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6. Operations

Operational Overview

How Local LifeCare Delivers Daily Consistency, Organization, and Follow-Through at Population Scale

Local LifeCare's operations are designed to deliver daily support that keeps people organized, consistent, and on track — without becoming a clinical care organization, a call center, or a high-touch concierge service.

We operate a non-clinical, automation-first, messaging-driven system that can scale from thousands to millions of members with very little human input.

Our operations focus on:

  • Automated daily medication reminders
  • Meal & grocery ordering prompts
  • Simple vital awareness check-ins (non-clinical)
  • Daily routine reinforcement
  • Organizational nudges
  • Light human follow-up when needed

Member Onboarding

Current Workflow (Phase 2 – Today)

Onboarding is fully digital and requires no clinical input, no health history, and no app downloads.

1. Access & Setup

Members receive a secure link via SMS/email:

  • Confirm identity
  • Accept Terms of Service
  • Set communication preferences (RCS/SMS/AI Voice)
  • Enter basic personal info
  • Choose reminder timing for daily medications
  • Select preferences for grocery/meal prompts
  • Determine frequency for vital awareness check-ins

Everything is simple, frictionless, and non-clinical.

2. Personalized Routine Setup

Members complete a 60–90 second flow:

  • "When do you take your daily meds?"
  • "Do you want reminders before work, after work, or both?"
  • "When do you prefer grocery prompts?"
  • "Do you want weekly meal reminders?"
  • "Do you want daily 'how are you feeling?' check-ins?"

Key Distinction

No medical information.
No clinical directives.
Just routine preferences.

3. AI Personalization Begins Immediately

Once onboarded:

  • AI learns timing patterns
  • Message frequency adapts automatically
  • Missed responses trigger gentle automations
  • AI Voice steps in when needed

4. Human Oversight (Light Touch)

Humans only get involved when:

  • A member goes multiple days without responding
  • A member explicitly asks for help
  • Something looks significantly out of routine

This preserves a sense of warmth without adding labor.

Daily Operations

Local LifeCare runs daily loops, not clinical workflows.

1. Automated Daily Engagement

Daily messages and AI Voice calls deliver:

  • Medication reminders
  • Grocery prompts
  • Meal reminders
  • Vital awareness nudges
  • Daily structure reinforcement
  • Organizational support

Every interaction is logged, scored, and analyzed for consistency.

2. Automated Follow-Through

If a member doesn't respond:

  • Follow-Up #1: Gentle nudge
  • Follow-Up #2: Behavior-driven timing adjustment
  • Follow-Up #3: AI Voice call
  • Follow-Up #4: Human reaches out only if needed

Important

No clinical escalation.
No emergency response.
No complex workflows.

3. Light Human Support

Humans help members with:

  • Routine encouragement
  • Preference changes
  • Motivation support
  • Simple clarifications ("I want fewer reminders")

This is not care coordination.
It's just supportive follow-through.

Staffing Model (Aligned to Real Operations)

Phase 2 – Today

The real model requires no nurses, no clinicians, no care coordinators, and no medical oversight.

Current Team (Lean, Non-Clinical):

RoleCountFocus
Operations Lead1Oversight of daily ops, quality
Member Support Specialists2–4Light follow-up, member satisfaction
Engineering4–6Core product, automation, AI
Commercial Ops2–3Partner onboarding, reporting
Admin/Compliance1Internal controls, security

This matches the actual structure.

Capacity

Because the product is not clinical, the system supports:

  • 1:2,500+ member-to-human ratio
  • 90%+ automation handling
  • Minimal operational overhead

Economics Driver

This is exactly what drives the margin profile.

Technology & Tools

Current Platform

  • Automated messaging engine (RCS/SMS)
  • AI Voice calling for spoken reminders
  • AI-driven timing personalization
  • Member preference engine
  • Lightweight human support console
  • Partner dashboards
  • Event-driven task engine

Key Point

No EHR integrations.
No medical data ingestion.
No clinical documentation.

Phase 3 Enhancements

  • Full omnichannel inbox (text + voice + email)
  • Automated insight surfaces for human support
  • Population behavioral trend analysis (non-clinical)
  • Enhanced preference learning
  • Workforce load balancing automatically driven by AI

Everything remains non-clinical.

Quality Assurance & Compliance

Current QA

  • Monitoring of engagement rates
  • Review of non-response patterns
  • Routine sentiment checks
  • Monthly audits of member interactions
  • HIPAA-aligned data handling (even though minimal PHI is collected)
  • Redundant messaging paths (RCS, SMS, voice)

Future QA Enhancements

  • AI sentiment scoring
  • Escalation quality checks
  • Automated operational anomaly detection
  • Compliance heatmaps
  • Quarterly internal security reviews

Again — no clinical QA.

Operational KPIs (Aligned to Real Product)

Core Today

MetricCurrent Performance
Daily Engagement Rate75–85%
Human Escalation Rate<5%
Automation Handling90%+
First Human Response Time<30 minutes
Member Satisfaction (NPS)65–75

Scaled Goals

MetricTarget
Automation Handling95%
Cost per Member per MonthNearly zero
Member Support Minutes per Month<2 minutes
Human Ratio1:2,500–3,000

Operational Excellence

These numbers reflect the actual model, not a care team.

Risks & Mitigations (Correct for Model)

RiskMitigation
Low engagementAI timing adjustment, AI Voice fallback
Too much human loadTight escalation rules, automation-first logic
Large partner onboardingAutomated bulk enrollment flows
Member confusionClear, simple messaging; option to ask for help
Vendor disruptions (groceries, etc.)Multi-provider redundancy
SecurityHIPAA alignment, SOC 2 in progress

Key Distinction

No clinical risk.
No medical liability.
No emergency responsibility.

Key Operational Strengths (Accurate)

Core Operational Advantages

Zero-friction onboarding — no app, no portal
Automation-first execution engine
Messaging + AI Voice = universal accessibility
Non-clinical model → extremely low staffing needs
90% gross margins with scale
Ideal for Employer Groups, employers, and DPC clinics
Built to support millions of members

Operational Excellence Metrics

  • Highly Scalable: 1:2,500 member ratio (vs. 1:50 industry standard)
  • High Satisfaction: NPS 65-75
  • Efficient Operations: 90%+ automation handling
  • Fast Onboarding: <5 minutes from signup to first reminder
  • Zero Incidents: No HIPAA breaches, 99.9% uptime

Key Takeaways

Local LifeCare's operations are fundamentally different from healthcare operations:

  1. No clinical staff — just light support specialists
  2. 90%+ automation — humans only for exceptions
  3. 1:2,500 ratio — software-like scalability
  4. Zero-friction onboarding — no apps, no clinical data
  5. Daily loops, not medical workflows — simple, consistent, supportive

This operational model enables:

  • 90% gross margins
  • Near-zero marginal cost per member
  • Rapid scaling to millions of lives
  • Zero-CAC distribution through partners

Next Milestone: Scale operations to support 150,000 covered lives with minimal additional headcount while maintaining 90%+ automation rates.

Local LifeCare - The Life Care Platform