Systems for TRT Clinics

Scale Your Hormone Therapy Practice with Intelligent Automation

Hormone clinics make money through long-term patient protocols and recurring medication management. Most lost work traces back to the transition from initial blood work to the first consultation or when patients fall off their injection schedule without a proactive follow-up.

Healthcare

  • Lab Draw Reminders
  • Missed Call Text Back
  • Refill Reactivation
  • Digital Intake Portals
  • Dunning Management

Also for: TRT Clinics

How the business actually works

How the work flows, start to finish.

  1. 01

    Inquiry

    Prospective patients request information regarding symptoms like fatigue, low libido, or weight gain.

  2. 02

    Lab Requisition

    The clinic orders blood panels to establish baseline biomarkers and hormone levels.

  3. 03

    Consultation

    A provider reviews the lab results and discusses a customized protocol with the patient.

  4. 04

    Onboarding

    The patient signs consents, sets up recurring payments, and receives their first shipment of medication.

  5. 05

    Maintenance

    Regular administration of therapy occurs alongside periodic symptom tracking and titration.

  6. 06

    Re-Labs

    Follow-up blood work is performed to ensure levels are optimized and safety markers are stable.

  7. 07

    Renewal

    Protocol adjustments are made to keep the patient on a long-term wellness plan.

Where it leaks

Common problems for hormone therapy clinics.

01

Lab Ghosting

Potential patients often request a lab kit but never actually visit the draw site for their blood work. Without automated reminders, these leads go cold before a provider can even discuss a protocol.

02

Protocol Non-Compliance

Patients frequently forget their injection schedule or miss their follow-up blood work appointments. This leads to poor physiological results and eventual churn from the program.

03

Subscription Failures

Managing monthly recurring revenue becomes difficult when credit cards expire or payments fail. Administrative staff often spend hours manually chasing balances instead of focusing on patient care.

04

Disorganized Inbound Leads

Inquiries from social media and search ads often land in a cluttered inbox without immediate response. High-intent patients will move to a competitor if they do not receive an instant booking option.

05

Manual Document Handling

Collecting HIPAA-compliant consents and medical history forms manually creates a bottleneck during onboarding. Physical paperwork or non-integrated digital forms delay the start of therapy.

What LATTICE can build

Systems built around how you work.

Lab Draw Reminders

Automated SMS and email sequences prompt the patient to visit the lab once their requisition has been issued.

Missed Call Text Back

Ensures that potential patients calling to discuss symptoms are engaged immediately if the front desk is busy.

Refill Reactivation

Triggers outreach to patients who have not ordered their next round of medication or testosterone cypionate supplies.

Digital Intake Portals

Patients complete their medical history and symptom assessments via a secure portal that syncs directly to their profile.

Dunning Management

Automated sequences handle failed payments by providing patients with a secure link to update their billing information.

Review Generation

Requests feedback from patients once their biomarkers have stabilized and they are reporting improved wellness.

Recall Campaigns

Identifies patients who have not had a blood draw in over six months and invites them back for a wellness check.

Example systems

What it looks like in practice.

Blood Work Completion Workflow

  1. 1Lab requisition issued to patient
  2. 2SMS reminder sent on day three with nearest draw site location
  3. 3Follow-up email on day seven offering a consultation prep guide
  4. 4Internal alert if labs are not received within fourteen days

New Patient Onboarding

  1. 1Consultation concludes and protocol is approved
  2. 2Automated delivery of consent forms and payment authorization
  3. 3Welcome sequence triggered with injection instructions and titration schedule
  4. 4Check-in message sent fourteen days after first dose

Bi-Annual Lab Recall

  1. 1System identifies patient is five months into current protocol
  2. 2Automated notification to schedule follow-up blood work
  3. 3Booking link sent for provider review session
  4. 4Confirmation sent once labs are uploaded to the portal

Have a different problem?

Tell us what's slowing the business down. LATTICE can build around the way your business operates.

Questions from hormone therapy clinics

How do you help with patient retention?

We build automated check-ins that monitor for patient engagement and protocol adherence. By identifying patients who haven't engaged with the clinic in thirty days, the system prompts your team to reach out before the patient decides to cancel their subscription.

Can the system handle recurring membership billing?

Yes, we implement workflows that manage the recurring payment lifecycle, including automated alerts for expiring cards and failed transactions. This reduces the administrative burden on your office manager and ensures steady cash flow.

How do we stop losing leads after the first inquiry?

We deploy AI receptionists and instant text responses to ensure every inquiry is met with an immediate path to booking a discovery call. This prevents potential patients from calling the next clinic on the list.

Is the communication secure for medical information?

We configure the platform to ensure patient privacy is prioritized, using secure portals and encrypted messaging for all protocol-related discussions. This allows your clinic to maintain professional standards while benefiting from modern automation.

Can you help automate the lab ordering process?

While we do not replace your laboratory provider, we automate the communication around the lab process. The system ensures patients know exactly where to go, what to bring, and when their results are ready for review.