50% Retention Growth with a Governed, Scalable Virtual Vet Platform

Success Highlights

50% increase in retention from recurring care and centralized records

20–40% fewer ER visits due to triage and escalation guardrails

30% faster access to care through 24/7 structured support

Key Details

Industry: Pet Health / Virtual Care Geography: United States

Platform: Web & Mobile Virtual Care System with Role-Based Triage Engine, Centralized EHR Store, and Subscription Billing Integration

Business Challenge

The platform was growing fast, but scale posed risk. Without structured escalation, role clarity, or cost-per-case visibility, the business lacked a framework to decide whether to scale, pause, or pivot.

Ambiguous Escalation Paths: Agents (support roles) escalated inconsistently, increasing load on licensed vets.
Fragmented Workflows: UX varied across mobile, web, and tablet, leading to user drop-off.
No Operating Model: Roles weren’t clearly defined—who owns triage? Who approves escalation? What happens when cases fail quietly?
Unsustainable Economics:
With revenue tied to one-off consults, leadership lacked visibility into recurring value.

Our Solution Approach

We implemented a control-layer for operations — building measurable guardrails, triage ownership, and economic signals to support scale.

1 · Discover

Map Escalation Gaps & Ownership Gaps

We audited care workflows across devices to identify undefined handoffs, poor escalation visibility, and inconsistent triage responses.

2 · Consolidate

Standardize Multi-Device Access & Workflow Ownership

We built a unified platform across mobile, web, and tablet. Assigned roles (operator, licensed vet) and created logic-based escalation flow.

3 · Automate

Embed Guardrails into Triage &
Record Systems

We introduced a smart triage layer that enforced escalation thresholds, centralized pet data, and ensured safe handoffs — reducing rework and manual follow-ups.

4 · Accelerate

Launch Subscription Plans & Define Operating Metrics

We deployed tiered wellness plans for recurring revenue. Added a reporting layer to track cost-per-case, escalation rates, and engagement — giving leadership data to decide when to scale.

Technical Highlights

 Role-based access control (RBAC) implemented across operator, vet, and admin workflows to enforce escalation boundaries and data security
Event-driven triage engine built using rules-based logic to auto-prioritize cases and assign escalation paths based on urgency and metadata
Real-time chat infrastructure using WebSocket-based messaging for seamless 24/7 support across mobile, web, and tablet interfaces
Subscription management system integrated with secure payment gateway APIs, featuring webhook-based billing event tracking
Analytics and reporting layer built on a distributed log pipeline, aggregating triage volume, session duration, and escalation outcomes for leadership dashboards


Psuedocode// Event-Driven Triage Escalation Logic


def handle_incoming_case(case):
if case.urgency == “high”:
assign_to(“licensed_vet”)
elif case.type == “follow_up”:
schedule_with_previous_vet(case.pet_id)
else:
assign_to(“trained_operator”)
log_case_event(case.id, status=”assigned”, timestamp=now())

Business Outcomes

Established a scalable, governed operating model for virtual care — giving product leaders the ability to scale with confidence.

50%

Higher User Retention:
Centralized care history and consistent access encouraged long-term platform use.

20-40%

Reduction in ER Visits:
Guardrails prevented unnecessary escalations and improved triage resolution.

30%

Faster Access to Care:
Always-on triage and automated routing improved user satisfaction and lowered wait times.

Clear role ownership for triage, escalation, and decision-making
Defined “safe to scale” metrics: cost-per-case, rework %, time-to-resolution
A live dashboard that enables scale/pause/pivot decisions at the leadership level

Want to Build a Virtual Care Platform That’s Ready to Scale?

Let’s talk about triage logic, escalation design, and measurable workflows that make scale a board-level “yes.”

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