Features
Real-Time Patient Action Lists
- Built Automatically from Your Live EHR Schedule
- New Patient Leads with No Outreach Yet
- Canceled Initial Visits That Haven’t Rebooked
- Completed Visits with No Next Appointment
- Patients Come Off the List Once the Follow-Up Is Logged or the Next Appointment Is Booked
New Patient Communications Tracking & Intake
- Connected to All Your Lead Sources: Website Forms, Paid Search, Social Media and Phone Calls
- Capture UTM Parameters for Marketing Optimization
- Automated Queues to Ensure Prompt Outreach/Follow Up
- Automated Queues for Canceled New Patient Appointment Follow Up
- Metrics to Track Conversion to New Patient Appointment
PCP Referral Required By Payer Tracking
- Automated Queues to Track Referral Requests
- Queues Prioritized by Date of New Patient Appointment
- Metrics on Time to Obtain Referral
Detailed Verification of Benefits
- Collect Detailed CPT-Level Benefits (Vein, Spine, Orthopedics, DME, etc.)
- Customized VOB Screens Based on Payer
- Support for Workers’ Compensation and Liability Payers
- Save Time by Storing Plan Specific Data Matched on Group Number
- Metrics on Payer/Plan Mix
Procedure Authorization Tracking
- Authorization Workflow Automatically Triggered Based on EHR Appointment
- Automated Queues to Track Authorization Stage (Submitted to Payer, Peer to Peer, Approved, and more)
- Automated Queues Prioritized by Procedure Date
- Ability To Easily Sort In-Process Authorizations by Payer
- Automated Alerts to Clinical/Scheduling/Patient Coordinator Staff for Delayed/Denied Authorizations
- Metrics on Time to Obtain Authorization and Approval/Denial Rate by Payer
Management Reporting & Analytics, Included
- Ongoing Management Reporting Delivered as Part of the Service
- Conversion from Patient Lead to New-Patient Appointment, by Marketing Source
- Real Conversion Data Fed Back to Your Campaigns
- See the Milestone Where Patients Fall Out, and Fix the Bottleneck
- Time to Referral and Authorization, and Approval/Denial Rates by Payer
