For your new service line
Enrollment Handoffs
Help a new enrollment become a clear first step.
Connect an accepted enrollment with the first step into care. Give your team the service details, payment status and responsibilities needed to welcome each new patient.
Know what was agreed
Carry the accepted services, terms and required payment confirmation into the next stage.
Give onboarding an owner
Make it clear who contacts the person, gathers required information and coordinates the first service.
Catch unfinished work
Bring missing details, uncertain payments or interrupted handoffs back to the responsible person.
What your team gets.
An onboarding workflow connecting enrollment details, team assignments and next steps.
Your clinical team retains responsibility for care assignments.
Make your first handoff clear.
Tell us what should happen after someone accepts your offer.
Tell us about your program