Tier I
Clarity Review
A clear picture of where patients get lost, and what to fix first.
Review of your website, intake and phone experience · written findings · working session with leadership
From $3,000About 2 to 3 weeks
For healthcare organizations that want every patient, family and caller to feel understood. We review how people reach you, standardize what your team says and does, and hand your staff a system they can run on their own, in English, Spanish, or both.
Intake, call, scheduling and follow-up workflows anyone on the team can repeat the same way.
Every touchpoint mapped, from the first message to aftercare, so you see where people feel lost.
Call guides, patient letters, service guides and plain-language explainers people actually read.
Intake forms, trackers, daily call lists and dashboards that show who needs a reply today.
Role-play, scripts and onboarding, so the system keeps working after the handoff.
English and Spanish materials adapted for the people reading them, not just translated.
Talk with leadership and front-desk staff. Learn who your patients are and how they reach you.
Review your website, forms and calls. Show where people get lost, with fixes in priority order.
Intake form, tracker, call guide, follow-up messages and written procedures.
Role-play sessions with your team, then 30 days of support while it settles in.
Monthly review of reply times, bookings and drop-off, with coaching and updates.
A clear picture of where patients get lost, and what to fix first.
Review of your website, intake and phone experience · written findings · working session with leadership
We build the system with your team, train them, and stay for the first 30 days.
Everything in Tier I · intake form, tracker and call list · call guide and procedures · two training sessions · 30 days of support
A monthly partner once your system is running.
Monthly review of your numbers · team coaching · document updates and new-staff onboarding
Every tier is available in English, Spanish, or both.
Everything is yours at the end, in your own drive, ready for new staff.
A short note about your organization and your patients is enough. We'll reply within two business days to set up a discovery call.
Your note is on its way to Lisette. We read every message personally and will reply within two business days.