Patient Trak and Lumin Medical LLC

What Patient Trak and Lumin Medical LLC does

Patient Trak (operated by Lumin Medical LLC) is a privately held US healthcare SaaS company founded in 2006 and headquartered in San Diego, California, with 11-50 employees. It sells a cloud-based patient experience platform to hospitals, health systems, urgent care centers, labs, cancer centers, physician practices, and public health departments across the United States and Canada. The platform unifies three modules — Patient Flow (electronic tracking, kiosk/mobile/QR sign-in, digital intake, online scheduling, virtual waiting room), Texting Engagement (HIPAA-compliant SMS including appointment reminders, conversational and broadcast messaging), and Reputation Management (automated surveys with AI sentiment analysis, review requests, listings management, NPS tracking) — and integrates with major EHRs via HL7 and APIs, including certified presence in the Epic App Orchard and the GE Centricity Partner Program.

The company generates revenue through quote-based annual SaaS subscriptions priced per organization and module bundle, sold via an enterprise field-sales motion supplemented by inside sales and a free-trial CTA on its website. Its customer base spans hundreds of healthcare organizations, with named enterprise accounts including HCA Healthcare, Cedars-Sinai, Houston Methodist, Ascension, Trinity Health, Keck Medicine of USC, University Hospitals, VCU Health, Moffitt Cancer Center, Florida Cancer Specialists, and Nova Scotia Health, alongside mid-market customers such as Care United Medical Center and public-sector deployments including Fairfax County's COVID-19 vaccine rollout. Distribution is direct, with case-study evidence of measurable outcomes such as a 63% reduction in time-to-provider at Ascension, a 250% ROI and 60% call-center FTE reduction at a 13-location public health department, and a 4.6-star average survey rating at Care United.

Operationally, PatientTrak is founder-led (Phil Trimble, with James W. Hermann as President), independently owned with no disclosed institutional capital, and has expanded capabilities once via the May 2016 acquisition of an Online Reputation Management software business. The competitive position rests on 20+ years of healthcare workflow specialization, HIPAA/HITECH compliance, deep EHR integration, and the switching frictions created by workflow configuration and staff training across large provider networks.

Name

Patient Trak and Lumin Medical LLC

Legal name

Lumin Medical, LLC

Website

https://patienttrak.net

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Healthcare Patient Engagement Software

NAICS

Computer Systems Design and Related Services (54151)

SIC

Services-Health Services (8000)

akta.pro primary industry

Patient Engagement, Education & Messaging Platforms (portal/CRM integrated) (HLALABAJ)

akta.pro secondary industries

Patient Self-Service Portal for Scheduling & Management (HLACADAK), Care Navigation, Referral & Digital Front Door Platforms (HLALABAH)

Keywords

• Patient flow software
• Patient engagement platform
• Healthcare reputation management
• HIPAA compliant texting
• EHR integrated scheduling

Headquarters

HQ city

Franklin

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription: Subscription-based software-as-a-service model providing access to patient flow, engagement, and reputation management modules. Pricing appears to be quote-based and customized to customer organization size and requirements.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

PatientTrak, operated by Lumin Medical LLC, is a cloud-based SaaS platform that helps healthcare organizations manage patient flow, patient engagement, and online reputation. It combines electronic patient tracking, kiosk/mobile/QR code check-in, online scheduling, HIPAA-compliant SMS texting (appointment reminders, two-way, broadcast), automated patient surveys with AI sentiment analysis, review request automation, listings management, and Net Promoter Score tracking, integrating with major EHR systems via HL7 and APIs.

Product overview

PatientTrak is a unified patient engagement platform operated by Lumin Medical LLC that combines three integrated solution suites: Patient Flow (Visit Flow), Texting Engagement, and Reputation Management. The core Patient Flow suite provides patient tracking, kiosk/mobile/QR code check-in, digital intake forms, online scheduling, and virtual waiting room capabilities. The Texting Engagement suite offers HIPAA-compliant SMS messaging including appointment reminders, conversational texting, and broadcast messaging. The Reputation Management suite delivers automated patient surveys with AI sentiment analysis, review request automation, listings management, and NPS tracking. All three suites are designed to work together across the entire patient journey from pre-visit scheduling through post-discharge follow-up.

Differentiator

Problem solved

Functional benefit

Products and services

• PatientTrak Patient Flow Suite (Visit Flow) Patient Flow suite providing electronic replacement for whiteboard-based patient tracking, with kiosk sign-in, mobile digital intake, QR code arrival, online scheduling with real-time wait time display, digital intake forms, virtual waiting room, and Single Sign-On for staff authentication. Customers include enterprise health systems, hospitals, emergency departments, urgent care centers, and diagnostic labs that need organization-wide visibility into patient status, location, and workflow from check-in through discharge.
• PatientTrak Texting Engagement Suite HIPAA-compliant SMS texting suite for patient engagement, including appointment reminders, conversational two-way texting, pre-visit preparation instructions, real-time status updates during care, automated post-visit follow-up, and broadcast announcements. Designed for healthcare organizations to communicate with patients and families while meeting HIPAA and HITECH requirements.
• PatientTrak Reputation Management Suite (Surveys and Reviews) Reputation management suite including automated patient satisfaction surveys with AI sentiment analysis, automated review requests, listings management across online directories, multi-platform review site monitoring, provider transparency profiles, and Net Promoter Score (NPS) tracking. Built for healthcare organizations to capture real-time patient feedback, generate online reviews, and benchmark loyalty across the patient population.
• Online Reputation (ORM) Portal Standalone web portal for healthcare organizations to manage patient surveys, online reviews, and provider transparency profiles outside the main PatientTrak Visit Flow application, with a dedicated sign-in entry point at ormsurvey.com.

Quantifiable outcome

• Reduced patient wait times by 63% (Ascension Healthcare)
• +5 more outcomes

Named customers13 records

Segments6 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability4 records

Feature12 records

Partnerships

Six partnerships are on record, tiered major and core.

• Trinity HealthmajorStrategic or Co-development Partner · 26 January 2022Trinity Health partnered with PatientTrak for online scheduling, patient engagement, and post-visit survey capabilities. Trinity Health is a major Catholic health system.
• Nova Scotia HealthmajorStrategic or Co-development Partner · 9 March 2021Nova Scotia Health expanded PatientTrak system to all emergency departments across the health system.
• Fairfax County Health DepartmentmajorStrategic or Co-development Partner · 5 January 2021PatientTrak used for COVID vaccine rollout supporting 20,000 Fairfax County residents, demonstrating capability for large-scale public health vaccination programs.
• Epic (App Orchard)coreTechnology or Integration · 10 December 2019PatientTrak joined the Epic App Orchard, enabling seamless integration with Epic's EHR platform for mutual customers.
• GE Healthcare (Centricity Partner Program)coreTechnology or Integration · 6 June 2017PatientTrak selected as member of GE Healthcare Centricity Partner Program, enabling compatibility with GE Centricity EMR for patient flow and visibility solutions.
• Lumin Medical (Parent Company)coreOthers · 9 May 2016Lumin Medical LLC acquired online reputation management software in 2016, which became the foundation for PatientTrak's reputation management module.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Doctor.com: Provider directory listings, online reputation, and patient acquisition platform for healthcare practices — directly competes with PatientTrak's listings management and review site monitoring modules.
• Relatient: Patient engagement platform providing appointment reminders, two-way texting, surveys, and online scheduling for healthcare practices — overlapping directly with PatientTrak's text messaging engagement and online scheduling modules.
• Phreesia: Publicly traded patient intake, check-in, and registration platform used by health systems — the most direct competitor to PatientTrak's kiosk, mobile check-in, and digital intake suite, with the same EHR integration approach.
• Binary Fountain: Patient experience management platform combining surveys, online review monitoring, listings, and sentiment analysis — closely comparable to PatientTrak's automated surveys, AI sentiment analysis, and review site monitoring capabilities.
• DoctorLogic: Healthcare marketing and reputation management platform emphasizing physician profiles, online reviews, and provider transparency — competing directly with PatientTrak's provider transparency and reputation suite.
• SocialClimb: Healthcare-focused reputation management and patient acquisition platform with automated review requests, listings, and analytics — a focused competitor to PatientTrak's review request and listings management modules.
• Solutionreach: Patient relationship management platform focused on text messaging, recalls, appointments, and patient surveys for healthcare practices and groups — comparable to PatientTrak's conversational and broadcast texting products.
• RepuGen: Healthcare reputation management and patient satisfaction platform with review generation and sentiment analysis — a narrower competitor, comparable to PatientTrak's reputation and AI sentiment offerings.

Broad incumbents

• Salesforce Health Cloud: Enterprise cloud platform with healthcare patient engagement, messaging, and journey-building capabilities serving large health systems — a broader incumbent that competes for the same customer wallet share for CRM-style patient engagement.

Others

• Yext: Listed as a PatientTrak integration partner for listings management. Yext is a broad enterprise listings management and digital presence platform — a supplier/enabler to PatientTrak's reputation module rather than a direct competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/PatientTrak
• YouTubeyoutube.com/user/PatientTrak
• Facebookfacebook.com/patienttrak-1773135082965432
• LinkedInlinkedin.com/company/patienttrak-net

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Patient Trak and Lumin Medical LLC