Systems for Primary Care
Primary care practices generate revenue through patient encounters, preventative screenings, and value based care initiatives. Profitability often leaks through unfilled schedule gaps, manual eligibility verification, and patients who fall out of the routine recall cycle.
Healthcare
How the business actually works
Inquiry
A prospective patient seeks a new primary care home via website chat or phone.
Registration
Digital intake forms collect medical history, insurance details, and consent before the visit.
Encounter
The clinical visit occurs where the physician addresses acute needs and chronic conditions.
Documentation
Physicians complete charts and code for services rendered during the patient encounter.
Billing
Claims are submitted to payers and patient balances are followed up for collection.
Maintenance
Patients enter a long term recall system for annual wellness visits and routine screenings.
Where it leaks
Existing patients often forget to schedule their annual wellness visits or follow up labs. Without an automated nudge, these vital encounters are lost, reducing both care quality and practice revenue.
Front desk staff spend excessive time manualy entering data from paper forms. This slows down the check in process and leads to errors in patient records and insurance information.
Confirmed appointments are the lifeblood of a clinic, yet patients frequently miss slots without notice. Manual reminder calls are inconsistent and rarely reach patients in time to fill the opening.
Patients seeking urgent advice or new appointments often call after the clinic has closed. If they cannot reach a person or a simple booking tool, they may head to an urgent care clinic instead.
Referrals and pre authorizations often require back and forth communication that stalls treatment. Tracking these moving parts manually leads to delayed care and frustrated patients.
What LATTICE can build
Handle inbound calls and scheduling after hours, ensuring every patient is greeted and directed without needing a live operator.
Identify patients due for annual physicals or chronic disease management and send personalized invitations to book.
Send secure links to new patients to complete their medical history and upload insurance cards before they arrive at the clinic.
Instantly respond to patients who call when the front desk is busy, allowing them to book or ask questions via SMS.
Deliver multi channel notifications via text and email to confirm appointments and provide pre visit instructions.
Centralized dashboard to monitor the status of specialist referrals and ensure closing the loop on patient care.
Automatically request reviews following a visit to build the practice reputation and identify service improvements.
Example systems
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
All communication and data storage systems are built with security at the forefront. We use encrypted channels for SMS and web forms to ensure sensitive patient information remains protected. Our portals are designed to facilitate secure exchange of medical and insurance documentation.
Yes, by automating the routine tasks of scheduling, reminders, and intake collection. This allows your staff to focus on in person patient care and complex billing issues rather than answering basic phone inquiries. It reduces the time spent on data entry and manual call lists.
Most patients today prefer the convenience of booking a visit or filling out forms at their own convenience. By providing a mobile friendly interface, you meet patient expectations for modern service while reducing the volume of incoming calls. It creates a frictionless experience for both new and existing patients.
Our systems allow you to segment your patient list by condition or last visit date. You can set up workflows to ensure patients with chronic needs receive consistent prompts for their required check ups and lab work. This keeps the patient compliant with their care plan and stabilizes your clinic schedule.
Every practice has a unique voice and specific requirements. We help you build custom templates for your reminders, recalls, and intake forms that reflect your practice style. You maintain full control over the timing and content of all automated communications.