Pre-appointment prep requires confirming insurance, collecting signed forms, and gathering referral records before every visit. Handling this by phone, email, and spreadsheet across several staff members creates delays and last-minute scrambles.
An automated version checks eligibility, sends forms the moment a patient is cleared, and chases missing signatures without staff intervention. Referral records, form status, and patient readiness are compiled and shared with clinical staff automatically before the visit.
The full workflow, from trigger to completion.
A confirmed booking on the calendar starts the pre-appointment prep sequence automatically.
The automation scans upcoming appointments and flags which patients need insurance confirmation.
Flagged complex cases route to a staff member to confirm coverage directly with the payer.
Intake, history, and consent forms go out automatically and unsigned forms trigger an SMS reminder.
The automation pulls referral records, assembles the prep packet, and posts a ready or missing flag to staff.
The finished prep packet is saved to the patient's shared folder ahead of the visit.
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