Primary LogicDesign a pilot

Unfinished work is unrealized revenue.

Primary Logic autonomously handles the leads, bookings, and balances your team can’t get to — in your existing systems, within your rules, until the revenue is won.

Get Maya’s 74-day-old balance explained and paid.

Primary Logic explains the balance and collects it in your system, before it hits collections.

Reaches by: SMS Phone EmailWorks in: EHR/PM Patient messaging
  1. Day 110:15 am
    Signal EHR/PM

    $186 balance, 74 days old; three automated reminders, no reply

    Memory

    Statement on file: date of service, charges, insurance adjustment, reason code — deductible.

    • Primary Logic

      Checks consent, reads the reason code, explains the balance in plain language

    • PatientSMS
      Agent

      Hi Maya — Dr. Chen’s office. Your $186 from the March 3 visit is the part your plan applied to your deductible, not a missed payment. Want me to walk you through it?

      Maya

      Wait, I thought my insurance covered that?

  2. Day 110:19 am
    Signal SMS

    Maya asks why insurance didn’t pay

    Memory

    Claim adjudicated: billed $598, allowed $186, insurer paid $0, $186 applied to deductible.

    • Primary Logic

      Answers from the statement and your approved payment-plan policy

    • PatientSMS
      Agent

      Your insurer processed the claim. The allowed amount was $186, it paid $0 because your deductible isn’t met yet, and the $186 was applied to your deductible — so it’s your responsibility. Full statement is in your portal. You can pay today or split it into two payments of $93.

      Maya

      Ok that makes sense. Can I split it?

    • EHR/PMWorkflow

      Sets up the two-payment plan on the account

  3. Day 212:40 pm
    Signal Portal

    Maya pays the first $93 through the secure link

    Memory

    Maya replies during the day and prefers SMS.

    • Primary Logic

      Confirms the payment posted, schedules the second reminder

    • PatientSMS
      Agent

      Got it — $93 posted to your account. The second $93 is due April 15; I’ll text you the link a few days before.

      Maya

      perfect, thank you!!

    • EHR/PMWorkflow

      Posts the payment to the ledger

  4. Day 166:05 pm
    Signal Portal

    Second payment comes in on the reminder

    Memory

    Maya prefers SMS, daytime, and a split plan — saved for next time.

    • Primary Logic

      Verifies the balance is zero and closes the account

    • PatientSMS
      Agent

      That’s the last one, Maya — your balance is $0. Receipt is in your portal.

      Maya

      yay. thanks for explaining it

    • EHR/PMWorkflow

      Marks the balance paid in full

    • OutcomeEHR/PM

      Balance paid in full, posted to the ledger

Stop losing revenue

Most lost revenue isn’t lost. It’s unfinished.

Patients say yes, claimants call, borrowers apply — then a lot of them go quiet. Not because they changed their mind. Because nobody’s job is to finish the follow-through.

  1. It arrives at the wrong moment

    The 6:40 pm call, the 11 pm application, “let me think about it.” Everyone’s busy, so it waits.

  2. Follow-up stops after two tries

    One call, one voicemail, a note in the system. Then something newer comes in.

  3. Nobody notices it never finished

    No confirmed visit, no signed retainer, no funded loan — and no line item for the loss.

Unscheduled → confirmedIllustrative
  1. Implant consultLuis · quoted, never booked
    Unscheduled 30 days Visit confirmed
  2. Aligner treatmentPriya · financing question
    Payment plan unanswered Plan chosen, visit booked
  3. New-patient examAna · web form at 11:04 pm
    No callback Visit confirmed
  4. Full-arch consultDiane · intake half done
    Forms incomplete Intake complete, confirmed
Each visit confirmed in your schedule before it counts.

How it works

Customer coordination, owned until the revenue is won.

Primary Logic picks up the lead, application, or booking your team can’t get to and completes it — in your name, in your systems, within the rules you set — until the outcome is recorded.

  • Answers at the right moment

    Minutes after the 11 pm form; the 6:05 pm callback because that’s when they said.

  • Never drops the follow-up

    Call, text, and email on their schedule, for days or weeks, remembering every touch.

  • Resolves it end to end

    Answers from your approved policies and pricing — nothing routed back to your team.

  • Finishes in your system

    Confirmed in your schedule, CMS, or LOS — that’s when it counts.

Operating authority

Autonomous, within your rules.

Before launch, we define the outcome, the operating authority, the approved knowledge, the prohibited actions, and the system of record.

  1. Bounded

    Acts only on approved knowledge, permissions, policies, and consent. Nothing is improvised.

    • HIPAASigned BAA, minimum-necessary PHI access
    • TCPA & consentConsent on file; quiet hours and opt-outs enforced
    • Licensed-activity rulesNo clinical, legal, or financial advice

  2. Auditable

    Every message, action, and system write sits on one record, readable any time.

    • Full audit trailCalls, texts, emails, and writes, timestamped
    • Access loggingWho saw what, and when
    • Compliance reviewAny case, readable by your team, any time

  3. Accountable

    Work outside its authority closes uncompleted, with its history. Only verified outcomes are billed.

    • System of recordYour schedule, CMS, or LOS decides completion
    • Closed, not improvisedOut-of-authority cases end with a record
    • Never billedNo verified outcome, no fee

Outcome-based pricing

Only pay for verified outcomes.

Before launch, we agree on the billable event, the system that verifies it, and the fixed fee.

  1. 1Define

    Choose the billable event — a confirmed visit, a signed retainer, a funded loan.

  2. 2Verify

    Your system records completion — schedule, case system, or LOS.

  3. 3Invoice

    Verified outcomes × fixed fee.

Your system is the source of truth.

Design a pilot

Recapture the revenue you’re losing.

Give Primary Logic one overlooked queue, one operating policy, and one verifiable outcome. It runs the workflow inside your systems; you pay only when that outcome is recorded.