Systems for Naturopaths
Naturopathic practices generate revenue through clinical consultations, diagnostic testing, and therapeutic supplement sales. Leaks often occur during the lengthy initial intake process and when patients fail to adhere to long-term wellness protocols or refill prescriptions.
Wellness & Fitness
How the business actually works
Inquiry
Prospective patients seek alternative care for chronic issues or preventative wellness.
Discovery
A brief screening call determines if the practitioner and patient are a clinical match.
Onboarding
Patients complete comprehensive health histories, consent forms, and upload recent lab results.
Consultation
The practitioner conducts an initial functional assessment and orders necessary diagnostic tests.
Treatment Plan
A customized wellness protocol including nutrition, lifestyle, and supplements is delivered.
Supplementation
Patients purchase and begin their prescribed natural health products and tinctures.
Follow-Up
Regular check-ins occur to adjust dosages and monitor progress toward health goals.
Maintenance
Long-term support and annual wellness screenings keep the patient engaged in their health.
Where it leaks
Naturopathic intake forms are exceptionally detailed, often causing delays if patients do not complete them before their scheduled time. Without automated reminders, practitioners lose valuable clinical time reviewing paperwork during the appointment.
Complex wellness plans can be overwhelming for patients to manage alone after leaving the office. When patients feel unsupported between visits, they are less likely to follow their recommendations or return for follow-ups.
Many patients start a regimen but forget to reorder professional-grade supplements when they run out. If the clinic does not track these timelines, patients often turn to lower-quality retail alternatives.
Waiting for functional lab results often stalls the treatment momentum and requires manual tracking by staff. Mismanaged communications regarding lab status can lead to patient frustration and perceived lack of care.
Busy practitioners often struggle to answer questions about dosage or side effects while seeing other patients. Unreturned calls lead to patient anxiety and potential safety concerns regarding their natural protocols.
What LATTICE can build
Securely collect health histories, environmental exposure questionnaires, and signed disclosures before the first visit.
Triggers automated reminders when a patient is nearing the end of their 30 or 60-day supply of specific nutrients.
Handles incoming calls to screen new patients and book discovery sessions even when the practitioner is chairside.
Automatically alerts patients when their results have been received and prompts them to book a review consultation.
Sends a digestible summary of the patient's wellness plan to their mobile device immediately following the visit.
Reaches out to patients who have not had a wellness check-up or blood panel in over six months to maintain continuity of care.
Instantly responds to missed inquiries with a link to book a discovery call or view the clinic's services.
Example systems
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Our system uses a sequence of gentle reminders via SMS and email that escalate as the appointment date approaches. We can also gate the final appointment confirmation until the necessary clinical documents are uploaded.
Yes, by tracking the purchase date and quantity of supplements, we can automate reminders for patients to reorder through your preferred dispensary. This keeps the revenue within your practice while ensuring patient protocol compliance.
We prioritize secure communication channels and encrypted data handling for all patient interactions. The platform is designed to manage the administrative side of a wellness practice while respecting the privacy of the practitioner-patient relationship.
We build discovery call workflows that include specific qualifying questions. This ensures you only spend time on the phone with individuals whose health goals align with your specific naturopathic modalities.
The system immediately triggers a no-show workflow that encourages them to reschedule. This prevents patients with chronic conditions from falling out of their treatment plan and losing the progress they have made.