How It Works

A clear clinic-friendly workflow: who does what, how patients enroll, and what reports you receive.

Launch in 5 steps

  1. Clinic onboarding — workflows, approvals, access and escalation rules
  2. Patient list build — identify eligible patients and prioritize outreach
  3. Enrollment — education + consent support + program kickoff
  4. Monthly CCM delivery — touchpoints, care coordination, documentation support
  5. Reporting — dashboards + provider-ready summaries

Enrollment funnel

Illustrative view of how patients move through enrollment stages.

Replace with your real pipeline metrics after the first month.

Clinic responsibilities

  • Provider oversight and clinical decision-making
  • Approvals where required by your workflow
  • Responding to escalations (as needed)

CCM company responsibilities

  • Patient outreach and monthly engagement
  • Care coordination operations and follow-ups
  • Documentation support + monthly reporting
  • Program performance improvement