How It Works

Start the visit cleanly and prevent downstream surprises.

• • Verify patient identity, demographics, and insurance.
• • Collect copay (if applicable) and confirm visit context.
• • Mark patient as arrived and ready for clinical intake.

A clean visit start with fewer eligibility and coverage issues.

Capture a baseline snapshot before the provider enters the room.

• • Escort patient to room and begin intake.
• • Record vitals and key screening information.
• • Confirm medications and allergies for safety.
• • Document the reason for visit in a consistent format.

Providers begin the encounter with complete context and less chart chasing.

Support clinical decision-making without adding clicks.

• • Review intake and prior context.
• • Perform exam and document findings.
• • Create an assessment and plan that is clear and defensible.

Cleaner documentation, clearer plans, and fewer follow-up questions later.

Place and track labs/imaging without losing the thread of the visit.

• • Order labs, imaging, diagnostics, or referrals when appropriate.
• • Track the status of ordered services.
• • Route results back to the provider cleanly for review.

Less missed follow-up and clearer results handling.

Close the visit with clear instructions and clean billing readiness.

• • Provide visit summary and patient instructions.
• • Send prescriptions and care plan details.
• • Schedule follow-up when needed.
• • Close the visit and prepare billing/claims submission.

Visits close cleanly, and billing is supported by complete documentation.

Manage results, denials, and follow-ups without disruption.

• • Communicate results to patients when required.
• • Handle documentation requests and payer follow-up.
• • Resolve denials with clear visibility into what’s missing.

Reduced revenue leakage and better continuity of care.