Navigate Patient Solutions
Navigate Patient Solutions provides human-led, pre-consultation patient education for US ophthalmology and cataract surgery practices, using trained Patient Navigators who contact patients by phone, video, or text before appointments to improve premium IOL adoption and reduce evaluation time.
- Company typePrivate
- Founded2019
- HeadquartersAustin, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Navigate Patient Solutions does
Navigate Patient Solutions is a privately held US healthcare services company founded in 2019, headquartered in the Fort Worth, Texas metro area (817 area code), that provides pre-consultation patient education for ophthalmology practices, with a specific focus on cataract surgery workflows. The company's core service consists of trained Patient Navigators—professionals with backgrounds in ophthalmology, optometry, or as certified ophthalmic assistants—who contact patients by phone, video, or text prior to their surgical consultation to educate them about cataract surgery, intraocular lens (IOL) options (standard versus premium), and procedural expectations. Navigators operate as an extension of the practice, use surgeon-approved talking points, and document patient preferences, concerns, and lifestyle considerations directly into the practice's EMR system for surgeon review prior to the consultation.
The underlying technology is a proprietary, HIPAA-compliant platform that enables remote Navigator-to-practice connectivity, automated patient assignment and education-call scheduling, and EMR documentation integration through secure remote access points. The platform includes a Practice Customization Framework that allows per-surgeon talk tracks addressing individual lens/laser package offerings and clinical preferences within multi-surgeon practices. According to company-reported case study data, the service delivers measurable client outcomes including 25-32% growth in premium IOL adoption, 5-14 minute reductions in evaluation length, up to 74% decreases in no-shows, up to 80% decreases in cancellations, and a 78.6% surgical capture rate across an 11-surgeon, 3-practice case study spanning July 2025 through February 2026.
Navigate generates revenue through quote-based subscription partnerships sold on multi-year contracts to ophthalmology and cataract surgery practices, with pricing tailored to practice size and surgeon count. Go-to-market is enterprise field sales led by VP of Revenue Generation Chris Bonsall, targeting practice administrators and surgeon-owners. The sales cycle emphasizes ROI through published case-study outcomes, with onboarding typically completed within approximately 21 days and no software installation required. The company operates entirely within the United States, currently targets only the ophthalmology/cataract surgery vertical, and lists a customer base of named enterprise practices including Complete Eye Care, Wilmington Eye, OCLI Vision, Vision Innovation Partners, Pacific Eye Associates, Memorial Eye Institute, Chesapeake Eye Care and Laser Center, Discover Vision Centers, and Advanced Eye Care. The company is led by CEO Joel Gaslin and supported by an exclusive marketing partnership with Glacial Multimedia (announced December 2025) and a Medical Advisory Board including Drs. James Katz and Caroline Watson.
Navigate Patient Solutions firmographics
Firmographics- Name
- Navigate Patient Solutions
- Legal name
- Navigate Patient Solutions
- Website
- https://navigatepatient.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Navigate Patient Solutions provides human-led, pre-consultation patient education for US ophthalmology and cataract surgery practices, using trained Patient Navigators who contact patients by phone, video, or text before appointments to improve premium IOL adoption and reduce evaluation time.
- Ownership category
- akta.pro rank
Navigate Patient Solutions industry classification
Industry- Product category
- Ophthalmology Practice Patient Education Services
- NAICS
- Offices of All Other Miscellaneous Health Practitioners (621399)
- SIC
- Services-Health Services (8000)
- akta.pro primary industry
- Virtual Second Opinion & Care Navigation Platforms (HLALAAAF)
- akta.pro secondary industry
- Ophthalmology & Vision Telemedicine Platforms (HLALAGAL)
Keywords
Where Navigate Patient Solutions is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Navigate Patient Solutions business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Practice Partnership Services: Navigate provides pre-consultation patient education services to ophthalmology/cataract surgery practices on a subscription or per-practice contractual basis. The service is sold as a partnership offering where navigators integrate with the practice workflow to educate patients, save evaluation time, and increase premium IOL adoption rates. Implementation occurs within ~21 days with no software installation required. Pricing is quote-based, tailored to practice size and surgeon count.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Custom Practice Partnership - pricing based on practice size, surgeon count, and service scope |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Navigate Patient Solutions product offering
Product offeringCore offering
Navigate Patient Solutions provides human-led, pre-consultation patient education for ophthalmology and cataract surgery practices. Trained Patient Navigators with backgrounds in ophthalmology or optometry contact scheduled patients by phone, video, or text to educate them about cataract surgery, lens options, and premium IOLs before their appointment, then document findings directly into the practice's EMR for the surgeon to review. The service is sold as a managed partnership on a multi-year, quote-based subscription, with ~21-day implementation and no software installation required.
Product overview
Navigate Patient Solutions offers a single unified service: human-led pre-visit patient education for cataract surgery. The core product consists of trained Patient Navigators who contact patients via phone, video, or text before their consultation appointments to educate them about cataract surgery, lens options, and premium IOLs. Navigators serve as an extension of the practice, using the practice's name and approved talking points. Patient interactions and preferences are documented directly in the practice's EMR system for surgeons to review before the consultation. The service also includes practice assessment tools and a quiz to evaluate current patient education processes.
Differentiator
Problem solved
Functional benefit
Products and services
- Navigate Patient Education Service Human-led, pre-consultation patient education for cataract surgery, in which trained Patient Navigators with ophthalmology or optometry backgrounds contact scheduled patients via phone, video, or text to educate them about cataract surgery, standard versus premium IOL options, and what to expect, then document patient preferences directly into the practice's EMR for the surgeon to review before the consultation.
Quantifiable outcome
- 30% growth in premium adoptions
- +7 more outcomes
Companies that use Navigate Patient Solutions
Customer profileNamed customers9 records
Segments2 records
Ideal customer profiles1 record
Navigate Patient Solutions technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability3 records
Feature3 records
Navigate Patient Solutions partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and supporting.
- Glacial MultimediacoreExclusive marketing partnership announced December 17, 2025 aimed at enhancing practice growth for cataract surgeons. The collaboration combines digital marketing with patient education, creating an integrated platform enhanced by strategic board-level appointments. This partnership is designed to help cataract surgery practices accelerate growth through combined expertise in digital marketing and patient education services.
- James Katz, MD (Medical Advisory Board)supportingJames Katz, MD appointed to Medical Advisory Board to strengthen efforts in cataract patient education. Dr. Katz brings medical expertise to help guide the company's approach to patient education and ensure clinical accuracy.
- Caroline Watson, MD (Medical Advisory Board)supportingCaroline Watson, MD appointed to Medical Advisory Board to strengthen efforts in cataract patient education. Dr. Watson provides medical guidance to enhance the company's patient education programs for cataract surgery.
Scale indicators11 records
Recent moves5 records
Expansion highlights5 records
Navigate Patient Solutions competitors and assessment
Company assessmentDirect peers
- Klara: Patient communication and workflow platform for medical practices, with two-way texting, voice, and EMR-integrated messaging. Targets the same ophthalmology practice administrator buyer that Navigate sells into.
- Tebra (PatientPop): Practice growth and patient engagement platform (formed via PatientPop + Kareo) targeting independent medical practices, including ophthalmology. Competes directly for the patient communication and practice marketing wallet.
- Doctor.com: Practice growth platform providing patient experience, online scheduling, and reputation management for medical practices, including specialties like ophthalmology. Competes for the practice-admin patient engagement budget.
- Relatient: Healthcare patient engagement platform with appointment reminders, broadcast messaging, and patient self-scheduling used by specialty practices. Overlaps Navigate's front-end patient outreach and EMR-integrated communication layer.
- Solutionreach: Patient engagement and communication platform sold to medical and dental practices, including ophthalmology. Competes for the same practice-admin budget line that Navigate targets, offering appointment reminders, recall, and patient outreach.
Broad incumbents
- Included Health: Care navigation and virtual care platform serving employer-sponsored and health plan populations. Comparable in care-navigation DNA, although at a different scale, buyer, and condition set.
- Nextech: Specialty practice management and EHR provider with a dedicated ophthalmology offering. Competes for the same practice IT/operations budget and could expand into pre-visit patient education workflows.
- Accolade: Personalized healthcare navigation and advocacy company serving employers and health plans. Operates in the broader care-navigation category that Navigate serves in a focused, ophthalmology-specific way.
- Quantum Health: Healthcare navigation and care-coordination company working with health plans and employers. Functionally adjacent (care navigation) to Navigate's Navigator model, but operating at a different buyer and patient acuity.
- Modernizing Medicine: Specialty EHR/practice management suite with a leading ophthalmology module (EMA). Sells adjacent workflow tools into the same practices and could conceivably bundle patient education features that disintermediate Navigate.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Navigate Patient Solutions social profiles
Digital presenceNavigate Patient Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
Navigate Patient Solutions leadership team
Management profileNumber of profiles
Profiles4 records
Navigate Patient Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Navigate Patient Solutions M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Navigate Patient Solutions
What does Navigate Patient Solutions do?
Navigate Patient Solutions provides human-led, pre-consultation patient education for ophthalmology and cataract surgery practices. Trained Patient Navigators with backgrounds in ophthalmology or optometry contact scheduled patients by phone, video, or text to educate them about cataract surgery, lens options, and premium IOLs before their appointment, then document findings directly into the practice's EMR for the surgeon to review. The service is sold as a managed partnership on a multi-year, quote-based subscription, with ~21-day implementation and no software installation required.
Is Navigate Patient Solutions a public or private company?
Navigate Patient Solutions is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Navigate Patient Solutions founded?
Navigate Patient Solutions was founded in 2019. It employs 1 to 10 people.
Where is Navigate Patient Solutions based?
Navigate Patient Solutions is headquartered in Austin, United States, in the North America region.
How does Navigate Patient Solutions make money?
One revenue line is on record: practice Partnership Services.
Who are Navigate Patient Solutions's main competitors?
Direct peers on record are Klara, Tebra (PatientPop), Doctor.com, Relatient and Solutionreach. Broad incumbents are Included Health, Nextech, Accolade, Quantum Health and Modernizing Medicine.
Does Navigate Patient Solutions have an API?
No public API is recorded for Navigate Patient Solutions.
What industry is Navigate Patient Solutions in?
Navigate Patient Solutions's product category is Ophthalmology Practice Patient Education Services. Its primary akta.pro industry code is HLALAAAF, Virtual Second Opinion & Care Navigation Platforms, with a secondary code of HLALAGAL, Ophthalmology & Vision Telemedicine Platforms. Its NAICS code is 621399 and its SIC code is 8000.