From first call to confident referral, in five steps
No jargon version: patients answer a short set of questions by phone or web, the platform does the arithmetic against your program rules, and your staff review the results and decide what happens next. Here's the whole journey.
- Step 1
A patient reaches out — by phone or on your website
Someone calls your screening number, opens the chat widget on your site, or fills in the web form. There's nothing to download and no account to create. On the phone, an automated voice greets them, explains the call is a pre-screening (not an application), and asks for consent before any recording starts.
- Step 2
They answer a short set of screening questions
Household size, monthly income, ages of household members, pregnancy status — the same handful of facts your intake staff would collect by hand. On the phone, answers come by voice or keypad; on the web, by chat or form fields. Most people finish in under five minutes.
- Step 3
The platform scores the answers against your program rules
The moment the last question is answered, the answers are compared against the income limits and criteria your organization configured. The result is an estimate for each program — likely eligible, needs review, or likely ineligible — along with the specific reasons. The patient hears or sees a plain-language summary and what to expect next.
- Step 4
Your staff review, prioritize, and follow up
Every screening lands in the review queue, sorted so likely-eligible patients surface first. A reviewer opens the lead, sees every answer and the reasoning behind the score, and can play the call recording if there is one. From there: assign it, add notes, schedule a callback, or mark the outcome.
- Step 5
Qualified patients are referred on to the state agency
For patients your team confirms as strong candidates, staff guide them into the official application process. The platform's job ends where the state agency's begins — it never files applications or makes determinations on anyone's behalf.
Built for the teams doing eligibility outreach today
The workflow above adapts to how your organization already works — the screening rules, the phone number, the branding, and the staff roles are all yours.
State & county agencies
Handle outreach surges — a redetermination wave, a new program launch — without hiring a temporary call center. Every screening is logged, scored consistently, and auditable end to end.
Healthcare organizations
Screen patients at intake or discharge to find coverage they qualify for but don't have. Fewer uncompensated visits, and patients leave with a concrete next step instead of a pamphlet.
Call centers & outreach teams
Let the IVR absorb the repetitive first-pass conversations around the clock. Your agents work a prioritized queue with context already attached — answers, score, recording — instead of dialing cold.
Where the platform's job ends
One thing we're deliberate about: the platform produces eligibility estimates to help your team prioritize. It does not file applications, does not approve or deny anyone, and does not replace the state agency's determination process. Every screening passes through a human reviewer on your staff, and the official decision always rests with the state Medicaid agency. The details are on our security & compliance page.
Watch a screening run end to end
In a live demo we run a real call through the IVR, watch it score, and open it in the review queue — the whole journey in about 15 minutes.