In development4 min read
Pre-visit readiness checks
Review clinical paperwork, referrals and other blockers before visits.
This is a product-direction guide. Described features may not be available yet.
Overview
Review clinical paperwork, referrals and other blockers before visits.
Step-by-step
- Open Pre-visit readiness using a fictional clinician or billing account.
- Review Ready, Needs attention and Blocked states.
- Resolve synthetic missing paperwork or authorization requirements.
- Recheck the appointment before marking it ready.
Important checks
- Only authorized staff should see detailed clinical blockers.
- Payer results may require manual verification.