Workstream

Onboarding

A new member signs a care plan and then nothing happens for eleven days because the intake form, the consent and the card on file all need chasing by a front desk that is answering the phone. We run that chase.

Onboarding Billing follow-up Appointment coordination Patient support

What we do

Send the intake pack the same day the member signs, from your clinic address.
Chase missing forms and consents on a fixed cadence: day 1, day 3, day 7, then a call task for your desk.
Collect the card on file through your own payment provider and confirm the first charge landed.
Book the first appointment against your provider availability and confirm it.
Move the member to active, and tell you the date it happened.

What stays with your clinic

Clinical intake review and anything that needs a clinician to read it.
The decision on which plan a member belongs on.
Your practice-management system stays yours — we work inside it, not around it.

What we need from you

A staff-level login to your practice-management or EHR scheduling module.
Your intake and consent templates, as you already send them.
Which plan types exist and what each includes.

Week one

We take over the chase for every member signed in the last 30 days and clear the backlog of unreturned forms.

By the end of month one

Time-to-active is measured and reported. Most clinics see it fall because nothing sits in a pile.

On the plans

Desk Essentials Not included

Full Desk Included

Multi-Site Desk Included

Compare plans

Patient data

We hold only what this workstream needs, inside your clinic's own account. We never publish it, never discuss it outside your secure channel, and never give clinical advice.

How we handle patient data →

Hand onboarding to the desk.

Pay monthly, start the intake in the same session.

Start a desk