Denis Vaughan, MD, FACOG, Co-Founder
“The biggest impact is that patients don’t get stuck waiting, and our team doesn’t waste time on redundant follow-ups. Everything flows more quickly, from intake to treatment, and that clarity benefits everyone.”
Victoria Paddock, RN, BSN, VP of Clinical Operations
“What really stands out about EngagedMD is how responsive and thoughtful the team is. They listen to how we work, take feedback seriously, and continue evolving the product in ways that actually matter to clinics like ours.”

Conclusion

By unifying patient tasks throughout their treatment into a streamlined process, Terra Fertility demonstrates how clinics can reduce administrative complexity while improving the patient experience. EngagedMD Navigate digitizes and automates workflows creating consistent and timely care delivery, fewer manual touches, and more consistent care delivery without adding operational burden.

Call to Action

For clinics looking to reduce fragmentation, improve patient preparedness, and gain clearer visibility into the care journey, Terra’s experience shows what’s possible with the right foundation.

EngagedMD: Manage the journey. Optimize every outcome. 

Victoria Paddock, RN, BSN, VP of Clinical Operations
“What really stands out about EngagedMD is how responsive and thoughtful the team is. They listen to how we work, take feedback seriously, and continue evolving the product in ways that actually matter to clinics like ours.”

Conclusion

By unifying patient tasks throughout their treatment into a streamlined process, Terra Fertility demonstrates how clinics can reduce administrative complexity while improving the patient experience. EngagedMD Navigate digitizes and automates workflows creating consistent and timely care delivery, fewer manual touches, and more consistent care delivery without adding operational burden.

Call to Action

For clinics looking to reduce fragmentation, improve patient preparedness, and gain clearer visibility into the care journey, Terra’s experience shows what’s possible with the right foundation.

EngagedMD: Manage the journey. Optimize every outcome. 


Emily Seidler, MD, FACOG, Co-Founder
“When education, consent, and next steps all live together in one platform, patients stay on track, and care teams aren’t constantly chasing missing information. That clarity transforms the way we deliver care, it reduces delays, keeps everyone aligned, and ultimately helps patients move through treatment more confidently and efficiently.”
Denis Vaughan, MD, FACOG, Co-Founder
“The biggest impact is that patients don’t get stuck waiting, and our team doesn’t waste time on redundant follow-ups. Everything flows more quickly, from intake to treatment, and that clarity benefits everyone.”
Victoria Paddock, RN, BSN, VP of Clinical Operations
“What really stands out about EngagedMD is how responsive and thoughtful the team is. They listen to how we work, take feedback seriously, and continue evolving the product in ways that actually matter to clinics like ours.”

Conclusion

By unifying patient tasks throughout their treatment into a streamlined process, Terra Fertility demonstrates how clinics can reduce administrative complexity while improving the patient experience. EngagedMD Navigate digitizes and automates workflows creating consistent and timely care delivery, fewer manual touches, and more consistent care delivery without adding operational burden.

Call to Action

For clinics looking to reduce fragmentation, improve patient preparedness, and gain clearer visibility into the care journey, Terra’s experience shows what’s possible with the right foundation.

EngagedMD: Manage the journey. Optimize every outcome.