Manage Onboarding of New Accounts

Seamlessly manage the entire suite of documents generated when onboarding a new patient and ensuring that he or she is fully integrated into the billing and communication systems of your office. 

Automate the entire scope of the onboarding process – accumulating the required documents, ensuring all deadlines are met, identifying forms that require completion, streamlining data capture, and generating necessary correspondence. Ultimately, the new patient will have a complete file that has all necessary information in order to ensure that they can receive and be properly billed for care. 

How it Works – The Modules