Find likely-eligible patients in minutes, not phone-tag weeks.
Replace a manual, staff-heavy intake process with an automated phone and web screening flow. Patients answer the same questions your team asks today; your reviewers see scored, prioritized results instead of a cold call list — and every determination stays where it belongs, with the state agency and a human reviewer.
Estimates only — official eligibility determinations remain with the state Medicaid agency.
Pre-screening by hand doesn't scale — and it shows
For most agencies and outreach teams, finding out who's worth a full application still means staff on phones, paper worksheets, and days of lag between first contact and first answer.
The manual way
- Staff spend hours per day asking the same five questions, mostly to people who turn out to be clearly over or under the income limits.
- Callbacks pile up. People who reached out while motivated give up before anyone gets back to them.
- Notes live in spreadsheets and voicemail. Nobody can say which outreach channel is actually producing eligible applicants.
With automated screening
- Patients screen themselves by phone or web, any hour of the day, in a few minutes — no staff time until there's a result worth acting on.
- Your reviewers open a queue sorted by eligibility estimate, with answers, reasoning, and call recordings attached.
- Staff time goes to the conversations that matter: likely-eligible patients and genuine edge cases — not obvious non-qualifiers.
Meet patients on the channel they already use
Every channel runs the same published screening flow and the same scoring rules, so identical answers always produce identical results — no matter how someone reached you.
Phone IVR
Patients call a dedicated number and answer screening questions by voice or keypad — no smartphone, no portal account, no app to install. Calls are recorded with consent and transcribed for your staff.
Web chat
An embeddable chat widget walks visitors through the same questions conversationally on your existing website, with an AI assistant that answers common questions along the way.
Web form
A straightforward form for people who just want to type their answers and see where they stand. Same questions, same scoring, same result — just a different front door.
The exact tool your patients and visitors will use
No sign-up required — this is the live widget, running against our own demo account.
Check your eligibility
The same screening flow a patient completes on your site, start to finish.
An estimate, a reason, and a human in the loop
The scoring engine doesn't decide anyone's eligibility. It does the arithmetic your staff do on paper today — consistently, instantly, and with a paper trail.
A patient answers screening questions
Household size, monthly income, ages, pregnancy status — the same core facts a staffer would collect on a call, gathered by whichever channel the patient chose.
Answers are scored against program rules
Your configured income limits and program criteria produce an estimate for each program — likely eligible, needs review, or likely ineligible — with the reasons attached.
A human reviews before anything happens
Every screening lands in a review queue where your staff see the answers, the score, and the reasoning — and decide what happens next. Nothing is auto-approved or auto-denied.
The state agency makes the determination
The platform produces estimates to prioritize outreach. Official eligibility determinations are made exclusively by the state Medicaid agency, exactly as they are today.
Built with HIPAA safeguards for healthcare-adjacent work — encryption, audit logging, access controls, and configurable retention. Read the full security & compliance overview →
“[PLACEHOLDER — replace with real testimonial before launch. This section is structurally complete; the quote, name, and organization are not real.]”
See it with your own screening rules
A 30-minute walkthrough with your programs, income limits, and call volumes — not a canned demo.