Concierge medicine, answered like it.
Referral intake, pre-visit collection, and bilingual patient communication for South Florida concierge, specialty, and cash-pay practices. The response your patients already expect from everything else they pay for.
What responsiveness is worth
A patient paying out of pocket for access is buying responsiveness. When the inquiry that precedes that relationship takes two days to answer, you have already told them what the membership is worth.
Specialty and referral-driven practices have a second problem: referrals arrive by fax, portal, phone, and email, and the ones that fall through are invisible. Nobody reports on a referral that was never logged.
Every referral tracked, every response fast
Referral intake from every channel into one tracked queue, with the referring provider attached.
Pre-visit forms, history, and consents collected before the patient arrives.
Response times that match what a concierge or cash-pay patient is paying for.
Bilingual patient communication throughout.
Annual physical, follow-up, and care-gap reminders.
Membership renewal sequences for concierge and DPC practices.
Reporting by referral source, so you know which relationships actually produce.
Pipeline stages we ship for this vertical
The highest stakes for language accuracy on this list
Medical intake carries the highest stakes for language accuracy in this list — medication lists, allergies, history, consent. Every one of those has to be collected in the language the patient is fluent in, and it has to arrive in your EHR clean.
We ship both languages and tag preference to the record so it persists.
Two things we flag specifically for this vertical
Medical practices conducting electronic standard transactions are covered entities. HIPAA-enabled infrastructure, signed BAA, minimum-necessary access configured by role.
Multi-state practices — Florida requires registration for out-of-state telehealth providers under Fla. Stat. §456.47, and your intake should capture patient location for that reason.
Voice AI — call transcripts containing clinical detail are PHI. We configure retention and access on transcripts deliberately rather than by default, and the voice agent itself is scoped to scheduling and logistics only: it books, takes a callback number, and escalates. It does not discuss clinical detail.
We are not attorneys. Confirm your obligations with healthcare counsel.
We are not attorneys and this is not legal advice. Your policies, training, and workforce agreements remain yours.
Read the full BAA chain →Systems we confirm on the call
We confirm every system on the discovery call before you sign anything — not a certified list, a starting point.
Built in Coral Gables. Working across South Florida.
We are at 338 Minorca Avenue, and most of the practices we work with are within a fifteen-minute drive. Each neighborhood breaks intake differently, so each location page says something specific and true about it.
Coral Gables
Our home neighborhood — referral-driven, private-pay, Mediterranean lobbies shared by four practices.
Brickell
A vertical neighborhood awake from 8 PM to midnight, exactly when most practices have gone quiet.
Pinecrest
Suburban and family-anchored, where the person filling out the form is a parent with two other tabs open.
Practices outside these three neighborhoods: the build is the same and we work across South Florida. See all four practice types.
Questions we get on this call
We confirm your specific system on the consult call before you buy anything.
Good fit — membership renewals and rapid response are the core of it.
Faxed referrals are routed into the queue; confirm your fax setup with us.
Read the compliance section above, then see /legal/hipaa-and-baa/. We will not give you a one-word answer.
Your patients already expect this from everything else they pay for.
Let’s talk through a referral and pre-visit build that matches it.
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