About Patient Steps

Patient Steps builds and runs patient follow-up for solo nurse practitioners and physicians who run cash-pay hormone, weight-loss and functional medicine practices. We handle the steps between a first inquiry and a patient settled in a program: inquiry replies, intake, lab and consult payment links, reminders and program follow-up, on the EHR the practice already uses.

Who we work with

We work with practice owners, not patients: solo clinicians, sometimes with a VA, who see patients in person or by video and are paid directly rather than by insurance. They're good at the clinical work and short on time for everything around it: the inquiry that came in at 9 pm, the intake form nobody finished, the lab fee that was never paid, the patient who quietly stopped booking.

If you're a patient looking for care, please contact your practice directly. We can't give medical advice or book visits.

How we work

1. A free patient journey map first. We go through your intake as a new patient would and send a one-page map of where people stall, plus what we'd fix first. It costs nothing and needs no new software.
2. We build the follow-up. If you want to go ahead, we set up the replies, forms, payment links and reminders on the tools you already use, starting with your EHR.
3. We run it. We watch it, fix what breaks and adjust as your services change. Some admin messages are sent by AI assistants, and patients are told an assistant helps the practice reply.

Two rules hold throughout. Anything clinical, such as doses, symptoms or refills, waits for the clinician's approval. And we sign a BAA with every practice before we touch any patient information. Please don't send patient details by email, including to us.

How we research our guides

Our guides and free tools are written for practice owners choosing tools and setting up their patient flow. When a guide says a vendor does or doesn't sign a BAA, we:

• check the vendor's own website, help center, terms or trust page, and link to it
• state the date we checked, on the page and in our BAA table
• name only plans we saw on the vendor's page, and mark a row "reported" or "not confirmed" when the vendor publishes nothing
• re-check the table every quarter and whenever a vendor announces a change, and keep a changelog

Our BAA table has no affiliate links. Our guides are general information, not legal advice.

Spot an error or an out-of-date vendor term? Email hello@patientstepshq.com with the page and a link to the vendor's source, and we'll correct it and note the change. Please leave out any patient information.

Our name

Patient Steps was called Telesystemaic until November 2026. Only the name changed; the new one says more plainly what we do. Links to telesystemaic.com now come here.

Contact

Email hello@patientstepshq.com, or request a free patient journey map.