Lotus Perinatal: Scaling Holistic Mental Health Care for Families with Profi.io

About Lotus Perinatal

Lotus Perinatal is a wellness-focused mental health organization founded by Katrina Carrera, a licensed clinical psychologist. Their mission is to deliver interdisciplinary and holistic mental health care for growing families, blending psychological, somatic, nutritional, and spiritual support to address the full spectrum of wellness. With a strong focus on the perinatal population, Lotus provides personalized care to new and expecting parents through both live virtual sessions and on-demand programs, meeting clients where they are emotionally, physically, and logistically.

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"We wanted to serve families in a way that was accessible. When you’re healing in postpartum, driving across town weekly just isn’t feasible; that’s where our hybrid care model came to life."

— Katrina Carrera, Founder, Lotus Perinatal

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The Challenge

Barriers to holistic, accessible care

Before Profi.io, Lotus was limited by traditional EHR platforms like SimplePractice systems, designed only for licensed therapists. This created friction within their interdisciplinary team and prevented smooth collaboration between licensed and non-licensed practitioners.

Additionally, Lotus had ideas for scalable, asynchronous support (like self-guided programs), but no way to implement or deliver them.

Fragmented workflows and missed opportunities

Materials for self-paced programs were scattered across folders and PDFs. There was no portal, no automation, and no interactive user experience. Clients were limited to live sessions or receiving documents via email, an inefficient system for both care delivery and business growth.

Unrealized revenue streams

Lotus needed to create both active and passive income for sustainability, scalability, and self-care for the providers themselves. Without a digital structure to support on-demand programs, the organization was limited in how it could grow while maintaining a high-touch client experience.

Solution

On-demand programs & seamless client care

With Profi.io, Lotus Perinatal launched interactive digital care programs that include videos, reflection tools, handouts, and even live sessions. Clients can now access support when it fits their unpredictable schedules, including the middle of the night.

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“We have parents with infants who log into their programs at 2 AM. With Profi, our clients can continue their healing journey on their own terms.”

— Katrina Carrera, Founder, Lotus Perinatal

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Simplified operations for interdisciplinary teams

Profi’s flexibility supports both clinical and non-clinical providers, allowing Lotus to finally unify its care model under one platform. Team members no longer work around rigid EHR frameworks and can focus on delivering care rather than managing tech limitations.

Increased efficiency and client engagement

The ease of use and proactive customer support from Profi’s team enabled Lotus to adopt the platform without a steep learning curve. Programs are intuitive, visually engaging, and personalized, improving both client experience and retention.

Built-in business scalability

With asynchronous content and program modules, Lotus unlocked passive income and the ability to scale client impact without adding burnout. Their team is already planning additional programs and campaigns using Profi’s upcoming Service Builder feature.

The Outcome

Thanks to their partnership with Profi, Lotus Perinatal achieved:

  • New revenue streams through on-demand, scalable care programs
  • Reduced provider burnout by balancing live and passive services
  • A streamlined client experience that’s personalized, convenient, and flexible
  • Greater operational efficiency, replacing outdated, clunky systems
  • Expanded impact while staying true to their holistic, high-touch care philosophy

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“Profi has helped us make our vision a reality. Now we’re not limited to PDFs or live calls, we have an entire portal that feels human, flexible, and empowering. Our clients are getting the care they need, and our team feels supported, too.”

— Katrina Carrera, Founder, Lotus Perinatal

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