Guided product tour · no account required

Follow the operation from panel to payment-ready evidence.

See what each person does, what the system retains, and where your FQHC keeps authority. The records below are illustrative and use synthetic data.

What this tour proves

Six connected handoffs

Practice-controlled

01Panel intelligence
02Enrollment
03Monthly care
04Clinical supervision
05Safeguards
06Billing evidence

APCM is operated as a monthly service—not reduced to a minute threshold.

Step 01
Panel intelligence
Find the patients worth reviewing—not a list to bill.
The scanner organizes eligibility signals, care gaps, program conflicts, QMB evidence, and missing facts into a reviewable opportunity map.
Buyer question
Who appears eligible, and what still needs verification?
Authority retained
Your team confirms patient facts, program fit, and exclusions before outreach.
Panel scanner
Synthetic workspace preview
Current state
1,142 records need program review
784
Ready for review
219
Facts missing
139
Conflict flagged
Review candidate evidence
Step 02
Enrollment
Make consent and patient choice visible before work begins.
Enrollment records the outreach result, consent method, effective date, assigned team, and unresolved requirements in one traceable handoff.
Buyer question
Can we prove why this patient entered the program?
Authority retained
Approved scripts, consent policy, and enrollment decisions remain practice-controlled.
Enrollment review
Synthetic workspace preview
Current state
Consent captured · assignment pending
Yes
Patient agreed
Phone
Consent method
1
Open requirement
Assign care owner
Step 03
Monthly care
Run the required care operation—not a 20-minute stopwatch.
Navigators work from a ranked monthly list of care, outreach, coordination, and follow-up actions shaped by the patient’s current needs.
Buyer question
What does this patient need next, and who owns it?
Authority retained
The practice defines the care model, documentation standard, and clinical boundaries.
Today’s worklist
Synthetic workspace preview
Current state
12 patient actions due today
5
Care planning
4
Coordination
3
Follow-up
Open next care action
Step 04
Clinical supervision
Move exceptions to the right person before they become risk.
Clinical needs, missing evidence, conflicting records, and out-of-scope requests are routed with context, urgency, and a named owner.
Buyer question
What needs clinical judgment or leadership attention?
Authority retained
Licensed staff retain clinical judgment, escalation authority, and final resolution.
Exception queue
Synthetic workspace preview
Current state
3 items need supervisor review
1
Clinical
1
Consent
1
Documentation
Route with context
Step 05
Safeguards
Stop unsupported work from quietly becoming a claim.
Consent, patient facts, QMB status, configured program conflicts, service evidence, and review decisions stay visible before release.
Buyer question
What is supported, what is withheld, and why?
Authority retained
Compliance, coding, correction, and overpayment processes remain with the responsible organization.
Release safeguards
Synthetic workspace preview
Current state
2 lines held for evidence
18
Supported
2
Withheld
0
Auto-submitted
Review held lines
Step 06
Billing evidence
Give billing a review-ready packet, not a black box.
The packet assembles the monthly operating evidence, exceptions, review history, and reason codes needed for the practice’s final billing decision.
Buyer question
Can billing trace the support for every proposed line?
Authority retained
The practice and its billing team retain final coding and claims-submission authority.
Evidence packet
Synthetic workspace preview
Current state
Ready for billing-team review
20
Lines reviewed
18
Supported
2
Held back
Export review packet

From product tour to operating plan

Now map this workflow to your practice.

The readiness brief captures your panel, team, EHR handoffs, supervision, billing workflow, and preferred operating model. It is a planning tool—not a revenue, compliance, or enrollment guarantee.

Build my readiness brief Provisioned team sign in

Your EHR remains the clinical system of record.

Software supports controls; it does not certify compliance.

The billing team makes the final claim decision.

Follow the operation from panel to payment-ready evidence.

Find the patients worth reviewing—not a list to bill.

Make consent and patient choice visible before work begins.

Run the required care operation—not a 20-minute stopwatch.

Move exceptions to the right person before they become risk.

Stop unsupported work from quietly becoming a claim.

Give billing a review-ready packet, not a black box.

Now map this workflow to your practice.