Built by people who watched good outreach drown in phone tag
This platform exists because of a pattern we kept seeing: motivated patients, dedicated outreach staff, and a pre-screening process that wasted both — weeks of callbacks to establish facts a five-minute automated call could collect.
From worksheet to platform
Medicaid pre-screening is, at its core, a short structured interview: household size, income, ages, a few program-specific questions. Yet in most organizations it consumes an outsized share of staff time — because the interview happens one phone call at a time, during business hours, with the same questions asked thousands of times a year, mostly to people the numbers will rule out in seconds.
We built the platform to move that structured interview onto channels that don't need a staffer on the line — an automated phone flow and a web widget — while keeping everything that requires judgment exactly where it was: with your reviewers and, for the official determination, the state agency.
The result is a shift in what staff do all day. Instead of collecting facts, they act on them: a queue of screened, scored, documented leads, prioritized by how likely the person is to qualify. The people your team calls first are the ones they can most likely help.
Four commitments that shape the product
These show up in the details — in what the chatbot refuses to answer, in what the audit log records, in how a result message is phrased.
Humans decide; software does arithmetic
The platform's scoring engine applies the same income limits and rules a staffer applies on paper — faster and more consistently. It never approves, denies, or files anything. Every screening passes through a human reviewer, and official determinations stay with the state Medicaid agency. We consider that a feature, not a limitation.
Meet people where they are
A large share of the people Medicaid serves reach out by phone, not through portals. That's why the phone IVR is a first-class channel — same questions, same scoring as the web — and why nothing in the patient flow requires an account, an app, or a smartphone.
Every action accountable
Screening data is sensitive, and the organizations using it answer to auditors, counsel, and the public. So the platform assumes scrutiny by default: role-based access, append-only audit logging, consent capture, and retention controls aren't enterprise add-ons — they're the base product.
Plain language everywhere
Eligibility is confusing enough. Patient-facing scripts, result messages, and this website avoid jargon and overpromising. If a sentence could make someone believe they've been approved for coverage when they haven't, we rewrite it.
Want to dig into how these principles translate into controls? The security & compliance page covers the specifics.
Talk with the team behind it
Demos are run by people who built the product and speak eligibility outreach fluently — bring your hardest questions.