Medical practices Early access
Front desk inbox
Answers patient texts about hours, forms and bills in Weave, and passes anything clinical to your staff.
Rare
For medical practices
New patient intake rep
Welcomes each new patient who books, checks you take their plan and chases their forms before the visit.
Early access. Before James works with patient records, we sign a HIPAA business associate agreement with your practice. Book a call and we will tell you where it stands.
- Zocdoc
- athenahealth
- Weave
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsWhen a new patient books
- 1Read new patient bookings from Zocdoc and your siteZocdoc
- 2Check their plan against the plans you takeathenahealth
- 3Draft a welcome with your forms link and what to bring
- 4Ask you first before messages go to new patientsHe asks you first
- 5Send it through Weave with your intake formsWeave
- 6Remind anyone whose forms are missing 2 days outWeave
- 7Text you whose forms or insurance card are still missing
- What you getEvery new patient welcomed with your forms, their plan checked, and a list of what is missing before the visit.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for medical practices
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