01 / Patient intakeMake the first patient interaction feel organized.
CareFlow coordinates new-patient onboarding, insurance collection, scheduling, document requests, and follow-up communication so fewer details fall between inquiry and appointment.
- New-patient onboarding
- Insurance verification
- Scheduling and reminders
- Document collection
02 / Revenue supportKeep claims and balances from going quiet.
Claims status checks, denial follow-up, billing follow-up, A/R outreach, and authorization tracking—with clear escalation paths.
03 / Practice operationsTurn tribal knowledge into repeatable systems.
SOP creation, staff onboarding, administrative training, referral processing, provider calendars, workflow optimization, and KPI reporting.