Patient Visit Advocate monetization-strategy strategy-001
Monetization should attach to AI-first preparedness, continuity, and structured patient memory, not generic medical content, ads, lead generation, affiliate referrals, or resale of health insights.
Monetization should attach to AI-first preparedness, continuity, and structured patient memory, not generic medical content, ads, lead generation, affiliate referrals, or resale of health insights.
No explicit evidence field yet. Require tests, screenshots, linked PRs, or reviewed outputs before marking complete.
Monetization should attach to AI-first preparedness, continuity, and structured patient memory, not generic medical content, ads, lead generation, affiliate referrals, or resale of health insights.
Machine-readable source fields
strategy-001
Atlas-Codex monetization strategy discussion with Justin
Monetization should attach to AI-first preparedness, continuity, and structured patient memory, not generic medical content, ads, lead generation, affiliate referrals, or resale of health insights.
Patient Visit Advocate
2026-05-05T14:02:04.713Z
31d7f681-bed2-44e9-9a55-b9fadcbba0da
1.0
- Advertising against health concerns
- Lead-gen referral monetization without explicit user-first value
- Affiliate incentives that bias medical questions or next steps
- Selling, renting, or sharing user health insights as a data product
- Clinical outcome or diagnostic claims before formal review
The product depends on user trust with sensitive health context. Monetization that appears to exploit vulnerability or health data will damage adoption and create privacy/regulatory risk.
Never walk into a medical appointment unprepared again, and never lose the thread between visits.
| name | offer | stage | limits | job to be done | pricing hypothesis |
|---|---|---|---|---|---|
| Single Visit Prep | One-off conversational intake, basic visit brief, and short dynamic question list. | Free | - No longitudinal memory - Limited saved history - Basic post-visit debrief only | Prove the first value moment: I walked into the appointment prepared. | |
| Personal Visit Memory | Saved visit history, symptom timelines, medication/context tracking, unresolved questions, follow-up checklists, and next-visit recall. | Paid Individual | Never lose the thread between visits. | $8-15/month or $49-99/year | |
| Shared Advocacy Plan | Multiple patient profiles, caregiver access, delegated visit prep, shared follow-up tracking, and family memory continuity. | Paid Family/Caregiver | Help someone else navigate appointments without reconstructing context every time. | $15-25/month | |
| Appointment Packs | Bundles for users who do not want a subscription: several appointment briefs, specialist prep, second-opinion prep, or post-visit organization. | Transactional | Match episodic healthcare behavior and convert users who only need help around specific visits. | Per-pack pricing to test after free-to-paid conversion signal exists | |
| Employer, Benefits, and Advocacy Distribution | Distribution through employers, benefits programs, patient advocacy organizations, and caregiver support programs. | B2B2C Later | Reduce employee/caregiver healthcare navigation burden without making premature clinical outcome claims. | ||
| Pre-Visit Intake Companion | Patient-facing preparation that helps patients arrive clearer for visits. | Provider/Clinic Later | Improve appointment clarity for both patient and clinician. |
| id | test | signal |
|---|---|---|
| PT-01 | Free single-visit prep with paid save-history prompt after brief generation | Percent of users willing to create account and save visit memory |
| PT-02 | Annual personal memory plan offer after second visit or debrief | Conversion from repeat appointment usage |
| PT-03 | Caregiver/family plan messaging for users adding another person profile | Profile creation and shared follow-up usage |
| PT-04 | Appointment pack offer for non-subscribers | Purchase intent from episodic users who decline subscription |
- visit.pack.checkout
- privacy.controls
- security.activity
- account.create
- consent.review
- post.visit.debrief
- profile.memory.review
- plan.paywall.memory
- profile.switcher
- profile.setup
- caregiver.invite
- caregiver.permissions
- caregiver.access.review
- plan.family.upgrade
- visit.home
- intake.chat
- intake.review
- visit.brief
- question.plan
- Free V1 must make visit prep useful without requiring a subscription.
- Paid value depends on structured longitudinal memory and follow-up continuity.
- Caregiver profiles and permissions should be considered early in the data model even if not in the first UI slice.
- Analytics must measure conversion events without sending health content to trackers.
- Marketing should emphasize preparedness and continuity, not diagnosis, treatment optimization, or clinical outcomes.
- M-01 makes PatientProfile and CaregiverAccess first-class so family/caregiver monetization does not require a later schema rewrite.
- Appointment-pack usage must be tracked through non-health counters only.
- Paid personal memory depends on PatientMemoryItem requiring user confirmation before reuse.
| product | required entities | note |
|---|---|---|
| Free single-visit prep | - Visit - IntakeSummary - VisitBrief - QuestionPlan | |
| Paid personal memory | - PatientProfile - Visit - PostVisitDebrief - PatientMemoryItem | |
| Paid family/caregiver plan | - PatientProfile - CaregiverAccess - Visit - PatientMemoryItem | |
| Appointment packs | - Visit - VisitBrief - QuestionPlan | Usage counts only; no health content in billing analytics. |