Track each referral, find the next requirement, and confirm treatment start with the care team.
Help more patients start treatment sooner.
See what each patient still needs, who owns the next step, and what the care team has confirmed.
Start with
Referrals, coverage rules, and support records.
Prepare
Missing requirements, owners, and follow-ups.
Team decides
Approve outreach, exceptions, and escalations.
How it works.
01 / Review every case
Run each referral against its requirements.
Agents work across referral, enrollment, coverage, and support records for every patient to find missing information, pending decisions, and the person who can move the case forward.
Referral records
Three referrals. Three next steps.
Case AEnrollment
Signed consent is missing.
Case BAuthorization
Payer response is pending.
Case CAffordability support
Assistance document is outstanding.
02 / Coordinate in parallel
Prepare the right next action for each patient.
Agents match each open requirement to the applicable program or payer rule, prepare the request, and assign an owner. Your team reviews outreach, exceptions, and escalations.
Case A / Next action
For review
Complete Case A's enrollment.
Evidence
Signed consent required; received form is unsigned.
Action
Request signed consent.
Owner
Hub coordinator follows up with the office.
Approval
Your team approves the request.
03 / Follow through to confirmation
Track every case to a confirmed treatment start.
Agents keep each case moving as responses arrive, verify completed requirements, and record treatment start only when the care team confirms it. Cases still waiting remain open with an owner and next step.
Case A / Journey updated
Treatment start confirmed.
Enrollment completeDocument checked
Access requirements metSources confirmed
Treatment startedCare team confirmed
Cases B and C remain open with follow-ups assigned.