Medical practices Early access
New patient intake rep
Welcomes each new patient who books, checks you take their plan and chases their forms before the visit.
Epic
For medical practices
Referral coordinator
Sends your providers' referrals to the specialist's office with the paperwork it needs and tracks each one.
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.
- athenahealth
- Any website
- 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 provider orders a referral
- 1Read new referral orders in athenahealthathenahealth
- 2Check the plan's referral rules on the payer's siteAny website
- 3Attach the notes and insurance details the office needsathenahealth
- 4Ask you first before the referral goes outHe asks you first
- 5Send it to the specialist's office from athenahealthathenahealth
- 6Let the patient know through Weave who will callWeave
- 7Text you referrals not booked after a week
- What you getEvery referral sent with its paperwork, the patient told, and a weekly list of the ones not yet booked.
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
Medical practices Early access
Front desk inbox
Answers patient texts about hours, forms and bills in Weave, and passes anything clinical to your staff.
Medical practices Early access
Eligibility checker
Checks every patient's insurance the day before the visit and asks anyone whose plan ended for their new card.
Medical practices Early access
Review manager
Asks every patient for a Google review after their visit and replies without ever saying who is a patient.