Service · Proactive patient support
Patient Engagement
Reach patients. Follow through to the visit.
A dedicated bilingual team handles outreach, scheduling and follow-up under your clinic's guidance.
Who it's for
Sound familiar?
- Your clinic has outreach lists that wait for staff time: new members, inactive patients, screenings and care gaps.
- Your campaigns start strong, then follow-up slips when the front desk gets busy.
- You need outreach in English and Spanish that follows your approved scripts and scheduling rules.
The work your team covers
Your guidance. Consistent follow-through.
Outreach and coordination, not clinical care. Your care team defines the patients, clinical priorities and decisions. Attendance is not guaranteed.
New-member welcome
Welcome new members using your approved information and next steps.
Inactive-patient reactivation
Reach out to inactive patients using the lists and outreach rules your center approves.
Screening and care-gap outreach
Contact patients identified by your clinic for screening and care-gap outreach. Clinical decisions stay with your care team.
Chronic-care and service campaigns
Carry out your approved campaigns and route questions that need the care team.
Direct EHR scheduling
Schedule directly in your EHR within your appointment rules and available openings.
Preparation, transport and telehealth help
Share your approved preparation information and help patients navigate the support your clinic makes available.
Attendance reconciliation
Reconcile attendance in your systems so the next action follows the recorded visit status.
Follow-up and next actions
Document the outcome and carry out the follow-up your clinic assigns.
From assigned work to the next action
One workflow. Clear handoffs.
Reach out
Your clinic supplies the patient lists, outreach purpose and approved contact rules.
Connect
Your bilingual team shares approved information, schedules in your EHR and captures questions or barriers.
Visit + follow-up
Attendance is reconciled and the next action is documented or handed back to your clinic.
Trained. Supervised. Supported.
Your procedures guide the work. All teams are fully bilingual in English and Spanish, including medical and insurance terminology. QA, trainers and supervisors are included at no extra cost.
Questions and exceptions go to your designated clinic contact. Agreed responsibilities, access and handoffs are established before launch.
How we workQuestions
Before you ask
- Does the team make clinical decisions?
- No. Your care team defines the patients, clinical priorities and decisions. The team handles outreach, scheduling and follow-up.
- Do agents schedule directly in our EHR?
- Yes, within your appointment rules and available openings.
- Is outreach available in Spanish?
- Yes. All teams are fully bilingual in English and Spanish, including medical and insurance terminology.
- Are QA and supervision extra?
- No. QA, trainers and supervisors are included at no extra cost.
Related: Call Center · Coverage Assistance · Estimate team cost
Talk through one workflow
What needs follow-through at your center?
Tell us about the outreach workflow you need covered, the patients your clinic wants to reach and the follow-up involved.
Business inquiries only. Please do not include patient information.
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