Kat & Co Health Solutions

Kat & Co. Health Solutions

HIPAA-safe. Human-centered.We fix broken systems.
Secure client communication — reimagined, rebuilt, and nurse-led.
Done right, from day one.

Messaging Concierge

White-glove inbox & voicemail support for solo providers using Spruce.
Built for compliance, delivered with care.

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What’s Included in Every Tier

Every plan includes: HIPAA-compliant inbox support, branded SmartPhrase replies, message documentation, and triage workflows tailored to your practice.Designed for patients. Built for lean teams.

Packages & Pricing

Feature	Lite	Pro	Premium
1x Daily Inbox Check	✅	✅	✅
Voicemail Triage	✅	✅	✅
Secure Messaging (Spruce)	✅	✅	✅
Template-Based Replies	—	✅	✅
2x Daily Inbox Management	—	✅	✅
Scheduling + Routing	—	✅	✅
Live Call Handling	—	—	✅
New Patient Intake Support	—	—	✅
Weekly Summary Report	—	—	✅
Priority Response Routing	—	—	✅

Most Popular: Concierge Optimization Kit
Pro Tier (2x daily inbox)
Custom Tag System
SmartPhrase Library
Monthly Summary Report$1,675/month — flat rateYour inbox, fully managed.
This all-in-one bundle delivers clarity, control, and peace of mind — without the overhead of additional staff.

Add-On	Price	Description
Smart Auto-Replies	$150 one-time	Prewritten replies for top patient questions built directly into your message templates
Custom Tag System	$75 one-time	Structured tags for triage categories (e.g. billing, scheduling) with SOP guidance
SmartPhrase Library	$125 one-time	Curated templates aligned with common patient inquiries and your brand tone
Intake Funnel via Text	$200 one-time	Automated welcome sequence with forms, instructions, and self-scheduling links
Waitlist Fill System	$100/month	Message sequence to proactively fill cancellations and boost daily volume
No-Show Follow-Up Flow	$75/month	Automated check-in to re-engage patients who miss scheduled visits
Billing Flow Templates	$100/month	Patient-friendly responses to common billing questions and payment reminders
Monthly Summary Report	$75/month	Snapshot of inbox volume trends and patient needs (includes top tag usage)
Tag Volume Snapshot	$50/month	Track category volumes monthly (e.g. 30% scheduling, 20% billing)
After-Hours Inbox Buffer	$200–$350/month	Light triage coverage from 5–9pm with urgent message escalation protocol
Missed Call Text Response	$75/month	Automated text reply to missed calls with a custom follow-up message
Smart Voicemail Menu Setup	$100 one-time	Branded voicemail tree (e.g. “Press 1 for refills…”) routed via Spruce
Custom Phone Greeting Script	$50 one-time	Voicemail script written in your clinic’s tone, recorded or typed
Branded Welcome Message	$65 one-time	Automated intro message with clinic hours, contact options, and tone-matched greeting
Social DM Monitoring	$150–$300/month	Instagram/Facebook inbox monitoring with secure rerouting for PHI
Inbox Clean-Up + Tag Reset	$150/quarter	Quarterly archiving and tag optimization to keep your system organized
Template Audit	$150/quarter	Quarterly review + refresh of your SmartPhrases for tone, clarity, and alignment

Every add-on is designed for maximum time-saving, clarity, and patient trust.Looking for a starting point? Try our most popular Optimization Kit or request a custom Concierge Stack.

Bereavement Concierge

Compassionate, CMS-compliant family outreach with zero team burden.

📦 Choose Your Monthly Support Tier

Feature	Standard	Enhanced	Premier
13-Month Outreach Timeline	✅	✅	✅
Automated Text Campaign	✅	✅	✅
Secure Messaging Platform (Spruce)	✅	✅	✅
Welcome Message Post-Death	✅	✅	✅
90-Day Grief Journey Sequence	—	✅	✅
Tuck-In Checkpoints (Monthly)	—	✅	✅
Custom Agency Signature	—	✅	✅
Escalation Routing Protocol	—	—	✅
Family Support Resource Drop	—	—	✅
Weekly Outreach Report	—	—	✅
CMS Compliance Snapshot	—	—	✅

Flat-rate monthly pricing based on your average number of patient deaths per month.All tiers include HIPAA-safe outreach using Spruce, post-death welcome messaging, and CMS-aligned communication workflows.

Deaths per Month	Standard	Enhanced	Premier
0–15	$1,125	$1,375	$1,750
16–30	$1,875	$2,200	$2,625
31–50	$2,800	$3,350	$4,000

💬 Need help choosing a tier? Contact us for a custom quote.

✨ Customize Your Concierge Experience

Add-On	Price	Description
Consent & Preferences Form	+ $25 per patient	Secure form to capture family communication preferences and opt-in tracking
Live Grief Support Call	+ $30 per patient	Scheduled 15-minute call with a trained team member to offer human connection and support
13-Month Print Memorial Letter	+ $20 per patient	Printed card or letter mailed on the one-year anniversary of passing
Welcome Letter (Pre-Death Version)	+ $15 per patient	Optional printed welcome mailed at admission with bereavement support info
CMS Audit Prep Snapshot	+ $100/month	Simple report showing outreach completion, engagement, and escalation tracking
Branded Agency Signature	+ $50 one-time	Custom footer with your agency’s name, logo, and contact line embedded in all outreach messages
Quarterly Outreach Report	+ $125/quarter	Summary of outreach sent, engagement trends, opt-outs, and support tags
Printed Bundle Kit	+ $45 per patient	Printed set of bereavement resources mailed with agency branding and calendar of outreach
Family Survey Link Integration	+ $35/month	Optional link to your satisfaction survey embedded at end of final outreach
Holiday Outreach Message	+ $75/season	Custom message scheduled around holidays to acknowledge grief milestones

All add-ons are modular and can be bundled with any tier.Ask about popular bundles or customization.

Most Popular: Starter Kit Bundle
Includes:
• Enhanced Tier (up to 15 deaths/month)
• Consent & Preferences Form
• Live Grief Support Call
• 13-Month Print Memorial Letter$1,875/month – flat rateFlat rate for up to 15 deaths/month using the Enhanced Tier with full upgrades.Our most requested package for agencies scaling grief support — no added headcount.

Need pricing for over 50 deaths per month? Custom quotes are available.Service details and upgrade options shown below.

Optimization & SOP Concierge

Audit-ready SOPs, SmartPhrase kits, and inbasket cleanup for clinical teams.

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Packages & Pricing

Add-On	Price	Description
Live Team Training (1 hour)	$250	Private Zoom session with your staff to walk through SOPs, workflows, or triage
Prewritten SOP Bundle	$175	Includes templated SOPs for triage, escalation, lab follow-up, and more
Monthly Inbox Trends Dashboard	$75/month	Track message volume, task completion, and triage patterns across time
Multisite Licensing	Custom	Includes SOP branding, team access, and shared system integration

Package	Price	What’s Included	Best For
Quick Audit Call	$97	30-min Zoom or video inbox review, 3 actionable fixes, pre-call checklist	Clinics or providers needing expert eyes on a chaotic inbox
SOP Starter Kit	$495	Audit call + inbox review, 1 editable SOP, 10 SmartPhrases, Loom walkthrough	Teams ready to build their first SOP with expert help
Full Workflow Rebuild	$1,500+	Includes Starter Kit, 3–5 SOPs, 20+ SmartPhrases, role grid, Notion dashboard	Organizations ready to scale or standardize team workflows

Ask about our Optimization Stack — designed for inbox clarity, accountability, and sustainable delegation.

Why Kat & Co?

Hi, I’m Kat — a nurse with over 25 years of experience and a gift for cleaning up clinical chaos.After years in direct patient care, I became a subject matter expert in Epic InBasket workflows. I saw firsthand how message overload, unclear escalation, and broken outreach systems drain time, energy, and compliance confidence.Kat & Co. was born to fix that.Whether I’m mapping inbox triage for a clinic, designing grief outreach for a hospice agency, or managing a Spruce line behind the scenes — I blend compassionate communication with smart, scalable systems that actually work.You get structured, compliance-aware support — with zero guesswork.

Let’s Talk About Your Communication Needs

Not sure where to start? I’ll help you figure out the right service — or build a custom solution just for your team.

Let’s Talk About Your Communication Needs
Not sure where to start? I’ll help you choose the right service — or build a custom solution for your team.Book a Discovery CallA quick Zoom or phone session to walk through your pain points and goals.Message Kat via SpruceAlready know what you need? Let’s chat securely.