New Patient Onboarding
- 1Patient books a Vitamin C infusion online
- 2System sends HIPAA compliant intake and waiver
- 3Automated reminder sent 2 hours before if forms are incomplete
- 4Nurse receives notification that patient is cleared for treatment
Systems for IV Clinics
Optimize Drip Room Workflow and Patient Retention
The business model for iV therapy clinics runs through specialized infusion treatments and recurring wellness memberships. Revenue tends to slip when potential patients drop off during the medical intake process or when chairside availability is mismanaged due to inefficient scheduling.
Wellness & Fitness
- Medical Intake Automation
- Missed Call Text Back
- Membership Recovery
- Drip Recall Campaigns
- Room Status Dashboard
How the business actually works
How the work flows, start to finish.
- 01
Inquiry
A potential patient seeks relief for hydration, recovery, or vitamin deficiency through digital channels.
- 02
Triage
Staff or automated systems confirm medical eligibility and gather initial health history.
- 03
Booking
The patient selects a specific infusion and secures a time slot in the lounge or private room.
- 04
Intake
Digital consent forms and medical waivers are completed before the patient arrives chairside.
- 05
Treatment
The infusion is administered while the system tracks session duration for room turnover.
- 06
Membership
Patients are invited to join recurring monthly wellness tiers for preferred pricing.
- 07
Reactivation
Automated outreach encourages return visits based on the typical duration of vitamin efficacy.
Where it leaks
Common problems for iv therapy clinics.
01
Intake Bottlenecks
Patients arriving for appointments without completed medical waivers cause delays in the infusion lounge. These delays ripple through the schedule, frustrating subsequent patients and reducing total daily chair capacity.
02
Membership Churn
Recurring revenue stutters when expired credit cards are not updated or monthly benefits are left unused. Without a structured follow up, patients often forget the value of their subscription and cancel prematurely.
03
No Show Losses
Highly specialized nursing staff are scheduled based on the appointment book. When a patient fails to show up without notice, the clinic loses both the revenue and the high labor cost of the medical professional.
04
Lead Fragmentation
Inquiries from social media and the website often go unanswered for hours. In a fast paced wellness market, patients typically book with the first clinic that responds to their immediate need for hydration.
05
Post Drip Silence
Clinics often fail to check in on patients after their first treatment. This lack of engagement prevents the clinic from identifying adverse reactions or encouraging the next stage of a wellness plan.
What LATTICE can build
Systems built around how you work.
Medical Intake Automation
Send secure, digital health history forms immediately upon booking to ensure all paperwork is cleared before the patient reaches the clinic.
Missed Call Text Back
Instantly respond to patients calling for last minute appointments when the front desk is busy with chairside check-ins.
Membership Recovery
Automated workflows identify failed payments and prompt patients to update their billing details through a secure portal.
Drip Recall Campaigns
Trigger personalized SMS reminders three weeks after a Myers Cocktail or NAD infusion to suggest a maintenance session.
Room Status Dashboard
Monitor real time chair occupancy and provider availability to maximize the number of infusions per shift.
Review Generation
Automatically request a public review two hours after a successful treatment while the patient is feeling the peak effects.
Example systems
What it looks like in practice.
Membership Retention
- 1Monthly membership fee fails to process
- 2Patient receives a polite SMS with a direct payment link
- 3Staff is alerted if payment is not resolved within 48 hours
- 4Membership status updates automatically upon successful billing
Recovery Follow Up
- 1Patient completes a high dose NAD treatment
- 2Next day automated wellness check sent via SMS
- 3System provides a link to book the next session at a discount
- 4Internal note created for nurse to review at next visit
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from iv therapy clinics
How do you handle medical intake forms?
We build workflows that deliver digital forms via SMS and email as soon as an appointment is confirmed. The system can track completion status and send escalating reminders so your nursing staff does not have to spend time on paperwork at the start of a session.
Can the system manage different infusion durations?
Yes, the booking logic accounts for the specific time required for different treatments, such as a quick hydration bag versus a long duration NAD infusion. This ensures your lounge chairs are never double booked and your staff is not overwhelmed.
How can we increase our monthly recurring revenue?
We implement membership management workflows that handle billing, benefit tracking, and retention messaging. By automating the follow up for failed payments and reminding members to use their monthly credits, we help stabilize your clinic's cash flow.
Does this replace my medical charting software?
Our system focuses on the patient relationship, lead conversion, and communication. It works alongside your clinical charting to ensure the business side of the clinic, like booking and marketing, runs as efficiently as the medical side.
What happens when a lead contacts us after hours?
The AI receptionist and automated chat features engage the lead immediately, answering common questions about your drip menu and providing a direct link to book. This captures the patient's interest before they look for another provider.